Called
$NEAR around $1.50 in May. It tagged $5 today.
Back then it was a ~$2B coin, and I wrote that a chain like this usually trades closer to $10B+. Today it's around $6.5B, but the price isn't the only thing that grew.
NEAR Intents went from ~$19B settled in May to $30B+ today. Confidential Intents TVL crossed $70M this month, roughly 2x late August levels. September alone brought confidential perps, tokenized US stocks on near(.)com, 500 new top-level names like .agent, and a NEAR spot market on Hyperliquid.
So yes, the price is up 3x+. But NEAR is still ~75% below its 2022 high, and the market cap still hasn't reached the $10B I wrote about in May.
Called $1.50. Not calling the top at $5.