How to Invest in the Intents Economy with Haseeb Qureshi, Avichal Garg, & Matt Kummel
Intents are reshaping cross-chain infrastructure, but where does value actually accrue?Haseeb Qureshi, Avichal Garg, and Matt Kummel break down the intents investment thesis, how to allocate capital across the stack (apps, protocols, solvers), and why institutions will drive trillions in intent volume. We discuss:- Why NEAR Intents Hit $11B in Volume- The Intents Investment Thesis: Where to Allocate Capital- Value Accrual Across the Stack (Apps, Protocols, Solvers)- Network Effects & Competitive Moats- The Stripe/Twilio Comparison for Cross-Chain- Why Institutions Will Drive Trillions in…
The skinny
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