Dragonfly

Global crypto fund. Known book is DeFi, L1s, and ZK L2s — still ECC at the account layer.

Exposure score

100.0%

AUM: $2.0B
Classified deals: 5
Recent still exposed: —
Geography / stage: Global · Multi-stage

Scores use publicly disclosed investments only. Unknown names are excluded from the denominator. This is a measurement tool, not a claim about private books or future returns.

No classified hybrid or post-quantum native investments in the public sample.

Portfolio breakdown

Company	Posture	Weight	Announced
dYdX	Fully exposed	100%	—
Avalanche	Fully exposed	100%	—
Cosmos	Fully exposed	100%	—
ZKsync	Fully exposed	100%	—
1inch	Fully exposed	100%	—

Sources

https://www.dcp.capital
https://www.dcp.capital
https://cryptofundresearch.com/biggest-crypto-funds-by-aum/

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