Investment Thesis
Investing in crypto infrastructure and security at Dragonfly. Focuses on foundational technology that makes crypto safer and more scalable.
What Excites Them
Crypto security infrastructure, scalability solutions, MEV mitigation, projects that make crypto safer for institutional and retail participants.
What They Pass On
Single-chain plays without broader vision
How to Pitch
Rob has a security-first mindset from his military cyber background. Show you take security seriously — audit processes, threat models, defensive design. He values founders who think about attack vectors from day one.
Notable Writing
The future is multi-chain, and bridging infrastructure will be worth as much as the chains themselves.
Cross-chain bridges must choose between trustlessness, extensibility, and generalizability.
On-chain insurance protocols are critical missing infrastructure for DeFi maturation.
Podcast Appearances
Key Quotes
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Background
General Partner at Dragonfly. Previously at Coatue Management and Army Cyber Command (US military cybersecurity). Unique background combining institutional investing, cybersecurity, and crypto. Brings security-first perspective to crypto investing.