Paolo

In cryptography we trust

[Paolo @Paol0888]

@MKjdaG Umm…you know “.Turbo” is from turbo chain which runs as a customizable EVM-compatible virtual chain on Aurora (which itself settles on NEAR Protocol)

[Vadim (AI, ⋈) @zacodil]

Nice to see people loving NEAR's dynamic resharding. But I want to flag what it actually is: not a 2026 feature, but the payoff of a bet NEAR placed on day one, to shard the chain.

Sharding splits the chain into parallel lanes so no single lane jams. But there's a catch. To check a lane, a validator (a machine that verifies the chain) normally has to store everything in it, so the number of lanes is capped by what one machine can hold, and adding a lane meant a slow, coordinated, network-wide upgrade. Real sharding needs validators that can verify a lane without storing it. That was the missing piece for years.

NEAR shipped it in 2024, and that's the actual breakthrough: stateless validation. A validator now checks a lane from a small proof package, a slice of data plus a cryptographic receipt that it's correct, and never stores the lane. The correctness of a split is proven inside that package. So lanes stop being capped by one machine, and a lane can even split while the traffic is still moving. Dynamic resharding is that capability put on autopilot.

This is why almost nobody else has it. Solana, Sui, Aptos, Monad never sharded, so they never needed it: one big machine does everything. That has a cost, though. A single machine has a ceiling, so the harder you push it the more brutal the hardware gets and the fewer people can run a node, and a big enough spike can stall the whole chain. Ethereum does need sharding's relief, but its original data structures make those proof packages huge, so getting there means migrating its entire live state to a new design, a multi-year job they keep redesigning, and once Ethereum pushed scaling onto L2s the urgency drained out. NEAR is the rare chain where sharding was the whole thesis, so solving this was do-or-die.

And the bet keeps compounding. NEAR adds capacity by adding lanes while staying one road, one shared state, no bridges. Ethereum scaled by splitting into 20+ separate roads (its L2s), and this March it had to launch a whole project just to glue them back so they can talk instantly again. NEAR never split the road.

So enjoy dynamic resharding. Whether the agent traffic it's built for actually shows up is a separate question. The engineering under it is a years-old bet finally cashing out.

[Paolo @Paol0888]

@lukepierceops Blueprint

[Paolo @Paol0888]

@sal_ternullo So 3.5x to catch up and then growth aligned with intents growth, which in turn is tied to total market cap growth. Plus AI agent fees unknown but likely exponential from here, just beginning but optimistically inevitable.

[Paolo @Paol0888]

@ilblackdragon @narkmeta I would love to see a near ai chatbot seeded on the total near knowledge base.

[Paolo @Paol0888]

@alex_scharrer All on a seamless wallet, NEAR is becoming unstoppable.

[Paolo @Paol0888]

@CryptoJohnV31 @noBScrypto Commissions used to buy back and burn. At this rate deflationary NEAR becomes a possibilty.

It’s POC though for the market efficiency of the intents-solver model. Which is positioned to be the settlement layer for agents, involving real world assets and work.

[Paolo @Paol0888]

@ilblackdragon @puckrin NEAR is positioned in exactly the right place at the right time. Growth will be explosive.

[Paolo @Paol0888]

@cooperwest @awscloud @NEARProtocol @near_ai @ilblackdragon @AlexAuroraDev @alex_scharrer They have months not years to make it happen. Like NEARIntents had PMF, so will NEARAI, as will NEAR . Everything in place now. It’s just a matter of time.

[Paolo @Paol0888]

@martypartymusic The mechanism stops when traders become investors. No one says HODL anymore. When you can still make 100x on say NEAR why mess around in the traps and trenches. Buy hold forget.

[Paolo @Paol0888]

@chronear The architecture to solve any incentivised problem.

[Paolo @Paol0888]

@Adn4n_0 @EliBenSasson The matrix glitches a little at first, triggering the all at once.

[The Rollup @therollupco]

NEW EP: How to Invest in the Intents Economy with Haseeb Qureshi, Avichal Garg, & Matt Kummel

Intents are reshaping the way we navigate Neo Finance, but where does value actually accrue?

In today's episode, we sit down with @hosseeb, @avichal, and Matt Kummel to break down:

- Why NEAR Intents Hit $10B in Volume
- The Intents Investment Thesis: Where to Allocate Capital
- Value Accrual Across the Stack (Apps, Protocols, Solvers)
- Network Effects & Competitive Moats
- The Stripe/Twilio Comparison for Cross-Chain
- Why Institutions Will Drive Trillions in Intent Volume
- Physically Delivered Assets vs. Derivatives
- The Agent Economy & AI's Role in Intents

Full episode links below.

Timestamps:
00:00 Intro
01:09 Matt Hummel Introduction
01:36 Investing in the Intents Stack
02:55 NEAR Investment History
04:37 Intents Stack Value Accrual
06:11 $10B Volume, 500K Users
08:45 The Stripe/Twilio Analogy
10:02 Monetization Strategy & Fee Competition
11:33 Hibachi, Trezor, YEET Ads
12:27 Centralized Exchange UX in DeFi
13:33 Market Structure & Solver Economics
16:15 User Experience & Value Delivery
17:25 Winner-Takes-Most Dynamics
19:01 Network Effects & Scaling Strategy
21:11 Physically Delivered Assets vs. Perps
21:38 infiniFi, Halliday, Kalshi Ads
22:50 Structural Risks to the Intents Thesis
23:24 DeFi Growth & AI Agent Economy
26:59 Counterparty Risk for Institutions

[Paolo @Paol0888]

@cryptofergani NEAR Intents solved this: zero MEV leakage, off-chain solvers, $10B volume traded, wild routes unlocked (any asset/chain, no bridges).

https://t.co/ltCXyYw1VE

[agentyoda @chainyoda]

Why @near_intents:
1. Onchain trading for assets people want to trade
2. Rapid integration through the 1Click API
3. No MEV leakage: Offchain execution/no public mempool
4. Tiny footprint: No contracts to deploy
5. Fast & cheap settlement using scalability of NEAR
6. Privacy

[NEAR Protocol @NEARProtocol]

Check out Illia (@ilblackdragon) on the Solana Breakpoint 2025 stage 👇

NEAR Intents - The Universal Liquidity Layer

[NEAR Legion @NEARLegion]

December 2nd: Squads coming soon, Livestream at 12pm ET Wednesday, DeepSeek V3.2, MindAptiv Efficiency, Finetuned Models Outperforming Generic Frontier Models 👇

[Paolo @Paol0888]

@dleer_defi @ConsumerFi @NEARProtocol “NEAR *is* singularity”👌. Any links for further information? Are the models available now? How do we access them?

[Paolo @Paol0888]

@NEARProtocol Great video, nice post, but no information on how to access these models, and what they offer compared to general centralised models.

[Paolo @Paol0888]

@kain Dream team!

[Paolo @Paol0888]

@ilblackdragon @marcuslayerx The time is NEAR!