Jamie Coutts CMT(@Jamie1Coutts):Bear markets sharpen you. During the depths of H1, I did some of my best deep dives for @RealVision. @NEARProtocol is the standout L1 in the new regime for crypto where demand inflection meets supply discipline. By thoughtfully attacking crypto's largest unsolved or main pain points, namely interoperability and privacy. NEAR isn't competing head-to-head with the dominant L1's. Their success will be NEAR's success, and everything else they're doing on inference/private AI is a free option, given the team's AI lineage. Chances are these other product lines help re-rate the protocol higher over time.

Jamie Coutts CMT

@Jamie1Coutts

Crypto & macro data that cuts through the noise. Chief Crypto Analyst @RealVision | Founder, Helios Analytics | ex-Bloomberg Freedom over Fear. Always. #Bitcoin#

参加 June 2011

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Jamie Coutts CMT@Jamie1Coutts

2026.09.28 00:17

Bear markets sharpen you. During the depths of H1, I did some of my best deep dives for @RealVision. @NEARProtocol is the standout L1 in the new regime for crypto where demand inflection meets supply discipline. By thoughtfully attacking crypto's largest unsolved or main pain points, namely interoperability and privacy. NEAR isn't competing head-to-head with the dominant L1's. Their success will be NEAR's success, and everything else they're doing on inference/private AI is a free option, given the team's AI lineage. Chances are these other product lines help re-rate the protocol higher over time.