@benjamincowen I had so much respect for this guy before. Now it's all gone. The price action is so obvious that the low is in, but he's so stubborn and unable to change his mind.
making money in this space really isn't that hard sometimes.
$NEAR was one of those "just use the product" trades.
go to https://t.co/33djBkZ2Fg, login with a passkey, do a cross-chain swap.
that's it.
then you realize ZEC, BTC, SOL, ETH etc are already getting routed through NEAR Intents and they've done $28B+ in volume across 34 chains.
the whole thing started looking obvious.
build better infra
let everything plug into it
take a cut as volume grows
same reason i liked $HYPE early. (though i missed my entry)
been accumulating $NEAR since april. definitely had moments where i thought i was coping.
but every time i checked what they were actually shipping, the thesis got stronger.
my bet is eventually a stupid amount of onchain value gets settled through NEAR.
still early.
$50 coded.
also shoutout to the goat @dafacto