How will AI impact Dragonfly Fund IV allocation strategy? @hosseeb from @dragonfly_xyz: “It’s still early… very unclear who the winners are going to be.” Even if AI agents “proliferate,” “there’s not necessarily that much to invest into” because they’ll mostly just “use crypto… Bitcoin… Ethereum…" "They don’t need special tools.” So if you want to buy anything in the AI x Crypto thesis, the answer is basically broad exposure: “The total demand increases… they will be using all the chains.” “Everything will go up… the floor of everything will increase.”
