Unchained Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips
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Mar 4, 2026 
Rob Hadick, General Partner at Dragonfly Capital and veteran crypto venture investor, discusses Bitcoin’s surprising resilience after geopolitical shocks. He talks about odd Treasury moves, on-chain derivatives and options flow, the stalled Clarity Act and stablecoin yield politics, and why now may be a prime time to build in crypto despite near-term macro risks.
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Macro Confusion Is Driving Mixed Market Signals
- Markets are confused about inflation, growth and Fed direction, creating mixed signals like rising dollar with falling 10-year yields.
- Hadick highlighted uncertainty around Kevin Warsh's stance and political pressure as a core reason for conflicting asset moves.
Long-Term Crypto Fundamentals Are Stronger Than Ever
- The long-term setup for crypto looks very strong due to institutional adoption, tokenization and stablecoin demand despite short-term macro risks.
- Hadick argued most current holders are long-term, lowering the probability of mass sell pressure compared to past cycles.
Protect Near-Term Crypto Downside While Staying Long
- Be cautious short-term but maintain a long-term crypto outlook; use downside protection for near-term events.
- Hadick recommended protecting near-term downside (options/puts were visible at Deribit) while remaining structurally bullish over years.