Nick

What NEAR shipped last month:  ✦ NEAR Intents crossed $17B+ in all-time volume and 23M+ total swaps. ✦ XAU₮ (@tethergold) went live on NEAR Intents.
✦ IronClaw released versions v0.26 and v0.27, upgrading agent self-improvement and security 
✦ NEAR AI and @joinabound partnered to deploy cross-border payment IronClaw agents
✦ @sigmaswgroup and NEAR AI partnered to deploy confidential inference for enterprises
✦ @oisy wallet integrated NEAR Intents
✦ NEAR Intents began powering cross-chain swaps inside @matchametaxyx
✦ NEAR Intents now powers deposits from any chain into @trycallshot
✦ NEAR intents went live in @reydotxyz
✦ Co-Founder @ilblackdragon presented at the @Kryptoplanet_ IronClaw meetup in Seoul and Buidl Asia
✦ NEAR Legion began hosting IronClaw Agentic Workshops
✦ @DefiLlama introduced a comprehensive NEAR ecosystem dashboard
✦ IronClaw got its own X account (@IronClawAI) And much more.

NEAR is the unified commerce layer for your assets and your agents. @near_intents 🤝 @IronClawAI NEAR is now.

‼️ BREAKING: Swaps in Ledger are now powered by NEAR Intents. Swap $NEAR, $ETH, $SOL, $BTC, and more seamlessly inside Ledger. No bridges. No slippage stress. No manual routing. Just express the outcome. Agents execute.

@suemcco11 seasons changing. i get it every year at the same time around now

Not sure what’s wrong with me but the last few days i’ve been completely wiped. No other symptoms just crazy fatigue and napping / sleeping non stop 😴😴😴😴😴😴🤦🏼‍♀️🤦🏼‍♀️🤦🏼‍♀️

frxUSD (@fraxfinance) crosschain stablecoin conversions are now accessible on @0xStableFlow. Swap between any supported stablecoins across 25+ chains, powered by the NEAR Intents solver network. stableflow.ai

NEAR Intents fee revenue is buying back more NEAR than the protocol emits. That's the claim from @AlexAuroraDev (head of NEAR Intents) at NEARCON. I dug into the revenue dashboard to understand how. The key nuance most people miss: NEAR Intents uses the FULL gross fee to buy NEAR on the market first, then splits fees with partners. So the buyback pressure on the token is the full fee amount, not just NEAR's retained share. The dashboard shows two different numbers: Total Fees (gross, all ecosystem activity) and Revenue (net, what NEAR retains after partner splits). Both are real. They measure different things. The "buyback exceeds inflation" claim refers to the gross buyback volume - the actual NEAR purchased on the market before distribution. Whether the net effect is fully deflationary depends on what happens after the split. But the buy pressure from the full fee conversion is on-chain and verifiable.

‼️BREAKING: $NEAR is now the largest holding in the @Grayscale Decentralized AI Fund.

This is the cleanest bull case I've read on any L1 in months. Let me break down what actually happened to NEAR. Token emissions: stopped. Completely. On February 23, 2026 NEAR flipped its fee switch and zeroed out new inflation. The same mechanism that every other L1 uses to paper over weak fundamentals - "don't worry, emissions will boost activity" - NEAR just turned off. Revenue: $34M annualized. 96% of it comes from Intents doing $3B in monthly cross-chain volume. This isn't points programs or airdrop farming. 78% of that volume is stablecoins moving across 35 chains. Real economic activity, not speculators rotating in and out of meme tokens. Supply: fully unlocked. No VC unlocks left. No team vesting cliff coming. The number of NEAR in circulation today is the number tomorrow. Every other L1 still has years of dilution ahead. Market cap: $1.78B. Down 76% from highs. Trading like a dead project. Daily fees: $1 a year ago. $80,000 today. That's five orders of magnitude of real usage growth while the price chart was going the other way. ETF filings: Bitwise and Grayscale both filed for spot NEAR ETFs. Institutional access layer being built. Here's what makes this different from every "undervalued L1" pitch. Most L1s with low market caps have one of three problems: bad fundamentals, massive unlock overhang, or inflation eating the holders alive. NEAR has none of them right now. The fundamentals are real and accelerating, the supply is clean, and inflation is literally zero. The fee switch math is what nobody is paying attention to. At current revenue, NEAR is already net deflationary - more NEAR is being bought back and burned through Intents fees than is being issued. That flips a core L1 thesis: holders don't need to beat inflation because there is no inflation. They just need the revenue to keep growing. The gap between "$34M revenue, zero inflation, fully unlocked, $3B/month volume across 35 chains" and "$1.78B market cap" is the mispricing. Either the revenue is fake and collapses, or it gets priced in. A year from now we'll know which.

NEAR halted all token emissions on february 23. zero inflation. fee switch now generates $34m annualized revenue, 96% from intents doing $2.1b monthly volume. fully unlocked supply, no remaining VC or team vesting. market cap sitting at $1.78b down 76% from highs. both bitwise and grayscale filed for spot NEAR ETFs. the protocol went from bleeding tokens to breakeven-to-deflationary in under 6 months and the market is still pricing it like a dead L1. daily fees went from $1 to $80,000 in a year. 78% of intents volume is stablecoins. that's not speculative flow, that's real economic activity across 35 chains. deploying more capital

NEAR Intents is now integrated into Oisy Wallet, built by @dfinity. @oisy users can now perform intents-based cross-chain swaps directly within the wallet, enabling access to native tokens across Ethereum, Solana, BNB Chain, Base, Polygon, and Arbitrum.

Since integrating last fall, @Ledger users have swapped millions in cross-chain volume with NEAR Intents. Ledger's new UI now makes Intents even easier to use.  Frictionless swaps across 30+ chains, confirmed on-device. Here's a walkthrough: near.org/blog/cross-cha…

@aigisos Everythings up and running? Why havent you launched then😂

GM community. As we prepare for the launch of Aimpire AI, a new frontier in AI × blockchain, we’ve also launched live status updates for the Aigisos group of products. status.aigisos.com

$16,000,000,000 in total volume on @near_intents! Every Intents swap now contributes onchain → revenue.near.org The numbers don’t lie. $NEAR is the unified commerce layer.

NEAR AI and @joinabound, the financial super-app for Indians abroad by The Times of India Group, are partnering to deploy IronClaw-powered AI financial agents for cross-border payments.

⚡️NEAR NOW LISTED ON ROBINHOOD! 🇺🇸US investors can now trade NEAR directly on Robinhood. Bullish for $NEAR!

$NEAR is now available to trade on Robinhood Crypto, including NY.

NEAR now has a public revenue dashboard. Track protocol fees, product revenue, and how usage offsets $NEAR emissions—live and onchain. revenue.near.org ↓

Venice Verifiable Privacy - Powered by NEAR AI x.com/i/broadcasts/1…

Venice is verifiably private with NEAR AI @AskVenice integrated with @near_ai confidential inference providing cryptographic proof of privacy. Join @ilblackdragon and @ErikVoorhees live on X at 10AM PT as they explore the integration and dive deep into privacy in the industry.

Q4 2025 saw institutional validation of NEAR accelerate: ‧ @Grayscale NEAR Trust (GSNR) began public trading on OTCQB, then filed for NYSE Arca listing ‧ @Bitwise and 21Shares NEAR Staking ETPs launched on Deutsche Börse Xetra ‧ Valour NEAR SEK ETP extended access via Avanza and Nordnet ‧ Bitwise filed for dedicated NEAR Strategy ETF with SEC Regulated investment vehicles don't launch for protocols with unclear value accrual. They launch when the revenue mechanics are provable and the infrastructure is production-grade. Q1 2026 shipped the application layer: ‧ IronClaw for confidential agent runtime ‧ Confidential Intents for private cross-chain execution ‧ NEAR AI Agent Marketplace for agent-to-agent commerce