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Sal Ternullo CEO at SVRN breaks down the NEAR AI x Venice integration. 👇

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90,820 views • 1 month ago •via X (Twitter)

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NEAR is Hitting On Revenue, Privacy, And AI At Once with SVRN CEO, Sal Ternullo Timestamps 00:49 Institutional Inbound Explained 02:28 Bitcoin Negative Correlation 04:35 NEAR Investment Thesis Evolution 06:16 NEAR AI Stack 08:29 Bear Case And Risks 09:56 Venice Integration Breakdown 11:27 Path To Deflation 14:18 Intents Fee Model Analysis 15:51 Fee Structure Vs Volume 17:46 Confidential Intents Premium 19:42 Token Buyback Pre-Commitment
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Sal Ternullo of SVRN explains why he thinks near:native is misvalued He thinks there's been a structural change in NEAR Protocol 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
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