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Mahrosh Fatima
of my two favourite midcap bags, prob ENA has more juice here than NEAR, both chad founders
NEAR is still heavily a narrative bag and relies on intents blowing up (revenue is nice, not 5b mcap nice), the Hyperliquid confidential perps to take off, or agentic finance to finally take of
ENA USDe expansion is guaranteed as apes start longing again, neobank is best in the biz and will keep expanding, and the unlock overhang nearly finished.
Downside is that Arthur is shilling it again.
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