haseeb

Сообщение ChainCatcher, управляющий партнер венчурной компании Dragonfly Хасиб Куреши написал в X, что IPO Anthropic и OpenAI станет крупнейшим в истории перемещением ликвидности от глобальных институтов к футуристам Сан-Франциско.Он ожидает, что наиболее концентрированными бенефициарами этих средств станут недвижимость Сан-Франциско и криптовалюта. Период блокировки сотрудников обычно истекает через 180 дней после IPO. Anthropic ожидает IPO в середине октября, поэтому этот процесс, как ожидается, начнется в апреле 2027 года и продолжится с IPO OpenAI в следующем году.

Сообщение ChainCatcher, партнер Dragonfly Haseeb ответил в Твиттере соучредителю OpenZeppelin Manuel Aráoz на его пессимистичный взгляд на безопасность DeFi, отметив, что с выходом моделей GLM 5.2, Fable и GPT 5.6, которые фактически используются злоумышленниками, в DeFi не произошло ожидаемого "апокалипсиса хакеров".Данные графиков показывают, что по расчетам на основе текущих данных и скорости работы, в 2026 году сумма украденных средств в DeFi составит около 1.89 миллиарда долларов в год, а за текущий год было украдено около 986 миллионов долларов, что ниже уровня 2025 года и все еще находится в исторических пределах.Haseeb считает, что текущее более глубокое изменение заключается в том, что хотя количество хакерских атак увеличилось, масштаб каждой отдельной атаки снижается быстрее, злоумышленники больше нацелены на небольшие протоколы и заброшенные проекты, в то время как крупные протоколы завершили больше мер по обеспечению безопасности, поэтому общая безопасность средств не ухудшилась значительно.

Сообщение ChainCatcher, партнер Dragonfly Хасиб опубликовал твит для разъяснения недавно исправленной уязвимости Zcash. Он отметил, что если уязвимость будет использована до исправления (хотя вероятность этого крайне мала), это проявится в виде создания ложных ZEC в приватном пуле. Атакующему нужно будет быстро продать, но из-за того, что основной рынок торгует прозрачными ZEC, невозможно будет напрямую продать неразглашенные приватные ZEC на основных биржах. Таким образом, убытки в основном понесут пользователи, владеющие приватными ZEC, в то время как на держателей прозрачных ZEC и ценообразование это почти не повлияет.Хасиб подчеркнул, что команда Zcash введет новый механизм турникета и новый приватный пул в следующем обновлении, чтобы подтвердить, что приватный пул не был раздуто. Он также положительно оценивает технологии формальной верификации, считая, что это важный путь к повышению безопасности программного обеспечения в целом, особенно для приватных протоколов.

Dragonfly Capital partner Haseeb tweeted that despite recent issues such as bad debts with AAVE, he remains optimistic about the long-term development of DeFi.Haseeb pointed out that the DeFi industry learns and progresses through repeated failures. Whether it was the collapse of Terra, the failed auction on Black Friday in 2020, or the stETH de-pegging incident in 2022, DeFi has repeatedly faced setbacks, but it becomes stronger after each failure. This is no different from TradFi—traditional finance has also experienced multiple failures, such as the 2008 banking crisis, the lending crisis, and the savings and loan crisis of the 1980s.The core of DeFi is risk aversion and resilience. Even with some bad debts like those of AAVE, the protocol has enough equity to cover the losses, and these failures are not fatal. He emphasized that DeFi will not disappear, and the intense discussions around how to improve DeFi are part of its ongoing progress. He is bullish on DeFi and on this community.

Dragonfly Capital founder Feng Bo posted on X: "I rarely speak on X, but this time I want to clarify some facts. When I initially founded Dragonfly, it was a fund of funds. Through this business, I met many very talented venture capitalists, among whom Haseeb Qureshi is undoubtedly the brightest star, which is why I invited him to join me in co-founding our venture capital business.I have been a VC for many years, and in my 30-year venture capital career, Haseeb has built one of the best partner teams I have ever experienced, and he is the backbone of the team. Being able to co-found our venture capital business with Haseeb has been an extremely valuable journey. I also look forward to many more years of working together in the future."According to previous news from ChainCatcher, Dragonfly partners and former co-founders are publicly disputing, with both sides holding differing views on early history and investment leadership.

Dragonfly partner Haseeb posted on X platform stating that there are three individuals in the cryptocurrency space who have proven themselves to be the undisputed GOAT (Greatest of All Time) in the VC investment world.The first is Kyle Samani, founder of Multicoin Capital, who gained massive returns from his seed investment in Solana and remained steadfast in holding after the FTX collapse, making him a true contrarian.The second is Chris Dixon from a16z crypto, who was the first to popularize cryptocurrency and web investments in Silicon Valley and among its institutional LP circles. His two most successful investments were leading the Series B funding for Coinbase and the Series A funding for Uniswap.The third is Dan Robinson from Paradigm, who was involved with Uniswap from its earliest days and is a co-author and foundational contributor to Uniswap V3. He was also a core contributor in the early days of Flashbots, which gave rise to modern MEV auctions. Additionally, he was an early research contributor to Plasma (the predecessor of modern Rollups) and consequently led the seed round for Optimism.

Dragonfly managing partner Haseeb Qureshi predicted the trends of crypto and AI in 2026. He expects Bitcoin to potentially break $150,000 by the end of the year, but its dominance will decline; Ethereum and Solana will continue to perform strongly, while several Fintech public chains will underperform; at least one Big Tech company will launch or acquire a crypto wallet, and more Fortune 100 companies will adopt blockchain, with Avalanche and OP ecosystem likely to benefit.In terms of DeFi, Haseeb predicts that perpetual DEXs will consolidate to about three leading platforms, with perpetual trading of stocks possibly exceeding 20%, and there may be insider trading scandals within DeFi. Regarding stablecoins, total supply may grow by 60%, with USDT's share dropping to about 55%, and stablecoin debit card services could grow by 1000%, which will become the main way for stablecoins to enter and expand in emerging markets.On the regulatory front, he expects the Clarity Act to be passed by 2026; the prediction market will continue to expand strongly; and AI will be applied more in development and security, with the number of security incidents possibly increasing but individual losses decreasing.

Dragonfly managing partner Haseeb posted on platform X, stating that the current bear market might be the "easiest" one yet, as many seem to have forgotten what 2022 was like: Luna collapsed, followed by 3AC, then FTX, and then Genesis, BlockFi, Axie, NFTs—almost everything was teetering like a house of cards. Then, after all these collapses, banks failed, stablecoins de-pegged, and Gary Gensler attempted to destroy almost every company in the industry. In contrast, the current market conditions are a "piece of cake" compared to 2022; although prices have dropped, the fundamentals remain strong.

ChainCatcher news, Dragonfly managing partner Haseeb Qureshi published an analysis of the current trends in the cryptocurrency market. He stated that Bitcoin's price remains stable, possibly due to its dual nature of being akin to both gold and the Nasdaq—"surviving in the cracks" between rising gold and falling tech stocks. The continued buying power of MicroStrategy is also providing support.Haseeb noted that the market currently anticipates interest rate cuts and the restart of quantitative easing, which benefits altcoins as the most risky assets. Additionally, unlike stocks and bonds, altcoins are not directly affected by tariffs. He also believes that retail investors were bottom-fishing in the stock market last Friday, while institutional funds were flowing out; since altcoins are predominantly driven by retail investors, the liquidity has not fluctuated significantly, keeping prices firm.

ChainCatcher news, Dragonfly managing partner Haseeb posted on platform X that many founders attempt to launch tokens during a bull market, but these tokens ultimately still need to go through a bear market. Haseeb is skeptical about the impact of market cycles on the long-term value of tokens, believing this suggests that certain tokens systematically perform poorly due to the market cycle at the time of issuance, which is unlikely.Haseeb further stated that while tokens issued during a bull market may have more funds for growth, market competition is relative. If the market drops by 50%, the native token ecosystem fund will also decline by 50%, with market share remaining relatively unchanged. Haseeb emphasized that the timing of fundraising activities is indeed important, but he is discussing token generation events (TGE), which are more akin to direct listings rather than fundraising activities.