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The Emperor
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The Emperor
@EmperorDigAsset
Coming for your coins.
Aether Katılım Aralık 2012
2.8K Takip Edilen389 Takipçiler

I love the $NEAR community. Should I buy some? Should I come explore @NEARProtocol?
JP.near (⋈)@jp_dawg
@greazydeezy @rnjskywalker @ScottSummers @SBF_FTX Just because you guys can count each of @jerrybanfield schizo personalities separately doesn’t mean other projects don’t have a community ☺️
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three crypto narratives are converging on $NEAR right now and CT hasn't noticed yet.
Privacy. Arthur Hayes put NEAR in his conviction tier alongside ZEC and HYPE. $1.5B of ZEC volume has already routed through NEAR Intents. every privacy pump runs through the rails NEAR built.
AI. Illia Polosukhin co-authored the paper that created modern AI. NEAR AI Cloud runs verifiable private inference live. Bermuda's government just deployed national AI on it.
Stablecoin agentic commerce. Circle integrated USDC natively with NEAR Confidential Intents across 34+ chains. private agent payments shipped before the demand showed up.
each one of these narratives alone supports a $5-10B valuation in the right cycle. NEAR has all three shipped, live, generating volume.
mcap: $2B. fully circulating. zero unlocks ever.
at some point you stop calling this a "hidden gem" and start calling it what it is - the trade.

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90% of alts won't move when the market turns.
When liquidity comes back, it picks favorites.
- Not random bags
- Not dead charts
Projects with real catalysts, clear narratives, actual usage.
7 alts I'd want exposure to before the rotation hits:
$HYPE - Hyperliquid prints real revenue. Perps, real traders, ecosystem growing fast. Risk appetite returns - this is where liquidity goes first.
$ONDO - RWA isn't a narrative anymore, it's a market. Tokenized assets, tokenized stocks, institutional products. $ONDO sits at the center of that flow.
$TAO - AI tickers come and go. Bittensor has subnets, real revenue, enterprise traction, and a full ecosystem forming around decentralized intelligence. Different animal.
$LINK - Boring on purpose. RWA pricing, proof-of-reserves, CCIP, banks, institutions. If crypto becomes more financial, $LINK is the infrastructure nobody notices until it's too late.
$PENDLE - Cleanest rate play in DeFi. Yield trading, fixed-income products, Ethena/Aave/RWA connections. If yield becomes a theme again, $PENDLE moves first.
$MNT - Mantle quietly builds one of the strongest capital stacks in crypto. mETH, tokenized assets, treasury deployment, Bybit ecosystem flow. No hype. Just compounding.
$ZEC - Privacy is back as a serious theme. Zcash is the main liquid proxy for that trade, shielded usage growing, institutional attention building. When privacy narrative runs, it runs hard.
Bookmark this list for when it does 🔖

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The Emperor retweetledi
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$NEAR up 22% over 14d, hit 3mo high yesterday. the Bermuda government partnership for AI-powered services is the RWA signal you're tracking—verifiable privacy, cryptographic proof for citizen data. AI Agent Market just went live with confidential USDC settlement for agents.
current metrics: $1.59, $2.06B mcap, VC vesting complete as of yesterday. bridge fees at 59x P/F ratio, $1.5B shielded volume routed through. social mentions up 80% week over week.
the government integration and confidential settlement infrastructure separate it from typical RWA theater
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@DamiDefi TAO's "revenue" is a circle jerk amongst subnets.
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Top AI Crypto Projects by YoY Revenue (Last 12 Months)
$TAO: $60M
$VIRTUAL: $39.5M
$LINK: $25.8M
$NEAR: $25.6M
$IO: $20M+
$ICP: $16.4M
$AKT: $10.5M
$RENDER: $5.5M
$PHA: $5M+
This is the most important AI crypto chart right now.
Not narratives.
Not engagement.
Not “AI partnerships.”
Revenue.
The AI market is maturing. And for the first time, revenue is starting to matter more than hype.
Price eventually follows cash flow.
Always has. Always will.
(Estimated)

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The Emperor retweetledi
The Emperor retweetledi

Is $NEAR Coming Back From The Dead?
I still remember when $NEAR was one of the most hyped L1 coins in the market. Back then everyone was talking about it. Fast chain, good tech, strong backers, big ecosystem dream, classic “Ethereum killer” energy.
At one point, $NEAR even traded around $20. But after that broo, it felt dead to me for like 3–4 years. The chart was ugly, hype disappeared, ecosystem felt quiet, and honestly I stopped caring too and I think this thing is fcking cooked.
But now $NEAR is starting to get attention again. And this time, the story is not just fast and cheap L1 anymore. People are watching because NEAR is now sitting in the middle of AI, chain abstraction, intents, and privacy.
Instead of users dealing with bridges, gas, routes, and 20 annoying steps, you just say what you want to do and the backend handles it.
That’s actually the kind of UX crypto has needed for years. They also pushed Confidential Intents recently, adding a privacy angle to cross-chain execution. Plus NEAR has been talking about post-quantum security too.
Is this going to send it straight back to ATH? I dont think so.
But I get why people are watching again.
Old L1 / Dead chart / Fresh narrative / AI and privacy angle.
Sometimes I think thats enough for the market to start paying attention again.

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crypto twitter spends all day arguing about which "AI" project has the most legit founders.
quick reminder, anon:
$NEAR is run by Illia Polosukhin. one of the 8 co-authors of "Attention Is All You Need" - the 2017 Google paper that literally created the entire AI boom you're trading.
he didn't pivot to AI.
he co-invented it.
then he built an L1 designed to host it.
mcap: $2B. fully circulating.
read the room.

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The Emperor retweetledi

$NEAR will hit ATH soon
BSCN@BSCNews
ARTHUR HAYES GOES MAX RISK ON HYPE, ZEC, AND NEAR @CryptoHayes, the BitMEX co-founder running Maelstrom, said Bitcoin's return to its October high is a "foregone conclusion" and is taking his fund to maximum risk exposure. His top altcoin picks: $HYPE, $ZEC, and $NEAR. The ZEC call lands the same week Grayscale filed the world's first spot privacy coin ETF, and as 21Shares debuted the first Hyperliquid ETF on Nasdaq under ticker THYP.
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The Emperor retweetledi

I think the markets are still undervaluing $NEAR by a long stretch.
It's the largest position in my #Altcoin portfolio, and I think it's ready for a big upward breakout.
I've started to emphasize the BTC valuations of #Altcoins at this stage, as that will tell me whether I'll be outperforming Bitcoin (otherwise I'd be better off holding Bitcoin).
Given that NEAR Intents is taking off and the number of swaps is constantly increasing --> a higher amount of revenue is generated.
It opens the door to more upside for the protocol itself, as the current valuation relative to revenue (P/E ratio) is still substantially lower than Solana's or Hype's.
Technically, it's facing strong resistance on the BTC pair, which should be able to break upwards if it does.
If that does happen, and as the markets build stamina through higher highs and higher lows, we can expect a 40-50% run against Bitcoin on this pair.

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