Remember when crypto was fun?
You bought a coin because you loved the meme.
You held because you believed.
No doom scrolling. No panic refreshing charts every 30 seconds.
Just bag holders, bag workers, and true believers.
Touch grass. Enjoy life.
Bring back the simpler times.
MOMILLIONS. $MOMO
Gsks4bWgKUCaBA6yzQSrBCAmbLbEtLEHXMMaUshxpump
I have a long-term vision and I really want to grow Pumptoys by starting to make:
-collaborations with other coins
-onboard other artists
-run giveaways for the community
Buy, create, or order a custom Pumpfun figurine on my website: https://t.co/6ZoDY0uyyy.
ok so here are my full thesis on $NEAR and why i believe it's still insanely undervalued
near intents did 542k unique paying users in the last 30 days. half a million ppl paid actual fees to use the product. no points farm no airdrop hopium no incentives subsidizing volume. they paid because it WORKS
now you stack the rest:
- $19.2b cumulative swap volume
- $33.5m in real protocol fees
- 25.6m total swaps executed
- $51m+ daily volume running rn
- usdt and usdc are 53% of 24h flow which means agentic stablecoin commerce is live in production
most of crypto talks about yield, token gets airdropped stake to earn 200% apy price dumps the second emissions stop exit liq acquired
well near intents is the opposite shape
users pay fees because the product works fees route into $near buybacks loop closes without subsidy
542k paying users. $33.5m in fees. $3.1b mcap. ZERO unlocks ever.
now lets talk about why $near fits both in privacy x AI meta
privacy meta:
every privacy coin uses near intents. near is the picks and shovels of the entire privacy run so far. ironclaw and https://t.co/vWukrNH172 integration brings confidential computing aka verifiable private ai inference. if privacy keeps running near eats regardless of which coin wins the surface narrative (see where i am getting at?)
ai meta:
near has been heads down on ai for 4 years from a blockchain angle. they were the only crypto chain invited to the nvidia conference. not pay to play. personally invited by nvidia. that doesnt happen by accident
so you have a chain that:
- is foundational infra for the two hottest narratives in crypto (ai and privacy)
- ships a product doing $51m+ daily volume with no incentives
- routes real fees into buybacks
- has zero unlocks ever
- sits at $3.1b mcap
yes sure there is dilution. but even at current inflated supply $10 is ath fdv. thats 3-4x from here just to retag ath while they execute on the two narratives the entire market is rotating into
ai agent revenue hasnt even started flowing yet. intents is already cash flow positive without it. when agentic commerce scales near is the rails everything runs on
that's pretty much it, thanks for reading my yapping
end talk
- Loshmi