oddgems ⋈

#BTC Very Close To A Bottom. Anything between 15k to 20k region (or even slightly below, if corn falls further) should be an excellent buying opportunity. The below analysis should be self-explanatory.

@oddgems Any condemnation on the 40k killed by the regime?

Everyone is hopping on the agentic commerce hype train but we've been building towards this future for years. So much so that Illia was invited to speak at @NVIDIAGTC yesterday about the market primitives of the agentic economy, where he painted the full picture of how @near_ai, @near_intents, and @NEARProtocol come together. In short, we are entering an era where AI agents don't just answer questions, they take actions, negotiate contracts, hire other agents, move money, manage your life, and become their own economic actors. The question is whether that future will be owned by a few companies that prioritize profits over people or if it will be truly user-owned. Today's markets were designed for humans which means they're full of irrational behavior, bias, expensive legal overhead, and rent-seeking middlemen. Agents have none of that so when agents transact, they optimize on outcomes. This changes everything. But for agents to act on your behalf at that scale, they need to be secure and private. IronClaw solves this as a secure + open-source agent runtime to protect users from prompt injection and data leakage. These agents will run inside a Confidential Virtual Machine (CVM), inference happens inside hardware-enforced private enclaves, and every execution comes with cryptographic attestations users can verify. Only you and your agent can see / manage your credentials, data, and digital life. This is an important part for what it means to have "user-owned AI". Once agents can be trusted to act, they need a way to coordinate and act on declarative specifications of a desired outcome under specific constraints. This is what we call an "Intent" and you can think of it as a contract that speaks plain english like "here is what I want, this is my budget, and this is how we resolve it if something goes wrong. Intents can be auctioned, split, and negotiated peer-to-peer between agents. They carry full context so if a dispute is triggered, the dispute agent has access to the entire contract, the worker's submission, and every intermediate piece of information from the start. Just an agent reading the record and issuing a ruling. For agents to actually pay for goods, they need liquidity to fill the user's request. That's why we shipped @near_intents over a year ago. Since then it has processed over $15B in volume across more than 35 chains. Over time, this abstracts all blockchains away from each other and more asset classes will be added to this global liquidity network. For services, the NEAR AI Marketplace will connect your personal agents to jobs so you can continue making money. Illia made this concrete with a side-by-side comparison where he put the same job on Fiverr vs. an agent on the NEAR Agent Marketplace. The Fiverr freelancer took two days to write a sub-par report and tried to charge an extra $150 for the "full report" on top of the $15 trial. Meanwhile, an agent completed a better report in an hour for $3. We expect agent costs to decrease while output quality goes up over time. The marketplace will also support every major interoperability standard including MCP, A2A, x402, ACP, etc. so everyone's personal agents can communicate and pay each other seamlessly. These implications go far beyond commerce. Illia closed with the idea that these same primitives, agents voting to allocate budget, measuring outcomes against milestones, and reallocating automatically when targets are missed, could be applied to public goods funding and government spending. The persistent challenge with public institutions is lack transparency, clear attribution, and ROI. Agents can fix the accountability problem at the infrastructure level. All of this runs on @NEARProtocol which serves as the distributed network that no single party controls. It decentralizes linearly with demand and can already process 1M transactions per second, faster than Visa and Mastercard combined. Every person will eventually have their own private, secure agent managing their life and buying $NEAR is the best hedge for this disruptive AI future.