matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin

⚙️@plebVCC

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

finally some good inputs on the market sentiment right now

[Blockworks @Blockworks]

Bears are euphoric.

Jim Cramer is telling you to sell your crypto.

Have we bottomed? Is it up only from here?

Let's analyze it:

[haenko(⋈,🇺🇦) @haenko21]

the $NEAR privacy stack: probably the most underrated thing they shipped this year.

your account can hold BTC, ETH, USDC, USDT, SOL - all confidentially. swap them private. pay with them private. withdraw to any chain. no shielded wallet UX, no single-coin trap.

zcash gives you private money. NEAR gives you a private wallet for every asset.

different problem. different solution.

[NEAR Protocol @NEARProtocol]

No more bridging, routing, or juggling transactions manually. Just express an intent and let the system handle execution.

Join NEAR Head of Partnerships Dillion Freeman for this space hosted by @Ledger on how NEAR Intents removes the complexity.

https://t.co/FjeXlOSg44

[nikshep @nikshepsvn]

looks like the market is finally getting what $NEAR has been building, for those of you who haven't read my article here is what is important to understand about NEAR:

agents finally work — opus 4.6 runs 100+ tool calls, closed 13 issues across a 50 person org in a single day, autonomous agent traffic grew 7,851% YoY, 2.3% is already hitting checkout pages, the customer agent infra has been built for in advance has finally shown up

agents legally cannot use visa/stripe/ach — every KYC framework on earth defines a customer as a natural or legal person, software has no passport, banks cannot onboard it, this is not a policy problem it's a definitional one

which is why stripe (the most sophisticated payments co alive) didn't just bolt agent support onto its own rails — instead they co-shipped ACP with openai, shipped USDC on base via x402, AND incubated their own L1 tempo with paradigm, three simultaneous bets telling you the answer is crypto and the answer is plural

every serious team is now launching their own chain (hyperliquid, unichain, monad, megaeth, tempo, base, robinhood), the BIS documented in 2022 that fragmentation is endogenous to blockchain economics, this isn't a phase it's permanent and getting worse

humans tolerate bridging pain for a hot mint, agents cannot — one user request might touch 6 chains in 8 seconds, no agent is sitting there collecting gas tokens to pay for the next hop

https://t.co/Na3CuOJLjs already solves this for humans today — one account, one identity, transact natively across any chain without bridging or wrapping — a nice UX for a human, a mandatory UX for an agent

the reframe: near is not a destination chain competing for app deployment, it's a coordination layer sitting above every chain, and the metrics that matter are completely different

intents has routed $15B+ across 31+ chains, 97% of that volume moves between OTHER chains, near's own L1 is just 3% of throughput, 95%+ of protocol fees now come from intents

this is why TVL and DEX volume are the wrong scoreboard — the market has been pricing near like a dead L1 that lost the solana race, when it's actually the only chain whose volume measures activity between every other chain

fee revenue ($30M/yr) is also closing in on post-halving emissions ($40M/yr), token is on the cusp of net deflationary while still early on the adoption curve

and the team — illia polosukhin co-authored "attention is all you need," the paper that created modern AI, he started building near in 2018 because he saw the agent economy coming earlier than almost anyone alive, alex skidanov spent a decade at memsql building sharded databases before co-founding it, that combination of AI-native founder vision + distributed systems pedigree does not exist anywhere else in crypto

everything converged in one twelve month window — anthropic shipped the first deployable agent, stripe ratified crypto rails, every defi team launched their own chain making coordination more valuable not less, near shipped nightshade 3.0 + confidential intents + ironclaw + https://t.co/Na3CuOJLjs, tokenomics just inflected post-halving

this isn't a roadmap moment it's a now moment, near has been building this tech for YEARS and the thesis is finally playing out -- in this agentic future the coordination layer is structurally the largest take-rate position in the entire stack ($NEAR), since everything flows through the point of lowest friction

[haenko(⋈,🇺🇦) @haenko21]

crypto has lost over $1.3 billion to just five major cross-chain bridge hacks. Wormhole. Ronin. Nomad. Multichain. Harmony. all drained the same way.

every lock-and-mint bridge uses the same model that's been getting rugged for four years.

$NEAR doesn't bridge. it signs.

through Chain Signatures, a NEAR account can hold native BTC on Bitcoin. native ETH on Ethereum. native SOL on Solana. no wrapped assets. no custody contracts. no honeypot.

35+ chains supported.

five hacks. one and a half billion dollars gone. NEAR has settled over $18 billion through the model that doesn't need a bridge.

[NEAR Protocol @NEARProtocol]

"And then of course there's something like NEAR Protocol, where you have Intents and you're able to swap in from any chain, swap out from any other chain."

The latest @Bankless episode on NEAR's role in the privacy megatrend 👇

[Maple @maplefinance]

Introducing the Maple Borrower Hub - the operating layer for institutional borrowing onchain.

Smart contracts power the credit. The Borrower Hub powers the experience.

Now live at https://t.co/ZvF5xX6dpg

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@benjamincowen What about the stock market ben? Not talking about that lately eh? Why dont u address the elephant in the room

[Alex Krüger @krugermacro]

➤ peace in the Middle East
➤ higher inflation
➤ non-hawkish Fed
➤ Blue wave
➤ S&P up 10%
➤ BTC up 25% to 33%

This is all happening. In fact, if anything, prices will run even higher. Stocks in particular. Don't fight the trend.

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@PeterSchiff So its not a hedge against inflation then? 🤣🤣 i thought it was a safehaven.

[Top 7 Crypto | Analytics & Alpha @top7ico]

🎒 Backpack launched Airdrop Checker ahead of today's TGE

Points converted to tokens at roughly 1:0.5 ratio. When users claim, tokens are automatically staked - but users can unstake instantly during the first 7 days.

Check your eligibility: https://t.co/XtozJR6r0d

25% of total supply is allocated to the airdrop, worth approximately $70M at the current pre-market price of $0.27 ($270M FDV). That translates to a point value of roughly $0.14 per point.

@Backpack, a centralized crypto exchange built by former @ftx_app and @AlamedaResearch leaders. Previously, it raised $37M from Jump Crypto, Multicoin Capital, Placeholder VC, Wintermute, Robot Ventures, and others.

No exact TGE time announced yet - watch official channels.

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@benjamincowen We will cut rates the moment ben cowen stops shilling his paid intocryptoverse subscription

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@benjamincowen What about stocks and the snp500 has it been a bear matket for equities since 2022? Seems like u been screaming bear market since last yr and yet global liquidity is still at an ATH.

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@HoussamLak36071 @benjamincowen Guys been telling you we are in a bear market but global liquidity is still at an ATH snp 500 is at an ATH crypto is down and he is using crypto metrics to gauge a bear market. 🤣

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@HoussamLak36071 @benjamincowen He cant answer you that, but he will tell u to subscribe to his substack where he actually makes money

[CoinGecko @coingecko]

Crypto Narratives Ranked by Returns 2025

1. Real World Assets (+185.76%)
2. Layer 1 (+80.31%)
3. Made in USA (+30.62%)
4. Meme Coins (−31.61%)
5. DeFi (−34.79%)
6. Layer 2 (−40.63%)
7. AI (−50.18%)
8. DEX (−55.53%)
9. Solana Ecosystem (−64.17%)
10. Gaming (−75.16%)
11. DePIN (−76.74%)

[Alex Krüger @krugermacro]

A Chronology of Crypto Innovations and Hype Cycles

2014: Altcoins
2015: Ethereum Launch
2017: Bitcoin Forks
2017: dApps
2017: ICOs
2017: Bitcoin as Digital Gold
2019: IEOs
2019: CBDCs
2019: DeFi Foundations
2020: Bitcoin as a Macro Play
2020: Yield Farming
2020: DeFi
2021: Liquid Staking
2021: NFTs
2021: GameFi
2021: IDOs
2021: Alt L1s
2021: DAOs
2021: Metaverse
2022: Layer 2 Scaling
2023: Ordinals
2023: Bridges
2023: SocialFi
2024: ETFs
2024: Memecoins
2024: Pump Fun
2024: Telegram Bots
2024: BtcFi
2024: DePIN
2024: Restaking
2024: Clicker Apps
2024: AI Bots
2024: HyperLiquid
2025: RWAs
2025: Stablecoins & PayFi
2025: DATs
2025: Regulatory Clarity
2025: DEXes
2025: ICOs Revival
2025: Prediction Markets
2025: Privacy
2025: Equities
2025: AI Agents

What did I miss?

And more importantly, what comes next?

[Charlie Bilello @charliebilello]

@APompliano We are already running a $2 trillion deficit with National Debt recently crossing above $38 trillion from $36 in July. If you give away the tariff tax revenue you are effectively borrowing/printing more money to send out stimulus checks. That's as inflationary as it gets.

[McKenna @Crypto_McKenna]

Maple Finance within the first 15 days of October has generated $936k with the previous month earning $1.5M.

Getting close to $2M per month being $24M annualised. Will put it a quarter of the way there where I think this scales to over the next 1-2 years.

If AAVE lists syrupUSDC as collateral then the leveraged looping will send this well above $30M annualised. The multiples are getting cheaper every month.

$SYRUP

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@benjamincowen Whats the macro behind eth now ben?

[matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin @RainierMat]

@benjamincowen @MagicMonies888 @BitcoinBigRig i thought u said before that eth must come home at $400 on your live video's when eth was trading at $900+