NEAR protocol surged 39% in a single day, with rotation in the privacy sector triggering a market frenzy.
TL;DR
The NEAR protocol saw an actual increase of 38.93% today (exceeding the 25% mentioned by users), with trading volume surging to $1.33 billion. The privacy sector has become the strongest performing cryptocurrency sector in 2025, with an overall increase of nearly 80%, driving market capital rotation to spread to AI and infrastructure projects.
Core Analysis
NEAR Protocol Performance Analysis
Price dynamics :
- Current price : $2.77 (as of UTC time)
- 24-hour increase : +38.93%
- 7-day increase : +31.92%
- 24-hour trading range : $1.99 - $2.83
- 24-hour trading volume : $1.329 billion
Key catalysts :
- AI Agents Build Marathon Event Promotion
- AI Center Roadmap Released, Emphasizing AI-Native Application Development
- Advances in cross-chain abstraction tools (Chain Signatures/Intents)
- Wrapped NEAR trading volume reached $25.9 million - $40.5 million
Privacy sector rotation analysis
Sector Performance Overview :
| Privacy Currency | Price increase performance | Market position | Technical Features |
|---|---|---|---|
| Zcash (ZEC) | 78% weekly increase | 7-year high | Zero-knowledge proof privacy |
| Dash (DASH) | Significant growth | 3-year peak | Coin mixing technology |
| Monero (XMR) | Sector leading the gains | Core Privacy Coin | Ring Signature Privacy |
| Decred (DCR) | Rotation Benefits | Governance Innovation | Selective transparency |
Factors driving sector rotation :
- Privacy demand is recovering : increased privacy awareness is expected in the second half of 2025 (coindesk)
- Institutional Fund Inflows : Institutional Investors Begin to Focus on the Privacy Coin Sector (cryptonews)
- Changing Regulatory Environment : Intensified Bargaining Between Retail Investors and Regulators Over On-Chain Privacy (weissratings)
Market rotation effect analysis
Fund flow path :
- Profit-taking in major cryptocurrencies : Bitcoin fluctuates around $100,000 as funds seek new growth opportunities.
- Accelerated Sector Rotation : From Bitcoin ETF Narrative to Segment-Specific Rotation (beincrypto)
- Technological innovation spillover : AI, privacy, storage and other sectors will benefit in turn.
The rationale for benefiting NEAR :
- AI Narrative Resonance : The narrative combining privacy protection and AI applications gains market recognition.
- Technical Infrastructure : NEAR's cross-chain abstraction technology provides infrastructure for privacy applications.
- Liquidity Overflow : The Privacy Sector's Popularity Drives Valuation Reassessment of Related Ecosystem Projects
Technical Analysis
NEAR price trend :
- Breaking through resistance : Successfully broke through the key resistance level of $2.50.
- Trading volume confirms : A massive $1.33 billion volume confirms the validity of the breakout.
- Support level : $2.00 has become a new important support level.
Privacy Sector Technical Indicators :
- Zcash is trading at around $465, near its all-time high.
- The overall RSI for the sector has entered overbought territory, but the trend remains strong.
- Futures open interest increased by more than 20%, indicating increased institutional participation.
in conclusion
NEAR Protocol's 39% single-day gain benefited from two catalysts: its own AI technology roadmap progress and the liquidity spillover effect from the rotation within the privacy sector. The overall 80% gain in the privacy coin sector signifies that the crypto market has entered a new round of sector rotation, and this trend is expected to continue driving the valuation reassessment of projects with technological innovation and narrative value. Investors should pay attention to the rhythm of sector rotation and seize opportunities in technology infrastructure projects.