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Rob Hadick ＞|＜
Verified account Dragonfly ＞|＜@HadickM
Co-MP @Dragonfly | Investor @polymarket @raincards @meshpay @hiddenroadhq @withAUSD @sapiom @velocityxyz_ & many more | Previously GoldenTree, Goldman, others
2.3K Following 17K Followers 4K Posts
Latest posts 5
I'm back! But no Santi this week - which is probably good because we needed @matthew_sigel to be the bull in the group.
NEW ROUNDUP with @HadickM and @matthew_sigel
We cover:
– Post-midterm selloff
– Is a Blue wave good BTC, bad AI?
– Neoclouds vs landlords
– Did prediction markets beat pollsters?
– Figure, Circle & who wins tokenized equities
TIMESTAMPS:
00:00 Rob Returns, Matthew Sigel Joins
00:38 The AI Trade Gets Crushed
06:56 Buy The Dip Or Bear Market?
10:12 Can AI Companies Survive?
13:38 Fidelity, Blockworks MCP, DAS London
16:48 Are Frontier Models Losing Their Edge?
25:08 Can Bitcoin Weather The AI Selloff?
27:45 Fidelity, Blockworks MCP, DAS London
31:37 Democrats Take Aim At Data Centers
36:00 Is Gridlock Bullish For Bitcoin?
38:23 Wall Street Moves Onchain
41:08 Why Stablecoin Adoption Looks Different
48:43 Which Crypto Stocks Are Worth Buying?
51:39 Did Prediction Markets Beat Pollsters?
56:15 Who Wins From Tokenized Equities?
1:00:39 Content Of The WeekView quoted post on X
I think there’s a pretty high likelihood that the large misreading of the political climate by the terminally online will also extend itself to a misreading of the demand for and usefulness of a lot of recent start ups and products.
(Whether or not that matters considering the ourboros of capital, however, is a different question)
(Whether or not that matters considering the ourboros of capital, however, is a different question)
Will is an awesome interviewer and does an incredible job with inside startups. We spent almost a whole day with him last month, visiting @Polymarket, @raincards, and @monad offices while talking about who Dragonfly is and what the future holds. Check it out.
To celebrate, I’ve just dropped the biggest INSIDE episode we’ve done yet, this time in New York!
In this episode we go inside @runwayml's robotics work, @dragonfly’s $4B fund and @hanoverpark’s push to rebuild fund administration. Plus a visit to @Polymarket and conversations with @thesamparr, @mytechceoo, @damianplayer and @wallstreetpaper.
@matamalaortiz @AndyChenML @HarlemCapital @HadickM @hosseeb @tomhschmidt @HereComesKumar @chrishlad @AnnicaBenning @whop @cultured @czoob3View quoted post on X
Yup, another year where @Polymarket proved to be both more accurate than polling and moved significantly quicker to make sense of and then disseminate information long before others are able to come to terms with the data. Huge positive externalities for everyone, beyond just the market participants themselves.
This is my take too. Big win for prediction markets tonight.View quoted post on X
