NEAR at $4.25, do you still dare to chase?
First, look at the surface: up 20% in the past 24 hours, 80% in a week, 110% in a month. BTC is moving sideways at 81,000, while NEAR has taken the lead in altcoin rotation. 24-hour trading volume exploded, from 2.3 to 4.44, the candlestick chart almost a straight line upwards. The trend is strengthening, but the position is crowded.
First thing: Privacy perpetuals are live, but the real value isn’t just the word “privacy”
near com changed perpetual positions to default use Confidential Intents private shards, execution and depth via Hyperliquid—50+ markets, up to 40x leverage.
When you open a position on NEAR, others can’t see your identity, funding source, or position direction.
Copy traders, front-runners, and targeted liquidation snipers are all ineffective.
It uses Hyperliquid’s depth, meaning you use others’ liquidity as your own entry.
After the news, the price jumped straight from 2.3 to 4.4.
Second thing: Intents’ TVL is real, not just hype
NEAR Intents’ total locked value is $170-210 million, with the confidential portion raised from $70 million to $100 million. Cross-chain intents trading volume is increasing, with actual fees retained over the past 30 days.
This is the biggest difference between NEAR and pure hype altcoins: it has verifiable data.
Confidential TVL crossing $70 million triggered NEAR 3.33 incentive phase one snapshot, awarding 333,333 milestone tokens.
Third thing: AI + privacy dual narrative, funds rotating
NEAR is capturing rotation funds from both AI and privacy sectors. On-chain AI inference/agent-related staking, dozens of models integrated, combined with confidential execution.
This week, it led altcoins alongside AVAX and ARB.
The Fed just raised rates by 25bp to 3.75%-4.00%, with a hawkish dot plot. BTC is oscillating around 81,000, ETF funds flowing in and out repeatedly. Macro can’t deliver a big bull market, only "structural impulses."
NEAR’s independent rally is riding the "market not dead + thematic rotation" window.
Bull vs. bear, judge for yourself
On one side:
Privacy perpetuals are a real product, deeply integrated with Hyperliquid
Intents TVL and fees are genuinely growing, not just narrative
AI + privacy dual sector rotation, recognized by funds
Weekly chart breaking long-term bottom, confirming mid-term uptrend structure
On the other side:
80% rise in a week, 110% in a month, RSI must be high
$4.25 already prices in a large portion of product expectations
Fed hawkish, macro not supporting a full bull run
Historical high 20.4, current price still 79% lower—trapped holders may sell anytime
Resistance above: 4.44 (intraday high) → 5.00 (round number + psychological level) → 5.5-6.0
Support below: 4.10 (today’s lower edge) → 3.50-3.33 (dense trading zone before acceleration) → 2.8-2.4 (main rally start point)
Trading strategy
Bullish:
Wait for a pullback to 3.5-3.33, look for volume contraction and stabilization on 1-4 hour timeframe, then lightly go long. First target 4.44 to reduce position, second target 5.00. Stop loss below 3.20.
Pullback defense:
If it can’t break 4.44, shows long upper shadow, volume-price divergence—reduce longs or hedge on small scale short-term. If it breaks below 4.10 and can’t quickly recover, reduce position first. If it breaks below 3.50 and can’t reclaim, this pulse likely ends, better to wait than bottom fish.
Mid-term:
Only worth holding if price returns to around 3.3-3.5 and stabilizes, while Intents/confidential TVL and fees continue rising. Otherwise, take profits after a run.
NEAR now is like Solana in 2021—
Product narrative + fund rotation + technical breakthroughs, all happening simultaneously. SOL went from 2 to 260, NEAR from 2.3 to 4.4, do you think this is just the beginning?
But don’t forget:
Those who chased SOL high in 2021 lost 95% in 2022.
It’s not that Solana failed, they just entered at the wrong time.
$4.25 is not a "blind chase" price. It’s a "time to rest after the rise" zone.
At $4.25, do you dare to chase or wait for a pullback?
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