Rob Hadick >|<

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Rob Hadick >|<

Rob Hadick >|<

@HadickM

General Partner at @Dragonfly_xyz | Previously investing and advising at GoldenTree, @GoldmanSachs, and @PJTPartners

New York Katılım Temmuz 2021
2.2K Takip Edilen16.5K Takipçiler
Rob Hadick >|<
Rob Hadick >|<@HadickM·
Democratization of all markets continues
TBPN@tbpn

Hedge funds are trying and failing to hire prediction market sharps. "We are just getting crushed by these sharps," said Susquehanna's Jeff Yass. @iscoe tells the story of a guy who's made 7 figures trading Rotten Tomatoes betting markets, and rejected an offer from SIG: "He said, 'Not only am I just making a killing, but I can do things that a big institutional fund can't do.'" "He's a Rotten Tomatoes trader. He trades how a film's going to do on Rotten Tomatoes. He's made 7 figures, easily. He's building models, scraping websites, and he's doing things that SIG, through their corporate policies, maybe wouldn't allow." "And he asked in the interview, 'Could I do this technique?' And they said, 'Yeah, probably not.'" "And this guy, he self-describes as a 'dips**t from the Midwest.' He's like, 'I didn't go to an Ivy League school, and I'm able to outcompete Wall Street with a $600 Lenovo laptop.'" From his appearance on the show last month.

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Jon Ma
Jon Ma@jonbma·
Introducing: Artemis Analyst I learned from the best investors at @whalerock and @insightpartners. Today we productize all the learnings I had as an analyst to help make AI investing accessible to ALL. We connected Fable 5 with 12+ proprietary data sources: 3,000+ equities, consensus estimates, crypto fundamentals, ETF flows, tokenization, prediction markets, and stablecoins. A top investor told us “after using Artemis Analyst 3x, I’m hooked” Questions you can answer and create charts for: > What is EV / NTM revenue for high growth SaaS ✅ > What is Anthropic vs OpenAI ARR? ✅ > What is the prediction market share of $HOOD Rothera during the World Cup ✅ > Build me a $HYPE model ✅ It’s still in beta and free in July. It’s what I wanted when I was an analyst at Whale Rock / Insight, packed with skills and data so I can focus on the fun part of investing: creating thesis and making calls. Use the Artemis Analyst today :)
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Avalanche🔺
Avalanche🔺@avax·
BREAKING: Hyundai completes first stablecoin payments on Avalanche Hyundai Card and Hyundai Motor Company have laid the groundwork for stablecoin payments on Avalanche, completing a successful pilot with Tether and Axiym.
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Adam Fern
Adam Fern@fern·
Seeing people digging up very old and random tweets of mine and feeling grateful that my only public hot takes are that pizza should never be delivered
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Rob Hadick >|<
Rob Hadick >|<@HadickM·
I think there’s a general point about how the always online generation has grown up with a greater weight of expectations (that they put on each other) of where they are supposed to go and how they are supposed to experience life. People should just do the things that make them happy and have fun the way they want. But it was never that costly for you and I to make that decision to opt out of a certain experience or do something different at 25. Now @notthreadguy thinks he has to perform for an audience of everyone on social, so that makes the decision to forego buzzy clubs (or similar relatively meaningless decisions) have a whole different calculus and the decision feels greater. Which is why he felt the need to write a blog post about it.
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nic carter
nic carter@nic_carter·
@HadickM that's basically the right way to deal with all of these cool buzzy places
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Rob Hadick >|<@HadickM·
The hamptons is fun though. You just have to do it on your own terms and with and around people you know. The way all the 20 somethings make themselves go to the right places with the right tables is a grind and not fun. It’s honestly one of those places which is better at 40 than it was at 28.
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Encode Club
Encode Club@encodeclub·
Our speakers for Raingentic Commerce Hackathon NYC know their way around $4B+ in capital, the biggest names in SaaS, and stablecoin infra live in 150+ countries. Now they're spending the weekend with you. Rob Hadick, @HadickM ( @dragonfly_xyz ) - decides where crypto's smart money goes, shapes CFTC policy on the side. Arnav Bimbhet, @abimbhet ( @FirstMarkCap ) - spotted Datadog, Snowflake, and Airbnb early. Now hunting what's next. Charles Yoo-Naut, @cnaut ( @raincards ) - co-built the infrastructure powering this whole weekend. Agentic commerce is still being written. Come help write it. Apply now ↓
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nic carter
nic carter@nic_carter·
@HadickM i've had fun in the hamptons, but wouldn't be caught dead at the surf lodge
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Rob Hadick >|<
Rob Hadick >|<@HadickM·
Is it just me or is the level of anger, negativity, bad faith tear downs/fights and vitriol just skyrocketing on twitter this past 6-12 months? Think we’d all benefit from taking a step back and realizing that life is a multiplayer game, and technology is not zero sum.
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Rob Hadick >|<@HadickM·
@heider891 @grok It’s not whether or not it’s in the rules, I’m stating that’s not how VAR should be used. An opinion, though one I’m sure is shared by many
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Rob Hadick >|<
Rob Hadick >|<@HadickM·
Incredible. Heartbreak for the Egyptians. Great game
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Bruno Faviero
Bruno Faviero@Bfaviero·
@HadickM agree with the commentators on this one "stepping on a toe 100 yards away from a goal is not what VAR was brought into this game for"
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Rob Hadick >|<@HadickM·
There is absolutely no way VAR should be used in that manner.
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Alliance
Alliance@alliance·
The story of Alliance alumni @raincards (ALL7) from zero to $2B valuation. 0:09 Rain’s growth 0:23 Rain’s office tour 1:35 Rain’s company values 2:46 Alliance’s move to NY 3:40 Why NY after Stanford 4:23 Rain’s founder meeting 5:55 Office amenities 7:00 Rain’s agentic use cases 8:00 Rain’s customers 9:01 How Rain started 9:45 Why starting niche is better 10:35 Danny Meyer story 11:46 The talent arbitrage of NY 12:45 Alliance’s influence on Rain 13:53 The difficulties of scaling 15:13 The serendipity of NY 15:38 Finding partners in NY 17:00 The future of Rain 18:15 How startups win The next cohort of 18 startups graduates next Tuesday on Alliance's Demo Day. Apply at alliance.xyz
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Rob Hadick >|<
Rob Hadick >|<@HadickM·
McKennie had flashes this tournament, he has good spacing and he is able to find interesting pockets to upset the shape of the opposing teams. But he also disappears at times and struggles to create opportunities for long stretches while being just ok defensively. He’s a serviceable player and deserves to be in the side but hasn’t shown an ability to really influence a game against decent competition.
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Margaret Hyde
Margaret Hyde@0xcoolgirl·
@HadickM Well said. Thoughts on McKennie’s performance? To your point, Belgium was just the better and faster team. I’m still gutted, but I hope the US rallies for the @FIFAWWC next summer too
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Rob Hadick >|<
Rob Hadick >|<@HadickM·
Good job Belgium. Out played and out coached us. Made the most of the chances you had when we did not. US played a mega first four games, but today clearly the moment overcame us. Dest was awful from the start. Ream’s shortcomings were obvious all game. Robinson was unable to get it together. No striker behind Balogun has been even serviceable. Christian really disappeared when we needed him (though I don’t blame him so much as I do the inability of the rest of the team to do anything). And Freese made a mega early save but then was timid the rest of the game, resulting in an awful third goal. Adams had a truly underrated World Cup as the glue in the defensive mid and hope he gets the recognition he deserves. We’ve got a great young core and this has been an awesome World Cup on our home turf, excited to see what 2030 will bring us in Spain/Morocco. Hope we see the World Cup back on US soil in 2038. Will be cheering for the this Belgium team against Spain. Hard to see how anyone outside of France / England / Argentina win at this point.
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