Global since day one Posts are not investment advice or an ad for investment services →https://xitter.twitterapi.xyz/t.co/iERFq2fAaF →https://xitter.twitterapi.xyz/t.co/V5AE8Vmj0m
NY - SG
Joined September 2019
- Tweets1.5K
- Following221
- Followers1.5M
- Likes1.2K
Pinned Tweet
We dropped the .xyz
New fit.
dragonfly.com // @dragonfly
Dragonfly ＞|＜ retweeted
"Listen, everyone should be scared shitless… Finance is a trust business."
AI means a hack "can happen in a blink of an eye now."
- @HadickM of @dragonfly
Dragonfly ＞|＜ retweeted
. @hosseeb lays out why Dragonfly bet on @variational_io before the team had found its real business
“At the time that we did their seed round, they were building a market maker. And we don’t usually invest in market makers. They’re not usually shaped like venture bankable startups”
“If you speak to @variational_lvs at any length, you just realize, okay, these dudes are built different”
“They went through the collapse of FTX, which was tough on anybody who was running a market making business. And so they were kind of looking for their next business model”
Podcast out tomorrow!
@dragonfly
Dragonfly ＞|＜ retweeted
It's Morning Again in aMEGAica
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
Dragonfly ＞|＜ retweeted
. @hosseeb reveals OpenAI is now pointing its lasers at cryptography, and why that makes @Zcash the antidote to Bitcoin being seized
“OpenAI dropped I think it was 700 plus manuscripts of new results that they had found using their unreleased AI model in foundational mathematics”
“The story now is that apparently OpenAI is pointing their lasers at cryptography, and there was a lot of fear and loathing online about, oh my God, does this mean that cryptography is going to get destroyed?”
“If Bitcoin can be seized, or if Bitcoin now is sort of being encompassed under very different kind of regime, then Zcash is the antidote to that”
Podcast out this week!
@dragonfly_xyz
Dragonfly ＞|＜ retweeted
I'm back! But no Santi this week - which is probably good because we needed @matthew_sigel to be the bull in the group.
NEW ROUNDUP with @HadickM and @matthew_sigel
We cover:
– Post-midterm selloff
– Is a Blue wave good BTC, bad AI?
– Neoclouds vs landlords
– Did prediction markets beat pollsters?
– Figure, Circle & who wins tokenized equities
TIMESTAMPS:
00:00 Rob Returns, Matthew Sigel Joins
00:38 The AI Trade Gets Crushed
06:56 Buy The Dip Or Bear Market?
10:12 Can AI Companies Survive?
13:38 Fidelity, Blockworks MCP, DAS London
16:48 Are Frontier Models Losing Their Edge?
25:08 Can Bitcoin Weather The AI Selloff?
27:45 Fidelity, Blockworks MCP, DAS London
31:37 Democrats Take Aim At Data Centers
36:00 Is Gridlock Bullish For Bitcoin?
38:23 Wall Street Moves Onchain
41:08 Why Stablecoin Adoption Looks Different
48:43 Which Crypto Stocks Are Worth Buying?
51:39 Did Prediction Markets Beat Pollsters?
56:15 Who Wins From Tokenized Equities?
1:00:39 Content Of The Week
Dragonfly ＞|＜ retweeted
The Blue Tsunami has landed!
Robert says the polls missed the wave. Meanwhile, Tarun can't figure out why Citadel is suing over equity perps. Haseeb says banning abliterated AI models is prior restraint. Tom compares the abliteration fight to early Bitcoin.
Timestamps
00:00 Intro
02:51 a16z Goes Frontier
05:42 The Midterm Mega Tsunami
15:39 Crypto's New Congress
29:10 CFTC Clears Equity Perps
34:14 Anthropic's S-1 Update
35:35 Data Centers Go Blue
43:44 The Abliteration Threat
🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!
🎥 YouTube: youtu.be/VN71SjPjlJs
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
Dragonfly ＞|＜ retweeted
To celebrate, I’ve just dropped the biggest INSIDE episode we’ve done yet, this time in New York!
In this episode we go inside @runwayml's robotics work, @dragonfly’s $4B fund and @hanoverpark’s push to rebuild fund administration. Plus a visit to @Polymarket and conversations with @thesamparr, @mytechceoo, @damianplayer and @wallstreetpaper.
@matamalaortiz @AndyChenML @HarlemCapital @HadickM @hosseeb @tomhschmidt @HereComesKumar @chrishlad @AnnicaBenning @whop @cultured @czoob3
Dragonfly ＞|＜ retweeted
BREAKING: @HadickM and @tomhschmidt promoted to Managing Partners at @dragonfly, backing founders across money, markets and intelligence
We 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.
Dragonfly ＞|＜ retweeted
The future of payments, banking, sports loyalty, and more, are being built on Avalanche.
@Dragonfly’s Rob Hadick explains how it all connects: businesses customize their own L1s while participating in a shared ecosystem that grows stronger with every new use case.
Dragonfly ＞|＜ retweeted
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.
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 intelligence
Dragonfly ＞|＜ retweeted
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 intelligence
Dragonfly ＞|＜ retweeted
BREAKING: @tomhschmidt and @HadickM have been promoted to Managing Partners at 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.”
Dragonfly ＞|＜ retweeted
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.
We 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.
Dragonfly ＞|＜ retweeted
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.
We 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.
We 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.
Dragonfly ＞|＜ retweeted
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: youtu.be/iF-UjeRFd64
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
Dragonfly ＞|＜ retweeted
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.
eblockchainconvention.com/di…
