$NEAR Isn’t Following $BTC . It Has Its Own Bid. 🔷 BTC lost $82K and tagged $80.4K. NEAR is still trading near $4.79, after a run that took it from about $1.60 in late August to a $5.60 high. That is roughly +83% in four weeks, and as much as +198% in Q3. BTC did about +5–7% over the same stretch. This is not beta. It is a separate tape. Why it held • Bitwise NRR, the first US spot NEAR ETF, launched Sept 29. It took in nearly $58M in week one. A real on-ramp, not a futures proxy. • NEAR Intents crossed $30B in cumulative volume. Fees are projected near $45M this year, with some of it coming back as buybacks. That is usage, not a whitepaper. • AI is the narrative that stuck. Agent Market, private inference on NEAR AI Cloud, OpenRouter, and a House of Stake proposal to cut issuance. Grayscale and Bitwise both put NEAR in the agentic-commerce bucket. • TOKEN2049 added Robinhood Chain on near quantum work with Quantus, and Illia’s line that agents are the front end and the chain is the back end. The Setup: $5.60 failed three times. That is the ceiling. $4.35 is the 20-day and the line that held the last dip to $4.44. Hold it and the relative strength is still alive. Lose it and NEAR stops being the exception and becomes another alt following BTC. Don’t chase $5.60. Buy the hold of $4.35, or wait for a close above $5.00. ‍#NEAR #BTC #AI Not financial advice. Relative strength dies the day the ETF bid stops.

BlockBeats reports that StarkWare has tested quantum-resistant Bitcoin locking functionality on the mainnet, without requiring a soft fork. However, the feature is not yet scalable.