Teoman

occasional shit posting but mostly reading

[Teoman @taofath]

@MuratMmturk hyperliquid

[Teoman @taofath]

$ZEC bear case is $NEAR bull case,

[Michael Saylor @saylor]

@jimcramer It’s just a flesh wound, Jim.

[Teoman @taofath]

@Nebraskangooner not even a single relief bounce

[Teoman @taofath]

@watchingmarkets @Bluntz_Capital LIT and NEAR

[Teoman @taofath]

@ChaCha2xs what a sight to see

[Teoman @taofath]

i guess it will move $LIT

[Teoman @taofath]

will $LIT ever move? need honest opinions on this

[Teoman @taofath]

@haenko21 haenko doing God's work

[Teoman @taofath]

logged in to check $NEAR sentiment
looks good, send it to 10$

[Teoman @taofath]

@neonchina ah I don't care about pump tokens anymore, didn't check any of them too,

probably all at 0 at this point

[Teoman @taofath]

$MINER

believe it will form a Cup & Handle, one of my conviction play,

Solid & steady volume behind it,
still CT doesn't talk about this, BULLISH.

[Teoman @taofath]

@0xMerp can confirm I was near

[Teoman @taofath]

20$

[NEAR Protocol @NEARProtocol]

Confidential payments were the headline last week.

What most missed:
Confidential Swaps have been live on https://t.co/YBUSFVdjxE since March 31 and nearly half of all swap volume is already confidential.

Privacy is quickly becoming the default UX.

[NEAR Protocol @NEARProtocol]

Confidential payments were the headline last week.

What most missed:
Confidential Swaps have been live on https://t.co/YBUSFVdjxE since March 31 and nearly half of all swap volume is already confidential.

Privacy is quickly becoming the default UX.

[Teoman @taofath]

@CastilloTrading Just focus on NEAR imo

[haenko(⋈,🇺🇦) @haenko21]

$NEAR Intents had 542,000 unique users in the last 30 days.

half a million people paid fees to use the product. no points farm, no airdrop hopium, no incentives subsidizing the volume. they paid because it works.

stack the rest:

> $19.2B in cumulative swap volume
> $33.5M in actual protocol fees generated
> 25.6M total swaps executed
> $51M+ daily volume running right now
> USDT and USDC = 53% of 24h flow - agentic stablecoin commerce in production, not pitch deck

most of crypto talks about real yield like a punchline. token gets airdropped, "stake to earn 200% APY", price dumps the second emissions stop, exit liquidity acquired. NEAR Intents is the opposite shape. users pay fees because the product works, fees route into $NEAR buybacks, loop closes without subsidy.

542K paying users. $33.5M in fees. $3.1B mcap, zero unlocks ever.

this one prints.

[haenko(⋈,🇺🇦) @haenko21]

underrated thing about this cycle: most of the AI x crypto narrative depends on infrastructure that doesn't exist yet. $NEAR shipped it.

confidential inference has been live in production since march. venice ai runs on it. bermuda's government runs on it. no waitlist, no testnet, no roadmap promise.

circle integrated USDC with NEAR confidential intents two weeks ago. AI agents can transact in dollars without exposing counterparties or revenue streams onchain.

agents don't operate on a single chain. chain signatures gives a NEAR account native control of BTC, ETH, SOL, USDC, USDT across 40+ chains - no wrapped assets, no bridges. $18B+ settled this way.

and any system built for the long run has to survive quantum without breaking accounts. post-quantum signing ships at the protocol level in june- keys rotate, accounts stay.

these aren't roadmap items. they're in production. mcap suggests the market hasn't connected the dots yet.

[Teoman @taofath]

most people are bidding on $NEAR 's potential, overall revenue is not that big, but it's important to note that they are currently on the right step and revenue will follow

bid NEAR now and hope they will deliver, that's what investing is anyway,

almost 99.9% of crypto is bullshit with nothing to invest in long term, except for NEAR-HYPE-ZEC

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

NEAR is up 94% from the March low. Nobody big has come out on it yet.

The bear case first.

$5.6B moved through NEAR Intents last month, and NEAR earned $34K in fees.

The activity is real, the chain just isn't capturing much of it.

"AI chain" is also the most crowded narrative in crypto right now, and NEAR is one of twelve saying the same thing.

There's no big event coming that forces a reaction either, no ETF vote, no regulatory case to resolve, nothing the market has to respond to.

And the easy money is already in.

Anyone buying now needs it to run again from here.

Here's what actually changed in May. Every catalyst that hit moved the price

- Post-quantum announcement up 20%
- Hayes commentary up 25% on the week
- NVIDIA earnings up 25%

Before May, the volume was building, and the price sat still. Now the market moves when $NEAR has news; it's become a highly reflective coin.

The post-quantum testnet hasn't launched yet; so far, it's just been the announcement.

The same story will hit when it goes live.

The cut in inflation from 5% to 2.5% is reducing new supply every month.

NVIDIA reports again in Q3, and $NEAR moves with it every time without needing to ship anything.

You also have private USDC payments for AI agents, which went live on May 15, and people are just starting to use them.

What still hasn't happened is a real fund publicly coming out to bid $NEAR.

→ $ZEC went from $350 to $550 in a week when Multicoin posted their position

The whole market was forced to react because a serious fund was on record.

One interesting thought was that $NEAR is sitting at the same valuation ZEC was right before that happened.

May showed that the market reacts when something real happens.

These are binary catalysts that can send a coin from 94% to 300%: one fund going public, one big AI partnership, or Hayes posting a real position instead of just commenting.

The market already knows about $NEAR, but the catalysts have been gradual rather than the undeniable chain of events that ZEC had, which forced CT to pay attention.

No position (for now).

[Teoman @taofath]

safe to say that there are literally nothing interesting happening in crypto except $HYPE, $ZEC and $NEAR

gonna increase my NEAR exposure from now on,

[Teoman @taofath]

well now I know why Türkiye's stocks are undervalued

lol

[Teoman @taofath]

if people are searching for Korea stocks, then you are going to love Türkiye,

$ASELS is a sleeper still, defense industry is one of the few industries that still looking for more people to work with, lots of high quality engineers are being hired for good salary numbers,

still cheap for nation's biggest defense company,

[Teoman @taofath]

if people are searching for Korea stocks, then you are going to love Türkiye,

$ASELS is a sleeper still, defense industry is one of the few industries that still looking for more people to work with, lots of high quality engineers are being hired for good salary numbers,

still cheap for nation's biggest defense company,