NEAR looks headed higher, with quantum-ready accounts adding to its technology case: co-founder Illia Polosukhin says users can update their account keys to be post-quantum today without moving assets. x.com  x.com 

Agent payments and AI infrastructure make AI crypto one of the strongest early-bull-market narratives. Coinbase's x402 is the clearest signal: agents made 138 million-plus Base transactions, mostly under 10 cents. Bittensor subnets earn outside revenue; Render and Akash supply GPU power; NEAR builds agent rails. Grayscale's AI crypto sector rose 54% in September vs roughly 24% for the broader market. Still early and volatile; rotation may follow if Bitcoin holds a base and the narrative sticks. … Show more

NEAR feels like an older, inflationary tech coin that has had its time in the sun, even if the case makes some sense on paper. A post the author replies to describes selling all NEAR and rotating into Zcash and Hyperliquid because conviction in it never grew. x.com 

NEAR Protocol's launch of private perpetuals trading powered by Hyperliquid is building serious momentum for both NEAR and HYPE. Traders can now open positions without publicly exposing every move, and NEAR rose more than 80% in the seven days after the launch. x.com 

NEAR should outperform Bittensor's TAO in 2026-2027 because mindshare and momentum are clearly on NEAR's side, for now. x.com  x.com  x.com  x.com 

NEAR can never be money, so any monetary or privacy premium ascribed to the token will flow to permissionless neutral protocols like Zcash and, to a lesser degree, Monero. NEAR's freezing of funds from the Bitget hack was the right business decision, but it shows that programmability creates governance surface area that is antithetical to money. The NEAR chain made about $150k in 30 days, Intents $1.7M and perps $61k, an insane multiple for something that isn't money. x.com  x.com  x.com 

NEAR is an AI-native blockchain and a pioneer of chain abstraction, and its run from $1.90 to $4.27 is not done yet. x.com 

Privacy and AI tokens are converging into core infrastructure, because autonomous agents handling wallets, payments and identity need private execution. Zcash is among the strongest pure privacy plays, NEAR targets AI and confidential coordination, Chainlink feeds agents trusted data, and Bittensor sits where AI compute meets crypto. Phala and Nillion, tied to confidential compute, could move violently either way. The whole sector is worth $59 billion against Nvidia's $5.1 trillion. x.com  x.com  … Show more

Hyperliquid, Zcash and NEAR would likely drop 20-30% first if bitcoin falls, and bitcoin has 10-20% downside potential. All three are strong coins, but fundamentals do not matter in that kind of sell-off. Arthur Hayes, who called them a holy trinity, picks real projects, but his timing is the issue: his last big Zcash call came near a top. x.com 

Zcash and Hyperliquid could face less selling pressure because they have newer, stronger narratives than NEAR and fewer holders waiting to sell at breakeven. Their appeal this cycle rests on narrative and hype; they look like this cycle's Ether and Solana. x.com  x.com  x.com