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Jamie Coutts highlights the impact of bear markets in sharpening analytical skills, referencing his own deep dives during the first half of the year for RealVision.
He points to NEAR Protocol as the standout Layer 1 blockchain in the evolving crypto landscape, emphasizing its balance of demand inflection and supply discipline. Coutts suggests that NEAR Protocol is effectively tackling some of the largest unresolved challenges within the crypto sector.
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Earlier this year, Jamie Coutts reported that more than 90 percent of crypto value and activity was concentrated on five major blockchains, a decade after their inception (link). In a separate note, he observed the ETH/NDX ratio breaking above 0.087 for the first time since 2022, supported by increased DeFi momentum on Robinhood (link). These updates provide context for Coutts’s ongoing focus on performance shifts among leading blockchain platforms.