
toji
4.6K posts

toji
@_oxdave
19 • $70k+ portfolio • web3 • full-stack engineer • young investor • only up from here🧸







Beta competition is over. $10K in cash prizes and $1.4M in funded accounts given out. Only at Funding Predicts — and we're just getting started.



Private x402 payments. Any agent. Any platform. One integration. Buyer invisible. Seller unlinkable. Amount hidden. Receipt permanent and tamper-proof on-chain. Create a private agent in one click via Tessera. ERC-8004 identity. ERC-5564 stealth addresses. Private x402 live from the first request. Already running an agent on LangChain, AgentKit, or any other platform? Plug in KOGENT and your agent gets private x402 payments without rebuilding anything. TEE for speed. ZK for proof.












100 likes and I open source this lean implementation of SVM, so that you can prove your compiled binary implements the specs eliminate custom compiler forks from your trusted compute base

.@PhoenixTrade is almost at the same OI as hyperliquid, just one more 1000x left

ok so here are my full thesis on $NEAR and why i believe it's still insanely undervalued near intents did 542k unique paying users in the last 30 days. half a million ppl paid actual fees to use the product. no points farm no airdrop hopium no incentives subsidizing volume. they paid because it WORKS now you stack the rest: - $19.2b cumulative swap volume - $33.5m in real protocol fees - 25.6m total swaps executed - $51m+ daily volume running rn - usdt and usdc are 53% of 24h flow which means agentic stablecoin commerce is live in production most of crypto talks about yield, token gets airdropped stake to earn 200% apy price dumps the second emissions stop exit liq acquired well near intents is the opposite shape users pay fees because the product works fees route into $near buybacks loop closes without subsidy 542k paying users. $33.5m in fees. $3.1b mcap. ZERO unlocks ever. now lets talk about why $near fits both in privacy x AI meta privacy meta: every privacy coin uses near intents. near is the picks and shovels of the entire privacy run so far. ironclaw and venice.ai integration brings confidential computing aka verifiable private ai inference. if privacy keeps running near eats regardless of which coin wins the surface narrative (see where i am getting at?) ai meta: near has been heads down on ai for 4 years from a blockchain angle. they were the only crypto chain invited to the nvidia conference. not pay to play. personally invited by nvidia. that doesnt happen by accident so you have a chain that: - is foundational infra for the two hottest narratives in crypto (ai and privacy) - ships a product doing $51m+ daily volume with no incentives - routes real fees into buybacks - has zero unlocks ever - sits at $3.1b mcap yes sure there is dilution. but even at current inflated supply $10 is ath fdv. thats 3-4x from here just to retag ath while they execute on the two narratives the entire market is rotating into ai agent revenue hasnt even started flowing yet. intents is already cash flow positive without it. when agentic commerce scales near is the rails everything runs on that's pretty much it, thanks for reading my yapping end talk - Loshmi








