NEAR Intents had its best fee month of the year in September. That followed NEAR's move to make Hyperliquid perps private by default. Deposits from other chains reach those positions through swaps on NEAR Intents. Privacy also gives users a reason to keep funds on NEAR Intents between trades. Confidential balances there passed $70M on launch day. This could be an early sign that demand is turning into real usage.