1/ We’re coming out of stealth. Codex has raised $16M from Dragonfly ＞|＜ (led by Haseeb ＞|＜ and Rob Hadick ＞|＜ ), Circle, Coinbase 🛡️, Cumberland Labs, Wintermute Ventures, and others. We’re building vertically integrated stablecoin infrastructure fit for business use.

Fundamentals season is coming.

x.com/i/article/1909…

Fine I’ll volunteer to work in the factories, just make it stop

this episode will be completely forgotten in 6 months.

EARLY ACCESS OUT NOW - Stablecoin Gold Rush: A $200 Trillion Opportunity w/ Rob Hadick ＞|＜ For Citizens Only Unlock Access🔓📷 open.spotify.com/episode/6p7KRf…

Had tons of VC conversations over the past month. If you are building on Ethereum, you will get noticed. VCs clearly view Ethereum as a top long-term choice for all builders. Ecosystem strength, interest from institutions, huge network of devs, funding available, other founders,

A lot of founders ask me what constitutes a strong ‘why now.’ VCs are obsessed with investments having a strong why now because explosive growth tends to come from some shift that causes new behavior. So what are the “shifts”? Technological change is obvious, but there are a

Ask yourself this: is the average person more likely be a Robinhood user first, or a Kraken one? The answer tells you everything about who is likely to win here, at least in the near term

We’ve raised $36 million in Series A funding to scale global stablecoin payments – a generational change in how money moves. The round was co-led by Dragonfly ＞|＜ and Altos Ventures, with participation from Sound Ventures, Commerce Ventures, Circle Ventures, DCG and existing

Artemis released the most comprehensive report on stablecoin payments usage to date. We at Dragonfly ＞|＜ supported the Artemis team in compiling research and insights for the report. A few of the most exciting key takeaways for us:

My recent conversations with builders and investigators have made me increasingly convinced that agents will take over the bulk of trainable compliance work. Probably much sooner than we all think. Given the notoriously high cost of operating a financial crimes program, there is

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Love the EA dunking right in the name 😂

wake me up when there’s a better main character

we’re joining forces with Polymarket as our official prediction market partner X 🤝 Polymarket

x.com/i/article/1934…

EigenCloud is here. $10T Market Opportunity. Lets understand the potential of $EIGEN 🧵