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General Partner at @Dragonfly_xyz | Previously investing and advising at GoldenTree, @GoldmanSachs, and @PJTPartners
- Good one this week. Venture is in an odd place, but some things are working incredibly well despite the bad vibesNEW POD We Cover: – Venture mandate debate – $NET's new agent wallets – $CRCL earnings – $WU's pivot onchain – Suddam Hussein Patek Philippe & more! @JasonYanowitz @santiagoroel @HadickM TIMESTAMPS: 00:00 Intro 04:05 Crypto Venture Expands Beyond Crypto 09:20 Can Crypto Funds
- As the twitter conversation has indicated recently, agent usage is early. That's because agents are HARD to use and manage. Agents are only worth what they can reach, manage, and pay for. And as trillions of agents come online, managing them, and their cost, becomes imperative.@sapiom just raised a $35 million Series A from @dragonfly_xyz , @Accel , @AnthropicAI and others to help unlock the next trillion agents. The first thing we’re tackling is cost. To make that happen, we are launching three new products today at Sapiom.ai
- Rain is reinventing the way fintechs run their business, expand geographies, and monetize all users and stakeholders. The beauty here is that by adopting stablecoins and the rain stack, western union can now both save money and create more revenue, seamlessly in the same UXWestern Union's Stablecard is live. Remittances can now arrive as stablecoins and be spent instantly anywhere Visa is accepted. Mobile app, embedded wallets, and cards powered by Rain. $100B a year for 100M customers is moving onchain.
- Didn't think this would happen - love that we get at least four more years. Huge win. Next time @ussoccer call me i'll pitch in with Ken.









