# $NEAR Social Sentiment & Intelligence — 2026-09-09 23:00 UTC

> **Asset:** $NEAR  
> **Momentum Status:** Stable  
> **Timestamp:** 2026-09-09 23:00 UTC (2026-09-09T23:00:00Z)  
> **Canonical URL:** https://cryptitalk.com/2026-09-09-23-00/crypto/NEAR  
> **Overview Brief:** https://cryptitalk.com/2026-09-09-23-00/crypto.md  

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## 10-Minute Social Metrics
- **Posts Analyzed:** 2
- **Total Impressions:** 427
- **Likes:** 6
- **Retweets:** 2
- **Comments:** 4

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## Momentum & Sentiment Analysis
Total Engagement - Comments: 4, Retweets: 2, Likes: 6, Impressions: 427


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## Cited Community Posts & Evidence


### Post #1 by @LomahCrypto
> **Author:** [@LomahCrypto](https://x.com/LomahCrypto)  
> **Metrics:** 168 likes · 4 retweets · 21 comments · 14.9K views  


> **Source Link:** [https://x.com/LomahCrypto/status/2097804997157331125](https://x.com/LomahCrypto/status/2097804997157331125)  


> 
> "The problem with on-chain is that you can’t fake conviction.

Your favorite KOLs are writing literal essays and theses on why Shitcoin A will be a generational play only to sell it hours later.

You can only exp this a few times before the magic disappears and you become a jeet."


### Post #2 by @TheiaResearch
> **Author:** [@TheiaResearch](https://x.com/TheiaResearch)  
> **Metrics:** 65 likes · 7 retweets · 3 comments · 6.9K views  


> **Source Link:** [https://x.com/TheiaResearch/status/2097689625871765585](https://x.com/TheiaResearch/status/2097689625871765585)  


> **Visual Context:** A comparative table titled "The Evolving Neobank Landscape" by Blockworks Research analyzes four neobank models—Banking-First (Nubank, WeChat, Chime), Superapp (Mercado, Grab, WeChat, Kakao), Trading-First (Robinhood, Coinbase, Binance, Polyx), and Stablecoin-First (Tether, Circle, Stripe, Phantom, Ethena)—across categories including deposits, savings, loans, payments, and regulatory status. The chart highlights how Ethena's stablecoin-first model, leveraging USDe, monetizes deposits via crypto trading (including delta-neutral strategies like Basis Trades), supporting the post's claim that owning the "float" is key to competitive neobank economics.  

> 
> "A neobank that owns the float (Ethena / USDe) can charge less than a neobank that doesn't own the float. This is a classic strategy we see in across all types of financial businesses.

You can only win this game with float and massive economies of scale."




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## Contributing Accounts

- `@meta_pool` (https://x.com/meta_pool)

- `@deainewsjournal` (https://x.com/deainewsjournal)