ⓢ Cak Ⓗ Ⓥ

Luka Doncic is the only player in the last 10 seasons to win the scoring title and NOT be a finalist for MVP The media doesn’t hide it anymore 😂

Infrastructure will decide everything in the agentic economy: how payments scale, if outputs can be trusted, if your credentials are secure, whether value is extracted by opaque providers or owned by users. From Intents to IronClaw, NEAR is built for a user-owned AI economy.

BREAKING: Lakers Superstar Luka Dončić is now expected to return to the lineup for Game 3 of the Lakers 1st round series vs. the Rockets, via Daily Sports Today. GREAT news for the Lakers 🔥

🔥💯 ¿Quién ha vendido más camisetas en Europa?

AI is moving from answering questions to taking action. Who owns that intelligence and the data behind it matters. NEAR AI is the user-owned infrastructure for the agentic era: - Private inference via TEEs - Always-on agents in encrypted enclaves (@IronClawAI)

The resume speaks for itself.

Luka Doncic this season: — 34/8/8/2 — 1st in PPG — 1st in 3PM — 3rd in APG — 6th in SPG — Most PPG by a Laker since Kobe — Most 3P in a season ever by a Laker — Led 4 seed in PTS, AST, STL, 3PM Top __ on your MVP ballot.

Seoul showing up strong. This is what the agentic economy looks like in motion. More coming as @kryptoplanet_ Buidl Asia continues with day 2.

I am grateful to the NBPA for advocating on my behalf and to the NBA for their fair decision. It was so important to me to be present for the birth of my daughter in December and I appreciate Mark, Jeanie, Rob, JJ, and the entire Lakers organization for fully supporting me and allowing me to travel to be there. This season has been so special to me because of what my teammates and I have been able to accomplish, and I am honored to have the opportunity to be considered for the league’s end-of-season awards.

Scoring champion. Top three in assists per game. Two-time Player of the Month. Four-time Player of the Week. Numbers don’t lie.

IronClaw is what happens when agentic AI meets real security. TEE-backed agents. Private keys never exposed. Autonomous workflows that can actually transact. This is how you build sovereign AI 👇

From co-authoring transformers to building the rails AI agents will actually use. Illia Polosukhin (@ilblackdragon) didn’t just help create the AI era, he’s now building out the agentic economy.

32/7/7 seasons: 3 — Luka Doncic 1 — Michael Jordan 0 — Everyone else

A SEASON-LONG SCORING MASTERCLASS

frxUSD (@fraxfinance) crosschain stablecoin conversions are now accessible on @0xStableFlow. Swap between any supported stablecoins across 25+ chains, powered by the NEAR Intents solver network. stableflow.ai

The TOTAL POINTS and POINTS PER GAME leaders at the end of 2025-26 regular season. 📊 smart.link/tx9xr1242665z

$NEAR is about to break upwards to $3-4 and it fully deserves it. This is a prime example of an asset that's severely underpriced in the current market conditions. I don't see why it shouldn't go to $4-5 in the next months. The key metrics: - There's approx. 32 million tokens per year issued at a 2.5% inflation rate. A reduction of 50% since the recent updates in 2025. - All VC tokens are unlocked, 99% of the tokens are circulating. - 45.5% of the tokens are staked. Let's look at the revenue side: - They are generating approx. $50-60M in revenues on a yearly basis, based on the recent 90-day fee run rate. - The base-layer gas fees follows a 70/30 split, which means that 70% of the tokens are permanently burned by the protocol. NEAR Intents fees are 100% issued through the protocol to buy $NEAR directly. - This Intents fee buyback mechanism has been activated in February of this year. At the current prices and the 2026 fee rate, the deflationary threshold is at approx. $177 million in daily Intens Volume. The current 90-day average (in bad market conditions) is $77M per day. $NEAR roughly needs to double the volume on NEAR Intents to become deflationary. Let's look at the valuation multiples. $NEAR Intents Adjusted P/S = 28x $ETH = 194x $SOL - 40X The current market capitalization is around $1.7B with $50-60M in annualized fees. If the Intents volume doubles and the valuation metrics remain the same: - 28x P/S with $140M daily volume = $2.30 per $NEAR - 40x P/S with $140M daily volume (SOL comparison) = $3.30 per $NEAR Bullish case, when Intents hits the treshold of $177M+ per day: - ~$150-180M annual fees x 40 P/S = $4.65-5.60 per $NEAR. This is very interesting, however, it's missing one critical component. The CAGR argument. Intents volume essentially went from $0 to $17.6 billion in roughtly 12 months. During the last 30 days, it established a volume of $2.1B. If you annualize that: $25 billion on a yearly basis. On a very moderate CAGR of 50-100%, you'll get the following metrics: - End of 2026: $100-150M daily volume = approaching deflationary threshold - 2027: $200-300M daily volume = net deflationary. You can easily multiple this if the markets start to turn upwards again into a bull cycle, which would make this asset extremely undervalued forward-looking. I don't think that a valuation of $7-10 in 12 months is strange to expect with the current momentum, CAGR and metrics in the system. That's why it's the largest position of my portfolio.

The 2025-26 NBA Scoring Champion... Luka Dončić! 🪄 2nd scoring title in last 3 seasons 🪄 6th active player with multiple scoring titles 🪄 3rd season averaging 32+ PPG 🪄 5th Laker in franchise history to win scoring title 🪄 1st Laker to win scoring title since Kobe in 2006-07

One account. No borders. near.com Swap. Earn (soon). Go Confidential. Access 35+ chains natively all from a unified interface.

Deploy AI agents that actually do things all while your data stays private. Confidential. Verifiable. User-owned.