Near Protocol (NEAR)

$2.479  +18.90%  24H

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  • DukeD | Defi FA_Analyst DeFi_Expert S
     4.37K  @DukeD_Defi

    $NEAR is one of the more misunderstood assets in crypto today. Most people still evaluate it as a traditional Layer 1. When viewed through that lens, the numbers don't look particularly impressive: roughly $140M TVL, less than $1M annualized revenue, and on-chain activity that remains small compared to #Ethereum, #Solana, or even newer ecosystems. The real thesis around NEAR isn't DeFi -> It's AI infrastructure. While most chains compete for liquidity, $NEAR is positioning itself around chain abstraction, user-owned AI, and AI-native applications. The goal isn't simply to become another blockchain. It's to become the coordination layer between users, agents, and multiple chains. The interesting part is that $NEAR has one of the strongest founder narratives in crypto. Co‑founder Illia Polosukhin was one of the authors behind the Transformer architecture, the research that ultimately became the foundation of modern AI systems. That gives NEAR something many AI‑related tokens don't have: Real technical credibility. The bull case is straightforward: > AI becomes a major computing and coordination layer for the internet. > AI agents require open infrastructure, identity, privacy, and cross‑chain execution. > $NEAR captures part of that value through its AI‑focused ecosystem and chain abstraction stack. The bear case is equally obvious: > Narrative remains significantly larger than current business fundamentals. > Revenue generation is still extremely small relative to valuation. > Adoption has yet to fully validate the long‑term vision. Instead of viewing $NEAR as just another Layer 1 investment, I think the more relevant way to frame it is through the broader AI infrastructure thesis. At its core, the opportunity depends on a single question: AI will eventually need open infrastructure owned by users rather than corporations. If that thesis plays out, $NEAR could become far more important than its current financial metrics suggest. My Framework Rating for $NEAR: 2.8/5 ⭐ AI Narrative (5/5) | Founder Quality (5/5) | Brand (3.5/5) | Ecosystem (2.5/5) | PMF (2/5) | Network Effects (2/5) | Token Capture (2/5) | Revenue (1/5) One of the strongest AI narratives in crypto today, but still waiting for adoption and revenue to catch up with the vision. NFA.

    DukeD | Defi FA_Analyst DeFi_Expert S
     4.37K  @DukeD_Defi

    ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 is probably one of the clearest examples of why a great product doesn't automatically create a great token. The product itself is easy to understand. @ethena built USDe, a synthetic dollar backed by crypto collateral and delta-neutral hedging strategies. Today, USDe has grown into one of the largest crypto-native dollar networks in the industry, managing billions in capital and generating roughly $175M in annualized fees. The product itself isn't the issue. What matters is how the economic value gets distributed across the system. At its core, the investment debate comes down to one simple question: - More capital enters USDe > more hedging activity > more fees generated across the system. - #Ethena has proven there is demand for a crypto-native yield-bearing dollar. - Distribution continues expanding through major exchanges, custodians, and DeFi integrations. But when you looking at ethereum:0x57e114b691db790c35207b2e685d4a43181e6061 as an investm

     55  20  580
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Giảm giá
    NEAR has AI potential but low revenue, ENA's product is strong but its token economics are weak; need to watch implementation and value capture.
  • logical TA_Analyst Trader A
     1.38K  @0xLogicalx

    $NEAR is sitting right on the level that matters Not $6 Not $8 Right here The same area that acted as support before the market completely lost momentum Now price is back above it and trying to turn it into a foundation for the next leg higher What catches my attention is how clean the roadmap looks from here: 🎯 $1.88 - support successfully defended 🎯 $6.23 - major historical resistance 🎯 $8.22 - final target on this structure Most traders spend their time chasing candles after a breakout Meanwhile the best risk/reward usually appears while price is still building acceptance above support The chart doesn’t need a miracle It just needs to hold the level it already reclaimed Do that, and the path toward $6+ starts looking a lot more realistic than most people think

     8  0  392
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Cực kỳ lạc quan
    NEAR successfully held the key support, with target prices of $6.23 and $8.22, bullish on future upside.
  • Vini B |「 thecoding 」 Educator Security_Expert B
     11.71K  @vinibarbosabr
    Vini B |「 thecoding 」 Educator Security_Expert B
     11.71K  @vinibarbosabr

    wen near intents-powered payments for ironclaw? free plan is not enough for me anymore, i need more credits, but i refuse to use fiat for that -- please, @near_ai @IronClawAI , i never asked you anything before! https://t.co/G0iVZnCKO8

     27  2  1.25K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Tăng giá
    The author urges IronClawAI to support NEAR payments and refuses to use fiat to purchase credits.
  • CoinGape Media Influencer D
     88.90K  @CoinGapeMedia

    🚨 @Grayscale Moves Forward With near:native ETF 📄 #Grayscale has filed an amended S-1 for its spot @NEARProtocol ETF, adding @BitGo as a primary custodian while keeping @Coinbase as an additional custodian. 🤖 The update comes as #AI-focused crypto narratives gain momentum. A successful #ETF launch could bring more institutional attention to the #NEAR ecosystem. 🔗 Full story in comments

    CoinGape Media Influencer D
     88.90K  @CoinGapeMedia

    Full story 👇 https://t.co/eyGKwjUKrY

     7  1  423
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Tăng giá
    Grayscale files an amended NEAR spot ETF, AI narrative draws institutional attention.
  • Vini B |「 thecoding 」 Educator Security_Expert B
     11.71K  @vinibarbosabr
    Vini B |「 thecoding 」 Educator Security_Expert B
     11.71K  @vinibarbosabr

    We are not talking about NEAR Intents payments enough Among all the things we discussed and demo'ed in the livestream "EVERYTHING ABOUT NEAR AND ITS ECOSYSTEM" by @sincero_crypto (pt-br), the pay.near[.]tools was what he liked the most His excitement reminded me of my own first time using this tool It's revolutionary! All chains connected for easy invoicing and paying cryptosincero also suggested the team should try to implement Pix and tackle LATAM and Brazil for easy payments powered by NEAR Intents Maybe something for @pingpay_io (@jayythew) to look at? I would probably close my bank accounts for good if I could make Pix transactions (my counterpart receives in Pix) via my NEAR wallet (i send NEAR tokens) I've been using this tool a lot, btw, for sending my invoices and taking my payments in crypto -- it's so f*ing easy!!! NEAR Intents is doing for the fragmented crypto-blockchain space what the creation of money (coins) did for barter You don't need to find the perfect counterpart to trade anymo

     46  1  1.82K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Cực kỳ lạc quan
    NEAR Intents is praised as a revolutionary cross-chain payment tool that greatly simplifies cryptocurrency payment and receipt processes.
  • MartyParty TA_Analyst Influencer C
     243.53K  @martypartymusic

    SEC Filing: @Grayscale near:native Trust S/1A Ammendment filed at market close. @NEARProtocol Exchange updated to NYSE Arca and managment team updates. https://t.co/ikEgm1guUj https://t.co/SX788GCtJc

     33  3  6.05K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Tăng giá
    Grayscale submitted a NEAR trust S-1/A amendment, planning to convert it into an ETF and list it on NYSE Arca.
  • Vini B |「 thecoding 」 Educator Security_Expert B
     11.71K  @vinibarbosabr

    wen near intents-powered payments for ironclaw? free plan is not enough for me anymore, i need more credits, but i refuse to use fiat for that -- please, @near_ai @IronClawAI , i never asked you anything before! https://t.co/G0iVZnCKO8

     27  2  1.25K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Tăng giá
    The author urges IronClawAI to support NEAR payments and refuses to use fiat to purchase credits.
  • NEAR Protocol DeFi_Expert Security_Expert C
     1.84M  @NEARProtocol
    IronClaw D
     5.08K  @IronClawAI

    The IronClaw Hackathon kicks off our June events 🌍 Over the next few weeks, we'll be meeting builders across Asia, Europe, and North America to explore the future of secure AI agents, verifiable execution, and agent infrastructure. Deploy Secure Agents. Join us at an event near you.

     69  4  7.61K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Tăng giá
    NEAR Protocol全球黑客松启动,聚焦AI代理技术及生态发展。
  • Vini B |「 thecoding 」 Educator Security_Expert B
     11.71K  @vinibarbosabr

    We are not talking about NEAR Intents payments enough Among all the things we discussed and demo'ed in the livestream "EVERYTHING ABOUT NEAR AND ITS ECOSYSTEM" by @sincero_crypto (pt-br), the pay.near[.]tools was what he liked the most His excitement reminded me of my own first time using this tool It's revolutionary! All chains connected for easy invoicing and paying cryptosincero also suggested the team should try to implement Pix and tackle LATAM and Brazil for easy payments powered by NEAR Intents Maybe something for @pingpay_io (@jayythew) to look at? I would probably close my bank accounts for good if I could make Pix transactions (my counterpart receives in Pix) via my NEAR wallet (i send NEAR tokens) I've been using this tool a lot, btw, for sending my invoices and taking my payments in crypto -- it's so f*ing easy!!! NEAR Intents is doing for the fragmented crypto-blockchain space what the creation of money (coins) did for barter You don't need to find the perfect counterpart to trade anymo

     46  1  1.82K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Cực kỳ lạc quan
    NEAR Intents is praised as a revolutionary cross-chain payment tool that greatly simplifies cryptocurrency payment and receipt processes.
  • Kent Community_Lead Educator B
     1.91K  @cuongdc_real
    Julien Carbonnell D
     1.39K  @jcarbonnell

    Today 6 PM CET we kick off Barcelona's @IronClawAI hackathon live on @NEARLegion's X. If you can build an AI agent in 5 days, you can win a track! Set a reminder now: https://t.co/HDVvpbD4Ha

     11  1  1.17K
    Gốc >
    Xu hướng của NEAR sau khi phát hành
     Tăng giá
    NEAR will host an AI hackathon, encouraging the development of AI agents