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

The Rollup · Feb 25, 2026 · 30m

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

Timestamps:

00:00 Intro

00:37 Stablecoin Growth to Multi-Trillion

02:24 The Viral Credit Card Crisis Article

03:42 Why…