X @Michaël van de Poppe
Michaël van de Poppe·2026-03-11 17:00
I'm betting big on AI <> #Crypto.For that bet, I'm looking for fundamental data that supports growth on the protocols that I'm betting on.That's why my largest position is $NEAR.The weekly trading volume, the revenue, and all metrics have gone vertical over the past quarters.As you can see, in the first few months of 2025, the weekly trading volume was <$50M.Now, in the first quarter of 2026, the weekly trading volume averages $500M.That means that it grew by 20x in a year.Yes, you could argue: last year th ...