XION is priced like a small L1 while it builds for consumer adoption and internet-scale verification, so it could be one of the more mispriced assets if crypto moves toward walletless apps, proofs and anti-bot systems. Account abstraction lets users onboard with Google, Apple, email or passkeys without wallets or gas, and the 2026 upgrade added native ZK verification. Backed by $36M+ from Multicoin, Animoca and others, it trades far below its funding and traction, though price action is weak. … Show more

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 

Ethereum feels weak with no clear catalyst, despite an appealing story of institutional adoption for real utility and infrastructure. The crypto craze may have petered out after about 15 years, and bitter memories of losses from counterparty blowups such as Voyager and FTX may never fade. x.com 

Ether is not worth buying or using until Ethereum fixes its gas fees, which are too high. x.com 

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