Infrastructure, DeFi, and crypto gaming. Clear thinking and good writing.
Clear theses, novel infrastructure, crypto gaming with real economies
Muddled thinking, projects without clear reason to exist
Haseeb values clear thinking. Articulate your thesis clearly.
Mapping how DeFi primitives compose into complex financial products through permissionless integration.
Framework for evaluating how much decentralization different applications actually need.
L1s compete on developer experience, ecosystem grants, and cultural momentum
Most crypto protocols don't have sustainable revenue — token emissions mask the economics.
DeFi composability makes Ethereum practically impossible to fork because of dependent state.
AMMs succeeded because they solved the cold start problem for on-chain liquidity.
Most crypto applications don't actually need maximal decentralization to deliver value.
“Most crypto protocols don't need maximal decentralization to deliver value.”
— Dragonfly blog
“AMMs succeeded because they solved the cold start problem for liquidity.”
— Dragonfly Research
“The best way to predict the future of crypto is to understand its past. Every cycle rhymes.”
— Blog
“Every L1 season is a competition of developer experience. The chain that attracts the best builders will win.”
— The Chopping Block
Managing Partner at Dragonfly. Previously at Metastable Capital. Former professional poker player.