X @Michaël van de Poppe
Michaël van de Poppe·2026-05-01 14:15
$NEAR is extremely undervalued.The entire supply is circulating, and all their mechanics are build in favor of the community actively using the token.Nobody is interested into AI <> #Crypto protocols.And that's where the real alpha is.The current valuation of $NEAR is $1.7B.Arguably, that could be a lot, however I'd want to make sure to understand the thesis behind this one.The revenue for 2026, in the first four months: 12 million $NEAR tokens.That's: $15.6 million in 4 months (equals $40-60 million over t ...