Michaël van de Poppe(@CryptoMichNL):Narratives come, narratives go. I've scaled down on my $NEAR position. Not that I don't believe in the project. The actual opposite of that. However, portfolio management and fundamental thesis can be two different things. It's had a maximum amount of sentiment and narrative over the past few weeks. If it corrects, from a technical standpoint, that's completely fine. I'm happy to be buying and scaling this back in. Levels I'm monitoring: - $4.30 - $3.90 - $3.50 And yes, after that, we'll go to $10+.

Michaël van de Poppe

@CryptoMichNL

CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast

Joined May 2010

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Michaël van de Poppe@CryptoMichNL

2026.10.02 17:00

Narratives come, narratives go. I've scaled down on my $NEAR position. Not that I don't believe in the project. The actual opposite of that. However, portfolio management and fundamental thesis can be two different things. It's had a maximum amount of sentiment and narrative over the past few weeks. If it corrects, from a technical standpoint, that's completely fine. I'm happy to be buying and scaling this back in. Levels I'm monitoring: - $4.30 - $3.90 - $3.50 And yes, after that, we'll go to $10+.