yeah mantra:native is down 19% on the week. i'm not going to spin that
but $45M market cap for what this chain has built and shipped feels wrong to me. VARA license. deployed L2. working stablecoin. RWA perps. live products under regulatory cover in Dubai.
either the market figures that out or it doesn't. i've been wrong about timing before. but i haven't changed my view on what's being built here.
