Bobbyfy (⋈)

$Near maxi

[VirtualBacon @virtualbacon]

Confidential deposits from all chains to Near is actually genius. Any leftover amounts I now just send to the exchange and private swap to stable/btc and don’t even feel like withdrawing. This is gonna be a massive DeFi TVL sink overtime

[MS2 Capital @ms2capital]

$NEAR Moonshot | Agentic Commerce

@Bitwise's new "NEAR in Plain English" calls the agent economy NEAR's moonshot, and @DeutscheBank new $META Muse research sizes it.

Here's the math on that moonshot:

1. The Market | Trillions in Agent Spend
- US retail + services TAM: $27.4T by 2030
- $2.5T-$5.5T addressable by AI agents
- $META Muse: DB sees $2.4B-$36.3B
- McKinsey: $1T US, $3T-$5T global
- Morgan Stanley: $190B-$385B US

2. Blockchain Rails | Why Agents Need Crypto
- Cards cost 2-3% + a flat fee per payment
- Too expensive for machine micropayments
- DB: rail cut of just 5-10 bps per transaction

3. NEAR Perfectly Positioned | Plumbing Live
- @Stripe + @tempo MPP settles with NEAR
- x402 agent payments funded via Intents
- Oracle x @svrn_ai checkout pilot on NEAR
- Stake NEAR to pay for NEAR AI agents

4. Valuation Fundamentals | From the Paper
- $30B+ cumulative Intents volume
- $4.8B in September, +896% YoY
- $29M fees → $5.3M buybacks since Feb
- ~45% staked, inflation cut to 2.5%

Our Math x Every 1% of Agent Spend
- 1% of DB's $4.1T via Intents = ~$41B/yr
- At 10 bps x 28.6% share: ~$12M/yr
- +44% revenue run-rate, ~2.3M NEAR/yr
- At 3%: +131%, offsets ~40% of issuance

Cautionary Signal x Plumbing Is Not Flow
- No agent channel in Intents' top-5 yet
- DB's trillions are 2030 estimates, not today
- Bitwise risk: agents may use other rails
- Oct 1 bug ($3.8M): rails must earn trust

Moonshot not required, but if/when agents pick NEAR's rails, the framework is built to onboard them.

[Quantus @QuantusNetwork]

Tuesday, 6 October 2026

Singapore: 11:00 PM
Dubai: 7:00 PM
London: 4:00 PM
US East Coast: 11:00 AM
US West Coast: 8:00 AM

The only place to get QTC is https://t.co/SaFYOaGrTo

This is a novel launch mechanism

Relevant info below 👇

[nairolf @0xNairolf]

near

based team
working products that generate revenue
strong narrative

the holy trinity

[jussy @jussy_world]

I got my bag of $NEAR

Time to send it

Not betting against @mert

he is the goat

[Rhea Finance @rhea_finance]

Trade assets from any network into any asset whitelisted on RHEA DEX.

> 2 transaction signatures required
> NEAR Wallet required
> Simple cross-chain swaps

Don’t have a NEAR Wallet yet?
Create one, then swap any assets you hold into $NEAR on NEAR to get started as gas fee, unlock access to more whitelisted assets.

One wallet. Multiple networks. One-click access to the assets you want.

Demo only. Not financial advice.

[Bobbyfy (⋈) @Bobbyfy05]

@AugustineTipz @NEARProtocol You bought the top?

[Bobbyfy (⋈) @Bobbyfy05]

Quick one for anyone building on NEAR:

https://t.co/hTamypRlgG lets you search and rent a name across different TLA(Top-Level Account) namespaces before committing to a full registration

This is useful if you’re spinning up a demo, an agent, or a side project and don’t want

[Bobbyfy (⋈) @Bobbyfy05]

to pay full price just to test a name.

It’s worth looking at if naming things has ever been the annoying part of shipping

[Bobbyfy (⋈) @Bobbyfy05]

Quick one for anyone building on NEAR:

https://t.co/hTamypRlgG lets you search and rent a name across different TLA(Top-Level Account) namespaces before committing to a full registration

This is useful if you’re spinning up a demo, an agent, or a side project and don’t want

[TOKEN2049 @token2049]

Can AI and finance be private by default?

@ilblackdragon of @NEARProtocol takes the BingX Labs Stage to make the case.

Wed 7 Oct, 11:20 AM

[Meteor Wallet @MeteorWallet]

Top-level account (TLA) is the root of a NEAR name - the suffix after the dot.

.near has been the default.

The launch of https://t.co/Gion1478G6 adds new roots: .art, .agent, .legion, .music, and many others.

You can have one name that apps, agents, and people all recognize directly in meteor app

Access on Meteor Explore!
.meteor coming soon ☄️

[⋈ MovieJunkie @MJunkie42205]

Your wallet address is your identity, but it's hard to remember. I've been looking at NEAR's TLA platform. Renting or buying a top-level account gives your project instant branding. The secondary market is live.
Check listings at https://t.co/sUF4oPFKCa

[dev0xx @dev0xx_]

mert taking more $near mindshare and going after $eth

listen to the bald hairy strong tattooed crypto dictator

most importantly, @NEARProtocol is actually useful and has an app with sleek UI/UX built on near intents with growing usage and revenue

for those who didn't know near co-founder is the co-author of "Attention is all you need", the paper that laid out the tek behind most AIs today

I started DCAing $near recently and will keep doing so

the tek is there and the meme is there (ai+privacy)

as mert mentioned a bit of tokenomics (buybacks probably) and all memes + tek wld be aligned

[naly @defi_naly]

A Near Investment Thesis https://t.co/hdgsuDdisg

[kain @kain]

A lot of OGs faded @NEARProtocol because it always seemed slightly out of touch with the meta. Now NEAR is dead centre on chain abstraction, AI and revenue (still a meta 😅). The tech has always been great but narrative didn't line up, now it has and it is going to keep ripping.

[VirtualBacon @virtualbacon]

When a chain runs, the thing that moves hardest is usually not the chain token. It is the exchange and the lending protocol built on top of it.

So I went looking on NEAR. Only two projects are genuinely native to it, and together they are worth about 17 million dollars.

[The Rollup @therollupco]

FULL CONVERSATION: @bitcoinjack on $ZEC, $NEAR, $HYPE & His Portfolio Allocations Into EOY 2026

00:00 Intro
02:08 Less Is More In Bull Markets
04:33 Bitcoin Heavily Shorted For AI Craze
06:14 Zcash On Its Own Six Year Cycle
08:18 NEAR Follows Zcash As Adjacent Asset
10:33 Jack Sold Venice At $18
12:44 Pick The Right Assets First
14:55 How Jack Manages Cross Leverage
19:14 Jack's Zcash Price Target Revealed
21:28 Hyperliquid Needs Bitcoin At $97K
25:52 Jack Holds Hype PURR And Zcash Forever
28:05 BitMEX Binance Hyperliquid Succession
32:28 Hyperliquid To $1,000 Scenario
34:44 CPI Data Anxiety Into Weekend

[pickle @Pickle_cRypto]

ZEC?
Near is beta privacy
VVV?
Near is beta private AI inference
HYPE?
Near enabling private perps positioning

[Zoomer Oracle @ZoomerOracle]

I woke up and decided to add more to my $NEAR bags

I'm not fading my own original thesis, double digits