Sept. 20, 2022
Imran and Qiao discuss what's on their minds in the crypto landscape.
Timestamps
(00:00) Intro
(00:35) CPI dropped - the "Merge" has become the "Purge"
(04:35) The state of Layer 1s and Layer 2s - what's happening?
(05:41) Why Imran and Qiao can see the future
(07:24) The state of Layer 1s based on Electric Capital's January 2022 report
(09:32) What's changed for Ethereum since Electric Capital's report?
(11:03) What's changed for Solana since January 2022?
(12:02) What's changed for Cosmos since January 2022?
(13:42) The war between Layer 2s and side-chains on Ethereum
(15:39) Explaining optimistic rollups Optimism and Arbitrum
(16:48) Why Arbitrum is winning the mindshare of the developer ecosystem
(21:01) Ethereum rollups will be competing with Cosmos for specialization
(23:59) Arbitrum dedicated rollups are fragmenting liquidity and user experience
(27:32) Why Polygon side-chain has won developer mindshare
(31:33) Explaining how Starkware uses zero knowledge proofs to scale
(33:29) What are zk-rollups?
(34:30) The uphill battle for Starkware
(36:10) Why dYdX left Starkware for Cosmos
(41:54) Solana vs Sui and Aptos
(43:17) Move language attracting developers from Solana to Sui and Aptos
(46:50) Aptos more developer-friendly than Sui
(49:25) Aptos and Sui are clearly gaining developer adoption momentum over Solana
(52:15) Why many Ethereum developers will never move off of Ethereum
(58:10) Why Cosmos hasn't had any hype
(59:43) Founders are being attracted to Cosmos from launch of Osmosis
(1:00:26) App-chain thesis - the rise of application-specific blockchains
(1:02:35) Monolithic chains are just fast prototyping testnets for Cosmos
(1:04:25) The pain of bridging between Cosmos hubs
Good Game Podcast: A podcast for crypto natives.
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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.
