Rob Hadick ＞|＜

The modern issuing stack is slowly being taken over by those who understand that being modular, stablecoin native, global first, and product led is will the world is going. This acquisition is an absolute no-brainer and will add even more certainty that Rain is the best option for any company issuing a new, modern card who wants to increase spend, build sticky consumer experiences, and have greater control over their products and economics. Congrats to both the Ansa and Rain teams.

How To Win Crypto's Next Bull Market | @HadickM 00:00 Institutional Adoption 02:00 Dragonfly's Investment Strategy 02:52 What Really Happened on October 10th 06:52 The Rise of Leverage and Prediction Markets 07:34 Why Dragonfly Invested in Polymarket 11:29 Why All Of Finance Is t.co/nr0yzlMirg

Crypto venture has looked brutal since 2021. @HadickM points to Carta’s 2022 vintage data: even the 90th percentile sits at 1.68x TVPI with just 12% distributed. As capital markets mature, excess returns get competed away and crypto is no exception. t.co/12ocUr5sc8

This was a lot of fun - thanks for having me on @scottmelker

PODCAST COMING SOON @HadickM breaks down why crypto’s next cycle could look very different and how tokenization is bringing more of finance onchain. We also dive into what happened on October 10th and what could bring capital back into crypto. Full episode drops tomorrow! t.co/vjscEw4oyA

x.com/i/article/20857475849753…

Good one this week. Venture is in an odd place, but some things are working incredibly well despite the bad vibes

Agora has surpassed $84B in lifetime transfer volume and over 36M total transfers. Avg transfer size is up 150%+ this quarter. t.co/T5iW4X2845

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 sits exactly in that flow, enabling, routing, paying, connecting, and managing - so that you can focus on your business. When I first met Ilan, it was clear to me that he was special and his team was uniquely thoughtful about how to solve the problems created by an agentic future. Super excited to lead this Series A and can't wait for the future to come alive.

BREAKING: @HadickM General Partner @dragonfly_xyz calls into the arena today at 2:00PM BST. x.com/etnshow/status/208491508…

Eleven months ago, we started building something because the infrastructure we needed did not exist. It's time for that to change. 🎱🖐️ t.co/kxqrBzuRk3

Token comp doesn't look like it did three years ago, and AI is already reshaping how teams are built and paid. The benchmarks haven't caught up. For 2026, we're rebuilding them and tracking YoY trends with t.co/n8AOlTrQe3 and BlockComp. We'll be releasing the results in t.co/SKKDHDpgES

Early Polymarket investor and @dragonfly_xyz GP @HadickM says prediction markets are barely "scratching the surface" as Robinhood and others enjoy explosive growth: "We think it's still the third or fourth inning for these products" ⬇️ t.co/WJBLa1Tdp5

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 UX everyone is used to. We are now on almost two straight years of consistently explosive monthly growth that puts them among the fastest growing fintechs in the world, and that isn’t stopping anytime soon. Extremely bullish @cnaut, @rooqster and the whole Rain team.

The hedging potential of prediction markets is enormous

You can now livestream & Livetrade your favorite tennis matches — exclusively within the Polymarket app. We're honored to be named the Official Prediction Market Provider of the ATP. t.co/A8GjgN33xt

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.

Honestly this pod got cut off about an hour earlier than it could have.

It’s been an absolutely incredible comeback year for the box office x.com/HadickM/status/208398143…

A lot of this in VC right now

True

Our guest for Monday's Tokenized Podcast @sytaylor and @HadickM are joined by: 👉 @Sikes_, COO @public 👉 @ethanyish, co-founder and CEO @AlliumLabs Out on Monday at 8am PT / 11am ET / 4pm GMT Find it on 𝗔𝗽𝗽𝗹𝗲 𝗣𝗼𝗱𝗰𝗮𝘀𝘁𝘀, 𝗦𝗽𝗼𝘁𝗶𝗳𝘆 or 𝗬𝗼𝘂𝗧𝘂𝗯𝗲 by t.co/yyzw1xrQan

We look incredibly happy in this picture

Yesterday CME said they were going to launch sports related options and futures. Today IG Group buys Underdog. Both Kalshi and Polymarket had their best months ever in June primarily with massive WC volumes. And I’ve seen actual institutional hedging using sports event contracts on both Poly and Kalshi. Seems clear the market for sports event contracts is going to get far bigger, and the institutional players are paying attention. This isn’t just about gaming, there are broad uses here that will get much bigger than people realize. Excited to see how this keeps evolving.

Grateful to be able to continue to contribute to the Commission's thoughtful approach to prediction markets regulation.