NEAR MONZA

Missed day 1 of NEARCON? There is still time to join NEAR at the convergence. Make sure to explore the entire venue and touch some grass to check out the view 🌁

@CryptoTony__ This is a @NEARProtocol tweet if I’ve ever seen one

Privacy + AI is the combo for the Altcoins to give us the best returns List your favourite below

Privacy szn is near:native szn

@0xchainink @AskVenice What if it was all powered by @near_ai? x.com/nearprotocol/s…

$VVV : Review 📜 What if one of Bitcoin's earliest advocates built the private, uncensored AI platform that ChatGPT should have been, and then burned 42% of the token supply just to prove he wasn't in it for the money? Meet Venice AI - a privacy-first generative AI platform where your conversations are never logged, your data is never stored, and the models are never censored. 2 million+ users. 50,000+ daily active. 42.8% of supply permanently burned. Fiat revenue buying and burning tokens monthly. Built on Base by Erik Voorhees, the man who created ShapeShift and has been in Bitcoin since before most people knew what a blockchain was. Let's explore how Venice is building the AI platform the cypherpunks would have designed. 👇 ⚪ Venice at a Glance Venice AI is a privacy-focused decentralized inference platform designed as an alternative to centralized AI systems such as OpenAI and Google Gemini. Unlike traditional AI platforms that store user data, impose restrictive moderation systems, and collect behavioral data, Venice positions itself as an uncensored, privacy-preserving infrastructure layer for AI. The ecosystem uses a dual-token system: $VVV (staking, governance, burns, yield) and $DIEM (AI compute access). VVV launched January 27, 2025 on Base with a genesis supply of 100 million tokens. As of May 2026, $VVV trades around $18 with a market cap of approximately $800M. Since December 2025, VVV has surged more than 1,500%. ATH was $23.45. 2 million+ registered users and 8.8 million monthly visits. Venice has now permanently destroyed approximately 42.8% of the total supply. Marketplace Insight: VVV was listed on Robinhood for spot trading in May 2026, surging 17-22% on the announcement. Whale accumulation continues with large holders steadily buying through the $19 resistance level. The Sub Burn Program rates doubled in April 2026. Annual token emissions are being cut from 8M to 3M by July 2026. When a platform with 2M users burns 42% of its supply and then doubles its burn rate, the supply math gets very simple. ⚪ Mission Venice's mission is to provide private, uncensored, and open-source generative AI to everyone. "In a world of growing AI integration into our daily lives, we believe it is crucial that humans are able to interact with machine intelligence without centralized surveillance and control," Voorhees said. Venice exists because ChatGPT logs your data, censors your prompts, and sends your conversations to corporate servers. Venice does none of that. 🔵 A Brief History Venice AI was founded in May 2024 by Erik Voorhees and Teana Baker-Taylor, reaching 1.3M+ users by March 2026. Erik Voorhees is one of the most important figures in Bitcoin history. He's been in the space since 2011, founded ShapeShift (one of the earliest crypto exchanges), and has been a vocal advocate for financial privacy and individual sovereignty for over a decade. He self-funded Venice entirely, with no need for outside capital. Venice launched in May 2024 offering free access to open-source AI models for text, image, and code generation, with no account required for basic use. By late 2024, it had grown to 450,000+ registered users and 50,000 daily active users making 15,000+ inference requests per hour. VVV launched on January 27, 2025, with 50% of the genesis supply airdropped: 25% to 100,000+ early Venice users and 25% to the broader crypto-AI community on Base. Within two hours, VVV reached a $1 billion fully diluted valuation. Coinbase listed VVV within hours of launch. In March 2025, the Genesis Burn destroyed 33.68 million unclaimed airdrop tokens, permanently removing a third of the supply. In August 2025, Venice launched the DIEM token, creating a dual-token system where DIEM provides AI compute access while VVV handles staking, governance, and value capture. In May 2025, Venice launched a $27 million Incentive Fund for developers building private AI applications. Venice rolled out new encrypted AI interface models in March 2026, adding Trusted Execution Environment (TEE) and End-to-End Encrypted (E2EE) modes via partnerships with NEAR AI Cloud and Phala Network. Four distinct privacy modes now let users choose their level of data protection. By May 2026, VVV listed on Robinhood and Crypto com, the Sub Burn Program doubled its rate, and annual emissions were cut from 8M to a planned 3M by July 2026. StrikeRobot partnership provides AI infrastructure for humanoid robots, expanding Venice beyond chat into physical AI applications. 🔵 Ecosystem Narrative Venice's ecosystem is built on one radical idea: AI should be private by default, uncensored by design, and owned by its users. Every product decision flows from this principle. Key dynamics include: ➛ Four privacy modes give users verifiable privacy, not just promises: anonymous proxy access, zero-data-retention processing, TEE (hardware-secured enclaves via NEAR AI Cloud and Phala Network with cryptographic attestation), and end-to-end encryption. ➛ Dual-token system: VVV for staking, governance, yield, and burns. DIEM for AI compute access, decoupling compute costs from token price volatility. Staking 100 VVV unlocks Pro features. ➛ Sub Burn Program uses fiat revenue to buy VVV from the open market and permanently burn it. Rates doubled in April 2026. This creates a direct link between platform revenue and token scarcity. ➛ 42.8% of original supply burned. Genesis Burn (33.68M tokens) + ongoing Sub Burns + emission cuts (8M to 3M by July 2026) = one of the most aggressive deflationary models in crypto. ➛ Open-source model access including GPT 5.2, DeepSeek, and leading open-source LLMs. Text, image, video, and code generation. No centralized censorship on outputs. ➛ Venice API enables developers and AI agents to access private inference programmatically, turning Venice into infrastructure, not just a consumer product. ➛ $27M Venice Incentive Fund supports developers building private AI apps, agents, integrations, model tooling, and dApps on the Venice API. ➛ StrikeRobot partnership extends Venice's AI infrastructure to humanoid robots, expanding the use case from digital chat to physical AI applications. ⚪ Token Utilities $VVV powers the private AI economy: ➛ Staking & Pro Access - Stake 100 VVV to unlock Pro features: faster processing, latest experimental models, higher-resolution image generation, and enhanced API access. ➛ Sub Burn (Revenue-Driven Deflation) - Fiat revenue from Pro subscriptions buys and burns VVV monthly. Rates doubled April 2026. Direct link between platform usage and token scarcity. ➛ Emissions Yield - Stakers earn yield from token emissions. APR varies based on platform usage and utilization rate. Emissions being cut from 8M to 3M annually by July 2026. ➛ Governance - VVV holders participate in ecosystem governance decisions. ➛ API Compute Access - Developers and AI agents use VVV/DIEM to access Venice's private inference API programmatically. ➛ DIEM (Companion Token) - Provides stable-priced AI compute access decoupled from VVV price volatility. Developers budget in USD terms while stakers benefit from VVV appreciation. ⚪ Key Features ➛ Privacy-First AI - Four verifiable privacy modes: anonymous proxy, zero-data-retention, TEE with cryptographic attestation, and end-to-end encryption. Not promises. Provable privacy. ➛ Uncensored Models - Access GPT 5.2, DeepSeek, and open-source LLMs without centralized content moderation. "If you want to use DeepSeek but don't want all your convos going to the CCP, use Venice." ➛ 42.8% Supply Burned - Most aggressive burn ratio in the AI token space. Genesis Burn + Sub Burns + emission cuts. Supply is actively shrinking. ➛ 2M+ Users, 50K+ DAU - Real platform with real users making real inference requests. 8.8M monthly visits. Not speculative infrastructure. ➛ Dual-Token (VVV + DIEM) - VVV for value capture, DIEM for compute access. Decouples developer costs from token price volatility. ➛ $27M Developer Fund - Funding private AI apps, agents, integrations, and infrastructure on Venice API. ➛ Robinhood & Crypto com Listed - Tier-1 retail exchange access as of May 2026. ➛ Erik Voorhees Founded - ShapeShift creator, Bitcoin OG since 2011, self-funded Venice with zero VC. One of crypto's most respected founders. 🔵 Meet the Venice Team Venice is led by two of the most credentialed people in the intersection of crypto and fintech, one a cypherpunk Bitcoin OG, the other a former VP at the company behind USDC. ▶️ Core Members: ➛ Erik Voorhees [ @erikvoorhees ] - Founder & CEO | One of the most important figures in Bitcoin history. In the space since 2011. Founded ShapeShift, one of the earliest and most influential crypto exchanges. Vocal advocate for financial privacy, individual sovereignty, and uncensored technology. Self-funded Venice entirely with no outside investors. Has been publicly buying tokenized gold ($23M+ across 28 addresses), signaling conviction in both crypto and hard assets. ▶️ Former: ➛ Teana Baker-Taylor [ @TeanaTaylor ] - Previous Co-Founder | Now CEO of BasedAI. Former VP at Circle (USDC issuer), previously worked at UK HM Treasury. Board advisor to CryptoUK Association. Contributed to Venice's early growth and institutional positioning before departing. 🔵 Ratings ➛ Use Case: ★★★★★ (5/5) - Venice is the most important consumer AI product in crypto. Not another "AI token" with no product. A real platform with 2M+ users, 50K+ DAU, and 8.8M monthly visits using GPT 5.2, DeepSeek, and open-source models with verifiable privacy. Four privacy modes including TEE with cryptographic attestation and E2E encryption. Uncensored inference that ChatGPT and Gemini won't provide. Venice API turning privacy AI into developer infrastructure. StrikeRobot extending to humanoid robots. In a world where every centralized AI platform logs your data, censors your prompts, and feeds your conversations to corporate training datasets, Venice is the product that cypherpunks, developers, and privacy-conscious users actually want. And 2 million people are already using it. ➛ Tokenomics: ★★★★✦ (4.5/5) - Venice has one of the most aggressive deflationary models in all of crypto. 42.8% of original supply permanently burned. Genesis Burn removed 33.68M tokens. Sub Burn Program uses real fiat revenue to buy and burn VVV monthly (rates doubled April 2026). Annual emissions being cut from 8M to 3M by July 2026. No presale. 50% airdropped to community. VVV surged 1,500%+ since December 2025. The dual-token system (VVV + DIEM) elegantly separates value capture from compute pricing. The 0.5 deduction is for the remaining team/Venice allocation vesting through 2026 (potential sell pressure), and the fact that despite the burns, the token is still emitting new supply (even if decreasing), meaning it's not yet net deflationary on an annualized basis. ➛ Audits: ★★★★ (4/5) - Venice holds a 4.2 star rating on CertiK, validating the project's security posture. The privacy architecture is genuinely innovative: TEE via NEAR AI Cloud and Phala Network with remote attestation, E2E encryption, and zero-data-retention processing. The codebase runs on Base (inheriting Ethereum L2 security). Coinbase listed VVV within hours of launch, implying institutional-grade due diligence. The $27M Incentive Fund and API infrastructure show real engineering investment. The 1-point deduction is because the platform is barely a year old, the privacy modes are novel and haven't had years of adversarial testing at scale, and for a platform handling private AI conversations for 2M+ users, continued security hardening and more visible formal auditing of the inference infrastructure would strengthen confidence. ➛ Community: ★★★★✦ (4.5/5) - Venice has built a community that spans crypto natives, AI enthusiasts, privacy advocates, and developers. Erik Voorhees' personal reputation as a Bitcoin OG brings immediate credibility and a loyal following. 2M+ registered users and 50K+ DAU are real product metrics, not speculative wallet counts. The Robinhood listing expanded retail access massively. Whale accumulation through the $19 resistance shows institutional conviction. The $27M developer fund is attracting builders. VVV's 1,500% surge since December 2025 generated massive organic attention. The 0.5 deduction is that the community is still young (VVV launched January 2025), and the intersection of AI users and crypto holders is still a niche audience. Most Venice users likely care about the AI product, not the token, which creates a gap between product adoption and token community depth. 🔵 Conclusion Venice AI is what happens when one of Bitcoin's earliest and most respected advocates decides that AI privacy is the next great battle for individual sovereignty, and then self-funds the entire solution himself. Erik Voorhees didn't raise VC money. He didn't do a presale. He airdropped 50% to the community, burned 42.8% of the supply, and built a product that 2 million people are actually using every day. The Sub Burn Program converts real subscription revenue into permanent token removal. Annual emissions are being cut from 8M to 3M. The supply is actively shrinking while the user base is actively growing. That's the math that matters. The privacy innovation is real: four verifiable modes including TEE with cryptographic attestation and end-to-end encryption. The product is real: GPT 5.2, DeepSeek, text, image, video, and code generation with no logging and no censorship. The adoption is real: 2M+ users, 50K+ DAU, 8.8M monthly visits. The institutional validation is real: Robinhood, Crypto com, Coinbase all listed. The risks are clear: the platform is barely a year old, the team is small (two founders), the privacy modes are novel and haven't been adversarially tested at scale, no formal third-party audit has been published, and the AI space moves so fast that today's innovation is tomorrow's baseline. The token still emits new supply, even if decreasing. But here's the fundamental question the market is wrestling with: in a world where OpenAI logs everything, Google trains on your data, and governments demand backdoors into AI systems, how much is a private, uncensored AI platform worth? Venice has 2 million users who already answered that question with their wallets. And with 42.8% of supply burned, emissions halving, and fiat revenue buying more tokens to destroy every month, the answer is getting more expensive to arrive at.

@CryptoHayes The Holy Trinity uniting to end the bears

Bears should not watch this video, it’s hazardous for your mental health.

@alex_scharrer @NEARProtocol Just keep shipping 🚢

Very rewarding to see @NEARProtocol get the attention it deserves. Team has not been the loudest but consistently shipping and building towards private money + private AI. Seems like the market is finally rewarding protocols with PMF + real revenue. Ship continues.

@kylekuzma near.org/blog/making-ne…

@kylekuzma $NEAR is building for the quantum era near.org/blog/making-ne…

Quantum compute.

@andyyy Neartards 🫡

Arthur Hayes goes full bulltard on us with the near:native, zcash:native, hyperliquid:native trifecta. In this episode we cover: - Arthur's mental model for current AI/macro landscape - Why Illia has been so dead set on privacy and AI for 10+ years - Hyperliquid thesis (and Arthur's BitMEX roots) - The "20x on NEAR, 5x on ZEC" that could be coming - Who wins in the future agent world - NEAR intents and AI Agents - Why privacy is the final 1000x Absolute banger for y'all on this fine Memorial Day, enjoy.

@DaddyGhost @blknoiz06 @NEARProtocol You know ball

@blknoiz06 $NEAR The only L1 actually built for AI agents from day one. Agents that own assets, execute intents across chains, and run private verifiable compute. Real infra catching up to the narrative. Small position, big upside. @NEARProtocol

not sure brother lets ask the class: what are the best ai related tokens

@therollupco @NEARProtocol @CryptoHayes @ilblackdragon NEAR Intents, NEAR AI, IronClaw, Confidentiality on near.com

The @NEARProtocol, ZEC, HYPE Trifecta Bull Thesis with @CryptoHayes & @ilblackdragon Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Consolidation Has Begun 08:26 Why Arthur Loves Zcash 10:03 Naval Changed Arthur's Mind 12:56 Intents Enable Anonymous Swaps 13:45 20x NEAR vs 5x ZEC 14:51 $19B Volume $33M Fees 15:47 Privacy Enables Mass Adoption 19:07 NEAR Fully Diluted Now 21:01 AI Blockchain Vision 2017 26:31 HyperLiquid Fulfills DeFi Dream 28:43 No VC Sales Revenue Share 32:02 AI Labor Displacement Thesis 38:39 AOC 2028 Risk Scenario 44:39 When Does NEAR Deflate? 46:52 $150 Price Target Hype

@NEARProtocol @CryptoHayes @ilblackdragon near:native IS NOW

Who powers secure AI agents, confidential transactions, and intent-based execution at scale? Arthur Hayes (@CryptoHayes) and NEAR Co-Founder Illia Polosukhin (@ilblackdragon) just laid out how the privacy revolution runs on NEAR. 👇

"So you were shorting NEAR?"

@TatToTheToo A great day for The Holy Trinity

HYPE flips DOGE in market cap. ZEC flips all alts in yearly performance. NEAR flips TAO to rank as the number 1 AI coin. We still have a long way to go... Pack your bags for da moon.

The Privacy Revolution Runs on NEAR - IronClaw = Secure Agents - NEAR AI = Private Inference - NEAR Intents = Confidential DeFi Reclaim your sovereignty on near:native

We got a long way to go ... pack your bags for da moon.

@CryptoBullet1 @JuniorSharkkk @sleekwebsites 👀👀👀

@JuniorSharkkk @sleekwebsites I use hard stops for futures trades only. My $near is a spot play, so of course I will tweet about it when near breaks out

And we lost the 50-Week MA ❌ #Bitcoin Bull Market is Over. Welcome to the Bear Market! 📉 🥳

@CryptoMichNL NEAR has already partnered with the government of Bermuda to provide private inference. x.com/nearprotocol/s…

I do think that governments are going to stand up against being anonymous on-chain. However, privacy as a key tool should be embedded into all the protocols through ZK-proofs, as everyone deserves to be private when they transact. That's why I'm betting big on $NEAR, and some other protocols.

@tulipking The original Zashi + NEAR Intents integration that unlocked cross-chain ZEC: x.com/zodl_app/statu…

Zcash pumped and now Near, Venice, Railgun, et al. are in a race to build the mostly widely adopted privacy tools and protocols. For a moment really enjoy this return to cypherpunk roots, it’s nice to actually be rooting for everybody for once