Drew Rogers

walking with founders. building @stabledash ex: @coinbase @square

[Drew Rogers @drewrogers]

Flew the @stabledash team to CDMX last month.

first time all together since we started nearly two years ago. such an insightful, meaningful experience.

none of this works without champions like @christophergdf and @Nick_van_Eck believing in what we're building.

see you next year 🇲🇽

[Drew Rogers @drewrogers]

@APompliano Business expense. Unlocked.

[Drew Rogers @drewrogers]

@ryanatkalshi @mauricedotxyz just became a free agent and absolutely crushes X short form, growth, and culture.

Highly recommend.

[Drew Rogers @drewrogers]

@AnnicaBenning @HadickM I've heard this personally from many other @dragonfly_xyz backed founders.

speaks volumes about Rob and the overall firm.

[Drew Rogers @drewrogers]

@SimkinStepan this would have been the most bullish tweet ever in 2023

[Drew Rogers @drewrogers]

"there are too many neobanks!" - said everyone

I fully disagree with this take. As @shimon_newman points out, it's about niche and focus.

Generic, undifferentiated brands and GTM strategy will simply burn VC capital and die.

Opp is massive. Positioning is everything.

[shimon @shimon_newman]

There is no competition in neobanking

In order to win, you need to DOMINATE your niche

The neobanks that try to copy/bite/vampire-attack others will fail.

And the market is big enough for many niches.

So you can actually be friendly with your competition, because if you're both doing your job, then you're by definition not coming for each other's users.

[Drew Rogers @drewrogers]

@designertom Denying opportunities a past self would gladly chase.

True self belief.

[Drew Rogers @drewrogers]

@johnjdagostino @fintechfrank Still figuring this one out myself!

[Drew Rogers @drewrogers]

@OnchainLu Hooked

[Drew Rogers @drewrogers]

@jayhinz This does feel like a time warp

[Drew Rogers @drewrogers]

Uncovering founders like @cerotoone is exactly why we started our “Neo”segment.

A true diamond in the rough.

[Stabledash @stabledash]

.@joinCero isn't calling itself a neobank. @cerotoone frames it as an upside app that turns everyday card spend into a shot at real money, gated behind a proprietary score that also decides how much it will lend you.⁣
⁣
"Every dollar you spend earns you a chance to win a million dollars."⁣
⁣
"Every tap of the card earns you reward packs, entries in raffles, collectibles, and other things alike."⁣
⁣
"As soon as you reach a certain level, we basically lend you without collateral against the score, and all of this is accessible directly to your card."⁣
⁣
"The aim here is to basically bank the speculator economy, the guys that are just trying to escape the permanent underclass and are underserved by traditional incumbents."

[Drew Rogers @drewrogers]

@mauricedotxyz @solflare 🐐

[Drew Rogers @drewrogers]

@fintechfrank @johnjdagostino I can't listen to many folks speak for more than 2 mins.

@johnjdagostino is a wonderful exception.

Excited to listen!!

[Drew Rogers @drewrogers]

@defyneric I feel this tension constantly.

[Drew Rogers @drewrogers]

The L1 wars are hot. @mehler weighs in.

[Stabledash @stabledash]

.@mehler is CEO of @stable, a USDT-native layer one blockchain built for stablecoin payments.

He spent 20 years in finance, including as the first hire on B1's venture arm, where he ran a program with close to a billion dollars starting in 2018, backing companies like Galaxy and Securitize.

He joined Stable in August 2025 convinced the plumbing behind everyday money movement hadn't caught up: a wire lands and nobody can tell you where the money sat, or who's actually holding it in between.

The chain went live four months later, in December, with a pre-deposit campaign that was oversubscribed in the billions.

Stable removes the volatile gas token most blockchains run on and uses USDT, already 80 percent of the stablecoin market, as native gas instead, settling cross-border transfers in half a second. Its cap table includes PayPal Ventures, Franklin Templeton, and Bitfinex, with Tether CEO Paolo Ardoino advising the company.

Brian's conversation with @dr3wrogers:

04:41 - First hire on B1's venture arm, deploying close to $1 billion

08:29 - Why "eating your own dog food" is rare in crypto

09:35 - Why Stable skipped the volatile gas token every other L1 relies on

11:53 - The velocity of money nobody talks about in traditional finance

13:00 - PayPal Ventures, Franklin Templeton, Bitfinex, and Paolo Ardoino as advisor

19:19 - What a wire transfer actually tells you (nothing)

20:43 - Public companies losing points on every transaction

23:13 - Where your money sits over the weekend

24:06 - Correspondent banking is "basically memos"

24:28 - The two-week compliance holiday Wall Street takes

27:27 - A payroll run that used to cost a week

36:13 - Why Stable uses a partner for wallet infrastructure instead of building it in-house

42:39 - His cousin at Truist spots his name in a presentation

45:26 - Mainnet live since December, oversubscribed in the billions

49:58 - What it looks like when stablecoins disappear into the background

Episode 0053. Presented to you by @Altitude

[Drew Rogers @drewrogers]

@iampaulgrewal @coinbase @brian_armstrong @Emilemc Incredible run. Congrats on surviving the trenches.

[Drew Rogers @drewrogers]

@desousavicente excited for your feedback!

[Drew Rogers @drewrogers]

hello, @stabledash research

[Drew Rogers @drewrogers]

@properlystudio @stabledash stunning

[Drew Rogers @drewrogers]

@supitsrohan @stabledash so much more on the way 🔥

[Drew Rogers @drewrogers]

@zacglover media + fresh kicks, of course

[Drew Rogers @drewrogers]

Spent years failing to get Modern Treasury's attention.

Many GTM door knocks. No response.
Typical for a firm their size.

Media transforms the relationship entirely.

[Modern Treasury @ModernTreasury]

Kudos to the @Stabledash team for their "Tokenized Money is Maturing" report following @Bitso's Stablecoin Conference in CDMX.

Proud to see @Dadiomov featured on the rise of neobanks and growing global demand for dollar access.

Check out the report below!