The Breakdown AI Agents and the Next Wave of Crypto Demand | The Breakdown
Mar 5, 2026
Haseeb Qureshi, managing partner at Dragonfly Capital and crypto investor-analyst, brings sharp takes on token valuation and disclosures. He explores why transparency matters but does not alone set prices. He also discusses how AI agents transacting on-chain could boost demand and how value might spread across multiple chains.
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On Chain Transparency Reduces Investor Asymmetry
- Open-source on-chain protocols reduce information asymmetry compared with private startups.
- Haseeb argues public, auditable metrics (Dune queries, on-chain data) let retail investors evaluate early projects without traditional disclosures.
Aave Drama Caused By Hidden DevCo Ownership
- Aave's conflict arose because token holders didn't know Aave Labs owned key IP and ran parts of the product.
- Haseeb says the mess wasn't companies making money, it was lack of disclosure about DevCo ownership and capabilities.
Disclose Token Roles Clearly Before Public Sales
- Ensure clear, public disclosures about what a token represents before selling to retail.
- Haseeb and regulators emphasize caveat emptor only works when projects transparently disclose ownership, risks, and token roles.