Why $NEAR Is More Than Just 'Another L1' (And Why I'm Watching It for 2026)
Hey everyone, have you noticed how NEAR Protocol is quietly building while everyone else is chasing memecoins? If you're looking for a project that blends AI and blockchain in a way that actually works, $NEAR is currently at the forefront of that story.
Here are a few reasons why I think this is one of the stronger 'bets' for this year:
AI Isn't Just a Buzzword: Unlike many who just slap "AI" on their title, NEAR has become the home for something called User-Owned AI. Their focus on private intelligence and agents that can autonomously conduct transactions on your behalf is a 10/10 concept. NEARCON 2026 just confirmed they are going all-in on autonomous agents.
Chain Abstraction: This is the real "game changer". Their goal is for the user not to even realize they are using a blockchain. No more messing around with bridges and gas fees on 5 different networks – NEAR handles it in the background via their Intents.
The Technical Picture: We're currently around $1.50, and analysts at Binance Price Prediction see potential for a recovery towards $2.10 - $2.35 in the short term if we break key resistance levels. Long term? Given that they reduced the token's inflation through their Halving Upgrade, the supply is becoming tighter as the network grows.
Is the Weakening Dollar the Ultimate Fuel for Bitcoin?
We are seeing some serious moves in the DXY (Dollar Index) lately. With the dollar hitting multi-year lows due to fiscal concerns and shifting Fed policies, everyone is asking: What does this mean for our stablecoins and the broader market?
Here’s the breakdown:
- Purchasing Power: Since stablecoins like $USDC and $USDT are pegged 1:1 to the USD, their global purchasing power drops right along with the dollar.
- The Inverse Correlation: Historically, when the Dollar weakens, "hard assets" like $BTC tend to soar. Investors look for a hedge against fiat devaluation, and Bitcoin is the "cleanest shirt in the laundry."
- Alternative Stablecoins: Due to the weakening dollar, there's a growing interest in stablecoins pegged to other currencies (such as the Euro) or commodities (Gold, e.g., $PAXG or $XAUT) to preserve asset value.
Are you keeping your profits in stables, or are you rotating back into $BTC and $ETH to ride the dollar’s decline?
$FET today: Is the AI narrative cooling down? The AI sector saw some rotation away recently, with $FET dropping about 8% last week, and it's trading at around $0.227 USD right now. It seems some profit-taking is happening around the $0.23 resistance zone. But here’s the thing: Fetch.ai just launched FetchCoder V2, a new AI coding assistant on Jan 28, which is a solid fundamental update. The project itself is positioned as a long-term AI leader, so short-term dips could be healthy.
Are we consolidating before the next leg up, or is a deeper correction coming? What's your move today?
Why Jefferies’ Christopher Wood Dropped Bitcoin: A Deeper Look
Christopher Wood, Global Head of Equity Strategy at Jefferies and author of the influential Greed & Fear newsletter, has completely removed Bitcoin from his model portfolio, ending a position that previously accounted for roughly 5–10% of allocation. This was not a short-term market call. It was a structural, long-term decision.
The Core Concern: Quantum Computing Wood’s main argument centers on the future risk posed by cryptographically relevant quantum computers (CRQCs). Bitcoin’s security relies on elliptic-curve cryptography, which is currently safe against classical computers. However, sufficiently powerful quantum computers could theoretically derive private keys from public keys, potentially allowing attackers to steal funds. Some estimates suggest that up to ~10 million BTC (close to 50% of total supply) could be vulnerable in such a scenario—particularly coins held in older or exposed addresses.
Important Context This is not a present-day threat. Quantum computers capable of breaking Bitcoin’s cryptography do not currently exist. The risk is theoretical and long-term, but Wood argues it challenges Bitcoin’s narrative as a permanent store of value. While Bitcoin developers have discussed quantum-resistant upgrades, no migration has yet occurred.
Portfolio Shift Instead of Bitcoin, Wood has reallocated capital into: Physical gold Gold mining equities This reflects his view that traditional hard assets have less technological tail risk over multi-decade horizons.
Bottom Line Wood’s move does not mean Bitcoin is about to fail. It highlights a growing institutional debate: Can Bitcoin adapt fast enough if quantum computing advances faster than expected? For now, the threat is hypothetical—but for long-term allocators, even low-probability existential risks matter.
$NEAR Why NEAR Protocol is a Top Layer 1 Contender in 2026
What is NEAR Protocol? NEAR is a high-performance, decentralized "cloud" platform designed to host the next generation of dApps. It solves the "blockchain trilemma" by being scalable, secure, and incredibly easy to use.
The Masterminds Behind the Project The NEAR Collective was co-founded by two tech heavyweights: Illia Polosukhin: A former Google engineer and a co-author of the "Attention Is All You Need" paper—the very research that birthed modern Generative AI (Transformers). Alex Skidanov: A former Microsoft engineer and expert in distributed systems. Key Technology: Nightshade Sharding While other chains struggle with congestion, NEAR uses Nightshade Sharding. This allows the network to process thousands of transactions per second (TPS) with near-zero fees, all while maintaining true decentralization.
Why is the $NEAR Token Essential? Network Fees: Used to pay for transactions and data storage. Staking: Holders can stake their tokens to secure the network and earn rewards. Governance: Token holders vote on the future direction of the ecosystem. AI Integration: NEAR is positioning itself as the premier blockchain for Decentralized AI (DeAI), leveraging the founders' deep expertise in the field.
With its human-readable addresses (e.g., user.near) and focus on "Chain Abstraction," NEAR is removing the friction that stops mass adoption. It’s not just another Ethereum competitor; it’s the infrastructure for an AI-driven, decentralized future.
A Quiet War Inside Bitcoin Bitcoin doesn’t fight its battles in headlines — it fights them in code. At the core of the Bitcoin network are thousands of independent nodes. They enforce the consensus rules, but they also apply local policies — especially around the mempool, where unconfirmed transactions wait. And that’s where the tension begins. 🔹 Consensus rules decide what is a valid Bitcoin transaction. 🔹 Mempool policies decide what a node is willing to relay or store. These policies are not globally enforced, and node operators can — and do — disagree. Some nodes: Reject low-fee or “spam-like” transactions Filter certain script types or data usage Run alternative implementations (e.g. Bitcoin Knots instead of Bitcoin Core) None of this breaks Bitcoin — but it changes how transactions propagate, which ones reach miners faster, and who effectively sets the “standards” of the network. This has turned mempool policy into a new battlefield: Should defaults be strict to protect decentralization? Or flexible to preserve permissionless use? Who decides what counts as “spam” on a neutral money network? There’s no fork. No dramatic collapse. Just a slow, ongoing negotiation between code, incentives, and ideology. Bitcoin’s strength isn’t that everyone agrees — it’s that disagreement is allowed. And that quiet tension may be exactly what keeps it decentralized.
Morgan Stanley Plans to Launch Bitcoin and Solana ETFs Morgan Stanley has filed applications with the U.S. Securities and Exchange Commission (SEC) to launch two new exchange-traded funds (ETFs) linked to cryptocurrencies: one tracking Bitcoin and another tracking Solana. If approved, these ETFs would allow investors to gain exposure to cryptocurrencies through traditional financial markets, without needing to directly buy, store, or manage digital assets themselves. The Bitcoin ETF would track the spot price of Bitcoin, while the Solana ETF could potentially include staking rewards, which would be a notable innovation among crypto ETFs. Why This Matters This move represents a significant step in the mainstream adoption of cryptocurrencies by traditional financial institutions. Morgan Stanley would become one of the first major U.S. banks to offer spot crypto ETFs under its own brand, joining asset managers like BlackRock and Fidelity in expanding regulated access to digital assets. ETFs are especially attractive to institutional and retail investors because they are traded on regulated exchanges, fit easily into existing portfolios, and avoid the technical and security challenges associated with holding cryptocurrencies directly. Broader Context The filings come amid a more favorable regulatory environment in the United States following the approval of spot Bitcoin ETFs and increasing openness by regulators toward crypto-based investment products. Wall Street firms are accelerating their push into digital assets as client demand continues to grow. Morgan Stanley has already been expanding crypto access for its wealth management clients and is reportedly exploring broader crypto trading options through platforms such as E*TRADE. Key Takeaways The ETFs are not yet approved; SEC authorization is still required. Launch dates, fees, and trading venues have not been announced. A Solana ETF is particularly significant, as it signals growing institutional interest beyond Bitcoin and Ethereum. Approval could further legitimize cryptocurrencies and increase market liquidity. Overall, Morgan Stanley’s move highlights the ongoing integration of cryptocurrencies into the traditional financial system and suggests continued growth in institutional crypto adoption.
"Honeypot" tokens are one of the most common and malicious scams in the cryptocurrency world. The name comes from the "pot of honey" because they are designed to lure investors with the promise of quick profits, only to trap them with no way out. Here is a detailed explanation of how they work and how to identify them. What exactly is a Honeypot? In the crypto world, a honeypot is a smart contract designed to allow investors to buy a token, but it contains hidden code that prevents them from selling it. When you buy such a token, your funds are permanently locked in the liquidity pool, and the only address capable of withdrawing that money is the scammer's. On a price chart, these projects look perfect—the price only goes up because there is no selling pressure, which attracts even more "victims." How does the mechanism work? Scammers use several tricks in the code: Whitelisting: Only specific addresses (belonging to the scammer) have permission for the transfer or sell functions. High Sell Tax: They set the sell tax to 100%, meaning even if you "sell," you receive 0 tokens/cash back. Disable Swap: The sell function is simply switched off in the smart contract once enough money has been collected. How to Protect Yourself: Verification Steps Before investing in any new or lesser-known token (so-called "shitcoins"), go through this checklist: 1. Use Scanning Tools (The most important step!) There are free tools that automatically analyze the smart contract code and simulate a sale: Honeypot.is: The most popular tool for Ethereum and BSC networks. Just paste the token address. Tokensniffer.com: Provides a "score" for the project and warns about known vulnerabilities. DEXTools / Dexscreener: Check if any sales by regular users have actually occurred on the chart (green candles are buys, red are sells). 2. Check the "Liquidity Lock" If the liquidity is not "locked," the developer can withdraw all the money at any moment (this is called a Rug Pull, which is similar to a honeypot). Check platforms like Unicrypt or PinkSale to see the liquidity status. 3. Analyze the Holders If one or two addresses hold more than 10-20% of the total token supply, it is a massive red flag. Scammers often hold the majority of tokens to manipulate the price. 4. Watch out for "High Tax" If a token has a buy/sell tax higher than 10-15%, be very cautious. Honeypots often have a 99% tax that isn't immediately visible in the exchange interface (like Uniswap or PancakeSwap). Red Flags Charts that only go up: No real cryptocurrency has a chart that moves exclusively upward without a single red candle. Disabled Comments: Comments are disabled on the project's Telegram or Twitter, or they are filled with bots shouting "To the moon!". Unknown Team: The developers are completely anonymous, and the project has no clear purpose other than "quick profits." The Golden Rule: If it sounds too good to be true, in 99% of cases in crypto, it's a scam. Always test a sale with a minimal amount (e.g., $1) if you are unsure.
After a volatile start to the new year, the market is showing signs of stabilization. Here is what’s driving digital assets today: JPMorgan Remains Optimistic: Analysts are predicting an end to the recent selling pressure. After ETFs saw outflows in December, January is showing "bottoming signals," and the stabilization of inflows into Bitcoin and Ethereum suggests that institutions are back in the game. 📈
Bitcoin Hovering Around $92,000: Although it briefly pulled back from the $94k mark, analysts like Cathie Wood (Ark Invest) are stirring the pot with comments regarding the potential formation of U.S. National Bitcoin Reserves. 🇺🇸
Morgan Stanley Goes "All-In": The banking giant has filed applications for its own Bitcoin, Solana, and Ethereum ETFs, signaling that Solana is becoming the third essential pillar of institutional portfolios. 🏦
AI Agents on the Blockchain: Forbes highlights 2026 as the year of "maturity," where AI agents begin to autonomously execute transactions via smart contracts, turning blockchain into the foundational infrastructure for Artificial Intelligence. Today’s Takeaway: The market is shifting from "hype" to "fundamentals." As U.S. regulation enters a crucial phase, investor focus is squarely on long-term integration with Traditional Finance (TradFi).
In futures trading, win rate is the only thing that matters; many people show their current realized profits but not their losses. Recently, I decided to test a new strategy in future, and so far it’s going well—I’m satisfied.
My 7-day win rate is 100%. My 30-day win rate is 60%.
I believe that to be successful in futures trading, the win rate must be minimun 55%.
After hitting all-time highs above $120k earlier this year, Bitcoin is now facing a significant "liquidity crunch" as we head into late 2025. Here’s a breakdown of what’s stalling the market:
1. The Liquidity Crisis: Market depth has dropped by nearly 30% on major exchanges. This means even mid-sized sell orders are causing disproportionate price drops because there aren't enough buy orders to absorb the pressure.
2. Whale & ETF Sell-offs: Large holders ("whales") are using the $90k mark to take profits. Simultaneously, Bitcoin ETFs are seeing net outflows as institutional investors de-risk their portfolios.
3. Macro Winds & Geopolitics: The "Trump Tariff" effect is real. Concerns over new trade wars and potential inflation spikes are keeping the Fed cautious. Plus, the unwinding of the "Yen Carry Trade" continues to force liquidations across all risky assets.
4. Wall Street Rules the Game: Bitcoin is no longer driven by pure retail hype. With institutional algorithms now controlling the flow, $90k has become a massive psychological and technical resistance level.
Unless we see a significant surge in buying volume, BTC might test the $80k - $85k support zone before any potential "Santa Rally" kicks in.
Crypto Market Outlook for 2026 Forecasts for 2026 are particularly intriguing because most analysts agree this could be the year when "old rules" (like the traditional four-year cycle) are fundamentally rewritten. While December 2025 is currently defined by correction and market anxiety, here is what leading financial institutions and analysts are projecting for 2026: 1. The End of the "Four-Year Cycle"? Historically, the second year after a "halving" event was usually a bear market. However, for 2026, experts from Grayscale and Bitwise suggest a shift: New All-Time Highs (ATH): Instead of a prolonged bear market, many expect Bitcoin to reach new record levels in the first half of 2026. The Driver: Massive institutional inflows through ETFs and clearer regulatory frameworks in the U.S. could extend the "bull market" duration. 2. Price Predictions for BTC and ETH While these are estimates, here are the figures most frequently cited in institutional reports (JP Morgan, Standard Chartered, Citi): Bitcoin (BTC): Most optimistic forecasts revolve around $150,000 – $170,000. JP Morgan suggests that as Bitcoin begins to rival gold's market cap, a price target of $170,000 becomes a realistic milestone. Ethereum (ETH): A recovery is expected following a sluggish 2025. Predictions for 2026 range from a conservative $5,000 to an ambitious $10,000, driven by Layer 2 expansion and real-world adoption (asset tokenization). 3. Key Trends in 2026 Beyond price action, the focus will shift to three major themes: Regulation: 2026 is expected to provide final legal certainty, allowing major banks (like Morgan Stanley and Merrill Lynch) to offer crypto assets directly to their clients. Tokenization (RWA): "Real World Assets"—including stocks, real estate, and bonds—will increasingly migrate onto the blockchain. AI and Crypto: The emergence of "AI agents" capable of autonomously managing portfolios and trading on DeFi platforms is expected to drastically boost trading volumes. 4. Potential Risks Despite the optimism, 2026 carries inherent risks: Geopolitics and Inflation: If the global economy enters a deep recession, even "digital gold" (Bitcoin) may not be immune to sharp sell-offs. Volatility: While expected to decrease compared to previous years, 20–30% drawdowns within a few days will likely remain common. Summary: If the current December 2025 dip proves to be a "market flush" of speculators, 2026 could be the year of more stable, mature growth.