Great episode with Haseeb from last week.

We covered:

- Hunting early-stage gems at Dragonfly while giants like Nakamoto raise $710M for passive BTC exposure

- What Brian Armstrong understood to take Coinbase to the S&P 500

- Whether Robinhood can outmaneuver Solana (or vice versa)

- How Haseeb would respond to Hyperliquid's $6.7B open interest if he were CZ

- Lasting insights from Balaji that still shape his life today