Zielinski Investments

The investment firm of the future.

[Zielinski Investments @ZielinskiInv]

After months of research, I’ve come to believe that the next great technology convergence will be AI + Blockchain.

AI provides intelligence. Blockchain provides ownership, coordination, identity, and value transfer. Together, they can power autonomous digital economies.

That thesis ultimately led me to the NEAR ecosystem @NEARProtocol. NEAR sits at the intersection of AI and Blockchain, is focused on usability and onboarding, and is building toward a future where AI agents can participate in the global economy.

Within that ecosystem, I’ve focused on BLACKDRAGON @dragonisnear as the dominant cultural asset and BLACKDRAGONFOREVER NFTs as scarce digital collectibles tied to the community’s earliest days.

My thesis is simple:

AI + Blockchain becomes a major global technology trend.
NEAR becomes a leading ecosystem.
The strongest ecosystem assets benefit alongside it.

Time will tell if I’m right, but that’s where I’m placing my long-term bets.

#AI #Blockchain #NFTs #Memecoins

[Zielinski Investments @ZielinskiInv]

I really don’t care what any influencer, VC, or large investor says about NEAR.

My investment thesis isn’t based on a single person’s opinion. It’s based on my belief that AI + Blockchain will converge over the coming decades and that NEAR @NEARProtocol has positioned itself well for that future.

Market participants will buy. Market participants will sell.

I’m using the recent weakness to continue building my BLACKDRAGON @dragonisnear position and expect to reach 100B tokens soon.

If my thesis is wrong, I’ll own it.

If my thesis is right, today’s volatility won’t matter much in the long run.

#AI #Blockchain #NFTs #Memecoins

[NEAR Protocol @NEARProtocol]

The quantum threat to blockchains is straightforward:

If signature schemes become breakable, private keys can be derived from public keys.

Quantum-safe cryptography exists.

The challenge is migrating users, assets, and applications. NEAR’s account model address this by design.

[NEAR Legion @NEARLegion]

Moscow builders 🇷🇺 get ready for a hands-on AI Agents workshop this weekend!

We're back with another meetup in Moscow: Intro to AI Agents pt. I with @danseyka on June 7.

Dive into @IronClawAI, learn how autonomous agents work, and build your own custom AI assistant directly in Telegram.

Register below ↓

[Alex Shevchenko 🇺🇦 @AlexAuroraDev]

You dumped, we don’t give a fuck, we buy back.

Over the last 7 days, NEAR Intents generated ~$1M in fees for NEAR buybacks.

[Zielinski Investments @ZielinskiInv]

The crypto market got hit hard today. Bitcoin, Ethereum, NEAR, and BLACKDRAGON all sold off alongside the broader market.

I didn’t sell a single BLACKDRAGON @dragonisnear.

My thesis has never been about what happens in a day, a week, or even a year. It’s about the long-term convergence of AI + Blockchain and the role NEAR @NEARProtocol and BLACKDRAGON could play in that future.

Volatility is temporary. Thesis first.

#AI #Blockchain #NFTs #Memecoins

[Illia (root.near) (🇺🇦, ⋈) @ilblackdragon]

May was busy for NEAR but June is going to be busier.

So much is cooking across all pillars.

[Zielinski Investments @ZielinskiInv]

One of the reasons I’ve become increasingly interested in the NEAR @NEARProtocol ecosystem is that they appear to be thinking beyond the next market cycle.

While many projects focus on short-term narratives, NEAR is investing in AI, chain abstraction, user onboarding, privacy, digital identity, and even quantum-resistant infrastructure.

None of these things guarantee success.

But when evaluating a platform on a 10–30 year horizon, I care more about long-term vision and execution than the next bull market.

The future belongs to the builders who are solving tomorrow’s problems today.

#AI #Blockchain

[Zielinski Investments @ZielinskiInv]

@NEARProtocol Great to see NEAR getting ahead of quantum computing!

[NEAR Protocol @NEARProtocol]

Preparing NEAR for the Quantum Era: https://t.co/etZZFUeAFi

[Zielinski Investments @ZielinskiInv]

BLACKDRAGON @dragonisnear is up about 5% on the 24H to a roughly $1.6M market cap.

NEAR @NEARProtocol is up about 10% on the 24H.

#AI #Blockchain #NFTs #Memecoins

[Black Dragon | Ecosystem (🐉,⋈) @dragonisnear]

$NEAR was chosen to lead us into the Privacy Revolution

[Black Dragon | Ecosystem (🐉,⋈) @dragonisnear]

You can’t buy this type of conviction and purpose

[Illia (root.near) (🇺🇦, ⋈) @ilblackdragon]

Solving quantum algorithms with AI by @eigencloud. Science is accelerating and open source is going to drive that.

NEAR is shipping post quantum crypto end of Q2 to make sure everyone has time to upgrade.

[Zielinski Investments @ZielinskiInv]

BLACKDRAGON @dragonisnear is up about 26% on the 24H.

NEAR @NEARProtocol is up about 14% on the 24H.

#AI #Blockchain #NFTs #Memecoins

[NEAR Protocol @NEARProtocol]

ICYMI: Leading research desks, macro analysts, and reporters have all been covering NEAR's key role in the privacy renaissance, across both DeFi markets and AI.

A roundup 🧵

[Zielinski Investments @ZielinskiInv]

BLACKDRAGON @dragonisnear is up about 10% on the 24H.

#AI #Blockchain #NFTs #Memecoins

[Black Dragon | Ecosystem (🐉,⋈) @dragonisnear]

Legion SF has been at it all day…looking forward to seeing how different projects are leveraging private inferences and IronClaw

[NEAR Protocol @NEARProtocol]

What NEAR shipped this month:

✦ NEAR Intents crossed $19B+ in all-time volume and 25M+ total swaps.
✦ Confidential Payments went live on https://t.co/1n0j8823BT with Universal Send.
✦ $VVV is live on NEAR Intents and https://t.co/1n0j8823BT.
✦ Illia Polosukhin (@ilblackdragon) and Arthur Hayes (@CryptoHayes) discussed the Privacy Renaissance on @therollup.
✦ NEAR AI and the Government of Bermuda partnered to deploy AI-powered public services.
✦ NEAR Intents began powering cross-chain swaps in Ledger Wallet.
✦ IronClaw released version v0.28 “IronClaw Reborn”.
✦ NEAR Intents integrated private USDC payments for the NEAR AI Agent Market.
✦ NEAR Intents
 joined the strkBTC Federation.
✦ NEAR AI shipped automatic PII anonymization.
✦ NEAR introduced Dynamic Resharding.
✦ NEAR AI and FailSafe launched AttackBench.
✦ NEAR hosted events at Consensus Miami and the SALT Digital Finance Forum in Bermuda.
✦ https://t.co/1n0j8823BT referrals went live
✦ The Bitwise NEAR Staking ETP drew roughly $3M in inflows
✦ Trezu (@trezuapp) launched confidential treasuries

And much more.

[Zielinski Investments @ZielinskiInv]

The BLACKDRAGONFOREVER NFT floor price is up 8.17% on the 24H. @dragonisnear

#AI #Blockchain #NFTs

[Zielinski Investments @ZielinskiInv]

After months of research, I’ve come to believe the future of AI and blockchain is not fully decentralized and it’s not fully centralized.

It’s hybrid.

AI will provide intelligence. Traditional institutions will continue to play important roles. Blockchain will provide ownership, identity, settlement, coordination, and machine-to-machine commerce.

The key insight is that blockchain doesn’t need to capture 100% of the future AI economy for the thesis to work.

If blockchain captures even 10–20% of the economic coordination layer of the AI economy, the implications could be enormous.

One of the most important questions technology investors should be asking is:

What infrastructure will the future AI economy run on?

I believe blockchain will be part of the answer.

#AI #Blockchain