Esam_Trading

😳 $NEAR and $ZEC both exploited but still one hit ATH and other is aiming for it.

Here’s the comparison👇

🟠 ZEC → A counterfeit bug went undetected for nearly 4 years → Price dropped 41.7% over three sessions, hitting a closing low near $362 → July 28: Hard fork deployed, but price remained below pre-bug levels → Now trading around $1,326

🟢 NEAR→ $3.8M lost through a single deposit path involving USDT on BSC → Contract patched within about an hour of detection → Full compensation promised to affected users → Now trading around $4.83

The key difference?

Zcash faced a supply-integrity issue that required a new pool to address. NEAR Intents patched the affected deposit path.

Two security incidents, two very different recovery stories. A vulnerability doesn’t automatically determine a project’s long-term price performance.

$OPN — Opinion

Crypto-native prediction market. Bet on real-world outcomes, not just token charts.

Tape
Price ~$0.055
Mcap ~$10M | FDV ~$55M
Circ ~182M / Max 1B
TVL ~$3.4M

On BNB Chain. Token used for governance + ecosystem participation. Narrative sits at prediction markets / InfoFi.
Main risk

Only ~18% circulating. Heavy unlock schedule still ahead — dilution is the real overhang.

If prediction markets keep getting attention, $OPN is one to watch. Size for the unlocks.

$AGT — Alaya AI

Decentralized data network for AI training. People contribute, label, and verify data — get paid for it. Image, audio, text, video, autonomous-driving datasets.

Tape right now
Price ~$0.017
Mcap ~$55M
Circ ~3.26B / Max 5B
24h vol ~$3M

Token utility: rewards, staking, governance, AI model incentives. Hundreds of thousands of registered users already.

Risk
Supply is concentrated. A few big wallets hold a large chunk — watch distribution and unlocks.

AI data infra narrative is still alive. If that rotation comes back, $AGT is one to keep on the list.

$MOVR setup

Big sell walls stacked above: $3.50 · $3.90 · $4.20 · $4.70.

Whales are also active around the current price and lower.

Classic tape. Walls scare people into selling early. If that liquidity gets eaten, the same levels that looked like resistance can flip into fuel.

Watch whether the walls get absorbed or actually defend. Reaction at those levels matters more than the walls themselves.

🚨 $MOVR SELLING PRESSURE?

More than $400K worth of $MOVR has landed in Binance, Kraken, and Gate deposit wallets in steady batches over the past 25 minutes.

These aren’t one-off transfers — it’s a stream of smaller deposits hitting multiple exchanges, where the tokens can be sold into existing bid liquidity.

That steady flow can put more pressure on buyers than a single, obvious sell wall.

Looking for $MOVR to reach target support at $2.50.

The invalidation is clear: if exchange deposits dry up and price holds $2.5 , the short thesis is off and it will bring cascade of short liquidations once it clears $3.

🚨 $NEAR Intents has reportedly suffered an exploit resulting in around $3.8 million in losses.

The incident was caused by a bug in its Omni deposit and withdrawal system.

$NEAR says all affected funds will be fully compensated.

$NEAR Intents, which enables faster multichain transactions for users and AI agents, has temporarily paused deposits and withdrawals on BSC, Polygon, TON, Optimism, Avalanche, Stellar, Monad, LayerX, Adi, Scroll, and Plasma for roughly another 12 hours.

The contract vulnerability has reportedly been fixed, with NEAR Intents and near.com expected to be back online within about an hour.

The incident has also been reported to law enforcement, while security firms are working to track and recover the stolen funds.

🚨BREAKING: $NEAR dumps 7% within 10 minutes after NEAR Intents was reportedly exploited for $3.8M.

$MOVR whale & trader data is skewed long🚀

🔸Whales: 119 buyers vs 100 sellers
Buy size ~$3.52M | Sell size ~$2.22M
~89.9% of whale longs already green. Only ~13% of whale shorts in profit.

🔸Traders: 481 buyers vs 273 sellers
Buy ~$4.55M | Sell ~$2.69M
~93.8% of trader longs profitable. Shorts only ~11.7% green.

Crowded and already winning. That usually means some profit-taking is coming — short-term dip risk is real.
If the pullback stays orderly and buyers defend, the move can still extend. If it breaks and longs start dumping into each other, the unwind gets faster.

Watch the reaction on the first real dip, not the green candles.

Why $MOVR is pumping👀

Binance lifted the Monitoring Tag a few days ago. A lot of people were positioned for a dump, sold spot, opened shorts. Classic setup.

When the crowd is leaning one way, the squeeze can go the other. $MOVR starts climbing, shorts get squeezed, they cover, and it feeds the move. 210% in just three days😳

🔸What the tape shows right now:

• Open interest ~$10.1M, +172% in 24h — fresh money is in
• Long/short roughly 55/45 — not one-sided
• Volume rising
• Funding still mixed / some negative — shorts aren’t fully gone

Tag gone + crowded shorts + OI and volume expanding. That’s the fuel.
More upside possible from here. Not a guarantee.

🚨 UPDATE: Most top $NEAR traders on Hyperliquid hold short positions, with the largest short sitting on nearly $13M in unrealized losses and the largest long up $17.35M.

$SOL holds $120 as ETFs print a record week💪

US spot $SOL ETFs just took in $188M net over five sessions through Sept 25 — biggest weekly inflow since launch. $SOL sits near $120, up ~4% on the week after tagging $124.5 and fading.

🔸What’s stacking behind it:

• Alpenglow is live on public devnet + testnet. Replaces TowerBFT with Votor, targets ~150ms finality (from ~12.8s). No mainnet date yet. Still testing.

• Stablecoin supply on Solana hit a record $17.3B (Sept 25), +$600M above the August high. Third-largest chain behind ETH and Tron. USDC alone ~$8.4B. USDC wallets: 8.1M → 9.3M in six weeks.

🔸Levels

Break: $124.95–$125 (4H Donchian upper + Sept high) → $130, then $140–$145.

Hold: $120.64 midpoint. Lose $117–$118 / $116.32 and the recent structure weakens.

EFI still positive but off the highs. ROC cooled hard. MFI back above 50 on 4H — buyers returned, not overbought yet.
ETF money + Alpenglow testing + record stables. $125 is the gate.

🚨NEAR UP 8.6% AFTER THE ETF LAUNCH!

$NEAR is at $5.30, up 8.58% on the day after hitting $5.35.

Bitwise’s $NRR opened yesterday with $35.5 million in first-day inflows.

ATH next?👀

🚀NEAR protocol is about to burn more $NEAR .

nearcore 2.14 (target ~Oct 5) kills the 30% developer gas rebate.

Old rule: you use a contract → 30% kicked back to the contract owner, 70% burned.

New rule: no kickback. 100% of execution gas is burned.

More apps. More Intents. More supply leaving circulation.Demand increases and price skyrockets.

⌛️$10

🚨This is big: $HBAR explodes 24% as NVIDIA AI link hits the tape

Hedera just ripped 24.38% after council members landed on NVIDIA’s Open Agent Safety Platform. EQTY Lab is running AI audit trails on Hedera and NVIDIA GPUs inside Verifiable Compute. That’s the headline the market treated as a green light.

Then the tape went vertical😳

Spot volume: +$1.088B vibe — +1,088% to $1.33B

Derivatives: +1,300% to $2.60B

Open interest: +$73.8% to $283.6M

Binance top traders: long/short 1.77, position ratio 2.24

Spot still leaving exchanges (~$2.32M net outflows). Supply tighter. Leverage fatter. That’s how you get a 24% candle — and how you get liquidated on the fade.

Weekly structure flipped. Descending channel broken. Bullish CHoCH. $0.10 reclaimed. Next wall: $0.12835. Clear that and traders start yelling $0.20. Fail it and this is just another wicked breakout.

NVIDIA name + crowded longs. Shock move is real. Follow-through is the only question.

$ZEC starting to give us another opportunity to long setup. The areas I'll look for long positions after sweep would be $1300 and Orderblock at $1080-$1160.

$NEAR 1W Support Zone ($2.85-$3.37). Looking for spot positions on retest of the weekly S/R for long terms.

$HBAR +~40% this week — now testing the hold

$HBAR ran toward $0.13, tagged $0.1227, now ~$0.118 after a 3% fade.

First real break of the descending trendline that’s capped every bounce since the Dec 2025 high near $0.155.

🔸Levels

Resistance: $0.1227 → $0.13 → $0.155
Support: $0.0922 / $0.0918 → $0.0875 (200-day EMA)

🔸Catalyst still the same:

IDTrust (Hedera identity for AI agents) listed on IBM Cloud Catalog. Silver Partner + Embedded Solution Agreement. IBM has been on the council since 2019 — this is enterprise distribution through existing IBM spend, not a surprise partnership.

🔸Also in the tape:

ETF chatter (Canary HBR) and Hedera flagged on NVIDIA’s Open Agent Safety Platform.

Ignore the viral math that every ChatGPT prompt burns $0.008 of HBAR. That’s one trader’s claim. Not confirmed by Hedera, OpenAI, Anthropic, or Google.

Hold $0.092, $0.13 is back in play. Lose it, this week’s candle was just a wick.

NFA. DYOR.

$HBAR the two zones where I’ll expect bounce around for a potential leg higher would be around $0.0880-$0.1000 and $0.0720-$0.0790.

Avoid shorting it as the narrative around $HBAR is bullish and very strong. So the rational thing is to look for pullbacks areas for potential long setups.

$HBAR broke out on the IBM Cloud listing

Catalyst: Hashgraph’s IDTrust (Hedera-based identity for people, devices, and AI agents) is live on the IBM Cloud Catalog. Hashgraph also got IBM Silver Partner status plus an Embedded Solution Agreement. IBM has been on the Hedera council since 2019.

Also in the stack: Cross-Ledger Protocol contributed to Linux Foundation Decentralized Trust, and the Canary HBAR ETF ($HBR.ETF on Nasdaq) holding ~782M HBAR / ~$73.5M.

Levels:

Hold $0.10–$0.11 → $0.12, then $0.14–$0.15.

Lose $0.09–$0.095 → breakout fades, $0.085–$0.09 base back in play.

Enterprise headline + volume breakout. Still needs that $0.11 hold.

NFA. DYOR.

$NEAR Intents stopped $50M+ from the Bitget hack

Aurora co-founder Alex Shevchenko: attackers from the Sept 24 Bitget hack tried to push more than $50M through $NEAR Intents. SHIELD flagged it.

What actually moved: ~$166K got through. ~$503K frozen mid-execution, sitting for legal/recovery. Total steal was about $387.5M, with most cross-chain flow ending up as ETH on Ethereum.

Bitget CEO Gracy Chen said $NEAR Intents waived its recovery-bounty cut so Bitget can claw back more. Her line: public chains don’t have to pick between being open and blocking known stolen funds.
Security response, not a price catalyst. Freeze is real; most of the $387.5M is still elsewhere.