The Rollup The Hidden Truth About Prediction Market Fatigue with Rob Hadick
Aug 26, 2025
Rob Hadick from Dragonfly dives into the intricacies of digital asset treasury companies and the fatigue surrounding prediction markets. He explains the significance of institutional capital and why traditional founders are finally embracing crypto. The discussion touches on the sustainable future of digital finance, with insights into how stablecoins could revolutionize banking by bypassing traditional rails. Rob also highlights Dragonfly's focus on payments and DeFi infrastructure, making it a must-listen for anyone curious about the future of finance.
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Three Core Investable Tech Areas
- Dragonfly sees only three investable tech areas: AI, biotech, and crypto.
- Rob frames crypto as a primary growth area alongside AI and biotech.
Dovish Fed Can Hurt Growth Expectations
- Powell's dovish tone first pumped markets but raised doubts about long-term growth.
- Traders recalibrated, worrying higher inflation could hurt corporate EPS and growth.
Higher Inflation Risks Social Strain
- Moderate sustained inflation can widen wealth disparity and social stress.
- Rob warns that persistent higher inflation shifts behavior and can increase unrest over time.