been thinking more on coherent messaging re: NEAR let's ideate from first principles: - the product of capitalism is markets - capitalism -> markets -> competition -> specialization -> fragmentation - within the specializations, there will be dominant leaders in each category - SoV: gold, zec, btc - trading: solana, hyperliquid, robinhood, binance - currencies: usd, eur, gbp - and on it goes: ai inference, private compute, real estate, international stocks, metals, e-commerce yada yada - this requires connective tissue, which has been traditionally served via something like binance - but one centralized company can not serve this need for infinite markets. there are too many handicaps, lack of network effects, and singular points of risk and stoppage. this is a rare case of decentralization being necessary. neutrality is non-negotiable for unstoppable global trade. - now, you may see where I'm going and say: well Ethereum and Cosmos already tried this. but that's wrong. what they tried to do was structurally flawed - those models required the succeeding nodes (L2s and L3s) to be from within the ecosystem, but that is incoherent since i) you can't force success, ii) if one were to succeed, they would just want to own the platform - the other model is of course the Solana/Hyperliquid model of having everything concentrated on the L1. this model works. however this requires a high-degree of specialization to be competitive. you won't out nasdaq solana. - but, NEAR does not need to do this. where there is concentration, there is also the need for connection. - especially with their chain signature architecture, instead of forcing new internal nodes, they can just discover the successful ones and connect them to each other without ideology (see: NEAR intents supporting ZEC but also ZEC on Solana!) - importantly, this is PvE and not zero sum. the more markets succeed, the more interesting NEAR becomes, i.e if Solana is one continent, and AI another, and Zcash another, then NEAR is the silk road. so I think the coherent message for NEAR is: the market of markets — the capital of capital