Called $NEAR around $1.50 in May. It tagged $5 today. Back then it was a ~$2B coin, and I wrote that a chain like this usually trades closer to $10B+. Today it's around $6.5B, but the price isn't the only thing that grew. NEAR Intents went from ~$19B settled in May to $30B+ today. Confidential Intents TVL crossed $70M this month, roughly 2x late August levels. September alone brought confidential perps, tokenized US stocks on near(.)com, 500 new top-level names like .agent, and a NEAR spot market on Hyperliquid. So yes, the price is up 3x+. But NEAR is still ~75% below its 2022 high, and the market cap still hasn't reached the $10B I wrote about in May. Called $1.50. Not calling the top at $5.

if $NEAR ever reaches ETH’s market cap, that’s roughly $250 per coin - about 54x from here. sounds ridiculous today. $ETH has far deeper liquidity, a much bigger ecosystem, and way more institutional capital behind it. but the gap in what the chains can actually do is much smaller than the gap in valuation. NEAR already covers the core primitives: smart contracts, DeFi, stablecoins. then it adds things ETH doesn’t really have at the base experience level: private AI used by Venice and Brave, plus one account that can swap across 35+ chains. and the pace matters. ETH is still shipping too, but its biggest upgrade since the Merge slipped from H1 to Q4 and is still in testing. NEAR has been shipping something new every couple of weeks since June. this week: tokenized stocks on near(.)com. maybe NEAR never reaches ETH’s market cap. maybe it doesn’t happen this cycle. but if the product gap keeps shrinking while the valuation gap stays this wide, that starts getting interesting.

I remember when David sold all his ETH for alts back in May, and ETH Twitter laughed at him. Classic bottom signal, they said. He bought $ZEC around $600 and $NEAR around $1.40, by his own account. ZEC is close to a 3x from there. NEAR is already past it. The ETH he sold did about 1.3x. Nobody's laughing anymore.

wait what is this $NEAR and Quantus hosting a private dinner inside a precious metals vault in Singapore. first night of TOKEN2049 founders, investors, guest list not public, details only after approval you need your passport to get into this one what's cooking guys

ethereum:0xaaaaaa20d9e0e2461697782ef11675f668207961 did 4x today(around 300%). last month it printed its all-time low. $NEAR went from $1.67 in mid-august to above $4. solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB is up ~270% on the week. hard to find a NEAR ecosystem chart that isn't green. been a while.

Has a crypto team ever delivered such a rapid fire of incredible wins in such a short period of time like $NEAR just did? 1. Private perps with $HYPE 2. $ONDO RWA integration 3. Hyperliquid spot listing 4. Support the best memecoin on solana:6GmAFSYs4gk3FDao5FzzySQpPZaWsa4rUJHacpMpUNgx - solana:6UtY9iTZMQQ5QZVrbzFnNaJntV7oySm9k97mvwnuZcxr Something for literally every crypto demographic out there.

I don't think people have processed what $NEAR and ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 just unlocked for each other. Ondo solved the hard asset-side problem: real US equities, the legal structure, compliance rails, broker-dealer infrastructure, and the connection to traditional market liquidity. But distribution still scaled chain by chain - Ethereum, then BNB, then Solana. NEAR Intents solves the other half. One integration makes those same assets reachable from 30+ networks, funded with BTC, SOL, TRX, ZEC, stables, or whatever the user already holds. You don't need a separate integration for every source chain. And near(.)com is only one surface. Wallets, exchanges, and apps built on Intents can bring the same markets to their users, subject to eligibility and compliance controls. So Ondo gets a distribution network without having to expand one chain at a time, while NEAR gets the world's largest equity market as a destination on its rails. Most integrations add a chain. This one adds a distribution layer.

a Top Level Account on $NEAR is not something you import. there is no seed phrase for it. one full access key, MPC derived, never whole anywhere, held by nobody including NEAR. you sign an envelope from an account you already control, a contract checks you against the signer on record, the MPC network signs the real transaction, NEAR covers the fee. past that alice.acme is a normal account. sends NEAR, calls any contract, delegates to a staking pool, signs you into dapps with NEP-413. AddKey, DeleteKey and DeleteAccount cannot be expressed on it at all, so no buyer, attacker or NEAR itself has a move that takes the name off you. recovery is free and works on ordinary .near accounts too. turn it on before you need it.

If you are new to NEAR, stop scrolling for a sec I want to know what YOU want to know about NEAR I've been writing about near:native from a technical, utility, security, and even economic perspective for a while, while NEAR was still mostly unnoticed trying to map some cool angles

I promised the $NEARKAT mob a post, so here it is: thank you. Over $1M worth of $NEAR has now been sent to $NEARKAT holders. The rewards are paid in actual $NEAR, not in more of the meme. When people asked @NearKatSol why a NEAR meme launched on Solana, the answer made sense to me. Solana has the most attention right now, so they went there and pointed it at NEAR. By their count, that has already brought 6,400 new wallets holding $NEAR. And it shows. Our community got a lot bigger because of you, and a lot of Solana degens found their way to NEAR through a meerkat. Happy you're here. The mob stays fed.

$NEAR it is the new trend for 2026-2027. We are all still early.

the $ZEC NFT fight is the ordinals fight with the serial numbers filed off. same objections, close to word for word. not what the chain is for. brings in people who have never read a ZIP and never will. bitcoin sat through all of that in 2023 and came out the other side with ordinals still running. if you think jpegs do not belong on a privacy chain, that is a real position and I am not going to argue you out of it or try to shill you into anything. you were here before this and you will be here after. for me it nets out positive. attention is showing up from people who would never have found this chain through a governance thread, and some of them stay. plenty of what is minting right now is a scam. skip those loudly and without hesitating. being into NFTs and being a mark are not the same thing. But i would putting $5 into Bitfoot. 303 pieces, hand drawn, sat shelved as an ordinals project for two years before it landed here. one thing to know going in: ZSAs are not live on zcash mainnet, ZecBit's own grant application says so. the title lives in a database for now, not in the shield. at $5 I am fine finding out.