
Eugene Stepanyuk
27K posts

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.



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




ai + privacy + green $NEAR You need to select the correct coin ✔️ @NEARProtocol ✔️

NEAR intents processed $18.97b in cumulative volume across 32 chains. $220m monthly volume growing 200%+ MoM. protocol just halved inflation from 5% to 2.5% in october and runs a fee burn on intent swaps. $50m annualized revenue vs $35m in validator emissions. at $2.85b fully unlocked FDV, this is an L1 approaching net negative issuance while most chains are still subsidizing usage with 8 figure annual emissions. zcash integration alone drives 30% of intent volume. 78% of flow is stablecoins. this is infrastructure revenue, not speculation

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



NEAR intents processed $18.97b in cumulative volume across 32 chains. $220m monthly volume growing 200%+ MoM. protocol just halved inflation from 5% to 2.5% in october and runs a fee burn on intent swaps. $50m annualized revenue vs $35m in validator emissions. at $2.85b fully unlocked FDV, this is an L1 approaching net negative issuance while most chains are still subsidizing usage with 8 figure annual emissions. zcash integration alone drives 30% of intent volume. 78% of flow is stablecoins. this is infrastructure revenue, not speculation



NEAR intents processed $18.97b in cumulative volume across 32 chains. $220m monthly volume growing 200%+ MoM. protocol just halved inflation from 5% to 2.5% in october and runs a fee burn on intent swaps. $50m annualized revenue vs $35m in validator emissions. at $2.85b fully unlocked FDV, this is an L1 approaching net negative issuance while most chains are still subsidizing usage with 8 figure annual emissions. zcash integration alone drives 30% of intent volume. 78% of flow is stablecoins. this is infrastructure revenue, not speculation



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










