Mando explains the L1 thesis that separates Near from the rest and names the 3 narratives driving the cycle: "L1s need to get their core devs building core apps, then direct protocol revenue to buybacks or let L1 holders benefit. Near's done a great job of that." "Solana tried it with Toly buildin

Mando explains the L1 thesis that separates Near from the rest and names the 3 narratives driving the cycle: "L1s need to get their core devs building core apps, then direct protocol revenue to buybacks or let L1 holders benefit. Near's done a great job of that." "Solana tried it with Toly buildin

Mando shares the story of how he was struck by the product evolution of Near and got so bullish he messaged @ilblackdragon saying he bought a big bag. "I was at Miami with @CryptoMichNL. He told me about Near. I looked into it and was like, this thing is the truth." "Then I used @near_intents." "

NEAR catching the bid from fundamentalists and actual users of onchain tech like Mando. Typically a good sign. I'm in (if you watched yesterday's show I bought more on the toilet and more today as well actually) https://x.com/therollupco/status/2061895314546528558