🔥 THE $NEAR BULL CASE IS GETTING INTERESTING.
The bigger thesis isn’t just about price.
It’s about $NEAR Intents potentially becoming the default cross-chain execution layer for assets and AI agents. 👀
The numbers are starting to get attention too:
📊 Intents reportedly processing around $5B/month
🏦 Bitwise’s $NEAR ETF reportedly pulled roughly $50M in its first 2 days
🚀 Backpack just added NEAR spot + perps
But there’s an obvious counterweight:
⚠️ The Intents exploit.
Around $3.8M was drained, but the funds were reportedly recovered and affected users were refunded.
That makes the next few weeks especially important.
The real question now is:
Does Intents volume keep growing after the hack?
And on the ETF side:
Do the inflows continue after the launch-week hype fades?
If both hold up, the bull thesis gets considerably stronger.
The bigger thesis isn’t just about price.
It’s about $NEAR Intents potentially becoming the default cross-chain execution layer for assets and AI agents. 👀
The numbers are starting to get attention too:
📊 Intents reportedly processing around $5B/month
🏦 Bitwise’s $NEAR ETF reportedly pulled roughly $50M in its first 2 days
🚀 Backpack just added NEAR spot + perps
But there’s an obvious counterweight:
⚠️ The Intents exploit.
Around $3.8M was drained, but the funds were reportedly recovered and affected users were refunded.
That makes the next few weeks especially important.
The real question now is:
Does Intents volume keep growing after the hack?
And on the ETF side:
Do the inflows continue after the launch-week hype fades?
If both hold up, the bull thesis gets considerably stronger.
