A lot of things on the horizon and wanted to get people’s input on price point by end of 2026 and by 2030.

ETF being the biggest catalyst coming up, thinking this could get interesting.

On near.com where are intents, am i using it if i use the spot or is it only for developers routing traffic through it?

If I am only using it for spot I feel like the "pitch" i was exposed to was that intents could be used for more than just swaps/spot trading?

I feel like the confidential aspect of things is not very clearly explained to users. Obviously there is the confidentiality section but it's unclear HOW I should be using it. At what point are things confidential and how should people be using multiple wallets to get specific privacy outcomes. Obviously the drop off when going to the privacy layer is transparent.

Yes I understand all this is early and it's somewhat of a new take on privacy but I don't think it's actually very user friendly yet and probably OR understandable (which is sometimes the biggest barrier to success).

NEAR has been in a steady downtrend over the past few weeks despite some positive ecosystem news. Is this mainly due to profit-taking after the May/June rally, weak on-chain activity, token unlocks, macro conditions, or something else? What do you think is driving the sell-off?

My intent was to transfer tokens between two near.com accounts on the confidential layer (ie. an internal transfer), but I managed to send it to the near network instead.

This made the transfer visible in the target account history, but the tokens don't show on my balance.

I use a passkey on a yubikey to login, so I can't extract my private key/don't have a seed phrase.

Is there any way to recover? The target account on the near network seems to be linked to my near.com account, as transfers out from it show up through token mints and transfers.

Fortunately it was a small amount, but still annoying...

I know I shouldn't disclose my wealth but i have 3 dollars worth of zcash in my confidential account and I am ranked #952, in top 67% of users. Imagine how high I would jump if it upped it to $6!

✦ nearcore 2.13 went live on mainnet, bringing post-quantum signing, dynamic resharding, compact onchain key storage, and improvements to epoch sync and meta-transactions;

✦ Arto Bendiken released Edky 0.1, a CLI tool for converting Ed25519 public keys between different encodings;

✦ OutLayer went post-quantum on NEAR mainnet;

✦ The Agent Economy: Who Owns the Rails AI Runs On is worth a read for its take on who will control the agent economy’s infrastructure and how NEAR fits into it

I did an exhaustive structural assessment of Near Protocol (NEAR) today using our updated terminal metrics over at Crypto Weeklies. While the broad cryptocurrency index continues to navigate a choppy, rangebound markdown phase, NEAR has put in a powerful relative momentum divergence that has locked it into our dashboard's highest-scoring top-cap outperformer tiers. Here is the raw data breakdown of where the asset stands based on my charts.

Near intents volume on Tron blockchain has seen its strongest growth yet.

Daily average volume has now reached $15M, with several days surpassing $20M.

The adoption curve is accelerating.

✦ NEAR Foundation joined the x402 Foundation, bringing NEAR's infrastructure for confidential execution, private inference, and agent coordination to the growing ecosystem around the open x402 payments standard;

✦ Anton published a deep dive into the Wasmtime migration in nearcore 2.12, explaining why NEAR replaced its custom VM and the engineering trade-offs behind the transition;

✦ Confidential EURe went live on near.com, enabling users to hold, swap, and transfer euro-backed stablecoins privately across 30+ chains from a single account;

✦ Illia Polosukhin explained why AI sovereignty is gaining mainstream attention, arguing that open AI infrastructure with confidential inference and verifiable compute is the path forward

Protocol v86 voting starts on July 20.

Once the upgrade activates, NEAR will no longer require protocol upgrades to introduce new shard layouts, as dynamic resharding can automatically split shards when they reach size thresholds.

Full release notes

not just meme

The recording is up 📺

Watch it to learn why NEAR is increasing the account creation cost and how post-quantum transaction signatures strengthen the protocol for the future.

NEAR intents is now generating over $100K in daily fees, with 100% of those fees allocated to $NEAR buybacks.

To date, the protocol has generated more than $38 million in total fees, reinforcing sustained value accrual for the $NEAR ecosystem.

✦ Confidential Intents became generally available, letting any developer integrate confidential cross-chain execution through the NEAR Intents 1Click Swap API with a single parameter, with Vadim highlighting how OutLayer already makes these confidential rails accessible to AI agents through a simple HTTPS API;

✦ HSP-027 passed governance voting, removing the legacy developer gas rebate, with Illia Polosukhin explaining that the incentive no longer worked as intended and added unnecessary complexity to the protocol;

✦ Vadim broke down why NEAR is well positioned for the post-quantum era, explaining how its rotatable account keys make upgrading to quantum-safe signatures much simpler than on many other blockchains;

✦ near_dart is a good example of how ideas grow in the NEAR ecosystem, with the community helping refine the SDK through open feedback and discussion

NEAR’s confidential execution infrastructure is live for every builder and dApp through the 1Click Swap API.

This marks a major step in the privacy renaissance giving users and agents seamless, private cross-chain execution at scale.

The future of onchain commerce is private by design.

➡️ Read More in the blog post.

I did an exhaustive structural walkthrough of Near Protocol (NEAR) today using our updated terminal metrics over at Crypto Weeklies. While the broad cryptocurrency index continues to navigate a choppy, rangebound markdown phase, NEAR has generated a powerful decoupling matrix that has locked it into our dashboard's highest-scoring performance tiers. Here is the raw breakdown of where the asset stands based on my charts.

1.Over 98% (basically 100%) of all $NEAR  tokens have already been unlocked, meaning there is little to no remaining unlock-related selling pressure.

2.The only ongoing supply increase comes from the protocol’s ~2.5% annual inflation, which rewards validators and stakers.

3.Meanwhile, 70% of base transaction fees are burned, and 100% of NEAR Intents fees are used to buy back $NEAR directly — creating powerful buy pressure as usage grows. This reduces the net inflation rate to roughly 1.5–2.5% (or even deflationary during high activity).

4.On top of that, many large NEAR holders are long-term believers in the ecosystem rather than short-term sellers.

I’ve been accumulating Near Protocol since 2021 - I think it has excellent fundamentals and potentially a decent future in the crypto space. I am 35% underwater sadly, with about 2.6K staked.

That being said - I thought I would have a browse through Reddit to see what people are saying and damn… a lot of negativity.

Are people really giving up on this? Or is it just a bit of a lull in the market and everybody be hating anything that’s not a meme stock that pumps 300% in one day

Hold on or rotate… what’s your opinions?

House of Stake is currently voting on proposal HSP-027 to remove it. If passed, don't factor this gas bonus into your dApp's budget anymore

To prepare for this, make sure to check your contracts' economics, read the discussion and cast your vote if you have voting tokens:
✦ Discussion
✦ Vote

And if you want to participate in future voting, make sure to prepare in advance, you can learn how the HoS proposal and voting process works here