General Partner at @Dragonfly_xyz | Previously investing and advising at GoldenTree, @GoldmanSachs, and @PJTPartners
Joined July 2021
- Tweets 3,434
- Following 2,163
- Followers 16,274
- Likes 11,410
304 Photos and videos
Jun 13
Brooklyn born Balogun scoring the first US national team goal in a great start to the World Cup the night before the first Knicks championship in 50 years.
It’s NY summer.
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Jun 12
🚨non-SPCX post🚨
In the last week, @Polymarket has had its 3 biggest days of volume ever with over $800mm on Wednesday and over $700mm on Tuesday. The CFTC regulated US business was larger than the int’l business on all three of those days. Looking at the data, it seems potentially like this will be the month the US business flips the int’l business in both volume and fees. OI not yet as the US business is still more focused on shorter term markets.
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Rob Hadick ＞|＜ retweeted
Jun 11
1/ Last October, I crashed a 🇨🇦 diaspora event in SF. I was the only non-Canadian in a room eating poutine. My 5 years at Shopify served as my passport.
On my way out, I stepped into an elevator and bumped into Jordi @positiveblue2
Today, @sapiom acquired his company, @fewsats
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Jun 11
Catch me at 3:30pst talking about @Mastercard’s Agent Pay and all things the future of finance
DARIO ESSAY | AI POLICY | OPENAI-ANTHROPIC PRICE WAR x.com/i/broadcasts/1rGmqqWbk…
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Rob Hadick ＞|＜ retweeted
Jun 11
Rain is on the inaugural Fortune Crypto 100.
The list features crypto natives ranked alongside the largest institutions in finance.
Another sign that an industry once defined by speculation has become financial infrastructure that moves real value at global scale.
Rain makes tokenized money work inside the systems people already trust, and gives neobanks, platforms, and developers the tools to build the institutions of the future: ones that will use stablecoins to complete payments for humans and AI agents alike.
Today, 100 programs settle billions of dollars a year this way without having to think about it.
Internet-native money was always going to be next.
Thank you, @FortuneMagazine, for marking the moment.
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Jun 10
I have met very few people as forward thinking and thoughtful about how businesses will build and formulate in an agentic future.
Jun 10
Proud to announce @sapiom is a launch partner on Mastercard's Agent Pay for Machines.
When I started Sapiom last summer, "agents paying for APIs" was a weird thing to build a company on. Today it's a Mastercard product line. Machine economy is becoming real infrastructure: continuous transactions, fractions of a cent, settled across cards, bank accounts and stablecoins, no human anywhere.
As an initial launch partner, Sapiom anchors the buyer side of this loop. Mastercard provides the network for how machines pay. Sapiom is the control plane for how agents spend. Wallet, budgets, limits, and turning payments into completed outcome rather than just moving money.
The smartest model in the world can't do anything if it can't transact. True autonomy requires economic agency and we are enabling it.
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Rob Hadick ＞|＜ retweeted
Jun 10
Excited to build on our @Mastercard principal membership and partner on Agent Pay for Machines.
Payments made by machines will be far more frequent and far smaller than today's systems were designed for.
This is another step in expanding support for the agentic future.
Jun 10
As AI agents begin to act, payments move into the background — at machine speed and massive scale.
Today we’re introducing Mastercard Agent Pay for Machines — bringing structure, governance, and trust to this new class of payments.
Launching with 30 partners to bring this to life from day one.
This isn’t just more payments. It’s a new operating model for commerce.
👉 Learn more: mastercard.com/us/en/news-an…
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Rob Hadick ＞|＜ retweeted
Jun 9
250 companies trust Toku to run global payroll.
Now their teams can get paid in stablecoins across 100 countries.
With Rain, they can spend it instantly at 175M merchant locations worldwide.
This is payroll now.
Today we're launching stablecoin payroll for global teams that just want digital dollars, not crypto to manage.
Pay lands instantly and can earn while it sits.
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Rob Hadick ＞|＜ retweeted
Jun 9
First of all: God bless you @ChairmanSelig for acknowledging this in a public forum
This WAS a tragedy. I personally know people affected by this brutish behavior
Weaponizing a derivatives regulator to wage lawfare against US citizen innovators was & remains a vile disgrace
Jun 8
This was an incredibly informative interview, and it was great to have the Chairman engage so openly on perps, prediction markets, defi, 24/7 trading, and the future of crypto in the US.
We’ve rarely, if ever, had this type of openness from an acting regulator.
This is a must listen if you care about this space or the future of capital markets in the USA.
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Jun 9
It’s not just alternative payment methods and fintech’s - banks and the networks are non, en masse, sending cross border payments on chain. It’s clear where this is going.
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Rob Hadick ＞|＜ retweeted
Jun 9
Introducing the Agent Control Layer.
Set exactly where, when, and how much AI agents can spend.
Scoped cards for approved merchants.
Money movement to approved recipients.
Infrastructure-level controls for agentic payments.
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Ethena has partnered with Janus Henderson, a $480 billion asset manager, to allocate and support the distribution of their liquid high-quality CLO tokenized funds.
As part of the partnership Janus Henderson has made a strategic investment into Ethena's governance token, will allocate into USDe as part of their treasury cash management, and is also exploring avenues to distribute USDe to their client base via exchange traded instruments.
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Rob Hadick ＞|＜ retweeted
Jun 8
As a former attorney who spent years defending crypto clients against government overreach, I can say this: innovators should not need a defense attorney.
Under my leadership at the @CFTC, the days of arbitrary enforcement and regulatory uncertainty are over. We are building clear rules that allow innovators to thrive and markets to grow. Watch:
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Rob Hadick ＞|＜ retweeted
Jun 8
We asked CFTC Chair Michael Selig why prediction markets matter:
"We believe that this will be a really great benefit to society and have really just reliable data"
"Having the check of putting dollars at risk makes a big difference. I believe in these markets and I expect to see them thrive in the United States" @CFTC @MichaelSelig
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Jun 8
This was an incredibly informative interview, and it was great to have the Chairman engage so openly on perps, prediction markets, defi, 24/7 trading, and the future of crypto in the US.
We’ve rarely, if ever, had this type of openness from an acting regulator.
This is a must listen if you care about this space or the future of capital markets in the USA.
Jun 8
New Episode: CFTC Chair Michael Selig On Perps, Prediction Markets & Crypto In The U.S
@CFTC @MichaelSelig @HadickM
We discuss:
- Bitcoin perps
- 24/7 markets
- Crypto in the U.S
- Prediction markets
- The Clarity Act, DeFi & more!
00:00 Introduction
04:20 Working With The SEC
08:40 Bringing Perps To The U.S
19:03 peaq Ad
19:49 How To Regulate DeFi?
26:08 Becoming The Crypto Capital of The World
29:10 Prediction Markets
45:28 24/7 Capital Markets
56:39 The Clarity Act
01:00:14 Final Thoughts
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Jun 5
Over the last five years I’ve been continually pitched investment ideas where someone has described them as “a good ponzi” or as something “I don’t believe in it but it’ll make money” and that nihilism and lack of focus on innovation is weighing down the parts of the industry that are actively innovating, making payments and capital markets more efficient and accessible, and building robust systems.
Jun 5
Rob shares his thoughts on Strategy's sale of 32 BTC:
"Now all of a sudden the market sees it as he's probably priming us for more sales. And it looks like a Ponzi all of a sudden"
"In the same way it can go up it can come down really reflexively"
"The fact that we continue to put our hope for the industry in financial engineering and not real world use cases is a big part of the reason we're in the situation we're in" @HadickM
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Jun 5
RT @toly: I haven’t been able to fire a single person because of AI, and we run as efficiently as possible.
Big companies with bloat are…
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Jun 5
Space, AI and Stablecoins (sort of) - the only things anyone wants to talk about
Jun 5
New Episode: SpaceX’s $1.75T IPO, Strategy Sells Bitcoin & Crypto’s Hard Reset
We discuss:
- SpaceX's IPO
- How to value SpaceX
- Strategy sells Bitcoin
- Takeaways from @theallinpod
- Opportunities in 2026 & more!
@kukulabanze @HadickM @santiagoroel @JasonYanowitz
Timestamps:
00:00 Introduction
00:52 Takeaways From Money 2020 & All-In Summit
07:50 The Bull vs Bear Case For SpaceX
19:02 peaq Ad
19:48 Why This Bear Market Feels Worse Than Others
30:17 The Aftermath of SpaceX’s IPO
36:20 DeFi Opportunities In 2026
48:50 Strategy Sells Bitcoin, Will BTC Hit $40k?
01:10:40 Content of The Week
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