NEAR's Value Capture Thesis Has Two Endorsements and Zero Data Points
Two institutional voices, one asset, and a phrase that should make any crypto...
Culture
•
CryptoAlpha
•
2026-10-09
Market Prices
| Coin | Price | 24h |
|---|---|---|
|
BTC
Bitcoin
|
$82,197 | +0.68% |
|
ETH
Ethereum
|
$2,424.57 | -0.54% |
|
SOL
Solana
|
$104.23 | -0.62% |
|
BNB
BNB Chain
|
$723.8 | +0.30% |
|
XRP
XRP Ledger
|
$1.3 | -0.57% |
|
DOGE
Dogecoin
|
$0.0795 | -1.07% |
|
ADA
Cardano
|
$0.2213 | -0.94% |
|
AVAX
Avalanche
|
$9.85 | -1.53% |
|
DOT
Polkadot
|
$1.11 | -3.41% |
|
LINK
Chainlink
|
$12.04 | -1.57% |
Fear & Greed
53
Neutral
Market Sentiment
Event Calendar
202615
04
halving
Bitcoin Halving
Block reward reduced to 3.125 BTC
10
05
upgrade
Ethereum Pectra Upgrade
Raises validator limit and account abstraction
08
04
upgrade
Solana Firedancer
Independent validator client goes live on mainnet
28
03
unlock
Arbitrum Token Unlock
92 million ARB released
12
05
halving
BCH Halving
Block reward halving event
18
03
unlock
Sui Token Unlock
Team and early investor shares released
22
03
unlock
Optimism Unlock
Circulating supply increases by about 2%
30
04
upgrade
Celestia Mainnet Upgrade
Improves data availability sampling efficiency
Altseason Index
40
Bitcoin Season
BTC Dominance
Altseason
Gas Tracker
Ethereum
28 Gwei
BNB Chain
3 Gwei
Polygon
42 Gwei
Arbitrum
0.5 Gwei
Optimism
0.3 Gwei
Trending
Market Cap
All →
1
Bitcoin
BTC
$82,197
1
Ethereum
ETH
$2,424.57
1
Solana
SOL
$104.23
1
BNB Chain
BNB
$723.8
1
XRP Ledger
XRP
$1.3
1
Dogecoin
DOGE
$0.0795
1
Cardano
ADA
$0.2213
1
Avalanche
AVAX
$9.85
1
Polkadot
DOT
$1.11
1
Chainlink
LINK
$12.04
🐋 Whale Tracker
🔴
0xe0e1...8b6a
6h ago
Out
2,511,195 USDT
🟢
0x9913...f353
1h ago
In
1,355,634 USDT
🟢
0x9d87...80f0
12h ago
In
4,960,764 DOGE
💡 Smart Money
0xf6d5...d6ed
Early Investor
+$3.1M
80%
0x963a...b0a4
Early Investor
+$2.6M
62%
0xfb83...2a14
Early Investor
-$1.5M
67%
#bitwise
bitwise related articles
XRP's $7.24 Million ETF Trickle: The Alpha Isn't in the Timeline
Tuesday, 6:47 a.m., Tallinn time. My phone buzzes against the nightstand — a...
Culture
•
WooEagle
•
2026-10-02
The 345x Spread: What Bitwise's NEAR ETF Prospectus Actually Discloses
A 345-fold spread. That is the first number that matters, and almost nobody...
Macro
•
PowerPrime
•
2026-09-27
The Billion-Dollar Divide: Bitwise CEO's Reality Check Exposes XRP's Structural Ceiling While Solana Crosses the Institutional Threshold
The number sits at an even one point zero billion. Not a price target. Not a...
Policy
•
CoinChain
•
2026-08-31
Bitwise Solana ETF Crosses $1B: A Milestone or a Mirage?
The number landed without fanfare: $1.018 billion. As of August 26, Bitwise's...
Special
•
CryptoAnsem
•
2026-08-29
BlackRock and Bitwise Lower Bitcoin ETF In-Kind Creation Thresholds: Institutional On-Chain Migration Accelerates
The data shows a quiet but seismic shift in Bitcoin custody. On August 26,...
Culture
•
Hasutoshi
•
2026-08-27
The 0% Allocation Trap: Why Bitwise's CIO Is Selling You a Narrative, Not a Thesis
The data shows a glaring contradiction. Bitwise’s BITB ETF holds roughly 2.3%...
AI
•
SatoshiSignal
•
2026-08-19
The Revenue Capture Mirage: Why Bitwise's Bullish Prediction Hides a DeFi Governance Trap
Bitwise CIO Matt Hougan just dropped a bombshell: revenue capture mechanisms...
Podcast
•
0xIvy
•
2026-08-14
The Industry's Quiet Purge: Bitwise Layoffs and the Signal of a Crypto Bottom
The crypto industry is shedding talent at a pace that rivals the 2022 bear...
Podcast
•
0xLark
•
2026-08-12
Bitwise $1.3M Bitcoin Prediction: A Linear Extrapolation Trap
Hook Bitwise CIO Matt Hougan just dropped a $1.3M Bitcoin price target for...
Podcast
•
CryptoIvy
•
2026-08-11
The $1.3 Million Bitcoin Question: A Forecast, a Narrative, and the Ghost in the Machine
On August 9, a number appeared in the quiet corners of crypto media and began...
Regulation
•
CryptoCred
•
2026-08-10
The 1% Illusion: Deconstructing Bitwise's $1.3M Bitcoin Target and the Institutional Narrative Trap
The math is seductive. Bitwise CIO Matt Hougan looks at a global institutiona...
Macro
•
CryptoWolf
•
2026-08-09
The Great Decoupling: On-Chain Activity Hits 13x the 2022 Bear While Prices Sink to Multi-Year Lows
Hook The numbers are absurd. In Q2 2026, the Bitwise 10 Crypto Index dropped...
Podcast
•
0xMax
•
2026-07-11