The Rollup The $650M Bet on Crypto's AI Future with Haseeb Qureshi
Feb 25, 2026
Haseeb Qureshi, former founder turned Dragonfly partner focused on crypto × AI and stablecoin infrastructure. He sketches multi‑trillion stablecoin upside. He explains why Visa/Mastercard endure, how agentic payments may follow a two‑track path, and why wallets, micropayments, and decentralized AI rails are where the real bets lie.
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Stablecoins Likely Headed To Multi Trillion Supply
- Stablecoin supply is set to grow to multi-trillion dollars driven by human demand.
- Haseeb points to 50–70% annual growth and use cases like B2B payments, remittances, and countries dollarizing via stablecoins.
Card Networks Survive Early Agentic Commerce
- Visa and Mastercard are not immediately doomed by agentic commerce because most transactions will remain human-approved.
- Haseeb explains incumbents understand opt-in flows, chargebacks, and risk modelling, which preserves their role for years.
Agentic Commerce Will Be Two Track
- Agentic commerce will run on two tracks: human-approved payments and fully autonomous agents.
- The autonomous track is fringe for now and risky, akin to early crypto's wild period, while mainstream stays with familiar rails.