Dragonfly ＞|＜
@dragonfly
Global since day one Posts are not investment advice or an ad for investment services →https://t.co/iERFq2fAaF →https://t.co/V5AE8Vmj0m
221 Following1.5M Followers1.4K Posts
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @HadickM: Lots of news out of Dragonfly this week. I'm really excited to have Lisa join us, bringing her many years of investing experience from Signalfire and General Atlantic, to help us continue to back the best founders building the future of money, markets and intelligence.Lisa Liu @_lisaliufinally breaking my twitter silence - I've joined @dragonfly as a partner in nyc excited to work with this unreal squad: @HadickM @hosseeb @tomhschmidt @contrarycap5 @0xelton @0xsudogm backing the future of money, markets, and intelligence010503
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @_lisaliu: finally breaking my twitter silence - I've joined @dragonfly as a partner in nyc excited to work with this unreal squad: @HadickM @hosseeb @tomhschmidt @contrarycap5 @0xelton @0xsudogm backing the future of money, markets, and intelligence030557
- Dragonfly ＞|＜@dragonfly.@tomhschmidt on why this cycle feels boring, and why that’s a real sign. “When we look at holder charts, issuance charts, transaction volume charts, for stablecoins, it just continues to go up and to the right. And I think a lot of companies now realize… this is a better way of doing this thing that we previously wanted to do… This is a much more boring cycle… where the adoption is very real, but it’s happening from traditional financial institutions, investment banks, fintechs.”534924.2K
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @HadickM: Over the last four years during my time at Dragonfly, we’ve consistently discussed who we look up to, how we want the firm to evolve and exist many years from now, and what is the legacy we want to leave behind. The Benchmark partnership model and their ability to see around corners is one we have consistently come back to as a North Star, and I’m excited and proud to continue to help lead Dragonfly into that future, alongside Haseeb, Bo and Tom, as we grow and continue to back the best founders innovating across money, markets and intelligence.Dragonfly ＞|＜ @dragonflyWe are excited to announce @HadickM and @tomhschmidt have been promoted to Managing Partners, joining @hosseeb and Bo in leading Dragonfly. The promotions recognize the role both have played in shaping Dragonfly into the firm it is today, and mark the firm’s move to a broader partnership. As co-leaders, Rob and Tom will help carry forward what Dragonfly has always done: backing the founders building the future of money and markets.050842
- Dragonfly ＞|＜@dragonflyWe are excited to announce @HadickM and @tomhschmidt have been promoted to Managing Partners, joining @hosseeb and Bo in leading Dragonfly. The promotions recognize the role both have played in shaping Dragonfly into the firm it is today, and mark the firm’s move to a broader partnership. As co-leaders, Rob and Tom will help carry forward what Dragonfly has always done: backing the founders building the future of money and markets.1011353569.2K
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @hosseeb: News from the Dragonfly team: @HadickM and @tomhschmidt have been promoted to Managing Partners, leading @dragonfly alongside myself and Bo. Both Tom and Rob have been central to building the firm into what it is today, from the deals we've led, our leadership in industry, to the founders we've stood behind through every cycle. Our mission is the same: backing the founders building the future of money and markets. Going forward, Dragonfly is run by the four of us.Dragonfly ＞|＜ @dragonflyWe are excited to announce @HadickM and @tomhschmidt have been promoted to Managing Partners, joining @hosseeb and Bo in leading Dragonfly. The promotions recognize the role both have played in shaping Dragonfly into the firm it is today, and mark the firm’s move to a broader partnership. As co-leaders, Rob and Tom will help carry forward what Dragonfly has always done: backing the founders building the future of money and markets.060697
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @_choppingblock: Black October was a wake-up call, but is it over? Naturally, we brought on the least technical technical guy we know to find out: @HadickM Meanwhile, Robert says not that much broke. Tom says it's just the tip of the iceberg. Tarun says closed source is the real risk. Timestamps 00:00 Intro 02:56 Black October: the web's worst 48 hours 09:13 Should we be scared? 12:06 Crypto got here first 15:16 Why Claude won't help you patch 17:13 Banks are blocking AI agents 22:07 Bernie Sanders says pause AI 26:41 Everything is crypto now 33:01 Joe Weisenthal, Hyperliquid, and blockchains 39:25 The Visa and Fireblocks rumor 43:08 2021 was a bubble 45:31 Who's the Fireblocks of AI? 🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod! 🎥 YouTube: 🎧 Spotify: 🍎 Apple: 🎙 Podcast Home:0301K
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @DAF_Global: Institutional digital assets are being shaped across banking, investing, trading and regulation. At DAF New York, Pete Najarian (@petenajarian1) -@RaptorDigitalHQ, Artem Korenyuk -@Barclays, Michael Schroeder -@Revolut, John D’Agostino (@johnjdagostino) -@coinbase, Kinjal Shah (@_kinjalbshah) -@bcap, Sebastian Pulido -@Grayscale, Tom Schmidt -@dragonfly and Serena McMullen - Aosphere bring those perspectives into the same room. 13 November. New York.040899
- Dragonfly ＞|＜@dragonflyOur comment letter to the CFTC on compute derivatives contracts: “The governing approach should be technology-neutral and risk-based” Full letter:
Lindsay Lin @LindsayxLinThis week, @dragonfly filed a comment letter with the CFTC on compute derivatives. Compute is a swiftly growing expense for tech companies, yet the market for hedging its cost is still nascent. The challenge starts with defining what’s being traded. Not all GPU-hours are equal: hardware, performance, and availability can materially affect their value. Liquid derivatives markets need comparable units of compute and reliable price benchmarks. @HadickM @bryanmedelman @peteryshin and I advocate for technology-neutral standards, equal treatment of credible pricing sources, and support for perpetual futures to hedge ongoing compute costs. We applaud @CFTC for taking on these important questions and laying the groundwork for a liquid, competitive compute derivatives market.21239.9K - Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @LindsayxLin: This week, @dragonfly filed a comment letter with the CFTC on compute derivatives. Compute is a swiftly growing expense for tech companies, yet the market for hedging its cost is still nascent. The challenge starts with defining what’s being traded. Not all GPU-hours are equal: hardware, performance, and availability can materially affect their value. Liquid derivatives markets need comparable units of compute and reliable price benchmarks. @HadickM @bryanmedelman @peteryshin and I advocate for technology-neutral standards, equal treatment of credible pricing sources, and support for perpetual futures to hedge ongoing compute costs. We applaud @CFTC for taking on these important questions and laying the groundwork for a liquid, competitive compute derivatives market.040847
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @hosseeb: I was wrong. Agents don't need crypto. It's us humans who do. I break down what the industry got wrong in my @token2049 talk, Agents + Crypto: What's Real and What's Cope 👇0440752
- Dragonfly ＞|＜@dragonfly.@HadickM on @MTSlive re: agents + money: “When you’re built on top of Plaid, you have a bunch of failures, failure rates at 2% or so for ACH. And there’s a lot of capital inefficiency in it as well.” “If you ask your LLM what bank should you use that is agent friendly, they’ll tell you Mercury. They won’t tell you JPMorgan.” “A financial institution that controls those different accounts and is able to monetize those different accounts, that is AI first and agent first, that is where you’re likely to see a lot of this happen.” “The concern is the surplus will continue to shift from banks to fintechs.”1134432.5K
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @casatay: New addition for the crypto podcast roster 👀Nick van Eck @Nick_van_EckHigh quality guests, strong opinions, and a ton of fun. @HadickM and I will be bringing on incredible operators this year. Grateful the @thestablecon team asked us to host.010986
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @MoneyCodePod: 🎙️A new season. A new duo. Money Code Season 2 welcomes @HadickM and @Nick_van_Eck as your new hosts. Rob is a General Partner at @dragonfly, investing across stablecoins, payments and financial infrastructure. He previously helped build GoldenTree’s digital asset strategy, with earlier roles at Goldman Sachs and PJT Partners. Nick is the CEO and Co-founder of @withAUSD, a modern money and banking platform. A former Partner at General Catalyst, he’s gone from backing software and blockchain companies to building one. On Money Code, they’ll speak with founders, operators, allocators and policymakers about stablecoins, tokenized assets and AI. What’s ready for adoption? Where are the investment opportunities? What still needs to be built? Insights to help you make better build, buy, partner and investment decisions. What would you ask an investor and a stablecoin founder? Episode 1 is coming soon. Subscribe to Money Code wherever you get your podcasts. Presented by @thestablecon.030879
- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @Nick_van_Eck: High quality guests, strong opinions, and a ton of fun. @HadickM and I will be bringing on incredible operators this year. Grateful the @thestablecon team asked us to host.Money Code @MoneyCodePod🎙️A new season. A new duo. Money Code Season 2 welcomes @HadickM and @Nick_van_Eck as your new hosts. Rob is a General Partner at @dragonfly, investing across stablecoins, payments and financial infrastructure. He previously helped build GoldenTree’s digital asset strategy, with earlier roles at Goldman Sachs and PJT Partners. Nick is the CEO and Co-founder of @withAUSD, a modern money and banking platform. A former Partner at General Catalyst, he’s gone from backing software and blockchain companies to building one. On Money Code, they’ll speak with founders, operators, allocators and policymakers about stablecoins, tokenized assets and AI. What’s ready for adoption? Where are the investment opportunities? What still needs to be built? Insights to help you make better build, buy, partner and investment decisions. What would you ask an investor and a stablecoin founder? Episode 1 is coming soon. Subscribe to Money Code wherever you get your podcasts. Presented by @thestablecon.020856
- Dragonfly ＞|＜@dragonflyWe’re featured in @elwood_io’s latest case study! @joshraphaellim sat down with our portfolio company to break down how we track our token positions across the full lifecycle ⤵️Elwood @elwood_ioNew case study: how @dragonfly runs a token portfolio from locked to liquid. - For professional clients only. Not for retail clients. Elwood is a technology provider; clients trade through their own venue and counterparty relationships. Dragonfly is also an investor in Elwood.20107K
New case study: how @dragonfly runs a token portfolio from locked to liquid. - For professional clients only. Not for retail clients. Elwood is a technology provider; clients trade through their own venue and counterparty relationships. Dragonfly is also an investor in Elwood.
1016.2K- Dragonfly ＞|＜@dragonflyDragonfly ＞|＜RT @BitcoinNews: “It was the right idea, the wrong time.” At @kbwofficial, @dragonfly GP @tomhschmidt tells @_dsencil what Polymarket and Ethena taught him about timing, then looks ahead to perp DEXs, prediction markets and crypto AI. Watch now. In a year, this may read very differently. ⏬0160813
- Dragonfly ＞|＜@dragonfly.@hosseeb on speculative mania: "There's no financial revolution that has taken place without some kind of speculative mania... Now we see it happening with AI, and of course we've seen it many times now with crypto." "The thing that really explains speculation is human behavior, and ultimately people's willingness to believe and to pull forward the expectations of the future." "One thing that you can see from all the bubbles that previously took place within crypto is that they were all correct. They were all right that crypto was going to take over the world, that it was going to expand like a wildfire, and that it was going to be way bigger than anybody at the time was contemplating."201110829.1K
- Dragonfly ＞|＜@dragonflyPosts @dragonflyAlex LaBossiere @labossWhat happened to crypto? I sat down with Haseeb Qureshi (@hosseeb), Managing Partner at Dragonfly, to find out. We spoke about digital dollars, nationalized banks, bubbles and speculation, Iran and BlackRock, jaywalking, and beanie babies. 0:00 – Intro 1:23 – What Happened to Crypto? 3:18 – Stablecoins and Escape Velocity 7:04 – Bitcoin, Gold, and the Generational Trade 10:34 – War and Stores of Value 15:06 – Retail, Nvidia, and Capital Flight 18:23 – Stablecoins 101 20:00 – Eurodollars, Venmo, and AI Agents 23:00 – Dollarization and the Black Market 25:28 – Banks, Airwaves, and the Balance of Power 31:20 – Too Many Currencies 36:11 – Institutions and Cypherpunks 40:08 – Iran and BlackRock 41:00 – Speculation and Bubbles 43:12 – Prediction Markets and the Overton Window 51:04 – Skin in the Game and the Rational Voter 54:06 – Staying in Crypto 57:13 – When Crypto VC Ends 58:57 – What Would Change Haseeb’s Mind on Crypto 1:03:00 – What Should More People Be Thinking About?0174K
What happened to crypto? I sat down with Haseeb Qureshi (@hosseeb), Managing Partner at Dragonfly, to find out. We spoke about digital dollars, nationalized banks, bubbles and speculation, Iran and BlackRock, jaywalking, and beanie babies. 0:00 – Intro 1:23 – What Happened to Crypto? 3:18 – Stablecoins and Escape Velocity 7:04 – Bitcoin, Gold, and the Generational Trade 10:34 – War and Stores of Value 15:06 – Retail, Nvidia, and Capital Flight 18:23 – Stablecoins 101 20:00 – Eurodollars, Venmo, and AI Agents 23:00 – Dollarization and the Black Market 25:28 – Banks, Airwaves, and the Balance of Power 31:20 – Too Many Currencies 36:11 – Institutions and Cypherpunks 40:08 – Iran and BlackRock 41:00 – Speculation and Bubbles 43:12 – Prediction Markets and the Overton Window 51:04 – Skin in the Game and the Rational Voter 54:06 – Staying in Crypto 57:13 – When Crypto VC Ends 58:57 – What Would Change Haseeb’s Mind on Crypto 1:03:00 – What Should More People Be Thinking About?444427.1K- Show more posts
