Andy
Co-Founder of The Rollup & The Rollup Ventures
NEAR's push may be fuelled by upgrade 2.13 on testnet, which adds post-quantum safe access keys using the NIST-approved FIPS 204 signature scheme. It also brings dynamic resharding, letting the network scale automatically as demand grows without governance upgrades. Don't bet against NEAR. x.com x.comÂ
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.comÂ
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.comÂ
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.comÂ
NEAR's fundamentals are strengthening alongside its price. It generated solid fee revenue in 2025-2026, and Confidential Payments and Confidential Intents are improving privacy and security on the network. After its breakout from a 14-month falling wedge, a break of the $3 resistance would start the next leg up. x.comÂ
NEAR is not private, not secure, centralized and not permissionless, as the $3.8 million exploit of NEAR Intents shows. Its popularity is driven by undisclosed paid marketing pushing people to buy a dinosaur coin and a trash chain. x.com x.comÂ
NEAR is breaking out as its price catches up with progress it had disconnected from, and the protocol appears to be becoming important crypto infrastructure. Discussion of what NEAR has built is increasing, and its technicals and fundamentals are aligning. Its last range breakout, in late 2023, yielded nearly 400% with weaker fundamentals and tokenomics. Macro is the risk: if Bitcoin stays rangebound NEAR can forge its own path, but Bitcoin below $60,000 would likely mean renewed correlation. … Show more
Actual use of NEAR Intents, including private swaps, is a bigger positive sign for NEAR than ETF inflows. BSC News reports $5.22 million into Bitwise's NEAR ETF in the latest week; that is still small money. x.comÂ
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.comÂ
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.comÂ