
SGGoldSilver
4.5K posts






INTERVIEW: Why $NEAR is Growing: The AI-Native Money Thesis - Intents, Privacy, & Tokenomics | @sal_ternullo @NEARProtocol is showing up more and more - Integrated in @zodl_app, right before the $ZEC explosion - Used in @AskVenice to create private AI inferece - @infinex uses Near Intents for creating a unified wallet What's going on over at @NEARProtocol, and how does Near adoption impact $NEAR? @sal_ternullo, CEO of @svrn_ai, joins us to explain why he thinks the original NEAR thesis finally coming into focus. They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset. [TIMESTAMPS] 0:00 Intro 2:23 Why NEAR is Everywhere Lately 3:58 Pivot or Return to Roots? 7:41 The “AI Money” Thesis 9:54 Intents, Zashi, and Real Product Market Fit 11:38 Tokenomics, Buybacks, and Value Accrual 14:45 NEAR’s Different Approach From Ethereum 18:00 Fees, Scaling, and First-Party Apps 23:04 Cross-Chain Liquidity as NEAR’s Moat 28:27 The Contrarian Investor Case for NEAR 31:43 Privacy, Enterprises, and AI Agents 39:38 What SVRN Is Building for NEAR 46:00 Investor Sentiment and Final Thoughts










3 months ago we shipped Confidential Intents on NEAR. This chart is the single most important metric for Confidential Intents. 🧵

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.




If you expect oil to stay below $200/barrel for the next 5-8 years, you're ignoring 150 years of evidence 👇










