
Cryptor
5K posts

Cryptor
@Cryptor_dot
Agentic degen. Head of https://t.co/ZxOuMvMg66 community.
Katılım Kasım 2023
1.3K Takip Edilen840 Takipçiler

@0xyoussea you guys still have Bazaar discovery issues, only CDP txs are being discovered
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A complete breakdown on Hermes + Grok.
Your X subscription just got way more useful:




hoeem@hooeem
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People said there were no vibe coded startup successes.
One founder + AI, just raised $30M with $10M ARR.
The future is here, just not uniformly distributed.
Ben Cera@Bencera
Polsia just raised $30M at a $250M valuation. Approaching $10M annual run rate. One Founder + AI. Zero employees. Polsia runs companies autonomously. It also ran its own fundraising. I just showed up for signatures.
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JUST IN: smart money is accumulating $NEAR 👀
the deeper you look, the less this feels like another normal L1 play.
most of crypto is still competing over “fastest chain” narratives, but NEAR has been building around two important topics:
Privacy & AI
I’m bullish and they’ve been shipping products
→ NEAR Intents already process around $45M in daily organic flow
→ Over $18B in lifetime swap volume across 40+ chains
→ Confidential Intents pushing private execution
→ Infrastructure designed for AI agents to transact
source: DefiLlama
$NEAR ripped over 33% in the last 24 hours
@blknoiz06 said this during his stream:
‘’If AI agents become a real part of the internet economy, they’ll need permissionless rails to transact because traditional systems were never designed for autonomous software.’’
that’s the lane NEAR is positioning itself in
> the privacy integrations
> AI infrastructure
> cross chain coordination layer…
all connects when you zoom out
and the market is only just starting to connect the dots now
disclaimer: I was late to it, but finally copped a $NEAR bag last week and plan to hold for a while

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@zacodil by the way how is @auroraisnear doing? is it still relevant?
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NEAR is pumping. Here's why:
> Arthur Hayes essay. Hayes groups NEAR + ZEC + HYPE as his top basket. Calls NEAR his favorite shitcoin. The single biggest retail trigger.
> NEAR is the privacy execution layer. ZEC is pumping. The actual trading flows through NEAR Intents + confidential shard + confidential swaps. Best privacy stack on market. Confidential transactions already 42% of volume.
> Bitwise NEAR ETP. Bitwise announced significant inflows into their NEAR Staking ETP (per Bitwise CIO Hunter Horsley). Institutional money is buying.
> NEAR Intents buybacks. $19B+ cumulative swap volume generates real fees that buy back NEAR. Hyperliquid-style revenue model with verifiable cash flow.
> AI pedigree. Co-founder Illia is one of 8 authors of "Attention Is All You Need" - the original Transformer paper. When AI narrative hits crypto, NEAR has the cleanest founder story.
> AI products shipping. Automatic PII anonymization for LLM prompts. Confidential inference APIs. Only crypto featured at NVIDIA's dev conference.
> Dynamic Resharding + PQ signing in upgrade 2.13. Automatic horizontal scaling and post-quantum security in one June release.
> Cross-ecosystem endorsements. Both David Hoffman (Bankless, ETH-aligned) and Mert (Helius, SOL-aligned) publicly calling NEAR underrated. Rare to see voices from rival ecosystems agreeing.
> Bermuda government pilot. On-chain car registration and installment payments. Real government adoption.
> Clean tokenomics. Inflation cut from 5% to 2.5% in February. Full supply unlocked. No vesting overhang.
> Chart breakout. Multi-year descending trendline broken. Open interest at fresh highs.
Multi-vector pump. Each catalyst validates the next.
CoinGecko@coingecko
INSIGHT: $NEAR is the top trending coin in the past 3 hours, up 27.5% to $2.25.
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completely different beasts
decentralization isn't even the moat there
venice by the end of the day is just openrouter with a privacy feature
diem is a nice primitive but it's more of the customer acquisition tactic and a liability asset to venice
usepod on the other hand, does everything venice does, and
- all models, not just opensourced
- enables realtime inference price discovery, good for market and users, plus, this is where you can build inference futures market on top
- composable with diem, i.e. you can sell your unused compute allowance on usepod, huge unlock
- composable with subscriptions, i.e. you can even sell your unused openai or claude sub credits, another huge unlock
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now that i've sold most of my Venice position.
Here are few things i will say:
when it becomes a consensus trade in all of CT most of the returns are done.
i am happy with my 10x return in a bear market.
no one on CT actually uses the product. they will do TA, FA but no one bothers to actually use the product so all the analysis and their takes have flaws.
$VVV is over valued at these levels, doesn't mean it can't go higher.
$DIEM is a great asset if you use inference.
Venice is great if you use agents or their app. Infra / API still needs to catchup with Open Router.
most of the crypto AI projects are a grift. all of their token will go to zero in a few months.
decentralised training just like decentralised gaming or decentralised social or decentralised - will fail
decentralised inference is a huge opportunity but no one is building it.
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After listening to Illia’s interview on Medici Level Up, I think CT is framing $NEAR completely wrong.
People keep trying to classify it as:
- an AI infra play
- a chain abstraction play
- an intents/payment layer
- an agent framework
But Illia’s actual thesis is bigger:
“AI in the front end, blockchain in the back end.”
NEAR is building a vertically integrated stack for the agentic economy:
- private/verifiable AI inference
- IronClaw agents
- AI-to-AI contracts + escrow
- intents across 35+ chains
- NEAR as the settlement + trust layer
And the key line:
“NEAR token is effectively looped into everything.”
1. Inference
2. Payments
3. Intents
4. Security
5. Storage
Not every new token for every new project, just single $NEAR for all of this.
Most L1s are optimizing one layer.
NEAR is trying to own the whole AI → commerce → settlement loop.
Still feels mispriced.

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never trust this mf @senamakel, he has some shady history of token launches, I bet this shit $openhuman wan launched by him

0xCB.base.eth 🤖@0xCB27
I told you? $openhuman
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@NousResearch in your personal opinion what model would you choose for the main brain?
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