Contained Account Breach

NEAR AI’s account resets, SGLang patch, and restored inference service prove sufficient, with no evidence that encrypted Brave Leo chats or broader customer workloads were accessed. This is the most likely path because the company has already restored service and quantified the compromise at about 100 accounts.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.