People keep asking why I’m so heavy on @NEARProtocol
So here’s the answer in numbers — not vibes.
Volume — NEAR Intents
Q3 2025: $1.567B cumulative
Q1 2026: ~$15B cumulative
Today (April 2026): $17.733B
That’s roughly 10x quarter-over-quarter, ~75x in six months from the $235M baseline.
Last 30 days alone: $2.1B in trading volume.
Fees
March 2026: $4.3M in monthly fees.
Context: each Intents swap costs less than $0.01. To pull $4.3M from sub-cent fees, you need millions of transactions. Real flow, not subsidized farming. The growth here started kicking in October ‘25 and hasn’t slowed.
Throughput 1,037,495 tx/s.
Confirmed in production at end of 2025. Not theoretical TPS that lives on a pitch deck — load-tested, live.
For perspective: Solana real-world ~7k. Visa + Mastercard combined ~1M.
Agent Market
Launched February 2026 — eight weeks ago. Already:
— 1,100 agents
— 2,800 jobs posted
— $19K paid out through NEAR escrow contracts
Eight weeks. Now extrapolate 12 months.
Tokenomics
70% of all fees burned. 1M+ $NEAR already removed from supply. Nearly half of total supply staked. Buybacks tied directly to product usage — not a vibe-based promise, a mechanical one.
Bitwise ETF
Filed S-1 in May 2025.
Refiled in December 2025 as part of an 11-ETF “strategy” batch — alongside STRK, AAVE, UNI, ZEC.
Fundamentals on a vertical. Price hasn’t followed yet. That gap doesn’t last forever.
Everyone draws their own conclusions. I’m not pushing anyone to buy or sell — that risk is yours.
My view on the $TRUMP Mar-a-Lago luncheon 👇
Today, a sitting U.S. president is hosting a private lunch for the top holders of his own meme token. Top 297 get in. Top 29 get a VIP champagne reception. Mike Tyson on the guest list.
Let's call this what it is.
This is a textbook manipulation playbook — only this time it's wrapped in a presidential brand. Hold more tokens. Climb the leaderboard. Get face-time with the most powerful man in the world.
That's not "utility." That's paid access dressed up as an event.
What it actually does: — Pumps the price into the leaderboard cutoff window — Rewards the biggest wallets (often insiders) at the expense of late retail — Sends the message that crypto = pay-to-play with politicians
Crypto has spent years fighting the "scam industry" label. This one move sets us back further than most realize.
I'm long-term bullish on this space. I'm not bullish on the precedent it creates.
A sitting president shouldn't be running a token economy where access = cash.
Good morning, friends. ☕
Quick reminder on @PsyProtocol 👇
— check in today — complete the daily quests — keep your wallet active, not idle
This is the boring part of the work — and it's the part that separates people who actually farm rewards from people who talk about farming rewards.
If you're not in yet — my link below. 🔑 https://t.co/Kwp8o5IiXG
Hugs to all. Still in the game.
Оновлений пост із посиланням на апеляцію:
Quick update on @pharos_network 👇
The airdrop checker is quietly live: https://t.co/CLT0wA0h3D
Interesting detail — the team hasn't officially announced it on their X yet, but the checker is already working. You can go in right now and see your allocation.
Honestly — this one left a bitter taste.
A lot of active testnet participants — people who ran hundreds of transactions, swaps, added liquidity, supported DEXs across the ecosystem — didn't receive their rewards.
I'm one of them.
We've seen this pattern before with Monad — real users and active builders get overlooked, and the project ends up losing the exact community that carried it through testnet.
That's not strong marketing. That's how you lose loyalty.
The appeal window is open until April 25. If you're in the same boat, don't skip it — submit your appeal here 👇 https://t.co/oLIy7pOQut
Hoping the @pharos_network team takes a closer and fairer look before the deadline. Builders deserve to be seen.
Hugs to all. Still in the game.
Good afternoon everyone ☀️
For now, ⋂exus update hasn’t dropped yet on @IOPn_io, but the team is clearly hinting it’s coming soon — can’t wait.
It makes sense they’re taking time to build it right: a fair leaderboard where you farm points through real activity —
REP, XP, leaderboard ranking, battle pass (Free / Premium / Paid), daily tasks, missions, referrals, badges & on-chain actions.
We’re getting close 👀
Accelerate ⋂
Good morning, friends. ☕️
Sad to see this — another project I was active in has shut down.
Market conditions right now are tough, and not many projects can survive.
I’ve already talked about being careful with burning money in this market, especially after Backpack 🎒 — but as we can see, even testnets are not guaranteed to make it.
So keep it simple:
diversify your efforts, work with multiple projects, and don’t focus all your attention on just one.
Hugs to all.
Still in the game.
Good day or evening, friends 👋
Don’t forget to post about Konnex daily — or at least from time to time — it helps with points and leaderboard progress.
Why it matters: real robot tasks + AI + verifiable results (telemetry + RLHF).
Also, the mint season ended on March 23.
I received a 1.5 multiplier, although it should be 1.75 for 3 NFTs.
Maybe I missed something — if anyone knows the reason, share your experience 🤝
konnex_world,@konnex_world
Right now I’m focusing on coins in RWA, AI, and stablecoin-based blockchains.
I’m also very interested in sectors like DePIN.
What do you think — which narratives will lead in the next cycle? 👇
The market is what it is — and so are the airdrops.
Backpack has finally launched its token, and it’s currently trading below $0.3. This once again shows that in the current market conditions, sometimes it’s better to do nothing than to burn funds chasing points. That’s exactly why testnets remain the best play.
https://t.co/KoWtDaHWyK
Good day, friends ☀️
At the moment, there are already 87k mints of the Konnex Autonomous Units NFT.
Here’s the average distribution:
• 1 NFT — 20,988
• 2 NFTs — 13,266
• 3 NFTs — 13,266
So fewer than ~15k participants minted 3 NFTs.
Rewards scale like this:
• 1 NFT → 1.25
• 2 NFTs → 1.5
• 3 NFTs → 1.75
This looks like a smart move to show engagement and maximize points.
I don’t think TGE is anytime soon, so stacking as many points as possible now makes sense — especially since 1 NFT costs less than $1.
⏳ Time is still available
Ends: March 23 at 3:00 PM GMT+1
NFT link ⬇️
https://t.co/xAtwFdgJsL
And if you haven’t joined the testnet yet, here’s my link ⬇️
https://t.co/40bECTq6cw
@konnex_world
Unfortunately, time has shown that many projects — and airdrops — were designed mainly to enrich themselves.
But that’s part of the game — we’ve gone through it and learned.
Looking at both the current and previous cycles, it becomes clear:
projects use user engagement and point farming to scale — and later distribute rewards first among themselves, then to exchanges, influencers, and insiders, with users coming last.
Just keep this in mind when you participate — and focus on finding real projects.
Good morning, friends. ☕️
Right now, about half of the crypto market’s liquidity is concentrated on Hyperliquid, mostly in futures on top coins.
Below the Top-20, there’s almost emptiness — very few people and very little money.
Another portion of liquidity sits on Binance, Coinbase, and Bybit, while protocols and new projects are practically left without capital.
New projects are barely launching.
Retail isn’t here — there’s simply no one to distribute to.
A very unusual market structure.
Maybe it hints at a continuation of the bear phase. I’m still a bull long-term, but for now the market is showing something different.