
Narratives come, narratives go. I've scaled down on my $NEAR position. Not that I don't believe in the project. The actual opposite of that. However, portfolio management and fundamental thesis can be two different things. It's had a maximum amount of sentiment and narrative over the past few weeks. If it corrects, from a technical standpoint, that's completely fine. I'm happy to be buying and scaling this back in. Levels I'm monitoring: - $4.30 - $3.90 - $3.50 And yes, after that, we'll go to $10+.
