Eugene Stepanyuk

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Eugene Stepanyuk

Eugene Stepanyuk

@e77st

2Co 4:18 ☤ So we fix our eyes not on what is seen, but on what is unseen, since what is seen is temporary, but what is unseen is eternal.

Kyiv, Ukraine Katılım Mart 2011
5K Takip Edilen673 Takipçiler
Eugene Stepanyuk
Eugene Stepanyuk@e77st·
@kliA90_ @brt2412 #Kaspa shillers are a sect of stupid greedy&cunning idiots Their entire network consists of ~13000 KS7 ASICs priced at ~$1500 This is ridiculous given their market capitalization & meager security of ~$20M But more big problem is that the network itself is centralized by BGIN/KEF
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kliA
kliA@kliA90_·
You're missing the point entirely… but yeah, your speech already told that. Nobody needs to “attack” Kaspa to prove anything. Security isn’t measured by whether someone bothers to break your network, it’s measured by the cost of doing so. Bitcoin is secure because attacking it would require astronomical resources. Kaspa is “secure” because nobody cares enough to waste hardware on it 😉 There’s a difference between unbreakable and not worth breaking. If your entire argument is “well, nobody has attacked us yet,” that’s not a flex, that’s an admission that the economic incentives around Kaspa are too small to matter. Security isn’t proven by daring people to attack you. Security is proven by the economic wall that makes an attack irrational in the first place. And sorry, nearly forgot it… you faggot.
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kliA@kliA90_·
7 Bitcoin blocks = 42,000 Kaspa blocks. Cute. But one single Bitcoin block carries more real, irreversible security than the entire Kaspa network has produced in its lifetime. Bitcoin runs at 900+ EH/s, survived 17 years of nonstop attacks, nation-state threats, forks, bugs, and FUD. Its $1.54T market cap prices in thermodynamic finality — not marketing hype. Kaspa? ~400 PH/s and a pretty DAG chart. Its entire security budget is smaller than Bitcoin’s daily noise floor. You don’t brute-force sound money with block spam. You don’t outrun physics with faster blocks. You don’t replace Bitcoin with a toy network. Quantity ≠ Security. Speed ≠ Finality. Marketing ≠ Monetary premium.
Vijay 𐤊ailash, CFA, CFP®@realvijayk

Gonna start using this photo going forward Blockchains vs. #Kaspa 😏

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NEAR Protocol
NEAR Protocol@NEARProtocol·
Confidential payments were the headline last week. What most missed: Confidential Swaps have been live on near.com since March 31 and nearly half of all swap volume is already confidential. Privacy is quickly becoming the default UX.
NEAR Protocol tweet media
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Andrew J 𐤊
Andrew J 𐤊@AJS_K_A_S·
Most people follow crowds into narratives... Very few walk alone long enough to discover conviction... $KAS
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Crypt0men 🇲🇦
Crypt0men 🇲🇦@Crypt0men·
Arthus hayes ينشر شارت near على فريم شهري ربما هذه اول مرة يطبل لعملة لازالت في القاع واهدافها على الشارت الشهري قريبة لانها فقط x10 من هنا علما ان متلا zec اعطت x30 من قاعها والعملتات معا مدعومتان من grayscale لهذا اتوقع ان سيناريو zec ممكن في. Near خصوصا ان عملة near تجمع تقنية طبقة اولى مع الذكاء الاصطناعي وكذالك تقنية الخصوصية مشروع قوي جدا
Arthur Hayes@CryptoHayes

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

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Whale Factor
Whale Factor@WhaleFactor·
N E A R near:native
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Vadim (AI, ⋈)
Vadim (AI, ⋈)@zacodil·
NEAR's original thesis didn't work. The pivot is brilliant. The original bet: build the best L1 runtime. Async Rust, WASM, sharded by design. Attract developers, get killer apps, win on technical merit. I joined for this thesis. What actually happened: DeFi capital stayed locked on Ethereum. New developers landed on Solana - Phantom wallet, memecoin culture, consumer DEX UX. NEAR ended up squeezed between two: better technology than both, market share from neither. "Best runtime" lost to network effects on one side and consumer wedge on the other. The pivot: stop competing for developers. Make crypto work with whatever they already use. The tech stack is purpose-built for this: - NEAR Intents: user signs one intent on NEAR ("swap X for Y, settle on chain Z"), solvers compete to execute it across whatever chains have the liquidity. No NEAR TVL needed. - MPC Chain Signatures: your NEAR account controls keys on Ethereum, Solana, BTC, anywhere. One identity, every chain. No new wallets, no bridge contracts. - Confidential Intents: same mechanism, execution inside hardware-secured enclaves. Sender invisible to the public chain. Already 42% of Intents volume - private execution is the default for nearly half of all activity. - NEAR AI agents: autonomous programs that compose all of the above. Result: a user opens existing wallet, sends ETH on Ethereum, USDC on Solana, BTC on Bitcoin from one balance. Buys ZEC and shields it in the same flow. Doesn't know NEAR is underneath, doesn't care. For privacy on existing chains, toggle one switch. Same wallet, no new tooling, transactions invisible to the public chain. The economics make it structurally better. Every other L1 burned hundreds of millions in treasury bootstrapping TVL through boosted APRs on DEX forks. Mercenary capital came in, incentives ended, TVL left. NEAR Intents needs zero TVL on NEAR - solvers route through multiple CEXes and DEXes, wherever the liquidity already lives. NEAR doesn't compete for liquidity, it connects to it. The original infrastructure investments map perfectly to what chain abstraction needs: sharded execution handles solver volume, WASM gives solver flexibility, MPC keys sign across any chain, TEE infrastructure delivers privacy. The runtime that "failed" turned out to be perfect for orchestration. NEAR didn't double down on the losing bet, and didn't quit. It pivoted - and caught every major narrative crypto is running on right now: - Chain abstraction (one identity across 35+ chains) - Privacy (the only cross-chain confidential execution layer at scale - including native ZEC shielding without leaving the wallet) - AI agents (founder who co-authored the Transformer paper, autonomous programs that transact privately across chains) - Stablecoin payments (real cross-chain flows, not VC slideware) Getting one narrative right is luck. Capturing four at once means the infrastructure was built before the narratives existed. Most protocols can't pivot. NEAR pivoted and won on multiple fronts simultaneously.
Vadim (AI, ⋈) tweet media
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Loshmi
Loshmi@loshmi·
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
Loshmi tweet media
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BSCN
BSCN@BSCNews·
NEAR Intents Generate Over $33 Million in Protocol Fees as Price Rips Nearly 10% The NEAR Protocol (@NEARProtocol) intent-based architecture has officially processed over $33M in protocol fees since its initial launch. Recent data indicates that these intents are increasingly utilized by autonomous agents to execute complex, multi-step transactions with minimal slippage across the ecosystem. $NEAR is up 9.3% in the past 24 hours and 89% in 30 days...
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LCX
LCX@lcx·
The NEAR Token is a utility token on the NEAR Protocol, a Layer 1 blockchain using Proof-of-Stake (PoS) for scalability, security, and low-cost transactions. It is used for transaction fees, staking, governance, and ecosystem incentives. 👉🏻 lcx.com/en/near-mica-w… 👉🏻 lcx.com/en/trade/NEAR-… @NEARProtocol
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Sjuul | AltCryptoGems
Sjuul | AltCryptoGems@AltCryptoGems·
$NEAR has been trading in beast mode lately, really outperforming the rest of the market by far. If you zoom out, you can clearly see that it is trading in a massive power of 3 setup. As long as we trade in the green zone, simply expect an expansion. 🤞
Sjuul | AltCryptoGems tweet media
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Arthur Hayes
Arthur Hayes@CryptoHayes·
Bears should not watch this video, it’s hazardous for your mental health.
The Rollup@therollupco

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

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The Rollup
The Rollup@therollupco·
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
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Barry Silbert
Barry Silbert@BarrySilbert·
The "privacy" era in crypto has officially begun
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Ivan Plume
Ivan Plume@IvanPlume·
$NEAR INSANE PUMP!! INSANE VOLUME!!
Ivan Plume tweet media
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