Is Ethereum the Next Amazon? Haseeb Qureshi on Revenue, Profit & Long-Term Value

Ethereum has critics calling it “overvalued”… but what if everyone is looking at the wrong metric? In this episode, Dragonfly’s Haseeb Qureshi breaks down the viral debate that took over Crypto Twitter, and explains why Ethereum today looks a lot more like Amazon in its early years than most investors realize.

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Haseeb Qureshi: https://x.com/hosseeb
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⏱ TIME POINTS ⏱
00:00 – Intro
01:12 – Recapping the Viral Haseeb vs. Santiago Debate on Layer-1 Valuations
11:10 – What the Debate Revealed About Public Sentiment and Market Reality
12:29 – Reserve
12:54 – Chainlink
13:15 – Why Crypto Feels Cynical: Expectations, Frustration, and Industry Fatigue
17:40 – The “Casino” Debate: Speculation, Real Builders, and Crypto’s Dual Nature
18:59 – What “Distribution” Actually Means for Builders in Crypto
20:59 – The Builders Who Move Crypto Forward: Who’s Leading the Charge
22:10 – Macro & Market Conditions: Retail Pain, AI Mania, and Crypto Lagging Behind
23:44 – Why Retail Isn’t Coming Back (Yet): Debt, Wage Pressure & No Liquidity
26:41 – Why Institutions Still Won’t Touch Altcoins
28:05 – Bridge
28:29 – Where Would Haseeb Invest $100K Today? (Not Financial Advice)
31:22 – Ethereum vs. Coinbase: Two Completely Different Investment Bets
34:54 – Wrap-Up

#crypto #ethereum #investing

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.