Near's Notes ✍️
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sharing my notes, trades, writing, and conviction.

believe half of what you see, and nothing of what you hear.

https://x.com/nearisbuilding
only TG @vanillanear
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checking this out since my good friend kioto is so bullish on it, took a position in $AI (Artificial Inu) which is pegged to NVDA

only way to buy rn is through LONG, don't get MEV'd on AXIOM
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7m -> 14m tp’d hard left a moonbag

will be playing more conservatively from now on with my positions. cashcat was the perfect example of aiming for the sky and falling short. yet Icarus wept for he knew to fall means to have once soared. anyway enough rambling back to trenching
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been a week since i last wrote one of these.

first of all, I wanted to acknowledge my previous post. It didn't play out the way i expected, and that's on me. when you put your ideas out publicly you're going to be wrong sometimes. the important part is learning from it, adapting, and moving on

after taking a step back, I've realised there's no point overcomplicating things. I'd rather stick to the positions where i think the asymmetry is clearer

1. CASHCAT

from what i've heard, there are some strong announcements coming up, and as the current leader on robinhood chain I don't think it stays suppressed for long. I bought around $42m market cap and I'm looking for a reclaim towards $60m first. once we get there i'll decide whether it's simply a reclaim or the beginning of a much larger move.

the bigger reason i'm comfortable holding is it's near the bottom and since it's a meme then price can move much faster than people expect. I like the risk/reward enough

2. SOL

opened a small 5x with a stop at $72. looking for a reclaim into the $80s if broader market sentiment continues improving. that's it. no crazy predictions, just these two positions going into the week.

for anyone interested in the SOL TA then Z's chart is worth a look:

https://x.com/blknoiz06/status/2081491133318693092?s=20
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the philosopher's stone, the symbol of perfected transformation, the point at which nothing more needs to be added or removed, because everything unnecessary has already been dissolved.

you begin with the prima materia, the formless substance from which all things emerge, and with the furnace, where every false attachment, illusion, and impurity is slowly reduced to ash. only then can something worthy of refinement reveal itself.

the philosopher's stone was always something to become. can you find yours?
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Near's Notes ✍️
been a week since i last wrote one of these. first of all, I wanted to acknowledge my previous post. It didn't play out the way i expected, and that's on me. when you put your ideas out publicly you're going to be wrong sometimes. the important part is learning…
cashcat looks like it put the bottom in

hope everyone who followed the alpha enjoyed the announcements. from here, we see how it performs

this is starting to remind me of the early bonk days

now we watch
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last thing before i forget

gonna put you guys on game

amouage is in my opinion one of the best fragrance houses in the world. founded by the omani royal family. they’ve been making some incredible scents for decades. highly recommend interlude and royal tobacco

if you want to smell like a prince instead of a bum then pick up a bottle

you can thank me later
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cashcat touched 60m, vlad mentioned it on the earnings call

ill look to resize lower, this is def here to last
bridged to arc, bought $architect here at 600k

not sure about the others as they're bundled

bridging took 15 mins or so
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as always NFA DYOR bridging to new chains to buy new tokens is risky

gl hf
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architect just makes the most sense

its the manlets version of arc

hard to "list" arcanine bcs of copyright, given that it's a Pokemon
2.2m and going
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seems they paused the chain 😭

could be the greatest dust trade once live 🤔
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pretty good week overall. everything played out more or less as expected

banked the cashcat scalp twice and i’m debating one last entry around $30m. still undecided on whether there’s long term longevity

arc mainnet rpcs keep showing up every 4h before getting shut down. i’m holding a decent position in $architects while it sits around a $2m market cap. I don’t expect much to happen until the bridge officially opens so i’m happy to let that thesis play out over time

still holding my sol longs. roughly 75% spot and 25% leveraged, which i’m comfortable with for now. the coldcard news probably ends up marking the bottom of crypto sentiment so im very much still long crypto

other than that, not much has changed. touched some grass, spent the day at the beach with family, and disconnecting from the charts for a bit

hope everyone is enjoying their weekend
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beach and touching grass looks good here

anyway, maintaining above positions. nothing more till further notice.

SOL to $85-90

$architects hit 3m quietly and bridging still isn’t possible

600k -> 3m

hold till mainnet goes live and it continues to go parabolic as people bridge in and ape

chart: https://radardex.app/#0x8bcb94279fc2c984ec34e0c1f2192df8c69ea4f0

cheers guys
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