matrainier ⋈ (🌸, 🌿) (🛸) (🤝) ❤️ Memecoin

finally some good inputs on the market sentiment right now

the $NEAR privacy stack: probably the most underrated thing they shipped this year. your account can hold BTC, ETH, USDC, USDT, SOL - all confidentially. swap them private. pay with them private. withdraw to any chain. no shielded wallet UX, no single-coin trap. zcash gives you private money. NEAR gives you a private wallet for every asset. different problem. different solution.

No more bridging, routing, or juggling transactions manually. Just express an intent and let the system handle execution. Join NEAR Head of Partnerships Dillion Freeman for this space hosted by @Ledger on how NEAR Intents removes the complexity. twitter.com/i/spaces/1YGNr…

looks like the market is finally getting what $NEAR has been building, for those of you who haven't read my article here is what is important to understand about NEAR: agents finally work — opus 4.6 runs 100+ tool calls, closed 13 issues across a 50 person org in a single day, autonomous agent traffic grew 7,851% YoY, 2.3% is already hitting checkout pages, the customer agent infra has been built for in advance has finally shown up agents legally cannot use visa/stripe/ach — every KYC framework on earth defines a customer as a natural or legal person, software has no passport, banks cannot onboard it, this is not a policy problem it's a definitional one which is why stripe (the most sophisticated payments co alive) didn't just bolt agent support onto its own rails — instead they co-shipped ACP with openai, shipped USDC on base via x402, AND incubated their own L1 tempo with paradigm, three simultaneous bets telling you the answer is crypto and the answer is plural every serious team is now launching their own chain (hyperliquid, unichain, monad, megaeth, tempo, base, robinhood), the BIS documented in 2022 that fragmentation is endogenous to blockchain economics, this isn't a phase it's permanent and getting worse humans tolerate bridging pain for a hot mint, agents cannot — one user request might touch 6 chains in 8 seconds, no agent is sitting there collecting gas tokens to pay for the next hop near.com already solves this for humans today — one account, one identity, transact natively across any chain without bridging or wrapping — a nice UX for a human, a mandatory UX for an agent the reframe: near is not a destination chain competing for app deployment, it's a coordination layer sitting above every chain, and the metrics that matter are completely different intents has routed $15B+ across 31+ chains, 97% of that volume moves between OTHER chains, near's own L1 is just 3% of throughput, 95%+ of protocol fees now come from intents this is why TVL and DEX volume are the wrong scoreboard — the market has been pricing near like a dead L1 that lost the solana race, when it's actually the only chain whose volume measures activity between every other chain fee revenue ($30M/yr) is also closing in on post-halving emissions ($40M/yr), token is on the cusp of net deflationary while still early on the adoption curve and the team — illia polosukhin co-authored "attention is all you need," the paper that created modern AI, he started building near in 2018 because he saw the agent economy coming earlier than almost anyone alive, alex skidanov spent a decade at memsql building sharded databases before co-founding it, that combination of AI-native founder vision + distributed systems pedigree does not exist anywhere else in crypto everything converged in one twelve month window — anthropic shipped the first deployable agent, stripe ratified crypto rails, every defi team launched their own chain making coordination more valuable not less, near shipped nightshade 3.0 + confidential intents + ironclaw + near.com, tokenomics just inflected post-halving this isn't a roadmap moment it's a now moment, near has been building this tech for YEARS and the thesis is finally playing out -- in this agentic future the coordination layer is structurally the largest take-rate position in the entire stack ($NEAR), since everything flows through the point of lowest friction

crypto has lost over $1.3 billion to just five major cross-chain bridge hacks. Wormhole. Ronin. Nomad. Multichain. Harmony. all drained the same way. every lock-and-mint bridge uses the same model that's been getting rugged for four years. $NEAR doesn't bridge. it signs. through Chain Signatures, a NEAR account can hold native BTC on Bitcoin. native ETH on Ethereum. native SOL on Solana. no wrapped assets. no custody contracts. no honeypot. 35+ chains supported. five hacks. one and a half billion dollars gone. NEAR has settled over $18 billion through the model that doesn't need a bridge.

"And then of course there's something like NEAR Protocol, where you have Intents and you're able to swap in from any chain, swap out from any other chain." The latest @Bankless episode on NEAR's role in the privacy megatrend 👇

Introducing the Maple Borrower Hub - the operating layer for institutional borrowing onchain. Smart contracts power the credit. The Borrower Hub powers the experience. Now live at app.maple.finance/borrow

@benjamincowen What about the stock market ben? Not talking about that lately eh? Why dont u address the elephant in the room

#BTC dominance almost back at 61%. Countertrend rallies in bear markets often send dominance higher.

➤ peace in the Middle East ➤ higher inflation ➤ non-hawkish Fed ➤ Blue wave ➤ S&P up 10% ➤ BTC up 25% to 33% This is all happening. In fact, if anything, prices will run even higher. Stocks in particular. Don't fight the trend.

@PeterSchiff So its not a hedge against inflation then? 🤣🤣 i thought it was a safehaven.

Selling gold because rising inflation will keep the Fed from cutting interest rates, when rates are already too low, makes no sense. Falling real rates are bullish for gold. It's the stock market that needs rate cuts. That's why it makes no sense that stocks are down so little.

🎒 Backpack launched Airdrop Checker ahead of today's TGE Points converted to tokens at roughly 1:0.5 ratio. When users claim, tokens are automatically staked - but users can unstake instantly during the first 7 days. Check your eligibility: backpack.exchange/bp-claim 25% of total supply is allocated to the airdrop, worth approximately $70M at the current pre-market price of $0.27 ($270M FDV). That translates to a point value of roughly $0.14 per point. @Backpack, a centralized crypto exchange built by former @ftx_app and @AlamedaResearch leaders. Previously, it raised $37M from Jump Crypto, Multicoin Capital, Placeholder VC, Wintermute, Robot Ventures, and others. No exact TGE time announced yet - watch official channels.

@benjamincowen We will cut rates the moment ben cowen stops shilling his paid intocryptoverse subscription

Powell: "We will cut rates after people stop shilling supercycles and alt season."

@benjamincowen What about stocks and the snp500 has it been a bear matket for equities since 2022? Seems like u been screaming bear market since last yr and yet global liquidity is still at an ATH.

DXY starting to move up just as it did in early 2018. This threatens to tighten global liquidity even further, which will continue to be a macro headwind for risk assets

@HoussamLak36071 @benjamincowen Guys been telling you we are in a bear market but global liquidity is still at an ATH snp 500 is at an ATH crypto is down and he is using crypto metrics to gauge a bear market. 🤣

@benjamincowen Are we actually out of the bear though?

The guys who told you the bear market would never happen want you to know why the bear market is over

@HoussamLak36071 @benjamincowen He cant answer you that, but he will tell u to subscribe to his substack where he actually makes money

Crypto Narratives Ranked by Returns 2025 1. Real World Assets (+185.76%) 2. Layer 1 (+80.31%) 3. Made in USA (+30.62%) 4. Meme Coins (−31.61%) 5. DeFi (−34.79%) 6. Layer 2 (−40.63%) 7. AI (−50.18%) 8. DEX (−55.53%) 9. Solana Ecosystem (−64.17%) 10. Gaming (−75.16%) 11. DePIN (−76.74%)

A Chronology of Crypto Innovations and Hype Cycles 2014: Altcoins 2015: Ethereum Launch 2017: Bitcoin Forks 2017: dApps 2017: ICOs 2017: Bitcoin as Digital Gold 2019: IEOs 2019: CBDCs 2019: DeFi Foundations 2020: Bitcoin as a Macro Play 2020: Yield Farming 2020: DeFi 2021: Liquid Staking 2021: NFTs 2021: GameFi 2021: IDOs 2021: Alt L1s 2021: DAOs 2021: Metaverse 2022: Layer 2 Scaling 2023: Ordinals 2023: Bridges 2023: SocialFi 2024: ETFs 2024: Memecoins 2024: Pump Fun 2024: Telegram Bots 2024: BtcFi 2024: DePIN 2024: Restaking 2024: Clicker Apps 2024: AI Bots 2024: HyperLiquid 2025: RWAs 2025: Stablecoins & PayFi 2025: DATs 2025: Regulatory Clarity 2025: DEXes 2025: ICOs Revival 2025: Prediction Markets 2025: Privacy 2025: Equities 2025: AI Agents What did I miss? And more importantly, what comes next?

@APompliano We are already running a $2 trillion deficit with National Debt recently crossing above $38 trillion from $36 in July. If you give away the tariff tax revenue you are effectively borrowing/printing more money to send out stimulus checks. That's as inflationary as it gets.

Maple Finance within the first 15 days of October has generated $936k with the previous month earning $1.5M. Getting close to $2M per month being $24M annualised. Will put it a quarter of the way there where I think this scales to over the next 1-2 years. If AAVE lists syrupUSDC as collateral then the leveraged looping will send this well above $30M annualised. The multiples are getting cheaper every month. $SYRUP

@benjamincowen Whats the macro behind eth now ben?

Ethereum likely on its way to run the prior All Time Highs before a September pullback

@benjamincowen @MagicMonies888 @BitcoinBigRig i thought u said before that eth must come home at $400 on your live video's when eth was trading at $900+

@MagicMonies888 @BitcoinBigRig I understand that listening comprehension is difficult for you, but ETH went home in April. Try and keep up if you can x.com/intocryptovers…

This is not alt season. This is ETH season Let’s not confuse the two