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F4/Dragonfly Capital Partners/Activity

Dragonfly Capital Partners Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

5 investments· MAR 2026 – AUG 2026Show all

Investment

Dragonfly led Sapiom's $35M Series A; Haseeb Qureshi joins board. Sapiom is an AI agent infrastructure platform. First AI-focused investment for Dragonfly.

Sapiom AI

Sapiom AI Dragonfly Capital Partners

Dragonfly Capital Partners | Activity | F4

sapiom.aiAUG 5, 2026

AUG 5, 2026

Investment

Dragonfly co-led Velocity's $38M Series A (with FirstMark) for enterprise stablecoin treasury and settlement infrastructure. Rob Hadick led the deal.

Velocity

Velocity Dragonfly Capital Partners

velocity.xyzJUL 14, 2026

JUL 14, 2026

Investment

Led Variational's approximately $50M Series A for on-chain derivatives and real-world asset markets.

Variational

Variational Dragonfly Capital Partners

businesswire.comMAY 20, 2026

fortune.com

MAY 20, 2026

Investment

Backed Polymarket Series B funding round for decentralized prediction markets infrastructure.

Polymarket

Polymarket Dragonfly Capital Partners

fortune.com

Added recently

Investment

Led Megapot's $5M pre-seed round to build a global on-chain lottery.

Megapot

Megapot Dragonfly Capital Partners

megapot.ioMAR 26, 2026

MAR 26, 2026

Essay

Robbie Petersen published 'The Agentic Economy Will Be Massive. Agentic Commerce Won't' — arguing that most agentic deployment will be within organizations (billed monthly) rather than autonomous spending, with crypto rails winning only for bottom-up autonomous agents.

Dragonfly Capital Partners

Dragonfly Capital PartnersDragonfly Capital Partners

writing.dragonfly.xyzMAR 23, 2026

MAR 23, 2026

Investment

Led Rhythmic's $4M seed round for stablecoin-powered embedded financial infrastructure.

Rhythmic

Rhythmic Dragonfly Capital Partners

chaincatcher.comFEB 24, 2026

rhythmic.io

FEB 24, 2026

New Fund

Closed Dragonfly Fund IV at $650M to invest in blockchain-based financial infrastructure, including payments, stablecoins, lending, and tokenized real-world assets.

Dragonfly Fund IV

Dragonfly Capital Partners

cointelegraph.comFEB 17, 2026

theblock.co

FEB 17, 2026

New Fund

Closed Dragonfly Capital Fund IV at $650 million, exceeding target amid crypto market downturn.

Fund IV

Dragonfly Capital Partners

fortune.comFEB 2026

FEB 2026

Essay

Haseeb Qureshi published 'In Defense of Exponentials' — a manifesto arguing that crypto L1 valuations should be viewed through an exponential lens, not P/E ratios. Dragonfly disclosed as investor in $MON, $MEGA, $ETH, $SOL, $HYPE, $SKY.

Dragonfly Capital Partners

Dragonfly Capital PartnersDragonfly Capital Partners

writing.dragonfly.xyzNOV 27, 2025

NOV 27, 2025

Exit

Portfolio company Coin Metrics agreed to be acquired by Talos.

Coin Metrics

Coin Metrics Dragonfly Capital Partners

coinmetrics.ioJUL 16, 2025

cointelegraph.com

JUL 16, 2025

Investment

Participated in Ethena's $100 million funding round for its USDe synthetic dollar stablecoin.

Ethena

Ethena Dragonfly Capital Partners

cryptonews.com.auFEB 2025

FEB 2025