How should crypto tokens be valued? Haseeb Qureshi breaks down why cash-flow rights won’t “fix” prices, and how AI agents transacting on-chain could drive the next wave of demand.

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Timestamps:

(00:00) Introduction

(01:40) Tokens and Valuation Basics

(03:02) Why Disclosures Matter

(07:19) Aave Drama and Transparency

(09:13) Nexo Ad

(09:47) Aave Drama and Transparency (Con’t)

(12:32) Cash Flows and Token Demand

(14:21) AI Agents and the Future

(19:35) Nexo Ad

(20:24) DAS Promo

(21:12) AI Agents and the Future (Con’t)

(26:53) Closing Thoughts

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Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.

AI Agents and the Next Wave of Crypto Demand | The Breakdown