Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)

About this episode

Haseeb Qureshi discusses the challenges and misconceptions surrounding Bitcoin and perpetual contracts in the digital asset space.

Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB has been outearning Hyperliquid for years yet nobody wants to talk about it. The most contrarian read on digital assets you'll hear this week. Haseeb Qureshi is Managing Partner at Dragonfly, a leading digital assets venture capital firm. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Bloody Day Market Recap 02:21 Bitcoin Not Honest Macro 03:39 Retail Left The Market 04:56 Revenue Beats Crypto Beta 07:00 HL Regulatory Risk Explained 09:34 Domestic Perps Different Product 12:07 Why Perps Were Invented 15:42 HL Lighter Most Investable? 17:56 BNB Beats Hyperliquid Revenue 19:36 Markets Are Forward Looking 23:03 L1 Fee Paradox Explained 27:34 OpenAI Enterprise Fee Model 29:14 Fundamentals Great Prices Lagging Guest Socials: Haseeb X: https://x.com/hosseeb Dragonfly X: https://x.com/dragonfly_xyz Dragonfly Website: https://www.dragonfly.xyz/ Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more…

People in this episode

Hosts: Robbie, Andy

Guest: Haseeb Qureshi

Topics covered

• Bitcoin
• perpetual contracts
• digital assets
• market analysis
• venture capital
• regulatory risk

Keywords

• Bitcoin
• perpetual contracts
• BNB
• Hyperliquid
• market analysis
• Dragonfly
• digital assets
• regulatory risk

Sponsors

APYX, Dinari

Mentioned in this episode

Organizations: Dragonfly, OpenAI

Products: Bitcoin, BNB, Hyperliquid

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