Rebank: Fintech Analysis - Did We Just Witness Crypto's Inflection Point in the U.S.? with Rob Hadick of Dragonfly

Did We Just Witness Crypto's Inflection Point in the U.S.? with Rob Hadick of Dragonfly

05/28/24 • 40 min

Rob Hadick is a General Partner at Dragonfly, a $2.5bn crypto venture fund. Dragonfly’s portfolio is a who’s who of leading crypto projects including Anchorage, Ava Labs, Blur, DYDX, Lido, MakerDAO, Matter Labs, NEAR, Polygon, Starkware and many, many more.

In this conversation, Rob and Will Beeson discuss the recent change in tone in Washington regarding crypto, the implications for the industry as crypto goes mainstream, the next 2-3 years of stablecoin market development, investing in CeFi vs. DeFi, the state of the current crypto VC market, investment dynamics as a top 5 crypto fund by AUM and more.

Thank you very much for joining us today. Please welcome, Rob Hadick.

Previous Episode

Three Cycles of Payments Innovation with Anil Hansjee

Anil Hansjee is a General Partner at Fabric, a UK-based blockchain VC.

Prior to joining Fabric, Anil ran Corporate Development EMEA at Google and then led PayPal Ventures in the region. He has tremendous experience investing in fintech and payments at the venture, strategic and angel level.

In this conversation, we dive deep into payments, covering the existing legacy stack, initial waves of fintech innovation and more recent blockchain and stablecoin-based approaches to improving global commerce.

Anil is incredibly experienced, thoughtful and articulate, which made for a fantastic conversation.

Next Episode

Memecoins, Airdrops and Current Retail Crypto Dynamics with Regan Bozman

Regan Bozman is co-founder of Lattice Capital, a crypto-focused VC firm, and an expert in token launches and secondary trading dynamics.

Lattice manages $80m across two funds, with a focus on early-stage crypto projects. Prior to founding Lattice, Regan and his partner Mike Zajko worked at CoinList, a leading platform for new token launches operating since 2017.

In this conversation, Regan and Will Beeson discuss the current state of retail crypto trading, various interpretations of memecoin energy, lessons for building community with airdrops, tension between VCs and retail token investors, managing a venture fund in a narrative versus fundamentals driven market, the rationale for LP allocation to crypto and more.