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Thread Guy
Thread Guy interviews traders, investors, founders, and market operators about crypto, public markets, technology, and trading.
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How He Raised $650M During Crypto’s Biggest Crash (ft. Haseeb)
Dragonfly raised a $650 million fourth fund amid crypto’s “extinction-level” VC downturn, targeting durable financial infrastructure.Haseeb says Bitcoin, Ethereum, DeFi, and stablecoins reflect real monetary demand, unlike the industry’s “fever dream” of games, DAOs, and metaverse projects.Agentic payments remain tiny, leaving model improvement and autonomous commerce as unresolved catalysts.