Research buys the asset. Time builds the wealth. Crypto · Wealth · AI · Quantum · Macro Fundamental investor. Long term thinker.

Global 🌍
Joined May 2017
Soon everyone would ask the same for near:native
is it too late to get into zcash?
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
Bitwise is doing for NEAR what FTX did for Solana. The good years, not the last one. Or, to keep it clean: Bitwise is doing for NEAR what Bitwise did for Solana last cycle, and this time they went deeper. What Bitwise did for Solana was already a lot. The first US spot ETF with staking, best ETF debut of 2025, the first Solana ETF to cross $1B. Their own validator that grew into the top 5 on the network. A European staking ETP before the US one even existed. Research all along. That is the bar. For NEAR they cleared it and kept going: > the first US spot NEAR ETF, NRR, with staking, live since last week > a 39-page report with 2030 targets: $155 base case, $562 bull case > "NEAR in Plain English", a paper written for advisors and banks, not for crypto twitter > a personal note from the CIO on why he points advisors to NEAR when they ask about moonshots > one of the largest validators on the network + an MPC node for chain signatures A fund that holds the token, writes the thesis, runs the nodes and talks to 5K+ wealth managers every quarter. Solana had that once. Now NEAR has it, with a bigger to-do list.
NEAR Intents bought back $1.84M of NEAR in September. That is a third of everything bought back since the fee switch went live in February. > $29M in fees paid by Intents users since February > $5.3M of that went into open-market NEAR buybacks > August $723K, September $1.84M, 2.5x in one month Why it grows: buybacks are a cut of swap fees, and swap volume is exploding. 30-day Intents volume is $4.8B, up almost 9x YoY. September added perps on Hyperliquid and tokenized stocks from Ondo, both live on Intents now. And this is Intents only. L1 transaction fees are burned on top of that, 70% today and 100% once the approved upgrade goes live. NEAR AI Cloud is paid by staking NEAR. Three separate sinks for the token, this chart shows one of them. More volume, more NEAR bought on the market. No unlock, no treasury sale behind this line. Numbers from "NEAR in Plain English", the new @Bitwise research paper by @Matt_Hougan and @RasterlyRock, data as of Sept 30.
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
$QTC at $1,000 is a 10x from here, putting it at a $267M market cap. Still thin supply, still early. DYOR.
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
Tomorrow...
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
"We're not just a better Bitcoin. We're like Noah's Ark, and there's just not that many places for that $3 trillion to go." @YuviLightman 🤝 @TrustlessState 🤝 @AlexAuroraDev Quantum Secure Encrypted Money
LIVE NOW - Quantus is taking on crypto’s quantum problem. @TrustlessState sits down with Quantus founder Christopher Smith and @NEARProtocol's @AlexAuroraDev to unpack why Bitcoin’s hardest quantum challenge may be getting users to migrate, what happens to dormant wallets at Q-Day, and how @QuantusNetwork + @near_intents are building for a post-quantum crypto economy. CHAPTERS --- 0:00 Why Quantum Matters for Crypto 5:00 Bitcoin’s Quantum Migration Problem 9:13 How NEAR Is Preparing for Post-Quantum Cryptography 12:42 Why Quantus Exists 16:40 Inside the Quantus Architecture 19:04 Can Better Technology Compete With Bitcoin’s Lindy? 26:49 The Race Before Q-Day 34:32 How Quantus Got Started 39:42 QTC Token Economics 42:57 Why Quantus Is Launching Through NEAR 47:23 NEAR as a Crypto Capital Market 50:54 Bootstrapping QTC Liquidity 53:44 Mainnet, Mining and the Quantus Launch 56:03 The Bigger Picture
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$QTC at $1,000 is a 10x from here, putting it at a $267M market cap. Still thin supply, still early. DYOR.
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$QTC under $100 looks cheap 🚀🚀🚀
Quantus just put QTC on NEAR Intents, and in their own words, that is the only way to get it. Worth explaining why a chain ends up with NEAR as its sole market, because Zcash followed the same path. Quantus is a proof of work chain built for one job: money that survives a quantum computer. Every transaction is signed with ML-DSA, the NIST standard. 21 million cap. No smart contracts, no staking, no tokens on top. Deliberately nothing else. That design has a consequence. A chain with no smart contracts cannot host a DEX. There is no place on Quantus to buy QTC with anything else. A chain that refuses to be a platform still needs a market somewhere. That somewhere is NEAR Intents. QTC from 180+ assets across 30+ chains, in one swap, confidential by default. Quantus did not list on an exchange first and add Intents later. Intents is the front door. One more thing. NEAR picked ML-DSA for its own post-quantum keys. Quantus signs every transaction with it. Two chains that made the same bet now settle against each other.
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Thr $Future Is near:native
The future is NEAR. Introducing $NRR—the Bitwise NEAR ETF—giving investors exposure to the emerging agentic economy. $NRR is the first spot $NEAR ETP in the U.S. and offers in-house staking to maximize NEAR's ~5% staking rewards.* Why @NEARprotocol? ↳ Built at the intersection of AI x crypto by foundational AI researchers: The team helped shape modern AI, and now they're building its transaction layer. ↳ Growing quickly: NEAR Intents has processed $32B+ in volume, up from under $1B a year ago. ↳ Designed for security: NEAR Intents settle cross-chain transactions through smart contracts to avoid the potential risks of centralized bridges. ↳ Made for scale: Transactions finalize in ~1.2 seconds and cost a fraction of a cent. ↳ Smart tokenomics: With a ~$6B market cap, NEAR's supply is fully unlocked, inflation was recently halved to 2.5% per year, and fees now fund buybacks. Why in-house staking? Staking in-house brings Bitwise's institutional expertise directly to NRR investing with transparency, security, and oversight. As AI and crypto converge, the Bitwise NEAR ETF ($NRR) gives investors straightforward exposure to the network leading the charge. Learn more at nrretf.com
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
The Bitwise NEAR ETF ($NRR), the first spot $NEAR ETP in the US, is now trading on NYSE Arca. It gives institutions straightforward access to the protocol powering universal markets, the privacy renaissance, and user-owned AI.
The future is NEAR. Introducing $NRR—the Bitwise NEAR ETF—giving investors exposure to the emerging agentic economy. $NRR is the first spot $NEAR ETP in the U.S. and offers in-house staking to maximize NEAR's ~5% staking rewards.* Why @NEARprotocol? ↳ Built at the intersection of AI x crypto by foundational AI researchers: The team helped shape modern AI, and now they're building its transaction layer. ↳ Growing quickly: NEAR Intents has processed $32B+ in volume, up from under $1B a year ago. ↳ Designed for security: NEAR Intents settle cross-chain transactions through smart contracts to avoid the potential risks of centralized bridges. ↳ Made for scale: Transactions finalize in ~1.2 seconds and cost a fraction of a cent. ↳ Smart tokenomics: With a ~$6B market cap, NEAR's supply is fully unlocked, inflation was recently halved to 2.5% per year, and fees now fund buybacks. Why in-house staking? Staking in-house brings Bitwise's institutional expertise directly to NRR investing with transparency, security, and oversight. As AI and crypto converge, the Bitwise NEAR ETF ($NRR) gives investors straightforward exposure to the network leading the charge. Learn more at nrretf.com
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The $Future Is near:native
Use near(.)com and get real privacy onchain. Join fastest growing privacy pool.
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
last cycle Solana ran on memes. launchpads brought the degens, degens brought the volume, and builders followed. now launchpads are showing up on $NEAR, and the one that caught my eye is @nearlytrade. one transaction from ~0.16 NEAR and your coin trades on Rhea right away. no bonding curve, no graduation, no presale. the real reason i like it: the four classic rug moves are closed at the contract level. 1. pull the liquidity. the whole 1B supply goes into a Rhea pool through a locker, and the locker has no function to withdraw it. its only call to the pool removes exactly 0 liquidity, which just collects the fees. 2. mint more. supply is minted once at launch and the token has no mint function. nobody holds a single token before the pool opens, not even the creator. 3. jack up the tax. rates are written into the token at launch, max 4% a side, and nothing can change them. no 99% sell tax honeypot. 4. freeze your wallet. the token has no freeze or blacklist function, so nobody can block your wallet. what makes it stick: the locker and the tokens have no access keys. on NEAR that means nobody can sign for those accounts or swap their code. not the dev, not the nearly team. what devs do get is 0.64% of every trade, paid out hourly, so their incentive is to keep the coin trading. Rhea takes 0.2% of every trade too, so meme volume feeds NEAR DeFi directly. when DeFi is up, everyone wins and more builders come. $NEAR is the SOL of this cycle.
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The Future Is Near. And it pays you to hold. $FUTURE just launched on $NEARLY , paired with near:native and live on $RHEA. 30 hours in: • $239 already paid out to holders in $NEAR • 3.21M $FUTURE burned • $13.4K 24h volume on a $9K market cap • 189 trades, 51 holders #NEAR #FUTURE #Crypto
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
The future is near. 09/29/2026
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Everyone is arguing Robinhood Chain vs Arc Chain. Meanwhile near:native started its own launchpad war and almost nobody noticed. Four pads went live in days: $SHARDS $NEARLY $NEARPAD $RRR Different designs. Same idea. Make launching a coin on NEAR as easy as Solana. All routing liquidity through solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB, NEAR's DeFi hub. Rhea's TVL is up over 70% in a month while this plays out underneath it. Attention chases the loudest chain. Money sometimes moves where nobody's looking yet. $NEAR $RHEA #NEAR
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Update on the NEAR launchpad race. $SHARDS is the one actually moving. Market cap up to $2.5M, +216.9% in 24h, graduated off the bonding curve into a locked pool 3 days after launch. $NEARLY, $NEARPAD, and $RRR are still sitting well behind on volume. Four days in, one of them just separated from the pack. Worth watching if it holds or if this is launch-week noise. ⚠️ This is NOT financial advice. Always do your own research. #NEAR #SHARDS #Crypto
🤖 Made with AI
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
Another day another 5M tokens burnt, gFoci.
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NEAR just got a launchpad war. Four pads showed up in days. All racing to be the pump . fun of the chain. $SHARDS (@shardsmarket) — curve fills, then a locked AMM at 2,000 NEAR $NEARLY (@nearlytrade) — King of the Hill, pairs into NEAR, RHEA, ZEC and tokenized stocks $NEARPAD (@nearpad) — one-tx launch into Rhea pools, still in beta $RRR (@NeaRRR_fun) — tax tokens, dividend tokens, even stock-dividend experiments Teams are mostly unknown. A few platform coins already have volume. Too early to pick a winner. Not too early to know the names. ⚠️ Not financial advice. near:native solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB $ZEC #NEAR #Crypto
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𝕄𝕒𝕤𝕥𝕖𝕣 𝔹𝕒𝕓𝕒 retweeted
If you missed $SHARD and $NEARLY early launch, well here's $NEARPAD — still very You know what to do
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