Dragonfly Partners' general partner, Rob Hadick, shared insights on macroeconomic trends, suggesting the Trump administration might push the economy towards recession to justify cuts in welfare and other areas. He predicts future economic stimulation through tax cuts and subsidies. Inflation remains a key concern, with potential Fed rate cuts or unconventional policies on the horizon. U.S. relations with allies and support for certain regimes could lead to 'black swan events.' In the crypto market, despite strong fundamentals, macroeconomic uncertainty is expected to suppress token prices, though a rebound is anticipated once conditions improve. Hadick is optimistic about stablecoins and advises long-term volatility trading strategies.

PANews reported on March 5 that Dragonfly general partner Rob Hadick shared his views on the current macroeconomic and market trends on social media. He believes that the Trump administration may intentionally push the economy closer to recession, using this as an excuse to cut welfare, foreign aid, government spending and imports, even though these areas are the driving force of economic growth. In addition, he predicts that the government will stimulate the economy through large-scale tax cuts, quantitative easing (QE), golden visas and manufacturing subsidies in the later stage.
 He pointed out that inflation is the key issue and the market has different expectations for the Fed's rate cuts. If economic growth deteriorates, Fed Chairman Powell may be forced to cut interest rates, otherwise there may be unconventional monetary easing policies, but this will push up inflation and risk asset prices. In addition, he mentioned that the deterioration of the United States' relations with its allies and its policies supporting certain regimes may increase the risk of "black swan events." Although AI investment will provide support for the market, the market may face greater pressure if companies such as NVIDIA perform weakly. 
 Regarding the crypto market, he believes that despite the strengthening fundamentals, macroeconomic uncertainty will suppress token price performance. However, once the macro environment improves, the crypto market may be the first to rebound. He is also optimistic about the rapid growth of stablecoins and recommends adopting long-term volatility trading strategies under the current uncertainty.

Dragonfly Partners: Macroeconomic Uncertainty and Crypto Market Outlook