2Co 4:18 ☤ So we fix our eyes not on what is seen, but on what is unseen, since what is seen is temporary, but what is unseen is eternal.

Kyiv, Ukraine
Global #DeFi & #Ai agents economy is already here It’s powered by near:native → cross-chain financial platform → universal liquidity protocol → confidential perps trade & swaps $BTC ⇄ $ZEC ⇄ $ETH ⇄ USDT/ USDC or other assets across 35 networks 👇 near.com/login?ref=o9vv99t8
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Eugene Stepanyuk retweeted
BREAKING: Bitwise’s NEAR ETF is expected to list on NYSE Arca under the ticker NRR, according to its SEC filing.
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Bitwise $NEAR base case price target = $155 Bull case is $562 bitwiseinvestments.eu/se/blo…
Bitwise published the final prospectus for a spot NEAR ETF. Ticker NRR on NYSE Arca, dated September 24. Custody is Coinbase Custody. The trust stakes its NEAR and keeps about 67% of the rewards. That part is standard for staking ETFs now, Bitwise runs the same structure on Solana. The effect is still real - inflows do not only buy NEAR on the market, they also move it into staking and out of liquid supply. When Bitwise wrote the filing NEAR was around the 27th largest asset by market cap with $272M of average daily volume. From now you can hold it in an ordinary brokerage account.
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If you want to see how the ~$155 $NEAR base case is constructed. Assumptions: - 16B agents by 2030 - 2% utilizing NEAR's AI infra (intents, compute, etc) - Avg agent does 1k onchain tx - Near capturing 30bps on those tx The biggest wakeup items for me: 1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge) 2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap. 3. 100% circulating supply Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs. I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.
Bitwise $NEAR base case price target = $155 Bull case is $562 bitwiseinvestments.eu/se/blo…
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Another catalyst to fuel the $NEAR rally. @bitwise NEAR ETF approved for listing under ticker $NRR. Demand is clearly there as evident by Bitwise $NEAR1 European ETP pulling in $100m AUM. Should probably start trading next week. Some noteable comparisons: $THYP – first approved US Hyperliquid ETF. Started trading 4 days after its 8-A. Performance since: $THYP +128%, $HYPE +134% $ZCSH – first approved US Zcash ETF. Started trading 1 day after its 8-A. Performance since: $ZCSH ~+80%, $ZEC +79%.
$NEAR is gonna pull a $ZEC like move isnt it
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The future is near. 09/29/2026
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Everything you actually do with money, in one confidential account. - Swap 180+ assets across 30 chains - Perps powered by @HyperliquidX - Buy, hold and sell stocks, bonds and precious metals powered by @Ondo - Earn on your stables and spend straight from the balance, powered by @gauntlet_xyz and @628Labs on @talerfinance - Deposit, withdraw, send and pay anything with any assets Confidential by default on near.com
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Eugene Stepanyuk retweeted
🚨BITWISE NEAR ETF CLEARED TO LIST ON NYSE ARCA! NYSE Arca approved Bitwise’s near:native fund to list under ticker NRR, per an SEC 8-A filing. The prospectus still says the SEC has not approved or disapproved the shares. Trading has not started. If it launches, the U.S. ETF would buy near:native and stake it. That is a new regulated bid for the token.
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If you think it's late for near:native , just remember: At $5, it's still only a ~$6B market cap... Yet it might be one of the biggest “market hasn't caught up yet” setups in crypto Not because it's another fast L1. Because it's quietly becoming infrastructure connecting AI agents, chains, liquidity and payments The moment the market stops valuing it like an L1 and starts valuing the network it's becoming... Things get interesting
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📊 NEAR Intents Metrics Update 🚀 🗓 Date: 2026-09-24 💰 24h Volume: $126,009,761 🔁 24h Swaps: 80,562 🌍 Total Volume (All-time): $30,103,782,413 Start swapping ➡️ near.com/
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Eugene Stepanyuk retweeted
🚨 JUST IN: Bitwise’s NEAR Protocol ETF has been approved for listing on NYSE Arca, according to a new SEC filing. 🏦⚡️ The fund will trade under the ticker NRR, providing investors with exposure to near:native, while SEC effectiveness remains pending. #NEARProtocol #Bitwise #NEARETF #NYSEArca
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🐋 WHALE WATCH : #Altcoins prices I expect to see in 2027. => $NEAR- 20$ => $RENDER- 13.8$ => $XRP- 8$ => $APT- 5$ => $STRK- 1.65$ => $ENA- 1.5$ Some of the strongest narratives this year and 2027 I expect to see these prices over the next 8 12 months.
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$NEAR to $8 today.
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$ondo and $near partnership was obviously in talks for a while. #ondo announces their blackrock partnership today as well and I’m sure blackrock knew the ondo/near partnership was coming. $near/blackrock partnership next? 👀🧐
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$NEAR - Update $8.50 is the next major resistance level to pay attention too right now.
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NEAR is the new smart contract schelling point. “I think $NEAR has won the ‘smart contract bid’ trophy of 2026.” - David Hoffman, Bankless What that actually looks like onchain: Intents across 30+ chains with $30B+ volume, confidential perps via Hyperliquid, ZEC settlement, AI inference paid in stake, all at one place.
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🌐 $NEAR IS BECOMING A MAJOR ROUTE FOR $ZEC More than $2.4 billion worth of $ZEC has already moved through NEAR Intents. That is a huge number for cross chain activity. Zcash users are clearly using NEAR as a bridge between ecosystems, and this is exactly the kind of real transaction flow that matters. $ZEC chooses privacy. $NEAR is becoming part of the infrastructure behind it.
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I should probably buy $NEAR again
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