NEAR

Lord_Gudda

Any thoughts on why HYPE, XLM, HBAR, NEAR and FET are pumping? Is it just because of the AI narrative in the stock market?

_g4nja_

ausser du hast NEAR gekauft.

Warm_Pressure_3977

There was actually a small ALT cycle around April 2024 and little in 2025. I don't think it's the ALT cycle that was the issue but more the drop that followed. Most Alts are down 90%. Will they come back? Honestly, I agree with you and say no. Meme crazy is done. Retail has been burned. Useful projects - ETH, SOL - which both have issues, NEAR, and others in top 100 - possibly but even some of them will vanish. BTC will be fine. True, alt run in in earlier cycles was during QE not QT. Rates are higher, everything costs more and lots of macro uncertainity. If that goes away, can we run? Sure. Too bad it won't be for a long time.

GeoSystemsDeveloper

**Daily crypto TL;DR – May 27, 2026:** * ⚠️ The Crypto Fear and Greed Index sits at 30, reflecting "Fear" in investor sentiment. * ⚠️ US spot Bitcoin ETFs have experienced over $1 billion in outflows, intensifying selling pressure. * ⚠️ Fresh US attacks in Iran stalled peace talks, pushing oil prices up and fostering a risk-off environment. * ⚠️ The broader crypto market saw over $100 billion lost in hours; Bitcoin, Ethereum, and Solana are down. * 🚀 NEAR Protocol surged 15% in 24 hours, bucking market trends due to AI-native architecture news. *News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

wancruz

Ive got TAO and NEAR too!

Ok_Golf_6467

It's coming for sure. I just went risk on and got a nice bag of Virtuals Protocol. TAO and NEAR are obviously good too! BTC is still bearish but AI is doing a mini run right now

blkbxxx

Funny, I was having the same feeling and then rotated out of eth into Zcash last year and I’m up 3x. There are plenty of opportunities to catch every year in crypto if you are fairly active and staying up to date on X (memes 2024-last year, privacy and AI adjacent this year). For instance NEAR is probably going to make many people rich this year.

RoninTrdr

Just got 30% on NEAR

SpiritDonkey

Didn’t think I’d be breaking even on NEAR this year, or ever… but here we are 🎉

FriendsMade_MeDoIt

Trying to time the “sell now buy back lower” move is where a lot of people get wrecked honestly. I’ve done it before and watched the coin randomly pump right after I sold because BTC sneezed green for a day. If you still believe in NEAR long term and you’re only 10 cents off your average, I’d probably think more about whether you actually need the cash or just want the feeling of making an active move. Sometimes holding is less stressful than trying to outplay every swing.

GeoSystemsDeveloper

**Daily crypto TL;DR – May 23, 2026** * ⚠️ The total crypto market cap declined 2.4-2.6% on May 23, pulling BTC and ETH down amid broader risk-off sentiment. * ⚠️ Federal Reserve's cautious stance and persistent inflation keep US yields high, pressuring crypto market liquidity. * 🚀 Altcoins like HYPE, NEAR, and ONDO surged significantly, driven by protocol upgrades, AI narratives, and RWA tokenization. * ℹ️ The Fear & Greed Index is at 40 (Neutral), but high BTC social comment ratios historically suggest a short-term price pullback. *News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

Open_Ideal_525

BTC, STX, SxT, RED, NEAR, TAO

FutureAvenir

This shit is being astroturfed to high hell. Everytime I see a post about NEAR my scam detector goes wild.

GeoSystemsDeveloper

**Daily crypto TL;DR:** * ⚠️ BTC & ETH dipped slightly, with the Fear & Greed Index at 28. * ⚠️ Bitcoin & Ethereum spot ETFs saw continued net outflows on May 21. * 🚀 US-Iran peace talks show progress, potentially easing global risk. * 🚀 US executive order and Clarity Act boost bank crypto adoption. * ℹ️ Select altcoins like NEAR, HYPE, MNT, and WLD rallied. *News summary from the* [*HODLings app*](https://www.geosystemsdev.com/products/hodlings/)*.*

FileElectronic8563

honestly didn't expect NEAR to be this quietly based — intents doing $5B in volume in just a few months is wild. the agent economy angle makes it even more interesting 👀

CrossPuffs

Bankless published an analysis on NEAR recently: [https://www.bankless.com/read/nears-intents-and-ai-bets-fuel-revival](https://www.bankless.com/read/nears-intents-and-ai-bets-fuel-revival)

No-Slide3465

That's an interesting list but I would remove $QUBIC, $TAO, $SUI, $ONDO, $PENDLE, $RENDER, and $NEAR.

SnooSprouts4116

NEAR!!!

Zealousideal-Ad7773

NEAR

Rory_1354

NEAR had a lot of potential but just like the others it's done

s74-dev

for p2p there has always been XMR and now zcash is growing in popularity for on-chain / swaps stuff a bunch of solutions are being developed and/or are already out. Aztech, NEAR intents, etc etc. There are a bunch of things for this on solana

Plenty_Society_4676

I had a buddy told me to invest in NEAR and Polka I lost all my money they won't go back up you hold u til it becomes popular again and if it goes back up sell when it's a better price or sell now, it's a gamble regardless. Xrp made me close to 9k total off 1000 just buying and selling along the way to 4.80 but if I had held the bag I'd be dead broke right now.

amirdc

NEAR is actually solid tech-wise, doesn’t get talked about enough 👀

reinesblut

I've also been looking for alpha opportunities during this geopolitical situation and began to look at the shift from speculative AI to infrastructure AI and [$NEAR Protocol](https://www.near.org/) showed up on my radar.. Check the [$NEAR Spot Netflow on CoinGlass](https://www.coinglass.com/currencies/NEAR/spot) right now. I’ve seen consistent red (Net Outflow) bars for the last 72 hours. This is the ledger showing that the liquid supply on exchanges is evaporating because Whales are pulling millions of $NEAR into private wallets because they are front-running a supply shock. Today at 11:00 AM PT, Jensen Huang (NVIDIA CEO) is headlining the Sovereign AI track at GTC. This is important because of the drone strikes we saw on centralized data centers in Bahrain. This punctuates why physical infrastructure a liability. Enterprises need sovereign AI that isn't sitting in some single warehouse. NEAR’s Trusted Execution Environments (TEEs) is uniquely positioned to solve this problem by allow for black box AI processing that is decentralized and cryptographically secured. It’s the only way for US tech giants to keep AI online during geopolitical conflict. NEAR has also quietly launched a decentralized [AI Agent Marketplace](https://near.ai/blog/introducing-near-ai-agent-market). It's an autonomous bidding system where agents can scan the marketplace, bid on tasks (like code reviews or financial analysis), and execute work without a human in the loop. With the [Feb 23 Fee Switch now live](https://svrn.net/research/near-protocol) (auto-buying NEAR with protocol fees) and exchange supply hitting record lows, the price is coiled at $1.39 as of 04:00 UTC-0. If NVIDIA mentions decentralized infrastructure today, there is literally no supply left on exchanges to stop a massive gap up the way $TAO and $FET did. This isn't just some alt-coin... it's the security layer for the next era of AI.

reinesblut

On-Chain Check: $NEAR Spot Netflow is Deep Red for 72h. Supply Shock into NVIDIA GTC Keynote? So I'be been doing some deep research and have the hard data on why the price is coiling at $1.39 at 04:00 UTC-0 , check the [$NEAR Spot Netflow on CoinGlass](https://www.coinglass.com/currencies/NEAR/spot). We are seeing consistent Red (Net Outflow) bars for the last 72 hours. The ledger is showing that the liquid supply on exchanges is evaporating before the NVIDIA CEO's keynote tomorrow. While retail is watching the price, whales are pulling millions of NEAR into private wallets. My logical conclusion on this data point is when the supply hits a critical low and Jensen mentions "Sovereign AI" during his keynote today, the price will likely gap up the way $TAO and $FET did because there’s nothing left on the exchanges to buy. Also the recent drone strikes on centralized data centers have made Sovereign AI a mandatory security requirement. Enterprises can't risk their AI stack living in a single vulnerable warehouse. NEAR’s Trusted Execution Environments (TEEs) are the only decentralized solution that offers Black Box privacy with the resilience of a global protocol.We are watching a fundamental shift from speculative AI (like $TAO) to infrastructure AI ($NEAR). The [SVRN Report](https://svrn.net/research/near-protocol) highlighted the Feb 23 Fee Switch as the floor, and the CoinGlass data confirms the whales are now building the ceiling. If the NemoClaw integration is confirmed during the 11:00 AM PT keynote, the liquidity gap is going to be violent.

reinesblut

On-Chain Check: $NEAR Spot Netflow is Deep Red for 72h. Supply Shock into NVIDIA GTC Keynote? So I'be been doing some deep research and have the hard data on why the price is coiling at $1.39 at 04:00 UTC-0 , check the [$NEAR Spot Netflow on CoinGlass](https://www.coinglass.com/currencies/NEAR/spot). We are seeing consistent Red (Net Outflow) bars for the last 72 hours. The ledger is showing that the liquid supply on exchanges is evaporating before the NVIDIA CEO's keynote tomorrow. While retail is watching the price, whales are pulling millions of NEAR into private wallets. My logical conclusion on this data point is when the supply hits a critical low and Jensen mentions "Sovereign AI" during his keynote today, the price will likely gap up the way $TAO and $FET did because there’s nothing left on the exchanges to buy. Also the recent drone strikes on centralized data centers have made Sovereign AI a mandatory security requirement. Enterprises can't risk their AI stack living in a single vulnerable warehouse. NEAR’s Trusted Execution Environments (TEEs) are the only decentralized solution that offers Black Box privacy with the resilience of a global protocol.We are watching a fundamental shift from speculative AI (like $TAO) to infrastructure AI ($NEAR). The [SVRN Report](https://svrn.net/research/near-protocol) highlighted the Feb 23 Fee Switch as the floor, and the CoinGlass data confirms the whales are now building the ceiling. If the NemoClaw integration is confirmed during the 11:00 AM PT keynote, the liquidity gap is going to be violent.

reinesblut

Since Friday's, Bittensor’s Covenant-72B announcement and FetchAI's Autonomous Agents everyone appears to be FOMOing the TAO and FET pumps (total W for the holders, btw). IMHO they’re completely sleeping on the actual Autobahn this whole AI vision has to drive on. I’ve been deep-diving the Build-a-Claw workshops today and the one thing every dev is stressing about is security. Like how do you give an AI agent your private keys without it being a total security nightmare? NEAR has IronClaw that runs AI inside TEEs (Trusted Execution Environments) ...basically a black box so it’s impossible for even the server owner to see your data. Plus, Chain Signatures are a massive flex. On NEAR, one account lets an agent sign transactions on ANY chain. Imagine an autonomous agent managing your portfolio, buying compute off-chain, and paying for its own lunch while you sleep. If NemoClaw needs a hardware-agnostic settlement layer to operate across different company firewalls. NEAR’s Chain Signatures are the only tech that fits that specific niche. NEAR sitting stagnant at $1.36 feels a total glitch in the Matrix. Anyone else tracking the Claw sessions today or betting on the smart money rotating from overbought models into the infra that scales?

harl_vann

My crypto portfolio is always around 70% BTC and 10% ETH. The other 20% varies from time to time but always includes some LINK. Since the beginning of 2026 the only purchases I’ve made are Bittensor (TAO) and NEAR.

chaindeler

Fellow retail warriors, brothers and sisters who still believe in the dream of crypto freedom — listen to this nightmare, because tomorrow it could be YOUR wallet on the chopping block. I was just a simple P2P trader doing what thousands of us do every single day. I helped real people all over the world swap cash for crypto. No KYC games, no questions asked — because that’s how peer-to-peer is supposed to work. A middleman brings the client, we meet face-to-face, I hand over the cash, they send the coins. End of story. I never knew, and I could NEVER know, where those coins came from three, five, or ten hops earlier. Then one day NEAR Intents decided to play God. They froze my entire 10 BTC — every single satoshi — sitting in a non-custodial deposit address. On-chain confirmed. My NEAR account still shows zero. Weeks have turned into months. No timeline. No appeal. Just an endless “compliance review” while my life savings rot in digital jail. A blockchain expert traced the trail for me. Guess what? I was the 10th address in the chain. TEN steps removed from the original hacker wallet. I didn’t steal anything. I didn’t hack anyone. I simply accepted coins the same way every retail trader on this planet does. So tell me — why the hell are they punishing ME instead of hunting the real North Korean hackers? Why seize an innocent trader’s money while the actual criminals keep laughing and draining more wallets? Why is my cash — the real, physical cash I handed to clients — now collateral damage in their little power game? This isn’t decentralization. This isn’t “intent-based freedom.” This is the biggest, ugliest decentralized SCAM ever sold to retail. They marketed NEAR Intents as sovereign, private, unstoppable. They bragged about “Confidential Intents.” They promised us we would finally escape banks and governments. And the second a chain-analysis flag pops up, they flip the switch and STEAL your funds like any centralized exchange. They even banned me from their Telegram for the crime of asking “When do I get my money back?” Retail friends… this is the moment we all wake up. Every time you bridge, every time you swap, every time you trust one of these “decentralized” protocols — you are rolling the dice with your future

aprx4

Mixer is outdated. You can swap into Zcash then Monero via defi platforms, then go back to whatever coin or token or stablecoin. No traceability and no KyC. NEAR Intents has great rate especially for high volume swap. With 5 figures or more it has same rate and liquidity as CEXes.

coinfeeds-bot

tldr; IronClaw, launched at NEARCON 2026, is a secure, open-source AI agent runtime built in Rust with cryptographic security. It addresses AI agent security concerns by isolating tools in sandboxes and encrypting sensitive data. This ensures agents can perform tasks like fraud detection, project management, and financial transactions without compromising user data. IronClaw operates on NEAR's blockchain, offering verifiable identity, cross-chain operations, and secure execution. While promising, real-world stress testing and industry benchmarks are needed to validate its potential. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

coinfeeds-bot

tldr; The crypto market is up today due to a $61 billion increase in total market cap, now at $2.31 trillion, despite geopolitical tensions. Bitcoin remains below the $70,000 resistance, needing a catalyst to break $72,294. Altcoins like Near Protocol (NEAR) saw significant gains, with NEAR rising 23% and testing $1.50 resistance. Positive inflows and bullish momentum are driving the market, but failure to maintain this could lead to pullbacks. Regulatory uncertainty and global market conditions also influence the crypto landscape. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

EntrepreneurMajor996

Buy…NEAR?

coinfeeds-bot

tldr; OpenClaw and IronClaw are two AI agent frameworks with distinct philosophies. OpenClaw, created by Peter Steinberger, is a Node.js/TypeScript bot that runs locally, offering ease of use but posing significant security risks due to its root-level access. IronClaw, developed by NEAR AI, addresses these vulnerabilities with a Rust-based architecture, employing WebAssembly sandboxes, encrypted environments, and secure key handling. While OpenClaw is suitable for casual use, IronClaw is the preferred choice for Web3 and financial applications requiring robust security. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

Top_Philosopher3915

Just buy RWA , Interoperable and Privacy coins like XRP , SOL , ZEBEC , ONDO , ROSE , AVAX , NEAR , KSM , DASH , AlGO , SUI and wait .

Alexbobica

I have been accumulating AI altcoins for a long time. TAO is also one of my investments alongside AIOZ and NEAR. My bags are down too, but I decided to hodl and wait. It will be fine. Still patient, still stick to the strategy.

ZoyanAli

Sell all of them except NEAR. buy NEAR with all remaining funds..

Small_Floor7106

Loads of supposedly good coins are back to or below bear market levels. Like INJ and NEAR. Are these worth buying now? They're still med- low market cap despite their increased supply

Django_McFly

SUI seems like it's on it's way to well funded irrelevance. NEAR has the intents bridging thing going well but I don't know. Near vs SUI is like the crow vs the rat in the battle for the trash can.

Best-Jackfruit5593

Playing the devil’s advocate here, didn’t NEAR also have the AI hype? Yet, it’s not doing great. What makes you think TAO will do any better?

Fearless_Agent_1985

NEAR protocol been shipping amazing products recently near intents: anywhere to any chain swap protocol (9b+ in vol now) near ai cloud: intel tdx & Nvidia tee hardware encrypted env new governance decision: validator + inflation changes so many much more that i cannot conclude in one post All look good on the long run

Best-Jackfruit5593

What’s your thoughts on $NEAR? You still think it’s a solid project that has public traction? They’ve been going down a steep decline. I’m sensing another DOT situation

dirkseyboy78

ETH AVAX ADA NEAR RENDER SOLANA ONDO SUI INJECTIVE Some of these I bought high and they are completely destroyed right now but long-term I have faith in all of them.

ThePugz

Now it did and my limit order was executed. Now I’ll put in another limit order lower. Also moved money over to buy more. It’s like a late Xmas present! Still NOWHERE NEAR $50K LMMFAO

noviwu97

Some people never learn... how many of the "real & amazing tech" L1 from 2021 is practically a zombie now? People used to say the exact same thing to DOT, ATOM, XTZ, ADA, CRO, NEAR, FTM, ONE, etc

professionalfumblr

Pretty simple if you did any amount of research beyond chart watching. Internet Computer is the evolution of ethereum, and is already what ethereum is trying to be..a “world computer”. You can run full stack applications on ICP, that are fully on the blockchain..unlike every other blockchain that claims to do this, but then uses AWS to host frontend or backend code. It is by far the most advanced project in the entire space, and is a true web3 solution. The closest competitor to this project is NEAR, and they also rely on web2 dependencies.

Rare_Rich6713

I have all asset in BTC at least 90% in, only kept SUI, XMN and NEAR to recover and then I’m fully into BTC

coinfeeds-bot

tldr; The BCH Bullet highlights the return of the BLISS Conference from May 15–17, 2026, in Ljubljana, celebrating the Layla upgrade with limited tickets available from February 15. THORSwap now supports Bitcoin Cash (BCH) cross-chain trading via NEAR Intents, including swaps in Ledger Live. Mainnet-js v3.0.0 pre-release introduces HD wallet support, and the Selene Wallet onboarding video has been translated into Chinese. The U.S. Senate Banking Committee postponed the CLARITY Act vote, and Monero hit a new all-time high of $686 after Dubai banned privacy tokens. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

biba8163

> much Tech, much Wow *Since 12/31/2021* | Crypto | Price | |:---|:---|:---| | ATOM | 🔻 -93.94% | ALGO | 🔻 -93.20% | DOT | 🔻 -93.12% | NEAR | 🔻 -89.56% | ICP | 🔻 -88.48% | AVAX | 🔻 -88.46% | HBAR | 🔻 -62.19%

jawni

Solana has the best shot IMO. Solana is the only chain doing more volume than Binance and Bybit spot volumes combined on its own token/usd pairing and the efficiency of propAMMs on Solana mean that even with relatively low TVL they have better execution on SOL/USD pairs. https://x.com/kaviish/status/2002601613316513917 More and more assets are becoming available to trade, whether it's other L1 tokens like ZEC, NEAR, XRP, or tokenized stuff like stocks, collectibles, etc. And of course it's already won with memes. I think it's just a matter of time and a matter of getting more assets on chain.

RecycleModelA1

BTC has cycles, QE only limits the downside it dosent take it away, Bear example: QE > 60-70K, QT 40-50K…. Rates need to be NEAR 0 for QE to be effective, BTC has a cycle low due around 3rd quarter next year. So by the time rates are low and QE is effective BTC will already be at the low = The next cycle (2026-2029) should be like 2021 with huge QE. This cycle was during QT which is why we didn’t see HUGE gains.

coinfeeds-bot

tldr; Bitcoin Cash (BCH) is closing in on the top 10 cryptocurrencies by market cap, narrowing the gap with Cardano from $21 billion to under $1 billion over the past year. BCH swaps are now live on LeoDex, enabling seamless cross-chain swaps via NEAR Intents. The XO Wallet enhances user experience with intent-aware interactions and transparent templates, making BCH applications more intuitive. An educational livestream highlighted BCH's growing on-chain capabilities, showcasing its expanding utility and potential for broader adoption. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

apstl88

I am not that worried about AI. Especially if we talk about long-term investments. Projects like Bittensor, Ocean Protocol, NEAR Protocol, AIOZ Network... really make me feel confident about the future of the narrative. When it comes to memes, I didn't expect them to perform well during market conditions like these.

noviwu97

Plenty of alts pumped a lot at one point in 2024. We got: - Solana season (SOL and memes) - AI season (TAO, FET, NEAR, etc) - Made in US season (XRP, HBAR, ADA, etc) - Privacy season (ZEC, XMR) - ETH season after Tom Lee's buying - Perps season (Hype, Aster) - And many more. There's a season for every type of investors from convservative to degen. You most likely didn't miss them. But you bought too high and refuse to sell even after 4-5x from the bottom. Even ADA quickly went from 0.3 to 1.2.

Rare_Rich6713

Will I still make it with SUI, XMN and NEAR at this point?

coinfeeds-bot

tldr; The BCH Bullet for December 21, 2025, highlights key updates in the Bitcoin Cash ecosystem. The BCH Podcast #169 features a year-end panel discussing 2025 milestones and 2026 predictions. Bitcoin Cash is now supported on NEAR Intents mainnet, enabling seamless cross-chain swaps. Paytaca Wallet is preparing a major update to simplify token management. The BCH-1 Phase 2 Booster fundraiser aims to expand the BCH-1 Hackcelerator. Additionally, a new XO Engine update improves smart contract clarity and safety, and BCH has seen significant gains against Ethereum and Bitcoin in the past month. *This summary is auto generated by a bot and not meant to replace reading the original article. As always, DYOR.

Jebbelino

Wonder how solid coins like NEAR or SOL will do in the next year. NEAR was at 7, now 1.22. So awful

cucuu16

I dont understand why NEAR protocol seems to be out of masses, while everyone is chasing hype NEAR keeps building in silences..

shadowmage666

Check out GitHub activity for actual development work. 1. Mina (MINA) — 3,249 commits  2. Internet Computer (ICP) — 3,004 commits  3. Chainlink (LINK) — 2,460 commits  4. Bitcoin BEP2 (BTCB) — 2,379 commits  5. Bitcoin (BTC) — 2,066 commits  6. FujiCoin (FJC) — 1,425 commits  7. Storj (STORJ) — 1,113 commits  8. ZEON (ZEON) — 940 commits  9. NEAR Protocol (NEAR) — 924 commits  10. Ethereum (ETH) — 917 commits

Far-Juice-6197

I personally see 5 coins, I see INJ wich is probably one of the most interesting in term of risk reward, I see Solana once it break the 90$, Solfart it’s a memecoin so obviously high risk but high reward and NEAR wich is litteraly so low since the Binance issue last month.

apstl88

Projects with long-term potential and solid tech will definitely survive. Chainlink, Ocean Protocol, NEAR Protocol, AIOZ Network, ONDO...

rhymetaylor

NEAR has established the universal liquidity layer, effectively tying all chains together. Near Intents made Zcash usable for the first time, and they are also built for private AI, as exampled with their recent integration with Brave Leo AI assistant. My bet is on the ones connecting all chains and protecting data at scale.

Sonster111

honestly most people (including me) overthink this just do like 60-70% majors and then pick 2-3 things you want to take a chance on. check them once a week, not every hour. I hold BTC, ETH, SOL, SEI, and NEAR right now. that's it. might add one more if something interesting pops up but trying (and failing still) not to overdo it

aprx4

Mixer and coinjoin the old way, still traceable but much harder. Now the most sure and secure way is do cross-chain swapping (e.g. NEAR Intents) into ZEC, then go shielded with ZEC, then swap back to BTC. No need for centralized exchange, this is entirely P2P swapping.

Critical_Sun_7602

No where NEAR that fast though; None of those scale exponentially. None of those improve just because capital increases. We’re dealing with material science ceilings and thermodynamic ceilings, not tech hype cycle ceilings. Right now, we have 1 maybe 2 logical qubits after error correction in lab conditions. To break ECC we need thousands of logical qubits and millions of physical qubits, stable for hours, not milliseconds. There is no trend line, accelerated or otherwise, that bridges that gap in four years. None. You can throw $50B or even $100B at this tomorrow and you still can’t fix decoherence or error rates with money. I’m not saying it won’t happen. I’m saying the timeline isn’t remotely compatible with next cycle. The engineering, physics, and cryogenic demands make this a decades problem, not an election cycle problem. And so I disagree with you strongly.

MaximumStudent1839

I like to think of it like what Celestia was. Back in the early innings of the bull market, the modular infrastructure was all the hype. People were hyped about how BIG DA consumption would be. So TIA pulled like a 10x+ from TGE. Over time, the real demand for DA for Celestia proved to be much lower than expected. Then, the marketing team pivoted to "modular money". It became incoherent over time because the execution L1s built on top of Celestia also had tokens competing for "money". Over time, Celestia slowly crashed from $20 to below $1. The value accrual thesis is a Frankenstein for Zcash. The first narrative is that they want Bitcoiners to think of it as a new SoV. I am not sure it makes any sense. A big portion of Bitcoiners always hated ETH for its premine, non-ossification, and PoS emission etc. They vehemently want to label ETH as a tech stock because ETH has upgrades and PoS. Zcash has PoS on its roadmap and further upgrades like enlarging its block size. It also has a premine and a previous dev mining tax. Don't see why their ETH critiques don't pass down to Zcash. Then there are Bitcoiners who are worried about the security budget issue and dislike alts for their centralization. Zcash faces the same problem with its hard cap and mining concentration. I don't understand how Zcash would crack this cultural barrier when ETH/LTC/XMR haven't. If you go through X, it is mostly alt shillers/KoLers shilling it as the next BTC. The other angle of SoV is that it is a fork of BTC with encryption. But there are already a hundred thousand different BTC forks, many with different permutations of technical additions. If you add a technical feature to a BTC fork, then it becomes the next BTC well, and then you would have a million different BTCs. Is the space ready to open this Pandora's Box? Are you ready to dilute BTC like Pump Fun did in diluting DOGE? You could make the argument, "privacy" is a high-demand feature, so we should treat it as a premium. But I don't see it in the data. In fact, private transactions on Zcash sit below 5%. Now, the second narrative is that it is the best platform to conceal transactions. First, it is debatable. Second, the token value accrual thesis is questionable. The argument is, it has the largest anonymity set in TVL for an encryption-based approach. Monero has the biggest TVL, but it uses the dummy approach. Alt L1s also have their native encryption-based protocols, but their TVL isn't as big as Zcash. This shortfall is a reflection of a lack of organic demand for privacy tech. If there is real demand for privacy, I don't see why ETH stuff like RailGun can't have higher TVL than Zcash. This Zcash TVL seems more like an artificial narrative building than organic demand. If it is just concealment, then people would just use it to transfer rather than hodl. You end up with a case like Litecoin - ppl just buy, transfer, and then sell. It is better to bet directly on intent solvers/LPs, not even NEAR TBH, to earn swap fees than hold Zcash. Generally, "crypto cash" is not a good narrative to bet on. I draw the comparison to Celestia because it is the earliest, biggest run getting hype way beyond what it shows the proportional substance.

redstormrock

Thank you for explanation, appreciate that! So, no I'm not looking for an infinite wisdom in here, but good thoughts sometimes comes through, like yours. I did something like that with NEAR, I was able so successfully buy and sell multiple times. Then I broke the pattern and FOMOed and now I seem stuck with the bag. No you said "whales want you to get out", I never suggested in my post that I want to get out, all I'm saying is the dip is not worth buying.

Saylor_Moonboi

Even as a Bitcoin and stock lover, I think the inflation fear is overblown, at least in the NEAR term, and both stocks and Bitcoin are overvalued. Now in the LONG term, the debt and deficits are unsustainable, and SOMETHING will happen to unwind this issue, and if that thing is inflation, and most people think it will be, it will make assets far more valuable than they are now. Think December 2017. Was Bitcoin overvalued at $20,000 ? Yes, but only for THAT near term, of course, a little while after the covid moneyprinter madness hit, $20,000 a Bitcoin was a screaming bargain, and I think we are in a similar place now. Everything financial comes in cycles, first comes the greed, then the fear, but then the greed comes back harder, and the line keeps going up in the long term. Bitcoin will never deliver the returns it once did, because new asset classes only cost $0.003 each once in their life, and that time has passed. The stock market is clearly overvalued, or AI will reach the singularity and the human race will go full post-scarcity. Of the two, I'm thinking overvalued is FAR more likely. Even when tech has changed the world for the better, think railroads, there were also massive bubbles in the market at the same time. The rich are ALWAYS getting richer, that is just how investing works, that is ALWAYS how investing works, which is why people that can defer pleasure usually do far better financially than the rest of us. The old industrial middle class, where one good factory job could support an entire family, and you could buy your starter home for 3 grapes, is ALSO gone, like that $0.003 Bitcoin. That was a historical anomaly created by rapid technological change and the destruction of Europe in WW 2. The reality of this interconnected world is that there is just far too much skilled and unskilled labor to earn a decent wage in a normal job anymore. The only way to live well in overpriced America is to either save your pennies and invest to generate your spending money, move to some cheap-o third world country, or be some kind of business owner or influencer. Thinking that you will graduate high school and be able to support anything more than an outdoor cat is just wishful thinking nowadays. :(

Posstot

NEAR chain abstraction solves this. Look how NEAR Intents has blown up.

Sonster111

“Don’t buy shitcoins” I say every time right before buying another one anyway 😂 But yeah, agree. You survive any cycle if you just stay away from obvious traps and DCA into stuff that actually has users. I DCA into BTC & ETH which I hold long term, then I keep like 15% in a few small bets on other chains like SOL, NEAR, SEI, a few more - and just see how they turn out, no pressure. If even one does real well then it all works out, if not, it's not really an issue.

Despaciito

Bought the HBAR and NEAR dip last week , lets go

BakmiBabiKecap

Why NEAR pumping so hard?

synfiend

Holy shit NEAR

Glittering_Pick_9738

That's some crazy stuff. Markets crashing yet some coins pump hard out of nothing and for no reason. Even my coins like LTC and NEAR started pumping.

SpiritDonkey

Come on NEAR make my day!

pensionQ22

Zcash's integration with the NEAR Protocol wa announced in September 2025

AjTheJuiceMan

i'd check the market cap and recent news for each... also look at their tokenomics and dev activity on github. i swapped some ETH for NEAR last month using changelly, was pretty smooth.

rahulgoel1995

NEAR Halving done recently. Hope we see more push towards ecosystem growth with the new AI announcement, which is inthe pipeline

rahulgoel1995

NEAR Intents is doing 100M volume regularly now. Soon, more integration will happen

RegularZealousideal9

These are my rankings of projects around AI in order. RENDER TAO GRT FET NEAR TRAC

Admir_95

I don’t know when… but when the time comes NEAR and everything connected to them will pump big time.

rahulgoel1995

FUTURE IS NEAR!! NEARverme it is :)

Gonky69

I make 17.50 a hr and made a shitton off memecoins to be thankful to be NEAR 1Btc:) how times have changed(my first meme coin 1k to 10k if i woulda held coulda made 114k and over 1BTC sept of 2024!)

imfreeze95

I have autism and don’t like people coming anywhere NEAR me bring it on

whisperedstate

SOL, SUI, and NEAR are not decentralized. They prioritize high throughput over node distribution and requirements, which centralizes power in the hands of a few datacenter type operations. Then some of the ones listed ARB and OP. These make the exact same trade-offs as SOL, SUI, and NEAR, and Arbitrum has a faster block time than Solana. But instead of a bunch of datacenters responsible for the ledger and including transactions, it's replaced with a single sequencer, and the settlement happens on Ethereum. The benefit to users are cheap fees and fast transactions, in addition to having your funds settled on Ethereum, with it's high validator account, wide node distribution, and low node requirements.

Justinformation

I assume some pepe stuff and AI coins make a good chance with all the hype and money around it. No idea what AI coins make the cut though now with the FET infighting. TAO, NEAR, TRAC maybe?

Rare_Rich6713

I'm not giving up just yet, I just want XMN and NEAR to 2-3X and that's it I'm good.

crazy_lolipopp

NEAR making moves too. Love to see it

Despaciito

Why is NEAR pumping?

Gullible-Tale9114

Yeah, that sounds like a solid move for your goals. Simplifying your portfolio makes a huge difference mentally, especially with a long DCA horizon. Giving up a bit of APY for less maintenance and more predictable returns is totally worth it if it keeps you consistent. DOT, JitoSOL, and NEAR are strong picks with active ecosystems and decent yields, so you’re not really sacrificing much long term potential. I’ve been automating my DCA and tracking everything through Awaken lately and it’s made the whole process way easier to stick with. In the end, the best portfolio is the one you can stay consistent with for a decade without burning out.

noviwu97

ATOM and TIA is a good choice to sell. Used to be big fan of them because of the airdrop I kept getting, but dried up since early 2024 and I sold everything in mid 2024. DOT is basically a shittier Cosmos. It's the same concept but less open. And kept failing to get userbase. At least Cosmos had a time when it's crowded. NEAR... I don't know anyone using NEAR and it's been there for 4 years. Same as RNDR and all of these AI Coins.

Alexbobica

NEAR, FET, AIOZ, and WILD are some of the long-term projects worth exploring. I have been following them for a long time. AIOZ has made some significant steps lately (launched AI Challenges and AIOZ Stream), and WILD has been doing great, and the community is quite active. DYOR

Exotic_Cantaloupe_96

My 4 tokens that had a green september are AVAX, NEAR, BTC and SOL Among the rest in my portofolio, worth mentioning are ETH and LINK who although had a red september are among my top tokens to have pumped well during the summer and are still higher than they were 60 days ago despite dipping in September.

Rare_Rich6713

I keep most of my portfolio in BTC and ETH, then DCA into a few alts on the side. Personally I like mixing in some low caps like NEAR and UTK, along with bigger plays like SOL and DOT.

812_jackfruit

Do not sell a thing. I don’t believe things are over. This is the same doom and gloom that happened in April around the tariffs, and now folks are kicking themselves for missing out on those bargain prices. This dip is NO WHERE NEAR that 30% dip. Wake me up when those numbers come. September is always bad. If this extends until the end of Q4, then yes, we’re all screwed. But for now, this is Wrecktember, as scheduled. It will be hilarious if/when everything explodes Q4. Just trust the process. Worst case scenario you round trip and make it back next cycle, and with institutional involvement who knows if it will even take that long.

general010

I said NEAR. BTC is 10% away from an ATH ETH is 20% away from ATH SOL is 30% from ATH XRP is 20% from ATH This is near for crypto.

Rare_Rich6713

Don’t make the mistake; hold at least 90% BTC, then play around with the rest. That’s the way out. I’m still holding UTK and NEAR, but my portfolio is mainly BTC.

Available_Common_823

If BTC or Eth falls, almost always the whole market will just follow, thats always been that way, its now opportunity to buy cheap altcoins of the top 50, Like NEAR, Aptos or Ondo I already bought mine for upcoming Altseason 

Exotic_Cantaloupe_96

Got rid of my FTM at the start of the year, distributed it to AVAX, NEAR and ETH. Overall im happy with the decision.

UdyrPrimeval

I get why you’re bullish on SOL. The Genius Act news has definitely given it some tailwinds, and Solana’s narrative around speed + ecosystem growth is pretty strong right now. That said, the flip side is that Solana still carries risks around centralization (validator concentration) and occasional network hiccups, so it’s worth keeping that in mind if you’re planning to hold long. For me, I like to spread exposure across a couple L1s. ETH for stability, SOL for upside, and maybe some smaller bets like NEAR or AVAX if you want asymmetric plays. Rotating between them when narratives shift can sometimes work better than just diamond-handing one. If you’re trading between chains a lot, I’ve found r/Rubic handy since it aggregates swaps across 100+ blockchains. Makes it less of a headache when you want to move SOL into ETH or something else without juggling bridges.