sage
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@Thenotellaking in my opinion, nothing goes down in this world apart from RWA
check CRM tools and automation tools today and compare the price last 7 years. you'd understand.
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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 venice.ai 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

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I fully agree with this and I’ve also been screaming it
Here are also a few resources which have been so helpful to me too
1) @leonabboud The ultimate Crypto Marketing Playbook
youtu.be/Dwapee_PoUs?si…
2) @leonabboud The ultimate Web3 Marketing funnel
youtu.be/Dwapee_PoUs?si…
3) @leonabboud $1M Web3 Marketing Case Study with $0 in Marketing budget
youtu.be/BEsbVz2-L5c?si…
4) @Safaryclub How Suilend Grew to $10M+ Revenue
open.substack.com/pub/safary/p/h…
5) @Safaryclub From Zero to $3M Revenue in 3 weeks
open.substack.com/pub/safary/p/f…
6) @Safaryclub Marketing For Founders
open.substack.com/pub/safary/p/m…
7) @Safaryclub Personal Branding For Marketers
open.substack.com/pub/safary/p/p…
8) @TheAmahra First 90 days for a new marketing hire
x.com/TheAmahra/stat…
9) @TheAmahra I designed 3 campaigns in 24 hrs and I failed woefully
x.com/TheAmahra/stat…
10) @kunalvg The Crypto Marketing Wiki
x.com/kunalvg/status…
I’d share more resources later whenever I see them.
The books @leonabboud mentioned are golden. I’m currently reading This is Marketing by Seth Godin

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Leon Abboud@leonabboud
The highest-paying job in tech will soon be marketing. If you want to capitalize on this opportunity, here are the books that shaped how I see marketing: 1/ Blue Ocean Strategy - W. Chan K. 2/ Influence - Robert C. 3/ 50 Scientifically Proven Ways to Be Persuasive - Robert C. 4/ This Is Marketing - Seth G. 5/ Purple Cow - Seth G. 6/ Building a StoryBrand - Donald M. 7/ Contagious - Jonah B. 8/ 22 Immutable Laws of Marketing - Al R. 9/ DotCom Secrets - Russell B. 10/ Traffic Secrets - Russell B. 11/ Expert Secrets - Russell B. 12/ Sell Like Crazy - Sabri S. 13/ $100M Offers - Alex H. Read and apply these. You'll become an unstoppable marketing machine. Any additional book you suggest I must add here?
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@banterboysol @wallexhq you should connect with @thiszaph so you can help me collect his pixel
Thank you in advance
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I genuinely hope I can leave an impact on all of you.
I started this page whilst I was struggling, you guys saw me juggle everything, from no payouts to struggling how to protect my Account yet every day I still came online and spoke my future into existence.
Trading truly can change your life if you BELIEVE, it’s normal to fail, that’s why small amount of people succeed because they refused to give up.
And no I’m not saying all this to sell a course or sell you a lie, this really is my life now, and don’t get me wrong I’m still constantly working on my trading because I’m far from my best.
But no doubt I’ll get there… why?
Because I believe in myself.

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