Haseeb ＞|＜
@hosseeb
Managing partner @dragonfly_xyz. Take a deep breath and let's think step by step.
1/ Blockchains are not networks—they're cities. 🏙️ This simple mental model will help you understand why the L1 wars are evolving the way they are. New blog post + short 🧵 medium.com/dragonfly-rese…
Fun podcast with the @CryptoAmerica_ crew—we break down why NYC is the crypto capital of the world, where most of the stablecoin adoption is coming from, and how stables might break the Visa / Mastercard duopoly. 👇
🚨NEW: Our latest episode with @dragonfly_xyz Managing Partner @hosseeb explores the quiet forces reshaping the payments world, including why believes we could be on the brink of seeing stablecoins disrupt @Visa and @Mastercard’s long-standing retail payment monopoly. Plus, is…
With institutions barreling into public ETH treasury plays – we're seeing ETH getting sucked out of on-chain markets, both a unique opportunity to fill in the supply gap and an adverse impact on the ETH leverage looping trade. Current ETH supply rate on Aave just blew out to…
Surfacing and using CEX onchain data Unwrapping the talk @ETHCC by @hildobby from @dragonfly_xyz aka the main source of datasets and dashboards available on @Dune 📊 Critical insights *AND* a bonus 🎁 at the end of this thread 🧶
$500M Pump ICO. Hyperliquid dominance. Congress pushing pro-crypto bills. Crypto’s booming, but why does Tarun feel worse? New episode, we give Tarun some group therapy ⤵️
BREAKING: Tarun confirms he is emotionally short crypto. He’ll explain why in this week’s episode, whether you want to hear it or not: Timestamps 00:00 Intro 01:18 Pump ICO Breakdown 06:54 Pump's Unique Market Design 10:57 Future of ICOs and Market Trends 21:36 Hyperliquid's…
🗞️WEDNESDAY NEWSLETTER: Wall Street’s Stablecoin Gold Rush The GENIUS Act’s passage is fueling a Wall Street rush into digital assets, why @hosseeb believes stablecoins could break Visa’s payments monopoly, plus this week’s top headlines. cryptoinamerica.com/p/wall-streets…
This feels like a good time to resurface this.
When I started building my Twitter audience, I thought more followers meant more influence. But I soon realized many high-follower accounts are just engagement farmers or hyperposters with little real influence. They stir up fights and churn out populist takes, but when they…
You’re probably already trading through Hashflow and don’t even know. Let’s unpack how we have become the liquidity layer of DeFi.
Really happy to see the crypto industry growing up WRT transparency and disclosures. This is excellent work by Coinwatch, giving teams more transparency over their market makers (using TEEs under the hood!). More coming.
Today we’re announcing Coinwatch Track - a new way for crypto projects to see what their market makers are doing in real-time, using their API keys.
What was the most interesting micro-drama in crypto in the last 5 years? For me: 1. The NFT royalty wars: OpenSea vs Blur, creator socialism vs zero-fee markets 2. The rise of MEV auctions and the sandwich economy In retrospect, both are such fascinating game theory parables.
It is now obvious that the growth of digital dollars and stablecoins is not only the most important story in crypto, but all of finance. There are hundreds of billions in latent TradFi demand for crypto exposure, but this demand is primarily focused on a narrow subset of themes:…
In 2018, @naval hired me to be a human ChatGPT for crypto white papers. That's how I got my start as a crypto investor. My job was to read ICO white papers and report back if they made sense. Unsurprisingly, most did not. Back then, LLMs didn’t exist. If it weren't for that, I…
Does anyone have a serious proposal of how US-based foundations or DUNAs would deal with token-related tax issues?
“How can we get foundations to onshore to the US?” Under current corporate tax policy - and currently discussed tax changes - it is not possible. Currently, every token transfer in the USA is considered a transfer of (appreciated) property. Because foundations typically have…
Tarun, the retail investor's champion
$500M Pump ICO. Hyperliquid dominance. Congress pushing pro-crypto bills. Crypto’s booming, but why does Tarun feel worse? New episode, we give Tarun some group therapy ⤵️
Today, we at @OpenAI achieved a milestone that many considered years away: gold medal-level performance on the 2025 IMO with a general reasoning LLM—under the same time limits as humans, without tools. As remarkable as that sounds, it’s even more significant than the headline 🧵
1/N I’m excited to share that our latest @OpenAI experimental reasoning LLM has achieved a longstanding grand challenge in AI: gold medal-level performance on the world’s most prestigious math competition—the International Math Olympiad (IMO).
Clarity was 294-134, 78 Democrats in favor (69%) GENIUS was 308-122, 102 Democrats in favor (72%) Despite all odds, crypto is actually still bi-partisan.
🚨BREAKING (I rarely use that term anymore, but this time I think it’s warranted 😁): All *three* crypto bills just passed the House and the GENIUS Act is now headed to @realDonaldTrump’s desk to become the first major piece of crypto legislation signed into law. Despite the…
Honest question: has anyone actually read the whole Clarity Act? Or are we all relying on LLMs for this bad boy?
CLARITY Act passes the House with a monster bipartisan vote: 294-134, with 78 Democrats joining 216 Republicans to pass with a veto-proof majority. A massive marker for the importance of market structure legislation, and for the future of crypto in America.
This just in: crypto continues to be cyclical CT somehow shocked
🚨MAJOR EVENT ALERT🚨 BASS SBC 2025 Registration is LIVE!! Don’t miss this 🔥 event on Aug 3 during SBC Week, hosted by SBA! Dive into blockchain infra, L1/L2, crypto AI, DeFi, stablecoin, RWA, payment with keynotes, panels, and fireside chats from top minds in the space. 🎤…