$NEAR just caught $SUI in market cap and $AVAX is next.

This isn't narrative. It's usage.

$19B settled through NEAR Intents. 542k users paid fees last month. No points, no airdrops, no subsidies.

CowSwap, LI.FI, Bungee, and Circle already use it under the hood.

AI is live too confidential inference is running for Venice and Brave Software.

NEAR: ~$3.45B MC, fully circulating, no unlocks.

SUI sits at a similar valuation with much of its supply still locked. AVAX is only slightly ahead.

The market cap is catching up to the fundamentals.