Analyzing NEAR Blockchain: From Competing Head-to-Head with Solana to Strategic Repositioning (Part 1)
An analysis of NEAR Protocol’s journey from a Layer 1 challenger to Solana to its repositioning as Web3 and AI-native infrastructure, and the strategic trade-offs behind that shift.
Analyzing NEAR Blockchain: From Competing Head-to-Head with Solana to Strategic Repositioning (Part 1)
An analysis of NEAR Protocol’s journey from a Layer 1 challenger to Solana to its repositioning as Web3 and AI-native infrastructure, and the strategic trade-offs behind that shift.
Seeing the Future Doesn’t Guarantee Profits
People can sometimes predict the future with surprising accuracy. That doesn’t mean investing will be profitable. Recently, I came across a story Warren Buffett once shared about periods when a “new technology” emerges. When you reflect on it alongside the two recent technology waves—Blockchain and AI—you may notice familiar patterns: A new technology appears. A bubble forms. Rapid growth is fueled and encouraged. The industry and society benefit. But for most investors, the outcome is not po...
Seeing the Future Doesn’t Guarantee Profits
People can sometimes predict the future with surprising accuracy. That doesn’t mean investing will be profitable. Recently, I came across a story Warren Buffett once shared about periods when a “new technology” emerges. When you reflect on it alongside the two recent technology waves—Blockchain and AI—you may notice familiar patterns: A new technology appears. A bubble forms. Rapid growth is fueled and encouraged. The industry and society benefit. But for most investors, the outcome is not po...
