I’d read this as $NEAR Intents picking up its second repeat customer in a week. 2 days ago it was $PEARL, whose miners get paid for AI inference and have to sell some of it every cycle to cover costs. Now it’s portfolio tokens, which people tend to add to monthly rather than buy once - the products are different, but in both cases the same users keep coming back. That’s the user a routing layer wants. One-off traders leave the moment someone quotes tighter, whereas someone selling rewards every week mostly cares about not getting picked off on the way out. $PEARL swaps are already confidential by default, and if the portfolio fills get the same treatment, @near_intents looks like the default rail for tokenised assets and repeat flows. I’ve been leaning that way for a while.