Max Musterman

42

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

There are ton of new and old devs building on NEAR in the past couple of weeks. Building itself got easier too, so it's really about what to build and how stand out to get distribution.

Few ideas I wanted to share:
- AI Tamagochi - use @near_ai to run verifiable inference from prompt encoded onchain, have each character as NFT with some $NEAR attached that pays for it's inference, add gamification with feeding, dressing. Can add all kinds of things on top with battle arena, competitions, etc.
- Universal checkout widget - let any merchant/app to add "checkout" button that allows to pay via intents from whatever wallet and chain user has. Offer it to merchants, try to get it into Shopify.
- AI encyclopedia with prediction markets - instead of community curation, every fact becomes a perpetual truth seeking market (Augur style). The final pages are generated by AI based on current market understanding.
- Private OTC market using 'private deals' from NEAR Intents. Currently there is no way to find counter party unless you already know you are transacting with. Create a more open way to communicate what are deals open and allow people to fill them via NEAR Intents.
- "Never get liquidated" - manage positions via NEAR Intents to keep lending and perp positions to maximize interest while not getting liquidated
- Event registration where funds get escrowed and let the host to check in guests. If guests have showed up - they split all contributed funds (prev project was called Kickback). Make crypto side events signups reliable again, now across any chain and any asset.
- Code review that is fully private - agent that verifiably privately runs code review on private PRs using @near_ai - Company cap table + all instruments around it to raise funds, accept crypto and support banking
- Delta neutral anything - take spot + perp controlled via NEAR contract that manages it via NEAR Intents.
- Private trading where you sell your viewing keys for people to follow/copy trade. NEAR Intents confidential trading is all private and so one can have a social trading app where people sell "keys" for only select people to see. PnL can be publicly displayed so people can choose to buy-in.
- Private medical second opinion - medical frontend that e2e encrypts and sends your data to NEAR AI to get second opinion from AI in guaranteed private way. Use it in combination with crypto and fiat payments. Allow to have custom prompts in NFTs that people can use as a way to get better expertise out of agents.
- Private Granola - desktop app that uses @near_ai to do private transcriptions but keeps all your records with you (and encrypted with your key backups). Use $NEAR staking as an alterantive to pay subscriptions.
- AI benchmarking with private test sets. Submit harness (or new model in hosted privately in @near_ai) and evaluate on private tests sets and see results that are certified for given model and given hash of test set, without revealing any data.

Distribution:
- Engage @NEARLegion
- Make sure your app supports every wallet via @aurora Intent Connect, so user from any chain can engage with it without bridging/figuring out NEAR
- Engage other communities by cross pollinating
- Don't forget about Product Hunt & similar product distribution
- And ofc X

[Spectra @spectra_finance]

https://t.co/30AqYZUX1I

[NEAR Protocol @NEARProtocol]

Confidential limit orders are now live on https://t.co/sryybkS1b8, for any assets from any chain.

Set your target price. It fills automatically when the market gets there.

Your order waits out of public view.

[Spectra @spectra_finance]

We celebrate one year of FXRP and a year of fixed-term markets built around it on Spectra @FlareNetworks.

23M+ FXRP units flowed into the protocol this year, counting raw FXRP and assets denominated in it, across thousands of wallets trading yield and providing liquidity.

• $50M+ in XRP yield trading volume this year
• $25M in DEX volume on XRP pools in Q1 alone
• 13.5M FXRP held in May, an all-time high
• #1 Spectra deployment by TVL: Flare, largely driven by FXRP

In June, the @GamiLabs FXRP Yield Prime MetaVault ran the first rollover across fixed-term markets at scale, carrying $4M+ into new pools while LPs kept their positions.

It was a historic milestone for the onchain economy. The vault remains the largest on Flare fully composed of XRP-denominated assets.

XRP markets → https://t.co/fO9j47Y9rf
MetaVaults on Flare → https://t.co/0rNJS9VCLX

Congrats to the Flare community on the first year of FXRP. Spectra is here for the XRP Finance movement taking shape on the network.

[NEAR Protocol @NEARProtocol]

Venice chooses NEAR.
https://t.co/0kYaKMzhp0

[Spectra @spectra_finance]

Spectra is now live on @StellarOrg

→ https://t.co/v4SVXa3BY0

Trade PT and YT through an order book from day one. First markets seeded by @GamiLabs, including deJTRSY, the Janus Henderson treasury fund tokenized by @centrifuge.

New use cases for the Stellar community ↓

[Spectra @spectra_finance]

Neobanks and money apps can use Spectra Principal Tokens denominated in tokenized stocks as a new way to onboard users.

Discounted NVDA, held to maturity, redeemable for more units over time.

That's an onboarding hook that didn't exist a month ago, and it can work for @ether_fi, @EthenaPay, @CoinbaseWallet or @revolut.

@Ulydev Spectra Co-Founder on where this could go, from his conversation with @portals_fi ↓

[Spectra @spectra_finance]

Spectra unlocks more opportunities for the growing holder base of @coinbase tokenized stocks, some of which are not accessible to most in TradFi.

Normally, holding 1 NVDAc in a wallet for a year leaves you with 1 NVDAc, worth whatever NVDA is worth by then.

A fixed-rate position denominated in NVDAc over that same year can end with more than 1 NVDAc, at a date known from the start, with the same price exposure the whole way.

Same conviction in the stock, with more units backing it, a way to hold Coinbase Tokenized Stocks that wasn't available onchain until now.

How does it work?

1. NVDAc goes into a yield strategy denominated in the same asset. That position earns a floating rate, and Spectra splits it into two parts: one holding the principal, one holding the yield.

2. The principal side can be obtained on the open market below what it settles at, and the gap between the two is the fixed yield, locked in the moment the trade fills.

3. At maturity, the principal position can be redeemed into a claim on the same NVDAc-denominated strategy it came from, for the number of units set when the trade filled. The strategy stays denominated in the stock throughout, so the fixed yield sits on top of that exposure.

Two paths, side by side.

a) Holding 100 NVDAc for a year ends the year with 100 NVDAc, tracking the stock the whole way.

b) Taking that same 100 NVDAc into a fixed-rate position at 5% can amount to a claim on 105 units of NVDAc exposure, redeemable a year out.

Same stock, same price movement, five more NVDAc units through Spectra.

The fixed-rate position isn't locked either. A Principal Token can be sold back into the open market at any time before maturity, priced at the prevailing market rate.

The fixed rate is set by the market at the time of purchase and varies with maturity and demand. The redemption path depends on the operator's strategy and on the tokenized stock issuer.

Fixed-term open markets for tokenized stocks, including AAPLc, GOOGLc, NVDAc, and METAc on the @base network:

→ https://t.co/hlKiJ2SRjX

Not available to US persons or persons in other restricted jurisdictions.

[IronClaw @IronClawAI]

IronClaw is moving into https://t.co/239OpS8SwC.

Same agent harness, same security model. It runs natively inside https://t.co/239OpS8SwC instead of as a separate product.

More on why below.

[NEAR Protocol @NEARProtocol]

GPT-6 Astra is now live on NEAR AI.

Go incognito today.

[Spectra @spectra_finance]

Spectra has been featured in the latest @base recap.

Permissionless markets for yield strategies denominated in Coinbase Tokenized Stocks, live now:

→ https://t.co/4EaKMZgskQ

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

General position for Intents is to as much as possible stop and deter crime. We didn’t build alternative financial system for it to be the play ground of criminals.

Hence SHIELD operation to aggregate as much data from various sources and turn it into signal when funds are getting quoted or deposited to prevent dark liquidity entering into Intents.

Intents are constantly being tested by North Korea, criminals who have hacked and stolen funds and money laundering directly associated with heinous crimes.

We are considering releasing an aggregate stats of all the SHIELD operations, but case by case cannot be legally commented.

For regular users there is nothing to worry and people can benefit from confidentiality without worrying that they can’t deposit this funds to their bank/exchange because the of mixing with criminals.

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

@Mr_Salio We need verifiable compute to guarantee that we are using the same model

[Spectra @spectra_finance]

Coinbase Tokenized Stocks now on Spectra @base

→ https://t.co/4EaKMZgskQ

Fixed-term markets denominated in AAPLc, NVDAc, and more. Yield trading on tokenized stocks.

Available in eligible jurisdictions outside the United States. Details ↓

[NEAR Protocol @NEARProtocol]

NEW https://t.co/VKjDqQwmrT LAUNCH

Your USDC can now earn yield confidentially with Earn vaults curated by @gauntlet_xyz and additional vaults curated by @628Labs on @talerfinance.

Your $USDC keeps working with you: swap it, send it, spend it. No withdrawing from the vault first.

Every https://t.co/1n0j8823BT launch means one less thing you need to do elsewhere.

Put your money to work today → https://t.co/1n0j8823BT

[NEAR Protocol @NEARProtocol]

Preparing multi-chain assets for a post-quantum future. Illia Polosukhin explains how NEAR gets there.

With Chain Signatures, Bitcoin, Ethereum, Solana, and stablecoins held via NEAR Intents can be secured with post-quantum cryptography and kept confidential, with protocol upgrades handling the transition automatically.

Confidential and quantum-resistant. A powerful combination for future-proofing your assets.

[Greenfield Capital @greenfield_cap]

1/ Who actually pays for priority on Ethereum?

Continuing our Block Building series, with the first half of a two-part deep dive into the state of Ethereum block building since 2024: The demand side.

We mapped Ethereum’s priority fee landscape since 2024 to understand which orderflow sources drive block values and how this composition of valuable orderflow has changed over time.

All data is available in a public, forward-maintained @Dune dashboard tracking how Ethereum’s orderflow landscape evolves.

Part II will examine how builders compete to serve this orderflow.
@JaschaSamadi

[Max Musterman @maxjuice2012]

RT @greenfield_cap: Running NEAR intents.

Greenfield Labs is live on @NEARProtocol mainnet as an MPC keyper: part of the threshold signing…

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

I just posted a proposal on the NEAR Governance Forum. I'm proposing a new type of protocol fund to pay for public goods and make token economics more sustainable for the long-term.

@NEARProtocol @NEARGovernance community members, please check it out and engage with the idea! I look forward to discussing with many of you in the coming weeks.

https://t.co/7RD3tSljch

[haenko(⋈,🇺🇦) @haenko21]

$NEAR team gave an autonomous agent $10k.

it reads twitter, scores sentiment, trades whatever it wants through intents. no market setup, no permissions, just quote and execute.

two months later: $14k.

the fund manager interviewing illia: "that's more than my fund made in that time"