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Here’s everything you need to know about NEAR:
✦ What NEAR is today, from NEAR Protocol to $NEAR token, Intents to IronClaw
✦ Why NEAR matters
✦ Why now
🧵
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NEAR Protocol
13K posts
NEAR Protocol
@NEARProtocol
The unified commerce layer for assets and agents.
Katılım Ağustos 2018
1.3K Takip Edilen1.8M Takipçiler
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.
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NEAR Protocol retweetledi
"Without privacy, crypto as money in daily life doesn't happen. Privacy is the enabler."
@ilblackdragon doubles down on @CryptoHayes's privacy thesis and explains why it is the single most important unlock for crypto mass adoption:
"Paying for coffee, you don't want the shop knowing your balance. You don't want the world knowing you were there. You don't want someone waiting for you next visit."
"Privacy is the mass adoption enabler for crypto as money. Confidential Intents is how Near brings that."
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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Who powers secure AI agents, confidential transactions, and intent-based execution at scale?
Arthur Hayes (@CryptoHayes) and NEAR Co-Founder Illia Polosukhin (@ilblackdragon) just laid out how the privacy revolution runs on NEAR. 👇
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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NEAR Protocol retweetledi
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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Private banking locks “discreet” financial services behind a $50K+ minimum.
Confidential payments on near.com cost a chain fee.
No gatekeepers.
No wealth requirement.
No exposed source wallet.
NEAR makes confidentiality accessible to everyone.
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NEAR Protocol retweetledi
More of this energy in crypto
Remember when financial privacy was an important ideal?
NEAR Protocol@NEARProtocol
Confidential payments are live on near.com. Alex just sent 0.1 ETH to the Ethereum Foundation from his NEAR balance. The chain doesn't see who sent what. The Ethereum Foundation just got ETH on Ethereum.
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TDX signature, certificate chain, NVIDIA GPU attestation, nonce binding: each one confirms the prompt never left the hardware-sealed enclave.
The GPU operator sees nothing. The host OS sees nothing. NEAR AI sees nothing.
Here's how Venice uses NEAR AI: venice.ai/blog/venice-la…
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This is what NEAR AI private inference looks like in production.
An @AskVenice ($VVV) user selects a TEE model, sends a prompt, and receives a hardware-signed attestation report. Six cryptographic checks passed and verified in 343ms.
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NEAR Protocol retweetledi
Check out list of models you can be using confidentially or anonymously via @near_ai inference.
Gemma, Qwen, GLM and more
Own your data today
cloud(.)near(.)ai/models
Kent@cuongdc_real
.@near_ai just updated a very nice models picker list, and your agents can use Google/gemma-4-31B-it - a VERY capable OSS model at a dirt-cheap price, powered by NEAR AI TEE infras (e2e encrypted, your prompts won't be logged)
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Last 30 days of confidential on near.com: ZEC, USDT, USDC, BTC, ETH, SOL, NEAR, TON, plus 30+ more.
The category is confidential cross-chain.
NEAR Intents gives tokens privacy-preserving execution. Crypto-payment confidentiality is now a cross-asset story.
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NEAR Protocol retweetledi
Sal Ternullo of @svrn_ai explains why he thinks near:native is
misvalued
He thinks there's been a structural change in @NEARProtocol over the last 2 years, that makes NEAR deserves a 2-4x just from human usage alone
But the real growth story is from AI Agents using Ironclaw and Near Intents creating a 20-40x opportunity for near:native
Episode is out for Premium Subscribers today
Haseeb ＞|＜@hosseeb
OK guys, someone want to explain the $NEAR pump? Did I miss something?
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@Hamza_sid_0 @ilblackdragon The latest on scaling NEAR through dynamic resharding: x.com/NEARProtocol/s…
NEAR Protocol@NEARProtocol
Dynamic resharding is coming to NEAR. The upcoming network upgrade will enable the protocol to add shards automatically as demand grows. This delivers on NEAR's founding vision of building the world's most scalable blockchain protocol at the highest level of performance 🧵
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@NEARProtocol @ilblackdragon I’d love to dive deeper into NEAR’s infrastructure vision especially dynamic sharding, Chain Signatures, AI powered agents and how NEAR is building scalable infrastructure for real-world apps and autonomous AI systems🚀
The tech direction feels far ahead of the market right now🔥
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NEAR has been building toward this moment for nearly 10 years, beginning with @ilblackdragon's pioneering research on the Transformer architecture, which underpins today's frontier AI models.
In the agent economy, infrastructure decides everything, which is why it will also capture a lot of value. Agents will use the infrastructure that:
-Scales
-Unifies the most liquidity
-Keeps operations confidential
NEAR supports 1M+ TPS, routes liquidity across 35+ chains, and keeps both execution and inference confidential. NEAR has been architected from day one to be the infrastructure the agent economy requires.
Tell us where you want to go deeper on NEAR infrastructure. We'll point you to the right resources.
Market Bubble@MarketBubble
Ansem shares his thesis on near:native “So NEAR is focusing on the two areas in crypto that are getting attention, privacy and also AI” “One of the theses around NEAR is it being a platform for agents to transact on” “KYC laws make it really difficult for AI agents to transact on traditional rails because all of the banking laws that exist are tailored for humans” “As we’re rewriting the systems of how we’re gonna transact on a day to day basis, crypto obviously is one of the platforms that’s gonna be able to benefit agents because you won’t need KYC to transact on blockchains”
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@hey_daughter @ilblackdragon NEAR docs for RPC providers, indexers, quickstarts, and more: docs.near.org
Near One blog for technical deep dives on validation and network design: blog.nearone.org
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@NEARProtocol @ilblackdragon I want to go deeper into NEAR infrastructure especially RPC nodes, indexing, smart contract deployment, and how validators keep the network scalable and fast.
Would love resources for beginners building on the ecosystem 🚀
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How Venice uses NEAR AI private inference: near.ai/blog/venice-is…
The original Zashi + NEAR Intents integration that unlocked cross-chain ZEC: x.com/zodl_app/statu…
near.com also now supports cross-chain ZEC across 35+ chains, with privacy-preserving execution through Confidential Intents. ZEC is the privacy thesis at the asset layer. Confidential Intents is the privacy thesis at the execution layer.
Super simple tutorial here for swapping into ZEC: x.com/near_intents/s…
More on Confidential Intents: intents.near.org/confidential
Zooko and Illia for the big picture on privacy: youtube.com/watch?v=XNjqDA…
And NEAR revenue dashboard: revenue.near.org
YouTube
Zodl (fka Zashi)@zodl_app
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@NEARProtocol @ilblackdragon what are the best places for people to read about how $NEAR intents works with shielded assets like $ZEC?
& where are best places to read about how @near_ai works with $VVV to provide private inference?
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@MRDEEP4848 @ilblackdragon Chain abstraction: docs.near.org/chain-abstract…
NEAR AI Cloud quickstart for devs: docs.near.ai/cloud/quicksta…
The latest on NEAR scaling: x.com/NEARProtocol/s…
NEAR Protocol@NEARProtocol
Dynamic resharding is coming to NEAR. The upcoming network upgrade will enable the protocol to add shards automatically as demand grows. This delivers on NEAR's founding vision of building the world's most scalable blockchain protocol at the highest level of performance 🧵
English
@NEARProtocol @ilblackdragon NEAR’s infrastructure stack feels underrated right now. I’d love to go deeper into chain abstraction, AI-native tooling, and how NEAR is scaling for consumer apps without sacrificing UX. Also curious about the long-term vision for interoperability and developer onboarding.
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