The Milk Road Show

Is It Too Late for Ethereum to Save Itself? w/ Haseeb Qureshi

31 snips
Mar 26, 2025
Guest
Haseeb Qureshi
In this discussion, Haseeb Qureshi, Managing Partner at Dragonfly Capital and former poker pro, dives deep into Ethereum's current turmoil. He highlights its declining dominance and the necessity for a robust strategy to counter its challenges. Haseeb contrasts Ethereum’s struggles with Solana's rise and emphasizes the need for innovative leadership. Additionally, he explores the impact of real-world assets and stablecoins, signaling a shift in how institutions are approaching crypto. Tune in for insights on the evolving blockchain landscape!
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INSIGHT

Crypto and Macro Correlation

  • Crypto markets are currently highly correlated with traditional markets, like the Nasdaq.
  • Predicting crypto's future now means predicting macro trends, including Trump's policy impacts.
INSIGHT

Market Bottom and Macro Factors

  • Whether we've bottomed depends on whether we face stagflation or a recession where the Fed cuts rates.
  • Rate cuts could stimulate risk assets, potentially benefiting crypto even with a poor real economy.
INSIGHT

Trump's Policy Impact and Timeframe

  • Trump's policies significantly impact markets, with moderation observed due to market responses.
  • His actions have a limited timeframe, likely until Q4, due to midterm election pressures.
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