Dragonfly's fund and investment stance

Crypto still feels like a minefield for humans:

Haseeb Qureshi argues that’s a clue, not a bug: blockchains and smart contracts are machine-readable systems that AI agents can parse, simulate, and execute far more reliably than people, shifting crypto’s core user from humans clicking through wallets to agents acting on our behalf.

We also dig into the two-track future of agent commerce (safe, human-approved flows vs. the wild-west frontier), why major AI labs have avoided crypto training so far (liability), how agent-driven discovery could rewrite DeFi competition, and what this means for Dragonfly’s investing playbook.

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🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE

https://www.bankless.com/podcast/debrief-haseeb-quereshi-cryptos-not-made-for-humans-its-for-ai

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🔮POLYMARKET | #1 PREDICTION MARKET

https://bankless.cc/polymarket-podcast

🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE

https://bankless.cc/galaxy-podcast

⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING

https://bankless.cc/euphoria

🌐BRIX | EMERGING MARKET YIELD

https://bankless.cc/brix

🏅BITGET TRADFI | TRADE GOLD WITH USDT

https://bankless.cc/bitget

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://bankless.cc/TDRpro

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TIMESTAMPS

0:00 Intro

0:42 Why Crypto’s Not Made for Humans

17:49 How AI Agents Think

28:51 Why Crypto x AI is Unexplored

32:58 The Botconomy & OpenClaw

43:42 How Long Until the Frontier is Here?

50:07 How Crazy Does it Get?

1:06:00 AI Thinks Crypto’s Cringe

1:10:31 Dragonfly’s New 650M Fund

1:13:05 Closing & Disclaimers

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RESOURCES

Haseeb Qureshi

https://x.com/hosseeb 

Dragonfly

https://www.dragonfly.xyz/ 

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠