比特币橙子Trader|Jan 07, 2026 09:32
I just read an article by Haseeb, a partner at Dragonfly, where he shared his list of the greatest crypto VCs in his eyes
There are many "seemingly successful" venture capitalists in this industry,
But there are actually not many that can be written into the encryption history.
I recently came across a long article by Haseeb Qureshi, a partner at Dragonfly,
He did something quite ruthless——
He directly named the greatest VC in the history of encryption in his heart.
It's not based on who earned the most in the past year,
It's not who has the highest volume on Twitter either,
But looking back at the entire encryption cycle of over a decade:
Who really changed the direction of this track at a critical juncture.
Haseeb's premise is very cold:
Cryptocurrency investment is not a game of hard work,
But it's a knockout round.
There is always only one winner in the same transaction;
In the same cycle, there are always very few who can survive.
After repeatedly reviewing the entire industry,
His conclusion is:
There are only three encryption VCs who truly deserve the title of 'GOAT' (the best in history).
Third place: Dan Robinson (Paradigm)
In Haseeb's eyes, Dan Robinson is hardly like a traditional VC.
He not only invested in Uniswap,
But directly participated in the design of Uniswap itself.
Uniswap V3、Flashbots、Optimism,
These projects that define DeFi infrastructure,
Dan is not just passing by,
But rather deep participants.
Haseeb used a very heavy sentence to evaluate him:
The scariest investor,
Not someone who judges trends,
But rather the person who personally pushed out the future.
Many transactions, Dragonfly will lose to Paradigm,
The reason often has only one sentence:
You are strong, but I want to be with Dan. ”
Second place: Chris Dixon (a16z)
If Dan represents greatness at the technical level,
In Haseeb's view, Chris Dixon,
It is a historical greatness.
When encryption was still considered as edge speculation,
Chris was the first mainstream VC to bet his entire career on it.
He brought VC language into encryption,
It has also brought the narrative of encryption into the perspective of Silicon Valley and institutional LPs.
Coinbase is one of his representative works.
In 2013, everything was uncertain,
He led the B-round.
Uniswap is even more classic.
During the A-round,
Almost all institutions have seen, hesitated, and then given up.
Including Dragonfly and Paradigm.
And Chris's judgment is very intuitive:
A smart contract that can buy and sell anything?
That sounds so cool, give it a try. ”
Everyone knows what happened later.
Haseeb's evaluation is very direct:
If it weren't for Chris Dixon, the encrypted VC industry itself might not have developed to where it is today.
First place: Kyle Samani (Multicoin Capital)
The most controversial one is actually the first place.
Haseeb doesn't hide that he often disagrees with Kyle,
Even being annoyed by him.
But investing is not easier to get along with than anyone else,
But it's about who really scores.
And Kyle's score is the most extreme among everyone.
Solana,
Starting from the seed wheel,
Even after the collapse of FTX, he still chose to bear it to the death,
This is a textbook level reverse investment.
Haseeb gave a cruel definition of "reverse":
If everyone is willing to share your viewpoint,
Then you are most likely not a contrarian investor.
The true reverse,
I will definitely be ridiculed, denied, and seen as burning money in the present moment.
And history ultimately stood on Kyle's side.
VC is a power law game.
And Solana,
It's the kind of case where a single transaction can determine the height of the entire profession.
Haseeb's final summary is:
Dan Robinson: The Deepest Look
Chris Dixon: Leaving earliest
Kyle Samani: Carry it to the end
These three people didn't hit the wind in a certain year,
But on a ten-year scale,
Repeatedly proven to be correct.
Haseeb also said soberly,
I don't belong to the top three.
Maybe the top ten, maybe the top five,
But these three people,
It constitutes the true axis of the encrypted VC industry.
After reading this article, there is only one feeling:
The matter of encrypting VC,
It looks much more cruel than outside.
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