Scenius Studio (Episode #43)
Haseeb Qureshi -- Dragonfly
Scenius: The intelligence and the intuition of a whole cultural scene. The communal form of the concept of genius.
Welcome to the Scenius Studio
As a crypto-dedicated Fund-of-Funds Manager at Scenius Capital, host, Ben Jacobs has the unique opportunity to speak daily with the brightest investors in the blockchain space. In Scenius Studio, Ben chats with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, evergreen, and alpha-focused conversations.
In each episode of Scenius Studio, Ben dives deep with these talented professionals to understand what drove them to crypto, and how they approach the complex craft of investing in the wild west of digital assets and blockchain technology. We are excited to share these discussions publicly through this podcast.
If you find this show valuable, please subscribe and share The Scenius Studio with your network. See below for details on this week’s episode.
In this episode, Ben sits down with Haseeb Qureshi, Managing Partner of Dragonfly.
Haseeb is highly respected in the space for his synthesis of complex topics, sharp opinions on contentious debates, and repeated ability to back category winners early. With Haseeb at the helm, Dragonfly has established itself as one of the industry’s premier global firms with strong footing in the US and Asia.
See below👇 for a sneak peak of the episode, links to the podcast, topics discussed and resources mentioned.
Spotify
Apple
In this episode we discuss:
Haseeb’s experience as a professional poker player and the related instincts he developed
Risk taking and understanding probabilities when pursuing a career as a venture capitalist
Common threads among Haseeb’s most successful venture deals (Ethena, Monad, Avalanche, Near)
“Resource Gravity” as a measure of a Founder’s ability to succeed
Portfolio construction for Dragonfly’s $650 Million most recent fund. Who is downstream of Dragonfly and how Haseeb thinks about exits
The unnecessary concern surrounding low float / high FDV token launches
Polymarket: crypto’s attempt at building a permissionless, modern prediction market
Lightning round: AI Inference, Tokenization/RWA, DePIN, Gaming, Social
Haseeb’s spiciest takes 🌶️
Resources Mentioned
We hope you enjoy listening to this conversation with Haseeb. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪