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NEAR is getting the dual narrative right: AI/L1 relevance plus a concrete product edge with confidential perps on Hyperliquid’s rails. That combination is rarer than pure AI narrative plays. HYPE remains the clearest pure play on on-chain perps dominance volume, OI, and fee mechanics that actually matter. If the Altcoin Season Index keeps grinding higher while these two keep delivering real product momentum, the rotation has legs beyond the usual narrative cycle.