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Good Game
Imran Khan and Qiao Wang discuss crypto markets, startups, consumer products, investing, and the intersection of crypto and AI.
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All Eyes on AI. Where Does Crypto Fit? | EP 77
Imran Khan calls the violent rebound “the first inning of a new cycle,” citing OG selling, failed dip-buying expectations and sidelined capital.Tokenized stocks revive onchain speculation through global access and underlying substance, while Robinhood’s retail interface outperforms Coinbase’s institutional-trust franchise.Computer-use agents expand software’s addressable market, pressuring new SaaS startups to build physical, networked or proprietary advantages.