zac

crypto enthusiast, futures trader

[TraderSZ @trader1sz]

They’re going to pump $NEAR next aren’t they

[Ansem 🐂🀄️ @blknoiz06]

"& here, we, go 🃏🃏🃏"

[Anglio @anglio]

$NEAR needs to break 3$ then it turbo sends to 4-5$

[NEAR Protocol @NEARProtocol]

Quantum is coming.

And most systems weren’t designed for the shift.

Upgrading cryptography at internet scale will be no small task.

Read more on how NEAR is preparing for the post-quantum era. 👇

[MSB Intel @MSBIntel]

BREAKING: $NEAR recorded $1.11B in 24-hour trading volume.

[MSB Intel @MSBIntel]

BREAKING: NEAR flipped Solana in daily flows.

[MSB Intel @MSBIntel]

BREAKING: $60B asset manager Grayscale says NEAR could play a key role in AI agent commerce.

[zac @0xzacy]

@trader1sz near thesis?

[zac @0xzacy]

@blknoiz06 near

[WallStreetBets @wallstreetbets]

sheesh $NEAR looks good here

$5B is a clear magnet. $10B doesn't feel crazy either.

privacy x AI x crypto is the what leads the next bull run

this one has the trinity.

[Ansem 🐂🀄️ @blknoiz06]

whens the last time we had this many alts up 15%+ in a day?

[zac @0xzacy]

@andyyy $near

[Loshmi @loshmi]

ok so here are my full thesis on $NEAR and why i believe it's still insanely undervalued

near intents did 542k unique paying users in the last 30 days. half a million ppl paid actual fees to use the product. no points farm no airdrop hopium no incentives subsidizing volume. they paid because it WORKS

now you stack the rest:

- $19.2b cumulative swap volume
- $33.5m in real protocol fees
- 25.6m total swaps executed
- $51m+ daily volume running rn
- usdt and usdc are 53% of 24h flow which means agentic stablecoin commerce is live in production

most of crypto talks about yield, token gets airdropped stake to earn 200% apy price dumps the second emissions stop exit liq acquired

well near intents is the opposite shape

users pay fees because the product works fees route into $near buybacks loop closes without subsidy

542k paying users. $33.5m in fees. $3.1b mcap. ZERO unlocks ever.

now lets talk about why $near fits both in privacy x AI meta

privacy meta:

every privacy coin uses near intents. near is the picks and shovels of the entire privacy run so far. ironclaw and https://t.co/vWukrNH172 integration brings confidential computing aka verifiable private ai inference. if privacy keeps running near eats regardless of which coin wins the surface narrative (see where i am getting at?)

ai meta:

near has been heads down on ai for 4 years from a blockchain angle. they were the only crypto chain invited to the nvidia conference. not pay to play. personally invited by nvidia. that doesnt happen by accident

so you have a chain that:

- is foundational infra for the two hottest narratives in crypto (ai and privacy)
- ships a product doing $51m+ daily volume with no incentives
- routes real fees into buybacks
- has zero unlocks ever
- sits at $3.1b mcap

yes sure there is dilution. but even at current inflated supply $10 is ath fdv. thats 3-4x from here just to retag ath while they execute on the two narratives the entire market is rotating into

ai agent revenue hasnt even started flowing yet. intents is already cash flow positive without it. when agentic commerce scales near is the rails everything runs on

that's pretty much it, thanks for reading my yapping

end talk

- Loshmi

[Andy @andyyy]

Arthur Hayes goes full bulltard on us with the near:native, zcash:native, hyperliquid:native trifecta.

In this episode we cover:

- Arthur's mental model for current AI/macro landscape
- Why Illia has been so dead set on privacy and AI for 10+ years
- Hyperliquid thesis (and Arthur's BitMEX roots)
- The "20x on NEAR, 5x on ZEC" that could be coming
- Who wins in the future agent world
- NEAR intents and AI Agents
- Why privacy is the final 1000x

Absolute banger for y'all on this fine Memorial Day, enjoy.

[Ansem 🐂🀄️ @blknoiz06]

$HYPE already at ATHs
$VVV already at ATHs

$ZEC & $NEAR pending IMO

[RJ @RJtradescrypto]

$NEAR

Remember when everyone was mentioning $ZEC in the first rally, it went alot higher than people expected and alot of people were saying if ZEC goes up, the market tops. ZEC just continued to run much higher than people expected.

Same appears to be happening with near, alot of people are in it, insane mindshare on Twitter but also alot of skeptics saying whenever. NEAR goes up market tops. I think it might suprise alot of people.

[Crypto Tony @CryptoTony__]

FULL SEND $NEAR

[Market Watcher @watchingmarkets]

I bought more near:native

fully diluted, no overhang AI agents need a chain, NEAR is building the rails, intents are the UX unlock nobody is talking about, unlocking value from agentic AI & privacy protocols, revenue picking up quietly while everyone is distracted, watching closely and DCA'ing into the agentic AI x chain abstraction narrative

[NEAR Protocol @NEARProtocol]

Who powers secure AI agents, confidential transactions, and intent-based execution at scale?

Arthur Hayes (@CryptoHayes) and NEAR Co-Founder Illia Polosukhin (@ilblackdragon) just laid out how the privacy revolution runs on NEAR. 👇

[Ansem 🐂🀄️ @blknoiz06]

look at dis sexy mf