@MonkeDao CA: So11111111111111111111111111111111111111111
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csw retweeted
I think you should rotate some of your $ZEC and $HYPE into $NEAR.
NEAR is just getting started.
What did you think about buying ZEC at $100 on October 1 last year after it had already pumped?
I’ll leave the prices here.
Let’s come back next month and see where they are.
If you want to see how the ~$155 $NEAR base case is constructed.
Assumptions:
- 16B agents by 2030
- 2% utilizing NEAR's AI infra (intents, compute, etc)
- Avg agent does 1k onchain tx
- Near capturing 30bps on those tx
The biggest wakeup items for me:
1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge)
2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap.
3. 100% circulating supply
Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs.
I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.
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csw retweeted
Visualized Bitwise' base case on $NEAR.
Insanely bullish.
Bitwise $NEAR base case price target = $155
Bull case is $562
bitwiseinvestments.eu/se/blo…
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STONK is basically everything that people pretend that they care about in crypto
- insanely profitable infra play
- no VCs, no unlocks
- 20% of the supply is burned already within 2 months
- $750,000+ (on a bad day) in buy backs a day
- innovative stock pairing launchpad leader
- produced one of the most insane runners we've seen on Solana in over a year ($ZCAT) and another 30 coins that went above 15 million marketcap
if you look at all the numbers on paper, and you had no idea what the ticker is, you would be bullish
yet everyone will still sit around all day to find something to fud or complain about
this could go to $1 billion marketcap and still be undervalued
the market will catch up
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csw retweeted
this is how early you are on near:native
@bread_ is a crypto-native guy. dude lives on ct
yet, he still didn't know NEAR inflation halving (from 5% to 2.5%) happened one year ago, in October 2025 with over 80% approval from validators
the Bitwise paper everyone is talking about today ($155 base case for NEAR) is from before that (i and others had already covered that in early 2025)
i don't blame him, btw
nobody can know everything about anything
this post is to illustrate how early you are right now
people on ct are just catching up with the NEAR thesis
your top-signal-uncle is still probably far away from it
If you want to see how the ~$155 $NEAR base case is constructed.
Assumptions:
- 16B agents by 2030
- 2% utilizing NEAR's AI infra (intents, compute, etc)
- Avg agent does 1k onchain tx
- Near capturing 30bps on those tx
The biggest wakeup items for me:
1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge)
2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap.
3. 100% circulating supply
Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs.
I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.
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csw retweeted
at least $RAYCAT will have a cool and unique fansite
every meme coin website is the same scrolling animated template these days
when liquidity starts looking for tokens to bid, it will stand out
if you believe the music hasn't stopped, there's nothing to be concerned about
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csw retweeted
JUST IN: ANSEM SAYS HE THINKS $STONK IS GOING TO BE ABLE TO CAPITALIZE ON THE TOKENIZED STOCKS META
“I THINK THE TOKENIZED STOCKS THESIS IS SUPER IMPORTANT FOR CRYPTO”
“IF YOU LOOK AT HOW WELL STABLECOINS HAVE DONE, I THINK WE’RE GOING TO SEE A SIMILAR TREND WITH TOKENIZED STOCKS”
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csw retweeted
The community gets stronger daily
Longterm whales with insane reach as a foundation
incentive alignment with one of the longest standing liquidity providers on solana + massive new inflows from stonk
raycat is definitely one of the most interesting coins on stonk
Yup.
nitter.net/RaycatSF is the new acct.
Killer guys running it / looking after our bags.
@RaycatSF when are you guys going to take care of updating dexscreener?!
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csw retweeted
$RAY is a beast. And the crazy thing is that funding is neutral and open interest isn't even that high to begin with (IE: no froth).
It seems to be benefiting a lot from the StonkFun launchpad + RWA narrative.
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csw retweeted
JUST IN: $STONK HAS BURNED A HIGHER PERCENTAGE OF THEIR TOKEN SUPPLY IN 7 WEEKS THAN PUMPFUN HAS IN 140 WEEKS
STONK: 16.9%
PUMPFUN: 16.76%
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csw retweeted
it has been a few years since I was part of a bagworking coalition
the $RAYCAT bagwork group forming reminds me of that
last time it was just a bottle of alcohol and somehow it got sent to $100M+
this time it's a cat that pays one of the best tokens on the ecosystem for simply holding
interesting
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