Every public signal F4 has attached to this firm, with sources and cross-entity links.
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.
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.
Closed Dragonfly Fund IV at $650M to invest in blockchain-based financial infrastructure, including payments, stablecoins, lending, and tokenized real-world assets.
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.