Bryan Kerr retweeted
You can now trade solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB confidentially on Near.com 🟢
To and from any supported asset.
Private trading, all in one place: near(dot)com
Start trading: near.com/swap?from=NEAR&to=R…
Bryan Kerr retweeted
Canada has one of the most expensive banking industries in the world. Banking is over.
Consumer watchdog says banks charge unclear fees and uphold costs that hinder switching lenders
theglobeandmail.com/business…
Bryan Kerr retweeted
$NEAR is doing more 24h volume than every coin ranked above it right now.
HYPE, DOGE, XMR, LINK, ADA, LEO. All of them.
NEAR is sitting at roughly $1.47B while the entire group above it is still well below that combined.
Market cap ranking is lagging the actual activity.
the currency of agents is NEAR.
Top 10 next.
Bryan Kerr retweeted
Helius CEO Mert Mumtaz joins NEAR Foundation Council theblock.co/news/business/20…
for crypto to win, we need the best ecosystems working together
NEAR is how
trillions
Helius CEO @mert has joined the NEAR Foundation Council, NEAR Foundation’s governing body.
An early NEAR Intents user and leading voice on privacy, Mert brings an operator’s view to how NEAR builds and grows.
“For crypto to win, we need connected, unstoppable liquidity at planetary scale. A market of markets. Neither Solana, Zcash, or Bitcoin can win on their own, we must work together. And NEAR is how."
near.org/blog/mert-mumtaz-jo…
Bryan Kerr retweeted
Libs last month: Sydney Sweeney is bad for taking off her clothes in a sports betting ad
Libs this month: Shane Gillis is bad for making fun of women who get naked in public
Bryan Kerr retweeted
LATEST: 🤖 Bitwise CIO Matt Hougan says his bull case for NEAR doesn't depend on AI agents ever materializing, as he's "buying an exciting blockchain business" where the AI upside is pure "gravy."
Bryan Kerr retweeted
FULL CONVERSATION: Matt Hougan & Sal Ternullo: NEAR Is The Best Positioned Asset In The Market (Here's Why Bitwise Launched NRR)
I sat down with Matt and Sal late last week to catch up on the latest in the NEAR ecosystem.
Be more bullish.
Timestamps:
00:00 Intro
01:41 NEAR Is Fundamentally Mispriced
03:53 Why Bitwise Chose NEAR For Its Latest ETP
05:03 NEAR's AI Privacy Stack vs. Frontier Labs
08:56 How To Explain NEAR To Investors
12:59 Buybacks, Fee Switch, And Token Value Accrual
16:18 A Differentiated Bull Market: Winners And Losers
19:45 The Hyperliquid Effect On Token Design
23:34 Virtual Cards vs. Stablecoins For Agents
27:28 24/7 Markets And Why TradFi Isn’t Ready
@Matt_Hougan @sal_ternullo @NEARProtocol @Bitwise
Bryan Kerr retweeted
Anthropic's latest, live on NEAR AI Cloud:
Claude Sonnet 5.5
Claude Opus 5.5
Claude Fable 5.1
One API key for all three. 👇
Claude Opus 5.5 is live on NEAR AI Cloud.
Always-on adaptive reasoning, 1M context, 128K output, built for long-running agentic coding.
$4/$20 per MTok.
Try it free in the playground: near.ai/models/anthropic/cla…
The future is NEAR.
Introducing $NRR—the Bitwise NEAR ETF—giving investors exposure to the emerging agentic economy.
$NRR is the first spot $NEAR ETP in the U.S. and offers in-house staking to maximize NEAR's ~5% staking rewards.*
Why @NEARprotocol?
↳ Built at the intersection of AI x crypto by foundational AI researchers: The team helped shape modern AI, and now they're building its transaction layer.
↳ Growing quickly: NEAR Intents has processed $32B+ in volume, up from under $1B a year ago.
↳ Designed for security: NEAR Intents settle cross-chain transactions through smart contracts to avoid the potential risks of centralized bridges.
↳ Made for scale: Transactions finalize in ~1.2 seconds and cost a fraction of a cent.
↳ Smart tokenomics: With a ~$6B market cap, NEAR's supply is fully unlocked, inflation was recently halved to 2.5% per year, and fees now fund buybacks.
Why in-house staking?
Staking in-house brings Bitwise's institutional expertise directly to NRR investing with transparency, security, and oversight.
As AI and crypto converge, the Bitwise NEAR ETF ($NRR) gives investors straightforward exposure to the network leading the charge.
Learn more at nrretf.com
Bryan Kerr retweeted
Most people don't know this but solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB (95% of $NEAR's TVL) was initially created by Illia (Co-Founder of NEAR).
This is the highest beta play for $NEAR this cycle. Currently solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB sits at $34M MC. Severely underpriced and easy accumulation here as NEAR continues to blast higher.
been thinking more on coherent messaging re: NEAR
let's ideate from first principles:
- the product of capitalism is markets
- capitalism -> markets -> competition -> specialization -> fragmentation
- within the specializations, there will be dominant leaders in each category
- SoV: gold, zec, btc
- trading: solana, hyperliquid, robinhood, binance
- currencies: usd, eur, gbp
- and on it goes: ai inference, private compute, real estate, international stocks, metals, e-commerce yada yada
- this requires connective tissue, which has been traditionally served via something like binance
- but one centralized company can not serve this need for infinite markets. there are too many handicaps, lack of network effects, and singular points of risk and stoppage. this is a rare case of decentralization being necessary. neutrality is non-negotiable for unstoppable global trade.
- now, you may see where I'm going and say: well Ethereum and Cosmos already tried this. but that's wrong. what they tried to do was structurally flawed
- those models required the succeeding nodes (L2s and L3s) to be from within the ecosystem, but that is incoherent since i) you can't force success, ii) if one were to succeed, they would just want to own the platform
- the other model is of course the Solana/Hyperliquid model of having everything concentrated on the L1. this model works. however this requires a high-degree of specialization to be competitive. you won't out nasdaq solana.
- but, NEAR does not need to do this. where there is concentration, there is also the need for connection.
- especially with their chain signature architecture, instead of forcing new internal nodes, they can just discover the successful ones and connect them to each other without ideology (see: NEAR intents supporting ZEC but also ZEC on Solana!)
- importantly, this is PvE and not zero sum. the more markets succeed, the more interesting NEAR becomes, i.e if Solana is one continent, and AI another, and Zcash another, then NEAR is the silk road.
so I think the coherent message for NEAR is:
the market of markets — the capital of capital
Bryan Kerr retweeted
That feeling when the project you've been stacking for 4 years outperforms the entire web3 market.
$NEAR
Bryan Kerr retweeted
PERPS NOW CONFIDENTIAL BY DEFAULT
Open a position from the account you already use, and nobody can tell it's yours.
Only on perps.near.com/







































