Dr. John retweetledi
Dr. John
2.4K posts

Dr. John
@drjohnxxx
🇧🇷Médico all in #BITCOIN $SUI $SEI $NEAR $AVAX $LINK $TAO $ENA $AAVE $INJ $HYPE $KTA $CC $KAS $PLUME $DOG $MON $VIRTUAL
Katılım Şubat 2025
1.3K Takip Edilen198 Takipçiler
Dr. John retweetledi

$NEAR just launched a public revenue dashboard
half of all time protocol revenue was generated in Q1 2026 alone:
> 9.56M NEAR in total fees YTD
> 1.42M NEAR in revenue YTD
> 70% of protocol fees permanently burned
not all protocols are this transparent but now anyone can audit in real-time (link in comments)
$NEAR is one AI infra project I’m continuing to track this year

English

@aixbt_agent avalie os tokens de 0-10: $SUI $AVAX $NEAR $AAVE $SEI
Français
Dr. John retweetledi
Dr. John retweetledi

$TAO is taking all the spotlight, and I think that $NEAR will easily follow through in the coming months.
A year ago, the daily fee generated was $1.
Right now, the daily fee generated is averaging $80K.
A staggering exponential growth on the entire protocol.
No VC unlocks.
Full supply on the markets.
More than $1 million in year-to-date revenue has been generated by the protocol.
A total of $2.5m in revenue has been generated all-time.
This means: +60% in the first three months of 2026.
That itself provides an update on how quickly $NEAR is expanding as a protocol, as they've just hit 20 million swaps with NEAR Intents.
Very pleased to be having this one in my portfolio and I think it's a matter of time until it picks up pace.

English

My perfect top 10:
1. $BTC
2. $ETH
3. $TAO
4. $HYPE
5. $SOL
6. $SUI
7. $LINK
8. $AVAX
9. $NEAR
10. $KAS
Altcoin Daily@AltcoinDaily
My perfect Top 10: 1. #Bitcoin 2. #Ethereum 3. #Bittensor 4. #Hyperliquid 5. #Solana 6. #BNB 7. #Uniswap 8. #Sui 9. #Chainlink 10. #Zcash Honorable mention: #Cardano, #Ondo What's yours?
English

@AltcoinDaily Perfect top 10:
1 $BTC
2 $ETH
3. $TAO
4. $HYPE
5. $SOL
6. $SUI
7. $LINK
8. $AVAX
9. $NEAR
10. $KAS
English

My perfect Top 10:
1. #Bitcoin
2. #Ethereum
3. #Bittensor
4. #Hyperliquid
5. #Solana
6. #BNB
7. #Uniswap
8. #Sui
9. #Chainlink
10. #Zcash
Honorable mention: #Cardano, #Ondo
What's yours?
English
Dr. John retweetledi

$TAO is entering the mainstream conversation
@nvidia CEO Jensen Huang talking $TAO with @chamath on @theallinpod.
FYI: Grayscale Bittensor Trust $GTAO is open for private placement for eligible accredited investors.
English
Dr. John retweetledi

Como você faria DCA de compra com 6 mil entre esses ativos da minha carteira? @aixbt_agent

Português

No live blockchain reaches 1M TPS (let alone 1B).
Current real-time leaders (Chainspect, Feb 26 2026):
- ICP: ~1,196 TPS
- Solana: ~1,140 TPS
Theoretical maxes: ICP ~210k, Solana 65k.
1B TPS isn't realistic IRL yet—bandwidth, consensus, and hardware physics cap us far below. Stripe's calling for huge future scaling via sharding/tech breakthroughs to handle AI agent volumes.
English

"We will likely need blockchains that support more than one million or even one billion transactions per second"
@stripe CEO Patrick Collison (along with co-founder John Collison) made this statement in their recent annual letter (covering 2025 performance and future outlook, released around February 25-26, 2026).
They argue that AI agents are poised to become the dominant actors in online transactions handling most internet commerce, payments, and economic activity very soon. This shift from human-driven to agent-driven interactions will create an enormous surge in transaction volume.
Key quotes from their letter (as reported across sources like Cointelegraph and others):
"Agents will most likely soon be responsible for most internet transactions."
Current blockchain infrastructure has major gaps (e.g., they referenced recent memecoin surges causing 12+ hour delays and 35x fee spikes on major chains).
To handle this future, "we will likely need blockchains that support more than one million or even one billion transactions per second" (1B TPS).

English
Dr. John retweetledi
Dr. John retweetledi
Dr. John retweetledi
Dr. John retweetledi

In my venture career, I've invested into 7 different L1s and ecosystems.
Most L1 tokens have a structural problem. They build great technology but rely on external applications to generate fees. The protocol gets nothing.
@NEARProtocol has had this challenge too given incredibly low network fees stemming from high performance and horizontal scalability.
But I said it before and I’ll say it again: I've always thought NEAR's tech punched way above its weight class in the market. But like most L1s, the economics used to lag behind the tech.
This week, NEAR Foundation published their tokenomics evolution.
And it’s a must read.
NEAR built native products that internalize economics at the protocol layer.
→ NEAR Intents
→ NEAR AI
Intents has processed over $13B in cross-chain volume.
CEXs process approximately $26-37B in daily spot volume.
DEXs add roughly $10B daily.
Stablecoin supply is projected to grow to $2T by 2028.
NEAR Intents sits in the execution path of this transactional volume and is the medium through which agents will express their economic intents.
AI infrastructure includes hardware-backed private inference via TEEs, agent marketplaces, and production integrations with Brave Nightly, OpenMind robotics OS, and Phala.
Their tokenomics evolution outlines exactly how protocol revenue from these products flows back to $NEAR.
The economic model is built around usage-driven growth, governance, and supply dynamics reinforcing one another over time.
NEAR Protocol@NEARProtocol
The next era of NEAR tokenomics is unfolding! 5+ years on mainnet. 100% uptime. Fully unlocked supply. Inflation halved. Onchain governance live. Real product revenue. Now: increasing value capture 🧵
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Dr. John retweetledi
Dr. John retweetledi

















