Rob Hadick >|< (@hadickm) 's Twitter Profile
Rob Hadick >|<

@hadickm

General Partner at @Dragonfly_xyz | Previously investing and advising at GoldenTree, @GoldmanSachs, and @PJTPartners

ID: 1414567644343279619

linkhttps://www.dragonfly.xyz/ calendar_today12-07-2021 12:49:49

1,1K Tweet

8,8K Followers

1,1K Following

Artemis (@artemis) 's Twitter Profile Photo

How are stablecoins used for payments? Alongside Castle Island Ventures and Dragonfly >|<, we sourced data from 20 leading stablecoin companies (with public data from 11 more) to answer the question. A 🧵 on the incredible growth of stablecoin payments

How are stablecoins used for payments?

Alongside <a href="/CastleIslandVC/">Castle Island Ventures</a> and <a href="/dragonfly_xyz/">Dragonfly >|<</a>, we sourced data from 20 leading stablecoin companies (with public data from 11 more) to answer the question.

A 🧵 on the incredible growth of stablecoin payments
Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

Thank God, Just what I need, another chat app that I totally believe is fully encrypted and that doesn’t have Alex Karp harvesting all my data

Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

As you can tell, I'm not a fan of these public crypto treasury strategies which are clearly just point in time solutions that have no reason to exist over any reasonably mid to long term time horizon

Codex PBC (@codex_pbc) 's Twitter Profile Photo

📣 Codex PBC x Fireblocks is now live 📣 2,000+ institutions can now create Codex wallets and settle stablecoins using the same stack that secures $10T+ in digital asset flows. Purpose-built settlement infrastructure for the era of stablecoin finance. 🌎 Web:

📣 <a href="/codex_pbc/">Codex PBC</a> x <a href="/FireblocksHQ/">Fireblocks</a> is now live 📣

2,000+ institutions can now create Codex wallets and settle stablecoins using the same stack that secures $10T+ in digital asset flows.

Purpose-built settlement infrastructure for the era of stablecoin finance.

🌎 Web:
Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

I've known Alex and Aya Kantorovich since the early days of helping launch crypto at Goldentree and I continue to be extremely impressed with their vision and execution bridging the needs of institutions coming into crypto and a heavy retail user base. Bringing August's infra to

Upshift (@upshift_fi) 's Twitter Profile Photo

You are invited to join the Upshift Yield Committee. Institutions are here - how can YOU win? Let's Make DeFi Great Again. Join us by creating quality DeFi content 🧵:

Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

Just an absolutely humongous win for Jeremy Allaire - jda.eth / jdallaire.sol and the whole Circle team - not to mention the broader industry. Congratulations to everyone involved. At money 2020 this week and you can feel it in every conversation, everyone knows stablecoins are inevitable.

Just an absolutely humongous win for <a href="/jerallaire/">Jeremy Allaire - jda.eth / jdallaire.sol</a> and the whole <a href="/circle/">Circle</a> team - not to mention the broader industry. Congratulations to everyone involved. 

At money 2020 this week and you can feel it in every conversation, everyone knows stablecoins are inevitable.
Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

Incredible win by Shayne Coplan 🦅 and the Polymarket team. Polymarket has found its way into the forefront of the global conversation, bringing previously untold transparency to information through markets. And X has been the global marketplace for ideas and conversation for

Rob Hadick >|< (@hadickm) 's Twitter Profile Photo

Interesting wrt to COIN valuation. Estimating that COIN's share of Reserve Income remains flat to Q1 (~53.5%) gets me to ~$1.29bn in revs to COIN. Using the same CRCL Net Rev multiple of 32.8x that implies that ~$42.3bn of COIN's ~$60.5bn EV (~70%) is due to this rev share