Haseeb Qureshi
Managing Partner at Dragonfly who talks crypto markets, tokenized stocks, market structure legislation such as the CLARITY Act, and onchain trading.
“That is the kill shot for anybody ever arguing against restrictions on exports to China. It's just the ultimate argument winner, because it's such a simple story. … The arguments around this were so complex and nuanced, and they will never be again.”
Unchained · Crypto & Web3 · November 2026
Context
Discussing the report that Jensen Huang had an affair with the head of Megaspeed, an alleged Chinese intelligence asset, Qureshi says the story hands export-control hawks a simple argument against Huang's long lobbying for looser chip exports.
Transcript
…my problem. If he's a good CEO, he's a good CEO, great, you know, have had it and like you figured out between you and your wife and your kids. The story of okay, we found like basically it's like the ultimate compromat, which is that you are sleeping with a woman who is spying on you to the CCP,
also CEO of a company that's buying a lot of that is
yeah, to which you are the biggest supplier. That is the kill shot for anybody ever arguing for pro, you know, sorry, anti-restrictions on exports to China. And it's just the ultimate argument winner. It like it resonates so much with the honest because it's such a simple story. Like all the other arguments about this, I was, I was, a bunch of people were quoting the Dwar Kesh podcast with Jensen Huang, where Jensen gets really worked up about export controls. And, you know, Dwar Kesh is making this argument. And Jensen was like, oh, you take me for a loser. That's a loser mentality. Why would you think that, you know, if without NVIDIA, even if we export there, they're not, we're not going to win. And now all of a sudden, like, you cannot help but to see every single time he's spoken about Chinese exports of like, you know, it must have been that woman in his ear. So yeah, there's something about the arguments around this were so complex and nuanced, and they will never be ever again. I think until if Jensen is let go, which no…
second now. They're second now to Apple. Yeah, Apple flipped
them, but you know, I don't know. We give it, give it a couple weeks. But I think unless Jensen is replaced, like they're just going to lose this battle because he will never be able, he will never be allowed to talk about chip exports to China ever.
Okay. Wait, I have a great hypothetical question for the group, which is: take all the people in crypto. Who would be the most surprising person to get honeypotted? And who's the least surprising?
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