haseeb

Tin tức từ ChainCatcher, đối tác quản lý của quỹ đầu tư mạo hiểm Dragonfly, Haseeb Qureshi, đã đăng trên X rằng, IPO của Anthropic và OpenAI sẽ trở thành sự chuyển giao thanh khoản lớn nhất từ các tổ chức toàn cầu đến những người theo chủ nghĩa tương lai ở San Francisco trong lịch sử.Ông dự đoán rằng, những người hưởng lợi nhiều nhất từ số tiền này sẽ là bất động sản ở San Francisco và tiền điện tử. Thời gian khóa nhân viên thường kết thúc sau 180 ngày kể từ IPO. Anthropic dự kiến sẽ IPO vào giữa tháng 10, vì vậy quá trình này dự kiến sẽ bắt đầu vào tháng 4 năm 2027 và tiếp tục với IPO của OpenAI vào năm sau.

Tin tức từ ChainCatcher, đối tác của Dragonfly Haseeb đã phản hồi trên Twitter về quan điểm bi quan của người đồng sáng lập OpenZeppelin Manuel Aráoz trước đây về an ninh DeFi, cho rằng với việc các mô hình như GLM 5.2, Fable và GPT 5.6 đã được ra mắt và bị kẻ tấn công sử dụng thực tế, DeFi không xuất hiện "ngày tận thế của hacker" như mong đợi.Dữ liệu từ biểu đồ cho thấy, theo dữ liệu hiện tại trong năm và tốc độ hoạt động, số tiền bị đánh cắp trong DeFi vào năm 2026 ước tính khoảng 1.89 tỷ USD, tổng số tiền bị đánh cắp trong năm khoảng 986 triệu USD, thấp hơn mức năm 2025, và vẫn nằm trong khoảng lịch sử.Haseeb cho rằng, sự thay đổi sâu sắc hơn hiện nay là số lượng tấn công của hacker mặc dù có tăng lên, nhưng quy mô tấn công mỗi lần giảm nhanh hơn, kẻ tấn công chủ yếu nhắm vào các giao thức nhỏ và các dự án bị bỏ rơi, trong khi các giao thức lớn đã hoàn thành nhiều biện pháp bảo mật hơn, do đó tính an toàn tổng thể của vốn không bị xấu đi rõ rệt.

Tin tức từ ChainCatcher, đối tác của Dragonfly, Haseeb đã tweet để làm rõ về lỗ hổng đã được sửa chữa gần đây của Zcash. Ông cho biết, nếu lỗ hổng này bị khai thác trước khi được sửa chữa (mặc dù xác suất rất thấp), sẽ thể hiện dưới dạng việc tạo ra ZEC giả trong hồ bơi riêng tư. Kẻ tấn công cần phải bán nhanh, nhưng do thị trường chủ yếu giao dịch ZEC minh bạch, không thể trực tiếp bán ZEC riêng tư chưa được giải mã trên các sàn giao dịch chính. Do đó, tổn thất sẽ chủ yếu do người dùng nắm giữ ZEC riêng tư gánh chịu, gần như không ảnh hưởng đến những người nắm giữ ZEC minh bạch và việc phát hiện giá.Haseeb nhấn mạnh, đội ngũ Zcash sẽ giới thiệu cơ chế turnstile mới và hồ bơi riêng tư hoàn toàn mới trong lần nâng cấp tiếp theo, nhằm xác minh rằng hồ bơi riêng tư không bị phình to. Ông cũng lạc quan về công nghệ xác minh hình thức, cho rằng đây là con đường quan trọng để nâng cao an toàn phần mềm trong toàn ngành trong tương lai, đặc biệt là đối với các giao thức riêng tư.

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.