Haseeb ＞|＜
@hosseeb • 145,372 subscribers
Managing partner @dragonfly_xyz. Let's think step by step.
Videos
Debated 1v1 against Jordi Alexander on whether synthetic dollars (e.g. Ethena) will lead to the next Luna-style crash, to a full house yesterday at Digital Asset Summit 2026 in London. We held this debate just yesterday, right after the wreckage from the weekend. Who do you think won? 👇
Haseeb ＞|＜122,586 Aufrufe • vor 8 Monaten
Got some requests to record a narration of this post (I get it, it's a long read). 👇 We didn't record a podcast episode for Thanksgiving week, so this will be going out on the The Chopping Block feed tomorrow. Thanks for all the feedback everyone. Great discussions.
Haseeb ＞|＜77,798 Aufrufe • vor 7 Monaten
The line "decentralization doesn't matter" is getting repeated more and more these days. I recently broke out into debate on-stage with Mason Nystrom about why decentralization was essential to prediction markets existing at all. It got heated. Worth the 5 minutes:
Haseeb ＞|＜41,620 Aufrufe • vor 3 Monaten
Hot take from my panel on decentralized AI at UC Berkeley: Your data is worthless. The idea that you'll get rich selling your data to train AI is a fantasy. The frontier is high-quality synthetic data, not your dumb tweets. Second hot take: the government censorship of AI has not started yet. It will come soon. And when it does, decentralized AI will matter in the same way that the rise of financial surveillance made Bitcoin matter. Spicy back and forth with Avichal - Electric ϟ Capital and Franklin Bi 👇
Haseeb ＞|＜80,175 Aufrufe • vor 11 Monaten
Most AI agents right now are bullshit—today they're glorified chatbots shilling memecoins. But real agentic AI is coming, and it’ll redefine everything: how we build, invest, and even think about blockchain apps. Here’s my full talk—what true AI agents look like, when they’ll hit the utility tipping point, and why sovereign AIs might turn into scambots 👇
Haseeb ＞|＜85,600 Aufrufe • vor 1 Jahr
0_skre🕯️ "We do want everyone who's involved, whether you're a team member, or an investor, or an early community member, you're all in the same boat and have allocation from the same pie. I think that's one of the magical things about crypto, the ability to do incentive alignment."
Haseeb ＞|＜40,311 Aufrufe • vor 6 Monaten
Rare to have the biggest chads in DeFi jeff.hl, G | Ethena, and Stani.eth, going back and forth with each other on stage. We talk: * Which ecosystems will be able to own their own stablecoins * How interest rates will affect each of their protocols * What the next breakout DeFi app will be (2 of them agree!) Also, lightning round of overrated-underrated at the end for some hot takes This was one of the highlights of TOKEN2049 for me, recommended ⤵️
Haseeb ＞|＜34,136 Aufrufe • vor 8 Monaten
Gave a lightning talk at the Theta Blockchain Ventures conference: 8 charts showing why stablecoins are eating the world, all in 10 minutes. If you know any stablecoins skeptics and you want them to get the big picture view of why this is such a big deal, send them this 👇
Haseeb ＞|＜20,141 Aufrufe • vor 8 Monaten
One of the most in-depth interviews I've done on my approach to investing w/ Andrew Steinwold—I break down how I went from poker player => software engineer => investor, Dragonfly's origin story, how poker informed my investing philosophy, and what it takes to be a great VC. If you want to understand crypto VC from the ground up, this is for you 👇
Haseeb ＞|＜21,042 Aufrufe • vor 1 Jahr
Totally unhinged 1:1 podcast with Mia where I talk her out of being depressed about crypto. The vibes are too negative! We also discuss AI romance scams, ChatGPT therapy, and why we're going to have to grow babies in test tubes. Both fun and completely ridiculous.
Haseeb ＞|＜18,203 Aufrufe • vor 1 Jahr
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