Thank you — NEAR Report

The Sovereign Capitalist
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Order confirmed · NEAR: The Double Flywheel

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Mark Jeftovic’s 8-page special report on NEAR is being emailed to you now. Here’s what you’re about to be able to do with it.

  1. Check your inbox for the PDF

    NEAR: The Double Flywheel arrives at the address you entered. Nothing after 15 minutes? Check spam and promotions, then reply to any email from us.

  2. Judge the thesis for yourself

    The double flywheel, laid out so you can see why NEAR gets scarcer as the agent economy grows instead of being diluted to fund its story. Then the flywheel gauge: how close buybacks are to overtaking issuance.

  3. Know what your position is worth at Bitcoin $100K

    The NEAR/BTC torque model with four scenarios, so you can size the position against a number instead of a hope. Off the 2026 lows, Bitcoin is up 45% and NEAR is up 227%.

  4. Pick your rung, from boring to dangerous

    Five ways to add exposure: staked spot at ~5.3% yield, liquid staking, the ETFs and ETPs (including the one to avoid) for RRSP and IRA accounts, options, and perps. Start with rung one.

  5. Never get liquidated on a normal bad day

    The perp reality check shows exactly how far NEAR can fall before leverage wipes you out, and the staking math shows how many extra coins each route leaves you with after three years.

  6. Watch the six catalysts

    NRR going live, the Grayscale conversion, the buyback governance vote, near.com incentive drops, NEAR AI adoption, listed options. And the five risks, including the flow Mark thinks could fade.

Nothing in your inbox after 15 minutes? Check your spam or promotions folder — and if it’s still missing, reply to any email from us and we’ll get you sorted.

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