People who subscribe to the philosophy of “agree to disagree” are often the most intellectually unserious and insincere. They don't even take their own opinions seriously. every opinion has a base and a price, and once you understand its implications, you realize there is no such thing as simply agreeing to disagree. Sometimes, you have to kill each other. That's precisely what differences mean.
Met 20+ funds in London so far, and the conversation has moved well beyond "what is NEAR?"
Now it's Intents fee capture, buybacks,
emissions cuts, AI product growth, the agent trading TAM and institutional strategy.
PMF, revenue and value accrual have become the bar
@familiarcow precisely why we were able to build https://t.co/zlfHXXXg2R in the first place while tinkering around with accounts and contracts and create a meta layer for nfts
only possible on near xD
https://t.co/5Ikn5tpk2g
Why @DeFiShardsxyz is +EV in this market:
Every DeFiShards NFT is not just a JPEG. It’s a solo vault seeded with 2 $NEAR, deposited at mint. This base amount is fully refundable during a burn/sell event.
Now here’s the caveat: $NEAR currently trades at an ~85% discount from its ATH.
A simple reversion in the next alt season would imply a 6-8× increase in the refundable value ($ terms).
And that’s without counting:
- Additional fungible assets wrapped at mint
- Airdrops accumulated along the way
- The unique programmable vault mechanics
No other NFT combines downside protection + asymmetric upside like this.
What you’re holding isn’t just art.
It’s a liquid JPEG with convexity built into its code.
The question isn’t why DeFiShards?
It’s: why aren’t you already Shardmaxxing? 💫
Building for the NEAR Hackathon, I'm starting to better understand the unique things you can do on this chain and why it's made for agents.
For example, I didn't know you can literally change the keys or seed phrase associated with your account. Like if I accidentally leak my phrase somewhere, I can just issue a new one and revoke access to my old one. Same account, just signed from fresh keys.
Same with delegated account access. Makes it so easy to deploy onchain - I can just delegate access to my agent, they can ship, then I can revoke their keys afterwards.
Very smart design. I'm sure there's much more that I'm not aware of yet either. Now let's just hope I can ship fast enough to make it before the deadline 😅
The hardest truth is that your greatest work may be seen by no one, and yet you must do it anyway, for the one who watches is you.
—Friedrich Nietzsche