The $650M Bet on Crypto's AI Future with Haseeb Qureshi

Haseeb from Dragonfly explains why Visa and Mastercard aren't cooked yet, why most crypto x AI plays will fail, and where the real opportunity sits.

We cover:

- Stablecoins to $2.7 Trillion?
- Why AI Agents Won't Use Credit Cards
- The "Two Track" Future of Agent Payments
- Are Wallets & Front-Ends Cooked?
- Micropayments & The SaaS Apocalypse
- China Caught Distilling US AI Models
- Why Decentralized AI's Real Moment Is Still Ahead
- Where Dragonfly's $650M Fund Is Betting

The Rollup