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Bitwise’s latest bet: your AI assistant will eventually need spending money. 🎰

The Bitwise NEAR ETF (NRR) launched today on the NYSE as the first U.S. spot $NEAR ( ▲ 3.82% ) exchange-traded product. Bitwise also intends to stake the holdings. It cited roughly 5% annualized network staking rewards, but that is neither a guaranteed return nor the fund’s net yield.

Rewards accrue to the fund rather than arriving as a promised 5% paycheck.

Other NEAR products? Yes, but the geography and labels matter. Europe already has the 21Shares NEAR Protocol Staking ETP and Bitwise’s own NEAR Staking ETP.

Why NEAR? Bitwise sees a transaction layer for AI agents that book trips, make payments, and trade on users’ behalf. Its thesis is that those agents need fast, inexpensive settlement without depending on one centralized custodian.

There is usage behind the story, too. Bitwise says NEAR Intents has processed more than $32 billion, versus under $1 billion a year earlier. That is transaction volume, not revenue or proof that robots made every trade. And I’m not entirely sure if that’s measuring the NEAR Intents volume or not, too. 🧠

Today's scan through Stocktwits' MCP, which tickers look like there’s still room on the bus, which tickers have a bus already on the move, and which tickers just found out the transmission is dying and it can’t go up the hill any more.

Not trading or investment advice, just a way to use the Stocktwits MCP to find ideas.

We’ll revisit next week. Maybe. It’s Stocktoberfest next week and I’ll be there, so no promises. 🫡

Written by yours truly. Super data heavy. Right up your alley. 👀

It’s once a week, on Mondays. Let me know what you think! 👇

$CHZ ( ▲ 3.54% ) kept doing the sports thing and now FOX Business is explaining Fan Tokens from a college football stadium. Somebody check on the companies that pivoted to AI last Thursday. 😕

To be perfectly honest, this is fun to write about about because Chiliz isn’t a giant across crypto or tokenization entity. In sports fan tokens, though, it’s a leader. The company picked sports, built around sports, and somehow resisted the irresistible urge to become a data center with a token attached. No emergency pivot into AI infrafaketure. Just the business it actually knows.

Socios.com’s partnership with Playfly Sports brings LSU, Maryland, Michigan State, Penn State, and Texas A&M into the first wave of U.S. college Fan Tokens. The stated goal: 30 university athletic departments within 12 months. THIRTY. We are talking about fan bases that consider a Saturday loss a legitimate family emergency (thanks Hawkeyes).

Now, nobody gets to confuse television coverage with adoption. These programs still have to deliver, the expansion is a target, and tokens can lose resale value. But HOLY HELL. A specialist stuck to its specialty, built the relationships, and earned a shot at one of the loudest sports markets on Earth.

Competence. Focus. Continuity. In crypto? Someone call security. 🔐

I’ve received some questions to look at $QNT ( ▲ 10.74% ) because, well, it’s moved a lot. And when I say a lot, I mean +475% over six days (Sept 21 to Sept 26).

You know when you look at your checking account and see the initials ACH? That’s Automated Clearing House, the payment system behind direct deposits, bill payments, and bank transfers. Adult life, abbreviated.

A company called The Clearing House operates one of those ACH networks, EPN. It reported averaging 82 million ACH transactions daily in March 2025. Its network handles roughly half of U.S. commercial ACH volume.

Across all its payment networks, The Clearing House clears and settles more than $2 trillion daily. That figure includes wires, ACH, check images, and instant payments. Not ACH alone.

On September 24, 2026, that company selected Quant to power its On-Chain Money Initiative, a new network for tokenized bank deposits. Slightly more substantial than getting your logo onto a conference lanyard.

Here’s what Quant got hired to do:

One distinction before the price targets acquire extra zeros: the announcement doesn’t quantify required QNT purchases or token lockups. The Clearing House’s existing payment volume is not a QNT buy order. Yet. ⏲

$ENS ( ▲ 6.04% ) Labs and GLEIF are exploring a way to connect ENS names with verifiable Legal Entity Identifiers, or vLEIs. Applications could then check which organization stands behind an on-chain name. 🪪

Well, that’s a good idea. A familiar logo and a wallet address probably shouldn’t qualify as corporate identification.

An LEI is a globally standardized identifier for a legal entity. The vLEI makes that identity digitally verifiable, including the authority of people acting for the organization. ENS supplies the readable name.

Under the proposed approach, both the ENS name owner and the organization would authorize the connection. Applications could independently verify it. Less “trust me, I’m Accounting.”

That could help institutions identify counterparties across multiple wallets and networks. Tokenized funds and securities could carry a consistent, verifiable connection to the organization behind them, even as infrastructure changes.

The work is still in development, with a proposed ENS standard intended to give integrations a common approach. 👍

Email me, Jonathan Morgan, feedback; I’d love to hear from you. 📧
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Author Disclosure: The author of this newsletter holds positions in AVAX, ADA, PUDGY, WLD, NEAR, INJ, LTC, LINK, ZEC, XLM, and FET. 📋