Block Fuel Redefining Investment in Crypto with Dragonfly | Rob Hadick, General Partner
May 23, 2024
Rob Hadick, General Partner at Dragonfly, a $2.5B fund focusing on digital assets, shares insights on the evolving crypto landscape. He discusses the shift from traditional finance and the rise of decentralized finance, highlighting innovative investment strategies. Rob also explores the impact of U.S. regulations on crypto, the possibilities of NFTs in engaging artists with fans, and the disruptive potential of stablecoins in global payments. His forward-looking predictions give a glimpse into the future of blockchain technology and investment.
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Global, Long-Term Crypto Perspective
- Dragonfly invests with a global, long-term view focused on how crypto reshapes economies and open-source software culture.
- They prioritize projects that can disrupt financial services and scale globally rather than chasing short-term trends.
From Goldman To Full-Time Crypto
- Rob first bought Bitcoin in 2013 while at Goldman and followed the space while working in traditional finance.
- DeFi Summer (2020) convinced him to move full-time toward crypto and eventually join Dragonfly.
Invest From First Principles
- Evaluate projects from first principles and back founders who build sustainable, zero-to-one innovations rather than following social media hype.
- Focus on whether blockchain genuinely disrupts an industry, not whether a theme is currently trending.