haenko(⋈,🇺🇦)

6.7K posts

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haenko(⋈,🇺🇦)

haenko(⋈,🇺🇦)

@haenko21

NEAR . Team @NEARLegion

Georgia Katılım Nisan 2021
889 Takip Edilen3.1K Takipçiler
haenko(⋈,🇺🇦)
haenko(⋈,🇺🇦)@haenko21·
brother. did you check anything before posting this. "$17m lifetime revenue." NEAR Intents alone has done $33.5M in fees. half the post is built on a number that's literally half the real one. "600ms finality is slow." 600ms is the block time. finality is 1.2 seconds. either way that's the fast end of every L1. ETH is 12s. BTC is an hour. you got the spec wrong, then called the spec slow. "choice chain for AI agents???" the co-founder co-authored Attention Is All You Need. the paper that invented modern AI. he shared the stage with Jensen Huang at NVIDIA GTC 2024. only Web3 founder there. then presented NEAR AI research at GTC 2025. still the only Web3 founder there. for the chain you said has no AI case. "emissions end, capital leaves." inflation cut from 5% to 2.5%. Intents fees route into $NEAR buybacks. capital doesn't flee a deflationary token with verifiable cashflow. you wrote the bear case for a chain printing the bull case. decent short-term post.
haenko(⋈,🇺🇦) tweet media
kook 🏝️@KookCapitalLLC

$near is a decent short term trade but ultimately its just a hyperliquid cope play the chain's lifetime revenue is $17m..... vs a $3.6b mkt cap they halved emissions to 2.5% to try to stretch out incentive to keep people's capital on the chain 600ms finality is.... slow we are supposed to believe this will become the choice chain for ai agents??? even if it does, revenue will be a drop in the bucket, emissions end soon, capital leaves it makes no sense to build there or allocate capital there and that's why no one is doing either of those things like i said decent short-term trade but it's so clearly a hyperliquid cope play i have to put this out there just allocate to $hype skip the dino coins if a chain pops up that becomes the 'rea'l be-all-end-all economic layer for economic agents it will be different it won't be an 8 year old dino chain 🦖 make your trade and get out, there's obviously a serious marketing push behind this one and when there's a serious marketing push in crypto, there's always someone waiting to pull the plug hyperliquid

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Mando
Mando@rektmando·
Switched a little risk into grid bots for consolidation/chop of coins before ATH APY been very nice Will increase outright longs when we break Then shut your eyes and hold
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haenko(⋈,🇺🇦)
NEAR. ZEC. HYPE. The thesis @CryptoHayes laid out with @ilblackdragon on @therollupco comes down to two things: privacy as the user unlock, and revenue you can verify on-chain. NEAR is the only one in the basket that ships both.
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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haenko(⋈,🇺🇦)
i wanna touch on something that probably won’t be popular, and honestly i barely see anyone talking about it on CT yet. people keep treating $NEAR $ZEC and $HYPE like three separate “good plays”. they’re not. they’re basically three different answers to the same question: what actually survives once token incentive games stop working? $ZEC = private money. fixed supply, BTC-style halvings, no emissions circus, no points farming. it exists because censorship-resistant private value transfer actually matters. $HYPE = onchain exchange infrastructure. real traders, real fees, real buybacks. dominates perp DEX flow without needing endless incentives to keep users around. $NEAR = chain abstraction + AI infrastructure. instead of forcing users to think about wallets, chains, bridges and gas, NEAR is pushing toward a future where crypto becomes invisible infrastructure for apps, agents and AI systems. and honestly that feels way more sustainable than another cycle of incentive farming. 3 completely different categories. but the same core idea underneath all of them: economics that can survive without subsidies. and i think that’s the only thing that’s really gonna matter this cycle. these aren’t 3 independent bets. it’s one thesis priced three different ways.
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The Rollup
The Rollup@therollupco·
Andy asked why wouldn't AI agents create their own currency? An AI-generated unit of account all the LLMs agree on? @ilblackdragon, Co-Founder of @NEARProtocol: "They can create tokens. But agents need reputation and reputation needs history. You can't manufacture that." "You still need to pay for compute. That maps to energy. Those economic pieces need to map into something people value. Existing infrastructure already has ins and outs into the real world. That matters."
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Dylan M|azeotrope|👁️|
Dylan M|azeotrope|👁️|@Aziotrope0212·
@haenko21 Nice effort post. It is true as well. There is a reason why NEAR has always had high user metrics despite price
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haenko(⋈,🇺🇦)
haenko(⋈,🇺🇦)@haenko21·
$NEAR Intents had 542,000 unique users in the last 30 days. half a million people paid fees to use the product. no points farm, no airdrop hopium, no incentives subsidizing the volume. they paid because it works. stack the rest: > $19.2B in cumulative swap volume > $33.5M in actual protocol fees generated > 25.6M total swaps executed > $51M+ daily volume running right now > USDT and USDC = 53% of 24h flow - agentic stablecoin commerce in production, not pitch deck most of crypto talks about real yield like a punchline. token gets airdropped, "stake to earn 200% APY", price dumps the second emissions stop, exit liquidity acquired. 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. this one prints.
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haenko(⋈,🇺🇦) retweetledi
Arthur Hayes
Arthur Hayes@CryptoHayes·
We got a long way to go ... pack your bags for da moon.
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Kyle Samani
Kyle Samani@KyleSamani·
Fans of $NEAR, $VVV, and $TAO what are the key metrics you track for each (eg near intent volumes), and where are the best dashboards and data sources for that info online Thanks
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Dubord Digital
Dubord Digital@DubordDigital·
@haenko21 @near_intents We are very happy to have positions in $NEAR continue the awesome work of building. Those who generate revenue are the winners in the future economy!
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haenko(⋈,🇺🇦)
Grayscale's $NEAR trust trades 42% above the actual NEAR price. the trust isn't new - it's been live as a private placement since May 2024, on OTC since September 2025. what's new is that the premium widened 5 points in a single session. 42% above spot. for an asset on every major exchange. that's not how assets nobody wants behave. AUM went $790K to $1.3M in a month. small numbers but the curve is bending. oh, and Grayscale already filed to convert $GSNR to a spot $NEAR ETF on NYSE Arca. filing dropped in January. SEC decision around September. trust → premium → ETF. you've seen this movie. it was called GBTC. $NEAR mcap: ~$3B trust premium: 42% ETF filing: pending the trust is bidding harder than spot.
Grayscale@Grayscale

$NEAR exposure, no wallets, no keys, no custody headaches. Grayscale NEAR Trust (ticker: $GSNR) gives investors exposure to $NEAR, the native asset of @NEARProtocol, a Layer-1 powering peer-to-peer value exchange onchain.

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