🚀 Breaking bullish news piled on! The leading AI public chain skyrockets 30% in a single day, bringing the crypto “machine economy” its iPhone moment!
--------📌 Risk warning: The following content is for learning and exchange purposes only and does not constitute any investment advice. Crypto assets are high-risk investments. Please view them rationally, make independent decisions, and assume your own risks. ---
As one of the “7 major spot leaders” I previously highlighted in my column and urged everyone to keep a close eye on—the leading AI public chain NEAR suddenly unleashed across the board today, surging as much as 30% in a single day! Its current price forcefully broke above $3.469, rising from a 24-hour low of $2.657 to approach a high of $3.572! This “long bullish candle with no lower wick” advancing at the 24-hour high not only liquidated a large number of shorts in the futures market, but also fully validated our strategic conviction in this “spot leader.”
⚠️ Bullish factor one: On-chain data meets the target, triggering NEAR’s “royal flush” airdrop snapshot
The most direct trigger for NEAR’s surge today came from a milestone breakthrough in its on-chain ecosystem:
Record-breaking data: The total value locked (TVL) of NEAR’s Confidential Intents infrastructure officially surpassed $70 million today!
Airdrop benefit trigger: Meeting this target automatically triggered the first snapshot and airdrop token distribution for the official NEAR@3.33 incentive program.
Short squeeze: Massive amounts of capital across the market flooded into locked positions to arbitrage, causing NEAR spot to be instantly bought out on the secondary market and directly creating a surge feedback loop of “airdrop frenzy + short squeeze.”
🏛️ Bullish factor two: The U.S. SEC suddenly grants a five-year innovation exemption, throwing open the gates to tokenized U.S. stocks!
If the airdrop was the powder keg behind NEAR’s surge, then the major legislation suddenly issued yesterday (September 17, 2026) by the U.S. Securities and Exchange Commission (SEC) was an epic shot in the arm for the entire industry! After the Digital Asset Market Clarity Act failed to pass a Senate vote, the newly appointed SEC chair directly exercised administrative exemption authority and announced a five-year “Innovation Exemption Statement for Tokenized Stock Trading Platforms.” Its core provisions include four mandatory benchmarks:
Five-year registration exemption: Eligible tokenized securities trading venues (TSVs) and liquidity providers (LPs) may be exempt from the burdensome registration requirements for traditional securities exchanges for five years.
100% equity mapping: Issuing fake meme coins or synthetic assets is strictly prohibited! On-chain stock tokens must represent actual ownership of U.S. stocks and carry equivalent rights to dividend distributions and shareholder meeting voting.
Strict quota-based risk controls: Operations must take place in permissioned liquidity pools with KYC identity verification; each platform may list no more than 75 large-cap stocks, and the daily on-chain trading volume of any individual stock may not exceed 0.25% of the average daily trading volume across the United States (for example, Nvidia’s daily on-chain trading value on a single platform would be capped at approximately $65 million); listed companies retain veto power.
100% open-source code: Smart contracts must be fully open-source, audited, and deployed on a public decentralized blockchain.
🚨 Clarification and correction: The truth behind the “shot in the arm” revealed!
The epic shot in the arm for the entire “crypto AI industry” is actually a policy for bringing real U.S. stock tokenization (the RWA sector) onto the blockchain as traditional financial assets. The policy itself does not directly mention or involve the AI (artificial intelligence) industry.
⚠️ That’s right! The policy itself purely concerns putting RWA securities on-chain and contains no mention of artificial intelligence (AI) from start to finish! If we insist that it directly supports the AI industry, we would be no different from the hype bloggers we harshly criticize. But why did it directly trigger a surge in one of our “7 major spot leaders”—the leading AI public chain NEAR—and directly change the underlying application logic of the future “machine economy”?
The policy indeed does not mention AI, but for AI Agents to establish a genuine economic loop in the Web3 world, the biggest weakness in the past was the lack of truly “productive compliant assets (RWAs)” on-chain.
🤖 In-depth breakdown: How will bringing RWA assets on-chain force a qualitative transformation in the AI ecosystem?
The U.S. SEC’s five-year innovation exemption policy is itself a purely RWA (real-world asset) tokenization policy for U.S. stocks, and it does not directly mention the AI industry from beginning to end. But why did it directly trigger a surge in one of our “7 major spot leaders”—the leading AI public chain NEAR—and come to be regarded as a major watershed for the “Agentic Economy”? Because it directly completes the final key piece of the puzzle for AI robots to establish a commercial loop in the Web3 world:
Asset-side revolution (AI’s wealth-management loop): In ecosystems such as Virtuals, no matter how intelligent an AI Agent is or how powerful its computing capabilities are, on-chain it could previously only trade worthless junk altcoins or scam meme coins with no intrinsic value. Major institutions simply would not dare entrust it with their money. Now that U.S. stocks can be tokenized with dividend rights, AI Agents have genuine ultimate investment targets representing real-world entities on-chain. “AI fund managers” in the ecosystem can directly use smart contracts to automatically allocate real stock tokens such as Nvidia, Apple, or Microsoft through on-chain AMMs and passively collect U.S. stock dividends. The AI business loop can instantly transform from a “virtual game” into compliant wealth management for real-world assets.
All-weather settlement loop: Tokenized U.S. stocks enable seamless 24/7 trading through on-chain automated market makers (AMMs). The settlement infrastructure represented by Circle’s recently launched Arc mainnet focuses on sub-second settlement and micropayment gateways. This creates the perfect “digital financial highway” for high-frequency, cross-asset settlement between AI robots, spanning stablecoins to real U.S. stocks.
The coordination layer becomes essential (NEAR’s absolute moat): After tokenized U.S. stock assets are deployed, liquidity for different stocks will inevitably be dispersed across different public chains such as Base, Arc, and Solana to prevent liquidity fragmentation. AI robots (Agents) cannot manually search for cross-chain bridges, compare order-book depth with their own eyes, or calculate the Gas fees of different chains like humans can. They need an underlying system that can “coordinate cross-chain transactions with one click and settle automatically.” NEAR, which focuses on “Chain Abstraction” technology and can automatically execute complex Confidential Intents, has directly become the only hub for these AI Agents to settle cross-chain U.S. stock RWA assets!
This is the underlying technological confidence that enables it, as one of the 7 major spot leaders we have been strategically accumulating, to lead the broader market today!
🎯 Recognize the fundamentals: Who are the direct beneficiaries of this trillion-dollar RWA windfall?
Since the policy purely concerns putting RWA securities on-chain, the first to benefit when major capital builds positions and accumulates tokens in the secondary market will inevitably be the “legitimate players” with real backing and compliant legal structures. If you want to follow major capital in defensive accumulation, keep a close eye on the following vertical assets:
👑 1. Absolute leader in compliant native RWA: ONDO (Ondo Finance)
Investment thesis: BlackRock’s favored child and the established leader in compliant tokenized securities. With the five-year exemption throwing open the gates to tokenized U.S. stocks, Ondo’s existing compliant legal structure and institutional trust can plug in seamlessly, giving it a safety advantage of several dimensions over the rest of the industry.
Risk warning (comparison with OM): As for OM (MANTRA) in the same sector, although it focuses on a compliant securities chain, it underwent major layoffs this year, carried out a 1:4 token split, and was hit by a hack and a 30-hour shutdown at the end of last month, resulting in extremely volatile price action. OM may be able to recover through strong market makers and institutional self-rescue, but its roller-coaster characteristics are extremely pronounced, making it easy for retail investors to step on a landmine. It is recommended only as a sentiment indicator, not for heavy positions; for stable compliance, ONDO is the first choice.
📈 2. Liquidity black hole for U.S. stock AMMs: AERO (Aerodrome)
Investment thesis: As the absolute liquidity engine on Base, AERO has already shown clear signs of capital accumulation today. Now that the SEC has cleared domestic compliance barriers, once the Base chain gains large-scale access to tokenized U.S. stock trading, AERO, as the premier market maker, will directly earn enormous fee revenue from real U.S. stock trading.
🛡️ 3. Securities-chain technology standard: POLYX (Polymesh)
Investment thesis: An underlying L1 securities chain built specifically to meet SEC admission and identity-verified matching requirements. All validator nodes and users must complete real-name verification, perfectly aligning with the SEC’s compliance requirements for TSVs (tokenized securities trading venues).
💡 Long-term investment allocation advice
In the current market environment, capital is accelerating its shift toward “legitimate players” with real backing and major institutional endorsements.
Long-term allocation among the 7 major spot leaders:
Hold NEAR firmly, closely watching opportunities for a right-side breakout driven by buyback deflation from core fees and its Chain Abstraction foundation.
(If you are afraid of missing out on spot, buy in three steps:
3.1-3.2 initial position
2.4-2.6 add to the position
1.8-1.9 add again
Fund allocation ratio: 2:5:3
For a more conservative approach, split it into 2 steps
Wait directly for 2.4-2.6
Add again at 1.8-1.9
Long-term targets: 8.5-9.2-15-18)
If you are interested in Agents similar to VIRTUAL, be sure to wait for a pullback to the 0.55 - 0.6 institutional cost zone before considering pyramid-style spot dollar-cost averaging.
Long-term RWA settlement allocation:
Use ONDO and AERO as initial positions for the compliant asset side and liquidity fee-inflation side respectively, combine them with news and macroeconomic conditions, and wait for tokenized U.S. stocks to unleash trillion-dollar liquidity on Wall Street over these 5 years.
What do you think? As expected from one of the spot leaders we previously strongly endorsed, did you catch NEAR’s 30% surge this time? Do you think that after tokenized U.S. stock assets go live, the AI Agent economy can use this vehicle to truly explode? Feel free to leave your cost basis and bold predictions in the comments. See you in the comments!👇
#NEAR #VIRTUAL #机器经济 #SEC豁免
--------📌 Risk warning: The following content is for learning and exchange purposes only and does not constitute any investment advice. Crypto assets are high-risk investments. Please view them rationally, make independent decisions, and assume your own risks. ---
As one of the “7 major spot leaders” I previously highlighted in my column and urged everyone to keep a close eye on—the leading AI public chain NEAR suddenly unleashed across the board today, surging as much as 30% in a single day! Its current price forcefully broke above $3.469, rising from a 24-hour low of $2.657 to approach a high of $3.572! This “long bullish candle with no lower wick” advancing at the 24-hour high not only liquidated a large number of shorts in the futures market, but also fully validated our strategic conviction in this “spot leader.”
⚠️ Bullish factor one: On-chain data meets the target, triggering NEAR’s “royal flush” airdrop snapshot
The most direct trigger for NEAR’s surge today came from a milestone breakthrough in its on-chain ecosystem:
Record-breaking data: The total value locked (TVL) of NEAR’s Confidential Intents infrastructure officially surpassed $70 million today!
Airdrop benefit trigger: Meeting this target automatically triggered the first snapshot and airdrop token distribution for the official NEAR@3.33 incentive program.
Short squeeze: Massive amounts of capital across the market flooded into locked positions to arbitrage, causing NEAR spot to be instantly bought out on the secondary market and directly creating a surge feedback loop of “airdrop frenzy + short squeeze.”
🏛️ Bullish factor two: The U.S. SEC suddenly grants a five-year innovation exemption, throwing open the gates to tokenized U.S. stocks!
If the airdrop was the powder keg behind NEAR’s surge, then the major legislation suddenly issued yesterday (September 17, 2026) by the U.S. Securities and Exchange Commission (SEC) was an epic shot in the arm for the entire industry! After the Digital Asset Market Clarity Act failed to pass a Senate vote, the newly appointed SEC chair directly exercised administrative exemption authority and announced a five-year “Innovation Exemption Statement for Tokenized Stock Trading Platforms.” Its core provisions include four mandatory benchmarks:
Five-year registration exemption: Eligible tokenized securities trading venues (TSVs) and liquidity providers (LPs) may be exempt from the burdensome registration requirements for traditional securities exchanges for five years.
100% equity mapping: Issuing fake meme coins or synthetic assets is strictly prohibited! On-chain stock tokens must represent actual ownership of U.S. stocks and carry equivalent rights to dividend distributions and shareholder meeting voting.
Strict quota-based risk controls: Operations must take place in permissioned liquidity pools with KYC identity verification; each platform may list no more than 75 large-cap stocks, and the daily on-chain trading volume of any individual stock may not exceed 0.25% of the average daily trading volume across the United States (for example, Nvidia’s daily on-chain trading value on a single platform would be capped at approximately $65 million); listed companies retain veto power.
100% open-source code: Smart contracts must be fully open-source, audited, and deployed on a public decentralized blockchain.
🚨 Clarification and correction: The truth behind the “shot in the arm” revealed!
The epic shot in the arm for the entire “crypto AI industry” is actually a policy for bringing real U.S. stock tokenization (the RWA sector) onto the blockchain as traditional financial assets. The policy itself does not directly mention or involve the AI (artificial intelligence) industry.
⚠️ That’s right! The policy itself purely concerns putting RWA securities on-chain and contains no mention of artificial intelligence (AI) from start to finish! If we insist that it directly supports the AI industry, we would be no different from the hype bloggers we harshly criticize. But why did it directly trigger a surge in one of our “7 major spot leaders”—the leading AI public chain NEAR—and directly change the underlying application logic of the future “machine economy”?
The policy indeed does not mention AI, but for AI Agents to establish a genuine economic loop in the Web3 world, the biggest weakness in the past was the lack of truly “productive compliant assets (RWAs)” on-chain.
🤖 In-depth breakdown: How will bringing RWA assets on-chain force a qualitative transformation in the AI ecosystem?
The U.S. SEC’s five-year innovation exemption policy is itself a purely RWA (real-world asset) tokenization policy for U.S. stocks, and it does not directly mention the AI industry from beginning to end. But why did it directly trigger a surge in one of our “7 major spot leaders”—the leading AI public chain NEAR—and come to be regarded as a major watershed for the “Agentic Economy”? Because it directly completes the final key piece of the puzzle for AI robots to establish a commercial loop in the Web3 world:
Asset-side revolution (AI’s wealth-management loop): In ecosystems such as Virtuals, no matter how intelligent an AI Agent is or how powerful its computing capabilities are, on-chain it could previously only trade worthless junk altcoins or scam meme coins with no intrinsic value. Major institutions simply would not dare entrust it with their money. Now that U.S. stocks can be tokenized with dividend rights, AI Agents have genuine ultimate investment targets representing real-world entities on-chain. “AI fund managers” in the ecosystem can directly use smart contracts to automatically allocate real stock tokens such as Nvidia, Apple, or Microsoft through on-chain AMMs and passively collect U.S. stock dividends. The AI business loop can instantly transform from a “virtual game” into compliant wealth management for real-world assets.
All-weather settlement loop: Tokenized U.S. stocks enable seamless 24/7 trading through on-chain automated market makers (AMMs). The settlement infrastructure represented by Circle’s recently launched Arc mainnet focuses on sub-second settlement and micropayment gateways. This creates the perfect “digital financial highway” for high-frequency, cross-asset settlement between AI robots, spanning stablecoins to real U.S. stocks.
The coordination layer becomes essential (NEAR’s absolute moat): After tokenized U.S. stock assets are deployed, liquidity for different stocks will inevitably be dispersed across different public chains such as Base, Arc, and Solana to prevent liquidity fragmentation. AI robots (Agents) cannot manually search for cross-chain bridges, compare order-book depth with their own eyes, or calculate the Gas fees of different chains like humans can. They need an underlying system that can “coordinate cross-chain transactions with one click and settle automatically.” NEAR, which focuses on “Chain Abstraction” technology and can automatically execute complex Confidential Intents, has directly become the only hub for these AI Agents to settle cross-chain U.S. stock RWA assets!
This is the underlying technological confidence that enables it, as one of the 7 major spot leaders we have been strategically accumulating, to lead the broader market today!
🎯 Recognize the fundamentals: Who are the direct beneficiaries of this trillion-dollar RWA windfall?
Since the policy purely concerns putting RWA securities on-chain, the first to benefit when major capital builds positions and accumulates tokens in the secondary market will inevitably be the “legitimate players” with real backing and compliant legal structures. If you want to follow major capital in defensive accumulation, keep a close eye on the following vertical assets:
👑 1. Absolute leader in compliant native RWA: ONDO (Ondo Finance)
Investment thesis: BlackRock’s favored child and the established leader in compliant tokenized securities. With the five-year exemption throwing open the gates to tokenized U.S. stocks, Ondo’s existing compliant legal structure and institutional trust can plug in seamlessly, giving it a safety advantage of several dimensions over the rest of the industry.
Risk warning (comparison with OM): As for OM (MANTRA) in the same sector, although it focuses on a compliant securities chain, it underwent major layoffs this year, carried out a 1:4 token split, and was hit by a hack and a 30-hour shutdown at the end of last month, resulting in extremely volatile price action. OM may be able to recover through strong market makers and institutional self-rescue, but its roller-coaster characteristics are extremely pronounced, making it easy for retail investors to step on a landmine. It is recommended only as a sentiment indicator, not for heavy positions; for stable compliance, ONDO is the first choice.
📈 2. Liquidity black hole for U.S. stock AMMs: AERO (Aerodrome)
Investment thesis: As the absolute liquidity engine on Base, AERO has already shown clear signs of capital accumulation today. Now that the SEC has cleared domestic compliance barriers, once the Base chain gains large-scale access to tokenized U.S. stock trading, AERO, as the premier market maker, will directly earn enormous fee revenue from real U.S. stock trading.
🛡️ 3. Securities-chain technology standard: POLYX (Polymesh)
Investment thesis: An underlying L1 securities chain built specifically to meet SEC admission and identity-verified matching requirements. All validator nodes and users must complete real-name verification, perfectly aligning with the SEC’s compliance requirements for TSVs (tokenized securities trading venues).
💡 Long-term investment allocation advice
In the current market environment, capital is accelerating its shift toward “legitimate players” with real backing and major institutional endorsements.
Long-term allocation among the 7 major spot leaders:
Hold NEAR firmly, closely watching opportunities for a right-side breakout driven by buyback deflation from core fees and its Chain Abstraction foundation.
(If you are afraid of missing out on spot, buy in three steps:
3.1-3.2 initial position
2.4-2.6 add to the position
1.8-1.9 add again
Fund allocation ratio: 2:5:3
For a more conservative approach, split it into 2 steps
Wait directly for 2.4-2.6
Add again at 1.8-1.9
Long-term targets: 8.5-9.2-15-18)
If you are interested in Agents similar to VIRTUAL, be sure to wait for a pullback to the 0.55 - 0.6 institutional cost zone before considering pyramid-style spot dollar-cost averaging.
Long-term RWA settlement allocation:
Use ONDO and AERO as initial positions for the compliant asset side and liquidity fee-inflation side respectively, combine them with news and macroeconomic conditions, and wait for tokenized U.S. stocks to unleash trillion-dollar liquidity on Wall Street over these 5 years.
What do you think? As expected from one of the spot leaders we previously strongly endorsed, did you catch NEAR’s 30% surge this time? Do you think that after tokenized U.S. stock assets go live, the AI Agent economy can use this vehicle to truly explode? Feel free to leave your cost basis and bold predictions in the comments. See you in the comments!👇
#NEAR #VIRTUAL #机器经济 #SEC豁免