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BTC 
NEAR 
UNI 做市商Wintermute：NEAR Protocol成AI加密资产资金流入的最大受益者
尽管整体山寨币市场表现疲软，做市商Wintermute（@wintermute_t）指出，NEAR Protocol（@NEARProtocol）已成为流向AI关联加密资产资本的主要受益者。据CoinGecko数据引用显示，$NEAR代币在过去30天内涨幅高达110%。
逆势上涨：山寨币普跌背景下的突出表现
这一涨幅与更广泛的市场走势形成鲜明对比。在此期间，中位数山寨币下跌了3.7%，UNI更是暴跌15.8%，导致前66大市值资产中有55个处于下跌状态。比特币在第四周结束时下跌3.2%，收于83,000美元附近。
Wintermute分析认为，投资者并未完全撤离加密货币市场。交易员并未大规模逃向法币，而是将资金重新配置到以人工智能为核心的科技叙事中。从传统去中心化金融（DeFi）平台流出的资金转向了AI关联代币，而NEAR正处于这一流动的中心。
NEAR反弹的两大驱动因素
报告指出了推动NEAR上涨的两个主要驱动力：
第一，网络对后量子数字签名的支持。According to Coincub, the mainnet upgrade on July 20, 2026, enabled the use of ML-DSA-65 signatures that meet FIPS-204 standards. Recently, NEAR announced that accounts can now utilize ML-DSA—a type of signature designed to withstand quantum computer attacks. Owners can obtain protection without having to transfer their assets. This information was reported by CoinCentral.
Secondly, market position adjustments have led to bearish pressure on certain assets. Funds that previously shorted NEAR during the rally encountered bearish pressure, forcing them to cover their short positions, which further drove up prices. It’s worth noting that Wintermute also pointed out that while “post-quantum signature support” and “bearish pressure” were mentioned as reasons, they couldn’t determine the exact weights of these factors, so the precise impact of each factor remains unclear.
The overall macro environment remains high-risk.
This market movement occurred during a week when digital assets were performing poorly. According to data compiled by Bitbase, Bitcoin spot ETFs experienced a net outflow of $679 million, while Ethereum ETFs saw a net loss of $542 million. The overall decline was driven by the hawkish stance of the Federal Reserve and the rise in US Treasury bond yields.
Wintermute is cautious about the prospects of altcoins. The report emphasizes that stable long-term bond yields and a return to net inflows for Bitcoin spot ETFs are necessary conditions for sustained market recovery. The report clearly states that in any situation like this, one should avoid investing in low-quality altcoins.
此外，美国9月消费者物价指数（CPI）报告被视为关键指标，用于判断能源通胀是否正在蔓延至核心通胀领域。目前来看，NEAR的强势表现展示了资金在加密市场内的选择性流动：AI关联代币正吸引大量资金流入，而包括DeFi项目在内的多数山寨币市场仍承受压力。
