投研大海

2020年3月那个时候，花10万买换 $BNB 拿到去年2000万打底，6年时间这就是奇迹！
10w大家都拿得出来。

Back in March 2020, at that time, with 100,000 to buy and switch to $BNB , I got a baseline of 20 million from the previous year—over 6 years, this is a miracle!

即便是一姐，办公环境也是极致的简单舒适，没有富丽堂皇！

X disrupted account, I did nothing at all, yet I was judged to be in violation!

I won’t buy something like #牛来 #pons that doesn’t drop 90%. As an example, if PONS drops from the highest 1u to 0.1u, I’ll consider buying a bit. That way, the win rate is much higher.

Standard Chartered has compiled all the coins it mentioned this year and the bullish claims it made. Take a look and see whether any of them can be realized in this lifetime.

$UNI: about $2.7 → $100 by 2030, about 37x

$AAVE: about $74 → $3,500 by 2030, about 47x

$MORPHO: about $2 → $60 by 2030, about 30x

$LINK: about $8 → $200 by 2030, about 25x

$ARB: about $0.13 → $10 by 2030, about 77x

$SKY: about $0.065 → $0.325 by 2028, about 5x

$ENA: about $0.26 → $2 by 2028, about 7.7x

Standard Chartered believes that on-chain tokenized assets will grow from around $340 billion today to $4 trillion by 2028.

Brothers, which one do you think can actually run?

I recalculated using today’s data, and the conclusion is even more interesting than before.

Currently, NEAR is about $4.81, with a market cap of roughly $6.3 billion and a circulating supply of about 1.31 billion tokens. A month ago it was around $1.95—so the monthly increase is already over 146%.

And NEAR Intents over the last 30 days:

* Trading volume: $4.778 billion
* Fees: $7.46 million
* Net income: $1.91 million
* Cumulative trading volume: $32.087 billion
* Cumulative fees: $52.14 million
* Current net income is used for NEAR buybacks, not direct burns.

So mathematically:

For NEAR to reach $10, it doesn’t need to become a “super mega giant.”

A market cap of around $1.3 billion isn’t that outrageous. The real question is:

Can Intents grow from the current net income of about $1.9 million/month to $5 million and $10 million/month?

⸻

What I care about most is this inflection point.

Currently, net income over 30 days is about $1.91 million, which annualizes to about $22.9 million.

If in the future it reaches:

$5 million/month → $60 million/year

Then the revenue multiple corresponding to the current $1.3 billion market cap is roughly:

21.8× annual revenue

If it reaches:

$10 million/month → $120 million/year

Then:

$1.3 billion market cap / $120 million ≈ 10.9×

At that point, NEAR’s valuation logic would be completely different.

⸻

So I’ll give you a very simple observation table.

NEAR $10:

I think this is a fairly realistic medium-term target.

The premise is that Intents’ monthly net income can steadily move closer to around $5 million/month.

NEAR $15:

Intents needs to continue rapid growth, and at the same time, scenarios like AI Agent, cross-chain payments, and stablecoin settlement must truly scale up.

NEAR $20:

It can’t rely on Intents’ current business scale alone.

It needs to become something the market recognizes as:

AI Agent + cross-chain transactions + payment settlement infrastructure.

⸻

But there’s one data point that excites me even more:

NEAR Intents’ TVL has grown by 94.3% over the last 30 days; it’s now about $228 million. It has also already connected to 26 chains.

This shows it’s not only about “revenue growth” right now.

Capital, transaction volume, and revenue are all growing together.

That’s much healthier than a sudden spike in a single token’s transaction fees.

Looks like it's in the bag again—should I switch the target? Sell $UNI and switch to $NEAR ?

A frantic attempt to prove I'm not old
A frantic attempt to prove I don't rely on men

Why Zhang Lei lost so much because he doesn't understand cycles.

The day others get liquidated is when we enter!

Capital first—do Livermore first, then do Buffett!

Livermore used 1000u to turn it into 100 million u

Buffett used 100 million u to turn it into 200 billion u

They share the same disciple: it’s me, Da Hai!

As an outstanding trader, you only need to judge correctly ✅ and you can legally withdraw money from the market every day!
The key is to judge correctly ✅ with a stop loss—cutting small losses and taking big profits!
A stop-loss loss is a cost we must pay, just like losing money when running a store.

It rose for 3 months; 7–9, then the last surge in October. This market run ends, then it falls for 4 months, from November to March. April is choppy, and in May the bull market starts—then it rises for 3 straight years.

Almost got liquidated

The pin is too vicious—first it bursts the empty, then it bursts the most! Pullback from 8.7 to 8.3!
I predicted it in the afternoon! Otherwise it would have liquidated me!
When trading contracts, be rigorous—more rigorous! If the trend is right, go for it; if the vibe is off, immediately cut losses and leave.

With limited capital, you can only choose a combination of trend trading and value investing!

Can't understand why #ai is pumping?

Most people who succeed the most are the worst people—becoming successful by preying on others! So don’t look up to anyone unless they can bring you value. Otherwise, they’re just bringing you a scythe!

Investing as an ordinary person is just too hard— with a small amount of money you can’t even cover your living expenses by buying mainstream options. In the end, you end up choosing high-profit schemes like memes, contracts, or capital pools, and most outcomes end in liquidation.
So how can you break through?