MPreço de MemeCore

In late September, the launch of the first U.S. spot NEAR ETF (NRR) by Bitwise ignited market excitement, following NEAR's near-triple price surge from $1.6 to $5.4 over the previous month. However, analysis suggests this rally largely priced in the ETF approval itself. The ETF establishes a compliant entry for traditional capital, but sustained inflows are not guaranteed. The fund’s structure involves staking for yield, yet early hype may have exhausted short-term upside. The true driver behind NEAR’s recent performance is a strategic rebranding from an "Ethereum killer" to a machine currency and cross-chain settlement layer for the AI agent era. Its NEAR Intents protocol, with over $32B in historical cross-chain volume, and new Confidential Intents feature for private transactions, position it for this narrative. NEAR’s updated tokenomics aim for sustainability: annual inflation was halved to 2.5%, and a fee switch directs protocol revenue to buybacks. However, with estimated annual net revenue around $20M versus ~$150M in new inflation (at current market cap), buybacks currently offset only about 13% of inflationary pressure. True deflation remains a distant target dependent on sustained high transaction volume. Market fears of a large unlock at $6.66 were addressed: the associated 666,666 NEAR reward pool (~$4.4M) is negligible relative to NEAR’s multi-billion dollar market cap and daily volume, with strict distribution conditions yet to be announced. Going forward, NEAR’s price stability hinges on two key metrics: consistent net inflows into the NRR ETF proving institutional adoption of its AI narrative, and the NEAR Intents protocol maintaining weekly transaction volumes above $800M-$1B to fuel meaningful buybacks. Without confirmation from these data points, chasing the post-ETF price could carry significant risk.

In the UK, at least 65 victims of a cryptocurrency investment scam may recover part of their losses following a September 28th hearing at Southwark Crown Court. The Financial Conduct Authority (FCA) secured confiscation orders against fraudsters Rai Bedy and Patrick Mavanga, requiring them to pay back a total of £851,402.27. Bedy was ordered to pay £603,404.28 and Mavanga £247,997.99. While the recovered sum is less than the total £1.54 million lost by investors, the FCA has identified and contacted victims, planning to distribute the confiscated funds. Steve Smart, Joint Executive Director of Enforcement and Market Oversight at the FCA, stated that the orders are a step toward returning money to those deceived and defrauded by the pair.

Hua Zhijie (603400.SH), a company listed for 15 months, announced an acquisition plan for 83.5052% of Gleaming at a valuation of ~405 million CNY. The target operates in the semiconductor chip testing component sector. Superficially, this is a modest deal, with Gleaming's annualized net profit (~27 million CNY) being small relative to Hua Zhijie's (~124 million CNY in 2025). The implied acquisition P/E ratio is around 15x. However, the context suggests motives beyond synergy. Hua Zhijie's net profit fell ~47% YOY in H1 2026, yet its stock price rose ~33.6% in 2026, reaching a high trailing P/E of ~80x. The article posits that maintaining a high valuation is crucial for the company, especially following the June 2026 lift of an 8% share lock-up. A series of concept-driven announcements from July to September preceded the acquisition-related trading halt, with the stock surging over 65% in that period. The deal's share issuance price is 39.08 CNY, nearly double the IPO price. Using highly valued shares to buy a lower-P/E asset is financially favorable. If the stock price falls, the deal could face difficulties. Even post-acquisition, Hua Zhijie's P/E would remain high at ~58x, raising questions about its future stock price support. The timing—lock-up lift, concept hype, then acquisition—appears strategically arranged to bolster the share price.

The CEO of Ripple, Brad Garlinghouse, expressed strong confidence in XRP throughout 2026, highlighting its evolving role in payments and corporate treasuries. He emphasized the asset's practical utility, institutional investor involvement, and long-term prospects in community events, interviews, and anniversary messages. The launch of new treasury tools and a key merger in October were noted as expanding XRP's financial applications. Speaking at the XRP Las Vegas event in May, Garlinghouse praised the XRP Ledger for its speed, low cost, scalability, and proven track record. He stated to the community, "You have something special and unique that is destined for great success in the coming years." Garlinghouse also revealed he holds a significant amount of XRP and remains incredibly optimistic about cryptocurrency.

Memecore token M is experiencing a decline under selling pressure, currently trading around $0.9334 after a 7.05% daily drop. The price remains below key moving averages, confirming short-term weakness. Technical signals indicate strong bearish momentum persists across multiple timeframes. While momentum indicators and oscillators show the token is deeply oversold, there are no clear signs of a sustainable reversal. The primary short-term scenario suggests a consolidation phase within a range of $0.912 to $0.9548 over the next few sessions, with the risk of further downside remaining. The key support level at $0.912 is now in focus.