few people have been asking me how i managed to spot and size into near:native a month ago there are a few signs i usually look for, and i believe near:native managed to capture almost all of them narrative, fundamentals, and who notable is behind it first is the narrative first, it sits right in the middle of the ZEC + privacy narrative, NEAR Intents has become one of the key rails for cross-chain ZEC liquidity. more than $2.2B of ZEC volume has already gone through Intents, while Confidential Intents is pushing the privacy narrative even further. then comes the AI narrative NEAR co-founder @ilblackdragon Polosukhin was one of the co-authors of “Attention Is All You Need”, the Transformer paper that became the foundation of modern LLMs now they’re building NEAR AI around confidential inference and private AI infrastructure even the $VVV narrative connects back here, with Venice integrating NEAR AI’s confidential inference infrastructure earlier this year second is the onchain fundamentals NEAR Intents has now processed around $29B+ in cumulative volume at the current run rate, it is doing roughly $50M+ in annualized gross feesand TVL has been breaking ATH after ATH, Intents TVL is now well above $150M, while NEAR’s own dashboard shows Confidential Intents TVL above $180M the revenue captured from Intents is also being used for buybacks lastly, look at who’s behind it in july, i listened to an hour-long WSH podcast with Mert where NEAR was only mentioned very briefly near the end, he mentioned the bags he was holding $ZEC and $SOL and lastly, near:native as the dark horse back then, almost no one was paying attention fast forward to the last 24 hours Naval has retweeted about NEAR, and Mert has finally made his first properly bullish tweet on NEAR and Hyperliquid has integrated with it now suddenly, more and more people are starting to talk about it, the stars are starting to align for an absolutely monstrous chart i guess sticking around through this bear market for the past few months gave me the insights and conviction to size in before the crowd arrives