NEAR is a riskier high-upside hold: top-tier team, strong conviction in Ilya.
NEAR positioned to benefit as the AI-and-agents L1 with cross-chain privacy and a Zcash bridge
Near has privacy tailwinds from UK surveillance crackdown and CBDC fears, trading very strong.
NEAR is a good hold set to benefit from the privacy narrative; one of Ansem's 4 current bags.
Tulip King endorses Near's opt-in privacy approach over default-private coins as the superior model he doesn't hate, alongside ThreadGuy leaning the same way. This is a positive lean on Near as the better protocol-level privacy implementation.
NEAR reclaimed yearly open and broke out on AI + privacy narrative; spot buy with invalidation at $1.45
ThreadGuy bought NEAR on a clean chart with smart-money confluence, calling it the only green chart in alts alongside Zcash. It is an active long position.
NEAR's fee buybacks run far below issuance, so it stays inflationary and bleeds as the AI narrative cools.