Zurel
2.7K posts




Last episode, Ansem shared his analysis on near:native's recent price action and developing narrative... Since the call last Thursday, near:native is +41%


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

operating on a global encrypted state is much more flexible than shielding or mixing coins example: > have 100k oct > encrypt 50k > stealth send 30k > decrypt 10k proofs are only required on spend and decrypt, all other operations within the hypergraph space are near-instant


AI with public and verifiable weights, but encrypted inputs and outputs, has been achieved externally, publicly, onchain it makes use of exactly zero TEE (trusted execution environments) technology that powers venice, phala, near et al, who misleadingly claim llms to be private











