NEAR Protocol (NEAR)

I'm very pleased to be holding strong positions into the following protocols.

$NEAR - The AI play that consistently continues to build and grow with their revenues.
$TAO - Fascinating blockchain and severely undervalued (only due to the recent issues within the subnets)
$EIGEN - Gave back all the gains (and I should have sold there), however, expecting to clearly break into an uptrend from here.
$W - My Solana play, as Solana has already been outperforming and I expect more upside to come there.
$ONDO - One of the best RWA plays and should be traded significantly higher due to the recent inflow and underlying TVL.

I'm unsure about my positions on $OP and $SEI as they are severely underperforming.

I'll be continuing to evaluate those positions going forward, as there are many protocols starting to wake up strongly that could fit:
- $JUP, $JTO, $ZAMA to name a few.

What NEAR shipped last month:

✦ NEAR Intents crossed $22B+ in all-time volume and 28M+ total swaps.
✦ Confidential Intents TVL grew to over $28M.
✦ Hyperliquid perps went live on https://t.co/1n0j8823BT.
✦ GLM-5.2 went live on NEAR AI.
✦ [email protected]: an incentive milestone program for Confidential Intents users on https://t.co/1n0j8823BT kicked off.
✦ Virtual NEAR Backers Summit highlighted momentum across the stack.
✦ NEAR Intents began powering cross-chain swaps in Unstoppable Wallet.
✦ NEAR Intents began powering cross-chain swaps for SimpleSwap.
✦ Movement went live on NEAR Intents.
✦ The expanded NEAR Revenue Dashboard went live at https://t.co/8OTQLA9ukZ.
✦ NEAR previewed SPICE the next major protocol upgrade.
✦ Hypercore went live on NEAR Intents.
✦ Hinkal Pay and Hinkal Prime integrated NEAR Intents.
✦ NEAR Legion hosted an IronClaw hackathon and events.
✦ NEAR AI Cloud integrated across 17 open-source AI projects, including Goose, Eliza, and the Vercel AI SDK.

And much more.