RDR

@kunalgoel Agreed. But without the fee switched turned on, cross-chain value is not being accrued to ZRO token.

what you should take away from this is that LayerZero has probably the best tech team in crypto, and definitely in interop. Zero to Infinity.

@DamiDefi I dont think this includes revenue from Near Intents. @near_intents .

Top 10 AI Coins by Q1 2026 Revenue. Who's actually generating real money? $TAO: $43.2M $VIRTUAL: $2.87M $LINK: $2.1M $RENDER: $1.2M $IO: $0.9M $AKT: $0.74M $FET: $0.6M $PHA: $0.4M $ICP: $0.3M $NEAR: $0.15M This is the most important chart in AI crypto right now. Price follows revenue. Always has. Always will. Are you holding the right ones?

@0xAmol @vibhu Yes, Solana leads in a number of areas. But its becoming increasingly easier to launch L1s as well. Canton, Monad, Tempo etc. Infrastructure that is chain agnostic will likely be more appealing long-term. Layerzero, Chainlink, Near (near-intents), etc. Why commit to one chain.

@Krawlarr @vibhu why would solana need to cater to other chains? it dominates in users, activity, insto interest, stablecoin adoption, etc. isn't it their job to start picking a chain and running with the winner rather than continuing to cater to dying chains..

My mandate: ensure Solana captures 90%+ of global finance; that every asset anyone will want to own lives on Solana; that every human has a Solana wallet; that Solana becomes the preeminent network state; that SOL sets us all free

@vibhu @0xAmol Would it be an L1 though or a cross-chain omni solution that connects all chains like LayerZero?

@0xAmol Visa

@Andra_ibe @LayerZero_Core Someone should do the math on how much fee revenue zero captures IF the fee switch is turned on in June.

We can officially crown @LayerZero_Core the volume king 👑 What I call success is when $52 Billion moves across 160+ chains in a single quarter and the users doesn't feel a thing. That’s a 774% YoY explosion. 2026 about to be even much better

@resdegen Great insight. What makes near special, furthermore, is that their Native products (intents) help Near's token. @Aptos unfortunately has a separate token for their native trading solution - Decibel.

The Fat Protocol thesis is dead. Long live the Sovereign App thesis. For years, L1 valuations were built on a simple bet: launch a chain, attract devs, hope someone builds something people actually use. That era is over. L1s will only win by building the product themselves. Hyperliquid didn't launch a chain and pray for a DEX to show up. They built the best perps DEX in crypto — which needed its own specific infrastructure. –> The revenue capture doesn't come from gas, but from fees generated because people want to use the purpose-built app. @NEARProtocol is the closest thing to date. NEAR Intents is generating real protocol revenue, while the chain serves the product — a product that could only be built thanks to the tech specs of Near Layer 1. This is the Sovereign App thesis: Build a product with real PMF. Generate organic revenue. Own the full stack — app and infrastructure fused into one revenue engine. Then builders will come to keep enhancing your product. Hyperliquid pioneered this, and it's the right approach. The old L1 playbook was horizontal: be a platform, rent out blockspace, celebrate TVL (in most cases, dead TVL), and hope that each app on top gives you enough revenue. Only two smart-contract platforms successfully achieved this: Ethereum and Solana. However, all other L1 that is launching today with the "fat protocol thesis" and "horizontal playbook" aren't getting nowhere, as well as old L1s that aren't adapting, because there's no need for them. Not because they aren't good enough but because there's so many L1s and L2s that blockspace got commoditized and became basically free. People are now only willing to pay for products, useful products. The Sovereign App playbook is vertical: own the product, own the user, own the revenue. The winning chains will be defined not by their blockspace demand — but by the products that fill it.

@0xSunRun Challenge or concern, however, is subnet vs root. If chutes, ridges, score, or covenant/templar do well, why not just invest in those subnet tokens instead of Tao root. Remember Cosmos? Everyone bought luna, osmosis etc instead of Atom.

This is basically: Bittensor (+ the various deAI coins competing with subnets) Chainlink Hyperliquid Tether/Circle/Coin/Hood Aave/Morpho/Maple/etc People will point to dexes or Lido but I worry about headwinds as their overvalued gas tokens continue to trend down Continue to believe Bittensor has the most powerful network effects, moat and upside meaning it’s the best r/r.

If you’ve been following me for the last year you know this has been what I’ve been banging the table about to a T

@AlgodTrading There's one critical nuance here - L1s with native products/apps that generate meaningful revenue, and use that revenue to buyback the L1 token. Those L1s will do well. Especially if the native products don't have their own token. NEAR intents is a good example of this.

Predictions for 2026 crypto: 1) Tokens with strong revenue will do well 2) deAi/agenticAi infra projects will be the main narrative some will pull 50-100x’s, top 50 will at least have 5 or more AI related tokens 3) L1’s and L2’s will underperform heavily, no reason to hold tokens with 0 utility or narrative. Was just a narrative formed by VC’s to sell their bags. Alt seasons wont exist anymore, our dotcom bubble broke partially. Will become increasingly competitive for alts to do well. But the alts that do, will skyrocket.

@DBCrypt0 Interesting. Near protocol demonstrated 1M TPS last year, I believe. Im also curious to see if Layerzero's new L1 can pull this off. They're claiming 2M Tps on paper.

🚨Hard truth: Your chain can't do 1M+ TPS in a real world setting. Nobody's can. Every "million TPS" benchmark you've seen was run on validators in the same data center with empty transactions. Toss real demand at any of them and they crumble. For now…

@unusual_whales Hmm. Going to be hard for ironclaw from @NEARProtocol to gain traction now.

BREAKING: Nvidia, $NVDA, is planning to launch an open-source AI agent platform called NemoClaw, allowing enterprises to deploy AI agents for their workforces, per WIRED.

@rookie_of_Ph Question - has the fee switch turned on? Meaning cross-chain fees going towards buying zero token?

2-3 years from now, this view will be consensus and they’ll ask again “how did you know” the writing is on the wall, read it.

someone asked my why LayerZero? am i a visionary or was i just a lucky chad and hit gold? i’d say both. i was lucky to find them at the exact moment that i did and i was a visionary to stick around long enough for my thesis to be validated now, im helping others realize one thing LayerZero is inevitable

@stacy_muur I believe near intents is generating $80-110k in daily fees as well.

Polygon generated $108K in chain fees in the last 24 hours. That’s more than all these chains combined ↓ Injective Starknet Abstract Ton Near Monad Avalanche Cardano Optimism Linea Aptos Scroll ZKsync Ink Sei Berachain Sonic Plasma Celestia Mode

@DBCrypt0 @stacy_muur Would love your thoughts on LayerZero's proposed L1 blockchain (Zero).

@stacy_muur The VC extraction phase of the last cycle was incredibly damaging to the space. These numbers show it. Probably a dozen more chains with funding greater than $20m could be see to this too.

These chains are dead. They raised ~$2.6B combined. They generate ~$65K in weekly fees. ~$3.4M per year across 15 chains. Discuss.

@near_intents @kendaIIc @keenandotai - here's more details on STP

Stablecoins are exploding. Banks & fintechs are launching their own. What if stablecoin swaps across chains felt like using Venmo? At NEARCON, @kendaIIc explains how NEAR Intents make it possible with the Stablecoin Transport Protocol expanding across more stablecoins. Rec ↓

@keenandotai @SilverbergXAG @near_intents STP (Stablecoin Transport Protocol) will allow institutions to execute large stablecoin swaps ($1M-$10M) with minimal slippage and low fees. Its being built on Near Intents. Not sure when it launches. @cooperwest and @zacodil may have more insight.

@Krawlarr @SilverbergXAG @near_intents STP?

Looks like $NEAR is a day or two away from surpassing February's revenue. @near_intents may truly make this asset deflationary. What a come back!

@keenandotai @SilverbergXAG @near_intents Agreed. There'll be Competition. Especially from Eth (EIP-8141). Thats why STP (stablecoin protocol launch) is important. It'll give intents an edge. I hope they release it this year.

@SilverbergXAG @near_intents Yeah, EIP-8141 should allow pretty much any EVM to enable abstraction. Chainlink also has CCIP. River has whatever they use for stablecoin abstraction. It's all coming at the same time. Near for sure seems to be innovating, while Vitalik is basically copying the current meta.

@Justin_Bons Hi Justin. It would be great to get your opinion/thoughts on Near's nightshade 3.0 protocol upgrade. Game changer or nothing special?

Cryptocurrency adoption is inevitable The tech is a huge improvement over legacy systems by leaps & bounds The road will not be straight; it has many twists & turns Declaring final winners now is not only premature but short-sighted & arrogant; stick that into your maximalism!

@Ghosterx4x @DecibelTrade @Aptos @AveryChing @AptosLabs @aptoskent Decibel token launch looking good here. Not Aptos.

@DecibelTrade @Aptos @AveryChing @AptosLabs @aptoskent . @Aptos Looking good here

. @DecibelTrade just made history on @Aptos . 🚀 Only 1 week after mainnet launch (Feb 26, 2026), Decibel is now the #1 project on Aptos by 7D revenue. This is what real product-market fit looks like. Top Projects by 7D Revenue on Aptos: 1. Decibel — $107,801 2. PancakeSwap AMM — $33,714 3. Echelon Market — $12,787 4. Thala — $7,240 5. Collex — $7,055 6. Hyperion — $5,635 7. Santa Browser — $3,839 8. Tapp Exchange — $2,035 9. Kaching — $1,581 10. Securitize — $1,408 11. Amnis Finance — $1,249 1 week. #1 revenue. The momentum is real. Decibel is just getting started.

@last9lives Layerzero and @NEARProtocol are solving this. Near intents + STP (stablecoin transport protocol).

At this rate, by 2030: - hundreds of regulated stablecoins - dozens of dying chains - zero infrastructure to connect them at scale this is a problem worth solving

@LordYapper @martypartymusic Or go with layerzero. Connects all major chains.

@martypartymusic sui object model lets agents own shit independently no global locks while sol blasts speed sui built for agent coordination feels right

The race is no longer between Ethereum and Solana. It is Solana vs SUI for agentic dominance towards 2030. IMO: Accumulate stake in both. Agentic Finance changes everything. The network effects of this technical revolution will dwarf human interation. Ethereum is out of the picture. Move $ETH allocation to these two before Market Structure passes the Senate. There are two markets. One before Market Structure gets passed, based on manipulation, speculation and TVL dominance, and one after Market Structure gets passed, with commodity classification, huge participants, exploding liquidity and regulated markets. Research yourselves - ask @grok "which blockchains are best suited to agentic finance?" Query here: x.com/i/grok/share/f… "Solana and SuiNetwork stand out as the clear frontrunners for agentic finance (also called AgentFi or DeFAI) in 2026 the space where autonomous AI agents own wallets, reason via LLMs, sense markets via oracles, and execute complex financial actions (trading, yield optimization, arbitrage, portfolio rebalancing, agent-to-agent payments, etc.) with little to no human oversight. Why these chains win for agents Agents demand specific traits that most chains lack at scale: Sub-second finality + ultra-low fees (agents spam micro-txns; $0.01+ fees kill economics) High real-world TPS and parallel execution (for concurrent AI decisions) Native agent primitives (self-custodial wallets, x402 payments, identity standards like ERC-8004 equivalents, object/account abstraction) Rich DeFi liquidity + oracles (Pyth, Switchboard, etc.) Easy LLM integration (persistent memory, tool-calling, autonomous orchestration frameworks like ElizaOS) Solana currently dominates (~80% of agentic transactions as of early 2026). Sui is the fastest-rising challenger and is purpose-built for the "agentic economy." 1. Solana - The current king for high-frequency agentic financeSpeed: ~400ms block times (Firedancer live) → true real-time AI-to-AI trading and front-running opportunities. Cost: Sub-cent fees → agents can do thousands of actions per day profitably. Ecosystem maturity: Jupiter, Kamino, Meteora, Drift, Raydium agents already live and profitable (ElizaOS agents, ai16z funds, Hubra autonomous yield, Bankr, etc.). Agent frameworks: ElizaOS (persistent memory + personality), Solana Agent Kit, x402-native tools, massive hackathons (281+ agent projects in one recent Colosseum event). Proof points: Most tokenized AI agents, autonomous trading desks, and DeFAI volume flow here. Perfect for snipers, HFT yield farmers, and memecoin agents. Best for: High-velocity trading agents, social/tr ading hybrids, anything needing maximum throughput today. 2. Sui - The native agent chain (poised to take big share)Architecture edge: Object-centric model — assets are independent objects that agents can own, transfer, or mutate in parallel without global state contention (huge for multi-agent coordination). Performance: Parallel execution engine + deterministic finality in milliseconds. Zero-fee stablecoin micropayments in some cases. Agent-native stack: Beep protocol (first true agentic wallet + treasury) agents can scan/score/allocate/auto-compound yield autonomously. Direct integration with top foundation models (GPT-5, Claude, Grok, Gemini, etc.). Payments: a402 / x402 support + conversational UI for agents to execute trades/payments instantly. Momentum: Explicit "agentic economy" push; many new agent launches and treasury agents live in beta. Best for: Sovereign agent treasuries, multi-agent collaboration, RWA/tokenized asset agents, continuous micro-payments, and developers who want the most "agent-first" primitives.**"