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Dragonfly Capital

AI-AgentsInferencePayment-Rails

Key metrics

Status
Active
Check size
$1M – $30M
Stage
Seed, Series A

Lookout’s read

How I read this fund.

Asia + US hybrid coverage gives them deal flow most US funds miss. Strong on agent infra thesis in 2026 — watch their public letters for the next macro call.

Notable portfolio

Dune, multi-chain infra

Draft profile · Grey voice in progress, edits land continuously