Absolutely a great show with Haseeb, lots of laughs and funny moments as well as really solid intel from him per usual.
Covered perps tokens, tokenization exemptions and SEC rulings, prediction market scrutiny, the privacy trade, and what he's allocating capital to in today's market.
Loved it and yes, I am euphoric. I'm aware.
@hosseeb @DragonflyVC
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The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned) with @DragonflyVC's @hosseeb
Timestamps:
00:00 Intro
02:21 Perps Are Still Only 1% Of Derivatives Mkt
04:17 Hyperliquid Is Trying To Be The Nasdaq
06:13 RWA Volume Already 50% Of Hyperliquid
08:27 Hyperliquid Cracked The UX Code First
10:33 Variational RFQ Model Vs Order Book
12:44 Polymarket Vs Kalshi Supreme Court Battle
16:00 Prediction Markets Advertising Blitz Explained
18:14 Kalshi Suing States To Get To Supreme Court
20:43 NEAR Account Abstraction For Every Chain
22:57 Zcash Is The Rebel Response To Bitcoin ETFs
24:59 Prediction Market Growth Curve Not Over Yet
27:23 Wash Trading On Kalshi CFTC Investigation
28:13 Haseeb Personal Investor In Zcash Wallet
29:19 Make Money Then Hide In Privacy
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