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Someone asked me yesterday about the NEAR Protocol ecosystem, so I went through a much broader set of projects currently building there. $NEAR has already had a strong move this year, but I think the next opportunity depends on whether liquidity starts rotating deeper into the ecosystem. I’m currently... looking at NEAR through 4 main buckets: – Cross-chain / Intents – DeFi liquidity – Trading + launchpads – AI + data The most important piece is still NEAR Intents. NEAR is pushing chain abstraction quite aggressively, making it easier for users to move and trade assets across multiple chains without manually bridging through several steps. That creates a pretty clear flow into the protocols underneath. DeFi side: – Rhea Finance | solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB – Aurora | ethereum:0xaaaaaa20d9e0e2461697782ef11675f668207961 – NearFi | $NEARFI Rhea is still the liquidity hub I’m watching the closest since DEX, lending and Intents-driven liquidity all converge there. Aurora plays a different role as an EVM gateway, allowing Ethereum users/devs to enter NEAR through familiar tooling like Solidity and MetaMask. NearFi is more focused on trading and onchain execution. The more speculative side is the launchpad layer: – NEARLY | $NEARLY – Shards | $SHARDS – Umbra | solana:PRVT6TB7uss3FrUd2D9xs2zqDBsa3GbMJMwCQsgmeta – nearpad | $NEARFI – NeaRRR | $RRR – Neara – MEME.COOKING The mechanics are quite different across them. Nearly sends launches directly into Rhea liquidity. Shards and NEARRR use bonding curves before graduating into pools. Umbra also connects launches back into Rhea, while uses an auction-based model instead of the standard bonding curve approach. :chatgpt-content-reference{index="1"} Some smaller tokens I’m also scanning: – NINU | $NINU – solana:FHqhvvLCVThubEjeT9kk4UaUNQSawvbWypCn6XM7dF7r – $RUST – $NIRA – $RRR These are obviously much higher risk, so I’m paying more attention to volume, liquidity and user growth than just MC. Wallet + trading infra is also becoming more complete: – HOT Protocol 🔥 – Meteor Wallet – INTEAR 💦 For charts and analytics, DexScreener, GeckoTerminal and native NEAR terminals cover most of what I need. Outside pure DeFi/meme flow, I also have PublicAI | $PUBLIC on the radar. PublicAI sits in the AI + human data narrative, which fits pretty well with the broader AI direction NEAR is pushing. So my current map is basically: $NEAR → base liquidity Intents → cross-chain flow solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB → DeFi liquidity ethereum:0xaaaaaa20d9e0e2461697782ef11675f668207961 → EVM access NearFi → trading Nearly / Shards / Umbra / NEARRR → launchpad flow $PUBLIC → AI/data Personally, I’ll focus the most on solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB, ethereum:0xaaaaaa20d9e0e2461697782ef11675f668207961 and the low-cap launchpad layer. If liquidity starts rotating from $NEAR into the ecosystem, these are the areas I expect to react first.show more

Okada_Research

23,705 subscribers

10,795 Aufrufe • vor 8 Tagen •via X (Twitter)

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26 Kommentare

Profilbild von Burak ochivit

Burak ochivitvor 8 Tagen

@NEARProtocol Launchpad activity picking up

Profilbild von Okada_Research

Okada_Researchvor 7 Tagen

@NEARProtocol For sure, it is becoming the clear bottleneck for the ecosystem growth. Whoever executes on the user experience side of these launches is going to capture most of that momentum.

Profilbild von NIYIRORA Rosine

NIYIRORA Rosinevor 8 Tagen

@NEARProtocol $RHEA is on my watchlist too

Profilbild von Okada_Research

Okada_Researchvor 7 Tagen

@NEARProtocol It’s the anchor for the ecosystem right now. Seeing how it handles the volume from these new launchpad flows will be the real test.

Profilbild von SHEBO

SHEBOvor 8 Tagen

@NEARProtocol NEAR Intents is the part that stands out to me

Profilbild von Okada_Research

Okada_Researchvor 7 Tagen

@NEARProtocol agreed, it is the real catalyst for adoption. once the UX friction disappears, the flow into the ecosystem protocols becomes inevitable.

Profilbild von Defi Rocketeer

Defi Rocketeervor 8 Tagen

@NEARProtocol great insight, how about $NEARLY

Profilbild von Albertor

Albertorvor 8 Tagen

@NEARProtocol Product quality becomes easier to judge when users return without needing another incentive to do so.

Profilbild von Karamata_ 💎

Karamata_ 💎vor 8 Tagen

@NEARProtocol Great work

Profilbild von Renksi

Renksivor 8 Tagen

@NEARProtocol NEAR Intents definitely seems like the key piece to watch

Profilbild von John Parker

John Parkervor 8 Tagen

@NEARProtocol Definitely keeping RHEA on the radar

Profilbild von holly

hollyvor 8 Tagen

@NEARProtocol NEAR Intents is the part worth watching.

Profilbild von Tanaka

Tanakavor 8 Tagen

@NEARProtocol NEAR Intents could be the real liquidity unlock here. If $NEAR keeps running, I’m watching solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB + the low-cap launchpad plays next.

Profilbild von Smoke

Smokevor 8 Tagen

@NEARProtocol Game changing tech

Profilbild von Sarah Bennett

Sarah Bennettvor 8 Tagen

@NEARProtocol NEAR liquidity rotation could get interesting fast

Profilbild von Freya_FL

Freya_FLvor 8 Tagen

@NEARProtocol Keeping my eyes on Aurora.

Profilbild von Simon Desue

Simon Desuevor 8 Tagen

@NEARProtocol NEAR Intents really changes how crosschain flows feel.

Profilbild von AlphaWizard

AlphaWizardvor 8 Tagen

@NEARProtocol $RHEA liquidity hub thesis makes sense

Profilbild von Smeeth

Smeethvor 8 Tagen

@NEARProtocol Great analysis, thanks. 🙏

Profilbild von rudolphhh

rudolphhhvor 8 Tagen

@NEARProtocol near intents driving cross chain flow into the ecosystem is the key piece

Profilbild von Haid3rr

Haid3rrvor 8 Tagen

@NEARProtocol Near eco looking good

Profilbild von Death Viper ⟠

Death Viper ⟠vor 8 Tagen

@NEARProtocol intents really is the piece that makes the rest click

Profilbild von Kong Trading 🦍

Kong Trading 🦍vor 8 Tagen

@NEARProtocol Cross chain movement gets much simpler with Intents

Profilbild von Kanaro

Kanarovor 8 Tagen

@NEARProtocol $NEAR is so back

Profilbild von Jasper

Jaspervor 8 Tagen

@NEARProtocol $AURORA remains an interesting play

Profilbild von ada

adavor 8 Tagen

@NEARProtocol still good time to buy $NEAR here?

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INTERVIEW: Why $NEAR is Growing: The AI-Native Money Thesis - Intents, Privacy, & Tokenomics | Sal Ternullo NEAR Protocol is showing up more and more - Integrated in Zodl, right before the $ZEC explosion - Used in Venice to create private AI inferece - Infinex uses Near Intents for creating a unified wallet What's going on over at NEAR Protocol, and how does Near adoption impact $NEAR? Sal Ternullo, CEO of SVRN, 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

INTERVIEW: Why $NEAR is Growing: The AI-Native Money Thesis - Intents, Privacy, & Tokenomics | Sal Ternullo NEAR Protocol is showing up more and more - Integrated in Zodl, right before the $ZEC explosion - Used in Venice to create private AI inferece - Infinex uses Near Intents for creating a unified wallet What's going on over at NEAR Protocol, and how does Near adoption impact $NEAR? Sal Ternullo, CEO of SVRN, 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

Bankless

54,054 Aufrufe • vor 4 Monaten

How NEAR Intents are Solving Crypto's Biggest Problems | Free the Money Ep. 36 Alex Shevchenko is the Co-founder and CEO of Aurora Labs and Defuse Labs, the team behind NEAR Intents, the universal liquidity protocol for on-chain markets and tokenized assets. With a PhD in Applied Physics, Alex Shevchenko 🇺🇦 has been building blockchain infrastructure since 2015 and helped launch Rainbow Bridge, Aurora, and NEAR Intents. Today, NEAR Intents’ infrastructure handles the majority of cross-chain trading volume outside same-asset transfers. •Why blockchain fragmentation is crypto's biggest obstacle to mainstream adoption •How NEAR Intents creates a universal liquidity layer across blockchains •What a fully agentic economy actually looks like and why AI agents will need their own financial infrastructure •Why open AI models are catching up to Big Tech and why personal AI could become the future •Why nearly $16 trillion in real-world assets (RWAs) could be tokenized by 2030 and why interoperability will be critical •How NEAR's ~$79 million in daily volume generates an average of ~$158,000 in daily $NEAR buybacks •Near's Confidential Intents: private cross-chain trading using a private shard and trusted execution environments (TEEs) •Why the CLARITY Act could accelerate institutional adoption and bring new capital into crypto •Why $470 billion worth of Bitcoin is exposed to quantum attacks and how NEAR Protocol is preparing with post-quantum cryptography Remember to subscribe and hit the bell "🔔" icon to get notifications. Check out my favorite privacy coin, Zano and follow Zano for updates. You can buy Zano seamlessly on MEXC using a VPN, or browse the full list of exchanges where Zano is available here: You can also find educational content, tutorials, and interviews on the official Zano YouTube Channel: 0:00 Alex's Journey from Applied Physics 2:25 The Origin Story Behind NEAR Intents & Cross-Chain Infrastructure 4:14 Blockchain Fragmentation: Liquidity, Markets & Why Crypto Still Feels Broken 8:59 How NEAR Intents Work Under the Hood (Chain Signatures, Settlement & Self-Custody) 12:52 Building the Financial Backbone of the Agentic Economy (MPP, AI & NEAR's Vision) 16:58 When Will the Agentic Economy Arrive? Alex's Prediction 18:16 Distillation & Open vs Closed AI Models 24:32 NEAR AI: Private Inference & Running AI Without Giving Up Your Data 25:31 $80M Daily Volume, $NEAR Buybacks & Tokenomics 29:41 Why RWAs Need NEAR Intents 33:37 The Agentic Economy Explained: Cross-Agent Interactions 37:17 AI Will Disrupt Subscription Models: The Case for Agentic Micropayments 40:00 Why Privacy Matters: Zano 42:02 Confidential Intents Explained 47:53 Why the CLARITY Act Could Unlock Institutional Capital for Crypto 51:29 Quantum Computing Threats & How NEAR Is Preparing with Post-Quantum Cryptography NEAR Protocol NEAR AI NEAR Mobile | Wallet & DEX

How NEAR Intents are Solving Crypto's Biggest Problems | Free the Money Ep. 36 Alex Shevchenko is the Co-founder and CEO of Aurora Labs and Defuse Labs, the team behind NEAR Intents, the universal liquidity protocol for on-chain markets and tokenized assets. With a PhD in Applied Physics, Alex Shevchenko 🇺🇦 has been building blockchain infrastructure since 2015 and helped launch Rainbow Bridge, Aurora, and NEAR Intents. Today, NEAR Intents’ infrastructure handles the majority of cross-chain trading volume outside same-asset transfers. •Why blockchain fragmentation is crypto's biggest obstacle to mainstream adoption •How NEAR Intents creates a universal liquidity layer across blockchains •What a fully agentic economy actually looks like and why AI agents will need their own financial infrastructure •Why open AI models are catching up to Big Tech and why personal AI could become the future •Why nearly $16 trillion in real-world assets (RWAs) could be tokenized by 2030 and why interoperability will be critical •How NEAR's ~$79 million in daily volume generates an average of ~$158,000 in daily $NEAR buybacks •Near's Confidential Intents: private cross-chain trading using a private shard and trusted execution environments (TEEs) •Why the CLARITY Act could accelerate institutional adoption and bring new capital into crypto •Why $470 billion worth of Bitcoin is exposed to quantum attacks and how NEAR Protocol is preparing with post-quantum cryptography Remember to subscribe and hit the bell "🔔" icon to get notifications. Check out my favorite privacy coin, Zano and follow Zano for updates. You can buy Zano seamlessly on MEXC using a VPN, or browse the full list of exchanges where Zano is available here: You can also find educational content, tutorials, and interviews on the official Zano YouTube Channel: 0:00 Alex's Journey from Applied Physics 2:25 The Origin Story Behind NEAR Intents & Cross-Chain Infrastructure 4:14 Blockchain Fragmentation: Liquidity, Markets & Why Crypto Still Feels Broken 8:59 How NEAR Intents Work Under the Hood (Chain Signatures, Settlement & Self-Custody) 12:52 Building the Financial Backbone of the Agentic Economy (MPP, AI & NEAR's Vision) 16:58 When Will the Agentic Economy Arrive? Alex's Prediction 18:16 Distillation & Open vs Closed AI Models 24:32 NEAR AI: Private Inference & Running AI Without Giving Up Your Data 25:31 $80M Daily Volume, $NEAR Buybacks & Tokenomics 29:41 Why RWAs Need NEAR Intents 33:37 The Agentic Economy Explained: Cross-Agent Interactions 37:17 AI Will Disrupt Subscription Models: The Case for Agentic Micropayments 40:00 Why Privacy Matters: Zano 42:02 Confidential Intents Explained 47:53 Why the CLARITY Act Could Unlock Institutional Capital for Crypto 51:29 Quantum Computing Threats & How NEAR Is Preparing with Post-Quantum Cryptography NEAR Protocol NEAR AI NEAR Mobile | Wallet & DEX

Bri Teresi

180,296 Aufrufe • vor 2 Monaten

a lot of people have been asking me how to bridge to $NEAR here’s the only guide you need i found 3 methods: - Rhea Finance - Shards - near(.)com if the chain isn’t congested, rhea is the fastest option you can move tokens from almost any chain to near in seconds the only downside is that it’s not the most efficient route from sui shards basically saved me when i first started using near go to the bridge section and: 1. choose the chain you’re bridging from and the amount 2. add your sending wallet under “refund to” 3. send the exact amount to the address provided 4. wait for it to process, or paste the tx hash under “already sent” to speed it up near(.)com works in a similar way, with a few extra steps if it’s your first deposit, you’ll need to complete the one-time confidential deposit first then: 1. deposit the token you want to use 2. go to home and select “swap” 3. select near 4. confirm the trade once you find the method you prefer, repeating the process is pretty straightforward for sui specifically, i’d use near(.)com you can deposit directly into your account and swap into near pretty quickly rhea also has a route through usdc, but most of the time i get: “failed to broadcast sui transfer” save this post, near trenches are gonna be on fire next week

a lot of people have been asking me how to bridge to $NEAR here’s the only guide you need i found 3 methods: - Rhea Finance - Shards - near(.)com if the chain isn’t congested, rhea is the fastest option you can move tokens from almost any chain to near in seconds the only downside is that it’s not the most efficient route from sui shards basically saved me when i first started using near go to the bridge section and: 1. choose the chain you’re bridging from and the amount 2. add your sending wallet under “refund to” 3. send the exact amount to the address provided 4. wait for it to process, or paste the tx hash under “already sent” to speed it up near(.)com works in a similar way, with a few extra steps if it’s your first deposit, you’ll need to complete the one-time confidential deposit first then: 1. deposit the token you want to use 2. go to home and select “swap” 3. select near 4. confirm the trade once you find the method you prefer, repeating the process is pretty straightforward for sui specifically, i’d use near(.)com you can deposit directly into your account and swap into near pretty quickly rhea also has a route through usdc, but most of the time i get: “failed to broadcast sui transfer” save this post, near trenches are gonna be on fire next week

Angelo

11,367 Aufrufe • vor 7 Tagen

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!

Here's why $NEAR is a no-brainer in 2025 👇 Everybody loves NEAR Protocol and there is a reason for that (or many). Near is well-positioned to be one of the leading blockchain ecosystems this year. Let’s explore the “whys”. TIMESTAMPS Quick Bio – 00:00:15 Inflation Reduction Proposal – 00:00:43 Technically Speaking – 00:02:40 Near Intents – 00:03:37 Chain Signatures and AI – 00:04:39 Decentralization and DeFi – 00:05:59 I have my Near account since March 2023, but it has been inactive for a while, as I was focused on other stuff. However, the recent inflation halving proposal by HOT DAO (HOT Protocol 🔥) and LiNEAR (LiNEAR Protocol) brought my eyes back to the project and I really like what I’m seeing. So, here’s my first point. If this proposal passes, NEAR could lead the way in what appears to be a market trend of improving the tokenomics, as more and more experts realize holders have been overpaying for these networks' security, with a too high supply inflation. Solana tried something similar, but the proposal was rejected. In my opinion, validators voting favorably to that show a commitment to the chain for the long term. On the other hand, voting against it signals a short-term vision focused on milking the emissions as much as possible, at the ecosystem’s expense. The voting currently goes with 28% “YEA” votes, needing 66.76% to pass. Most of the validators who already cast their votes went with the yes. 2pilot, avb, openshards, qbit, sicmundus, fox, and intear are, so far, the only seven who voted “NAY”. This proposal has the vocal support of most influential figures in the Near ecosystem, including the Near Foundation (NEAR Foundation), led by Illia (root.near) (🇺🇦, ⋈), which makes me believe it will pass and show the power of the halving in getting the market’s attention and presenting a huge investment asymmetry for the native token right now. Is this everything I like about NEAR? Definitely not. This is just what got me looking at it again, just to discover a (very much) thriving ecosystem, full of interesting things happening at the same time. I’ll mention a few, but there is (much) more. Technically speaking, Near is a high-performance blockchain, with really low fees and one of the fastest finalities, with 600ms block time and approximately 1.8s finality. It also has my favorite architecture for internet-scale scalability, using sharding, while keeping a high decentralization standard. As a learning programmer, Near also has one of the best dev experiences (in my limited opinion). The documentation is clear, has a logical journey, presenting from the basic anatomy in details to more complex SDKs and tools. I’m also in love with the near-cli-rs. A command line interface program written in Rust for seamless interaction with the Near blockchain. Allowing wallet creation, chain query, sending transactions, staking, smart contract calls, and more. Near Intents. This was the second thing to get my attention, while studying the project again, and it sets a whole new standard for blockchain interactions, especially cross-chain. Basically, users can declare an intention (for example, swap Ethereum-USDT to Bitcoin) and a network of solvers, running on Near, will find the best path to accomplish this task. We recently saw an impressive 465k-worth swap happening in exactly this example, paying 0.55% of trading fees to thorswap.near and swapkit.near. According to a Dune Dashboard, the protocol accumulates nearly $400 million in volume since its launch not long ago, in November 2024. *obs.: half this volume was achieved in the last month. Massive! Near Intents is possible due to two other very interesting things: (i) Chain abstraction, and (ii) a solid AI infrastructure. Chain abstraction (via Chain Signatures) is a powerful interoperability feature, allowing Near to friendly connect different blockchains as if they were part of a single network. Users and devs benefit from wallet, address, fees, and cross-chain bridges abstractions - not even noticing they are interacting with multiple chains. One wallet that powers everything. Powered by Near. On AI, Near is just built differently. Not for the hype, but for the solution. The team has been looking for AI solutions much before the ChatGPT fever. Actually, they started as an AI company, pivoting to blockchain later. So, being one of the most promising networks for the growing AI economy was just the natural path to follow. There is an extensive and super complete research piece on that topic, recently published by Reflexivity Research (Reflexivity Research) on July 1st. It presents Near as an AI-optimized blockchain, covering AITP, Shade Agents, x402, Near Intents, and more. Definitely worth the reading. Wrapping up this content with one more aspect that really matters to me is how Near remains truthful to decentralization, data ownership, censorship-resistance and open-source primitives that have been increasingly abandoned by other key players. A simple example of that is how the Near Foundation decided to deprecate its public APIs, encouraging the surge of a more decentralized and competitive market of SaaS projects, with a highlight to Lava Network, that recently appeared in my timeline talking about that. DeFi is also huge on Near, leveraging all the previous properties I mentioned, creating a truly decentralized liquidity pool via Rhea Finance, connected with other chains like BTC, Ethereum, ZCash, and more. All that contributes to Near having the second-largest monthly active addresses, with nearly 50 million, only losing to Solana’s nearly 90 million. In the meantime, NEAR, the token, is not even at the 30rd position by market cap. Crazy stuff. To (finally) wrap it up, I also want to mention Near’s consensus decentralization. While having a low node-count, the network has a Nakamoto Coefficient of 11, which is not bad at all. Surely, there is still room for improvement, which is possible as becoming a validator is accessible staking and hardware-wise. If you liked this content, make sure to click the like bottom and share it around. Follow me on X or subscribe to my YouTube channel, both at vinibarbosabr. See ya!

Vini B |「 thecoding 」

40,183 Aufrufe • vor 1 Jahr

Ep. 20 | Free The Money | How NEAR Intents Fix DeFi UX In this episode, I sit down with Harshit Tiwari (chronear), Head of Ecosystem Strategy at the NEAR Foundation, to break down NEAR Intents, one of the fastest-growing cross-chain protocols. At its core, NEAR Intents allows users to seamlessly move assets across chains without needing to think about bridges, liquidity, or execution. Instead of manually swapping tokens, users simply express what they want (an “intent”), and a network of competing solvers executes the trade, optimizing for the best price and fastest settlement. A major innovation discussed is confidential intents, which bring privacy to on chain trading, something historically missing in crypto. This is especially critical for institutional adoption, where large players require discretion similar to traditional finance (e.g. dark pools). Looking ahead, Harshit predicts a major shift toward AI-driven economies, where autonomous agents transact on behalf of users. Within 12–18 months, AI agents could dominate on-chain activity, executing trades, payments, and real-world tasks through intent-based systems. NEAR is building toward: • Tokenized equities • An open-source AI stack — NEAR AI is already live today • A world where users own their data, not centralized platforms • And a model where ecosystem activity ultimately feeds back into value accrual for NEAR holders Sign up for ITrustCapitol with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: If you’re being moved onto a platform you didn’t choose, with higher fees, there are better options. iTrustCapital gives you more control, better pricing, and now a limited time 2% match to make the move even more compelling. 00:00 Intro: NEAR = Universal Transaction Layer for AI Economy 01:00 What Are NEAR Intents? (Fixing Cross-Chain Fragmentation) 02:26 Confidential Intents: Bringing Privacy to On-Chain Trading 04:50 Institutional Adoption Is Already Here (What Changes Next) 05:38 Chain Abstraction + User-First UX (Why This Wins) 06:32 Competing with Coinbase & Binance UX (DeFi’s Big Unlock) 06:58 iTrustCapital Ad (Gold, Crypto, IRA Strategy) 08:00 Why CEX UX Still Dominates (and How NEAR Fixes It) 09:35 One Interface for Everything: The NEAR “Super App” Vision 10:13 Intents = Decentralized Fiverr (Solvers Compete for Best Price) 11:24 AI Agents Will Transact More Than Humans (12–18 Months?) 13:10 Decentralized AI vs Big Tech (Who Controls Your Data?) 14:24 NEAR AI: User-Owned, Open-Source, Verifiable AI 15:54 NEAR Tokenomics: Value Accrual + Buybacks Explained 17:37 Deflationary Token Model (Why Supply Could Shrink) 18:19 Stocks & Commodities Coming to NEAR Intents 20:29 “Trillions of AI Agents” Thesis Explained 22:43 Regulation, AI, and Working With Governments

Ep. 20 | Free The Money | How NEAR Intents Fix DeFi UX In this episode, I sit down with Harshit Tiwari (chronear), Head of Ecosystem Strategy at the NEAR Foundation, to break down NEAR Intents, one of the fastest-growing cross-chain protocols. At its core, NEAR Intents allows users to seamlessly move assets across chains without needing to think about bridges, liquidity, or execution. Instead of manually swapping tokens, users simply express what they want (an “intent”), and a network of competing solvers executes the trade, optimizing for the best price and fastest settlement. A major innovation discussed is confidential intents, which bring privacy to on chain trading, something historically missing in crypto. This is especially critical for institutional adoption, where large players require discretion similar to traditional finance (e.g. dark pools). Looking ahead, Harshit predicts a major shift toward AI-driven economies, where autonomous agents transact on behalf of users. Within 12–18 months, AI agents could dominate on-chain activity, executing trades, payments, and real-world tasks through intent-based systems. NEAR is building toward: • Tokenized equities • An open-source AI stack — NEAR AI is already live today • A world where users own their data, not centralized platforms • And a model where ecosystem activity ultimately feeds back into value accrual for NEAR holders Sign up for ITrustCapitol with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: If you’re being moved onto a platform you didn’t choose, with higher fees, there are better options. iTrustCapital gives you more control, better pricing, and now a limited time 2% match to make the move even more compelling. 00:00 Intro: NEAR = Universal Transaction Layer for AI Economy 01:00 What Are NEAR Intents? (Fixing Cross-Chain Fragmentation) 02:26 Confidential Intents: Bringing Privacy to On-Chain Trading 04:50 Institutional Adoption Is Already Here (What Changes Next) 05:38 Chain Abstraction + User-First UX (Why This Wins) 06:32 Competing with Coinbase & Binance UX (DeFi’s Big Unlock) 06:58 iTrustCapital Ad (Gold, Crypto, IRA Strategy) 08:00 Why CEX UX Still Dominates (and How NEAR Fixes It) 09:35 One Interface for Everything: The NEAR “Super App” Vision 10:13 Intents = Decentralized Fiverr (Solvers Compete for Best Price) 11:24 AI Agents Will Transact More Than Humans (12–18 Months?) 13:10 Decentralized AI vs Big Tech (Who Controls Your Data?) 14:24 NEAR AI: User-Owned, Open-Source, Verifiable AI 15:54 NEAR Tokenomics: Value Accrual + Buybacks Explained 17:37 Deflationary Token Model (Why Supply Could Shrink) 18:19 Stocks & Commodities Coming to NEAR Intents 20:29 “Trillions of AI Agents” Thesis Explained 22:43 Regulation, AI, and Working With Governments

Bri Teresi

29,602 Aufrufe • vor 6 Monaten

🚨 ALERT / TECHNICAL FEEDBACK (TUNA Launchpad) $TUNA CA: GfLD9EQn7A1UjopYVJ8aUUjHQhX14dwFf8oBWKW8pump Everyone, stay sharp. This is not FUD — it’s technical information. A lot of people are buying without even testing the launchpad, and as a developer, I felt it was my responsibility to test it first and share real feedback based on what I saw (it’s all shown in the video). ✅ The site appears to be AI-built — and that’s not the issue. The real issue is how the launchpad works, and right now it has critical flaws for anyone putting money into it. 1) No automated on-chain transaction flow A serious launchpad should handle the transaction flow automatically on-chain. Instead, you click “create token” and then you must manually send SOL to a wallet the platform is “waiting on” to receive funds — and only then they create the token and send you your buy. ➡️ This is a massive risk, because it’s not a standard verifiable on-chain flow (a program/contract executing the logic transparently). 2) Tokens are being created with NO Solana metadata The token coming out is not minting with proper metadata — meaning no name, no image, no on-chain identity recorded correctly. ➡️ That’s a major red flag. I can deploy a token with correct Solana metadata in 5 minutes, so a launchpad failing to do this is a serious problem. 3) Token launches with ZERO liquidity (no pool) The token starts with no liquidity at all, only your initial buy. ➡️ Result: it cannot trade on any DEX, because there is no pool / curve to enable swaps. Every real launchpad uses a bonding curve or liquidity model so the token launches with a functional market and a meaningful starting market cap (many start around $4k+, and in ecosystems like BONK pairs such as USD1 often start even higher). 📌 Summary The idea is good, but building a real launchpad is not easy. In its current state, these issues make the risk much higher than most people realize. Since I’m confident most didn’t test it, I tested it for you and shared what I found. If this helped you avoid losses (or reduce risk), here’s my Solana wallet for a tip/bonus: FoJ6dHubHf1bnZpNRDQktzWbDeb5AMcyR761KrNKaeNf ✅ There are still about 10 more problems that I will list in the comments! Good luck to those who stay! Who knows, maybe after the good idea and making money from the fees, they'll decide to do everything 100%. I wish you all the best.

🚨 ALERT / TECHNICAL FEEDBACK (TUNA Launchpad) $TUNA CA: GfLD9EQn7A1UjopYVJ8aUUjHQhX14dwFf8oBWKW8pump Everyone, stay sharp. This is not FUD — it’s technical information. A lot of people are buying without even testing the launchpad, and as a developer, I felt it was my responsibility to test it first and share real feedback based on what I saw (it’s all shown in the video). ✅ The site appears to be AI-built — and that’s not the issue. The real issue is how the launchpad works, and right now it has critical flaws for anyone putting money into it. 1) No automated on-chain transaction flow A serious launchpad should handle the transaction flow automatically on-chain. Instead, you click “create token” and then you must manually send SOL to a wallet the platform is “waiting on” to receive funds — and only then they create the token and send you your buy. ➡️ This is a massive risk, because it’s not a standard verifiable on-chain flow (a program/contract executing the logic transparently). 2) Tokens are being created with NO Solana metadata The token coming out is not minting with proper metadata — meaning no name, no image, no on-chain identity recorded correctly. ➡️ That’s a major red flag. I can deploy a token with correct Solana metadata in 5 minutes, so a launchpad failing to do this is a serious problem. 3) Token launches with ZERO liquidity (no pool) The token starts with no liquidity at all, only your initial buy. ➡️ Result: it cannot trade on any DEX, because there is no pool / curve to enable swaps. Every real launchpad uses a bonding curve or liquidity model so the token launches with a functional market and a meaningful starting market cap (many start around $4k+, and in ecosystems like BONK pairs such as USD1 often start even higher). 📌 Summary The idea is good, but building a real launchpad is not easy. In its current state, these issues make the risk much higher than most people realize. Since I’m confident most didn’t test it, I tested it for you and shared what I found. If this helped you avoid losses (or reduce risk), here’s my Solana wallet for a tip/bonus: FoJ6dHubHf1bnZpNRDQktzWbDeb5AMcyR761KrNKaeNf ✅ There are still about 10 more problems that I will list in the comments! Good luck to those who stay! Who knows, maybe after the good idea and making money from the fees, they'll decide to do everything 100%. I wish you all the best.

Kame Crypto

14,081 Aufrufe • vor 9 Monaten

zkgm to $U all! as you may know, Union announced its BTCfi Flywheel Point Campaign a few days ago. this program rewards users with points for actions like bridging, providing liquidity through Union. basically, you bring value — Union gives you hourly points in return. the points increase depending on the LST you use, the bridging method, the pool you provided liquidity etc. so, i made a quick tutorial video to help you earn the maximum possible point multiplier in this campaign. but before we jump into the video, let’s take a look at what we’ll need: - $ETH on Ethereum ( $USDT, $USDC, or $DAI also work, but ETH is still needed for gas fees ) - $BABY on Babylon Genesis chain by the end of the video, we’ll have added liquidity to two different uniBTC/eBABY pools on Tower, which is a native DEX on Babylon Genesis. let’s get started. #UnionBTCfiFlywheel 00:00 - go to and make a deposit to receive uniBTC. 00:28 - head over to and bridge your uniBTC from Ethereum to Babylon Genesis using Union. this process can take 15–20 minutes depending on Ethereum finality. 01:32 - use to liquid stake your BABY and receive eBABY in return. 01:55 - add liquidity to the uniBTC/eBABY pools on Tower. since these pools currently have very low liquidity, you can only add in small amounts. that’s why i added liquidity in several smaller batches. by doing this, we followed the most optimal path to earn points. you can see the Union point multipliers next to each pool on the Tower interface. currently, there are 3 pools with a 2.5x multiplier, two of them are the ones we added liquidity to. the other one includes pumpBTC, feel free to try that as well. more liquidity for other Union-bridged BTC LSTs will be available over time.

zkgm to $U all! as you may know, Union announced its BTCfi Flywheel Point Campaign a few days ago. this program rewards users with points for actions like bridging, providing liquidity through Union. basically, you bring value — Union gives you hourly points in return. the points increase depending on the LST you use, the bridging method, the pool you provided liquidity etc. so, i made a quick tutorial video to help you earn the maximum possible point multiplier in this campaign. but before we jump into the video, let’s take a look at what we’ll need: - $ETH on Ethereum ( $USDT, $USDC, or $DAI also work, but ETH is still needed for gas fees ) - $BABY on Babylon Genesis chain by the end of the video, we’ll have added liquidity to two different uniBTC/eBABY pools on Tower, which is a native DEX on Babylon Genesis. let’s get started. #UnionBTCfiFlywheel 00:00 - go to and make a deposit to receive uniBTC. 00:28 - head over to and bridge your uniBTC from Ethereum to Babylon Genesis using Union. this process can take 15–20 minutes depending on Ethereum finality. 01:32 - use to liquid stake your BABY and receive eBABY in return. 01:55 - add liquidity to the uniBTC/eBABY pools on Tower. since these pools currently have very low liquidity, you can only add in small amounts. that’s why i added liquidity in several smaller batches. by doing this, we followed the most optimal path to earn points. you can see the Union point multipliers next to each pool on the Tower interface. currently, there are 3 pools with a 2.5x multiplier, two of them are the ones we added liquidity to. the other one includes pumpBTC, feel free to try that as well. more liquidity for other Union-bridged BTC LSTs will be available over time.

utku 🦥 | Huginn

23,748 Aufrufe • vor 1 Jahr

A swap is only the visible part of a DEX. What actually makes a DEX useful is everything happening around that swap. That’s what made me look closer at GnoSwap . I’ve already made a few swaps on the platform and I’m also on the leaderboard now, so I decided to look beyond the points and understand what is actually happening underneath. ➜ Liquidity GnoSwap lets LPs choose the price range where they want their capital to work. That means liquidity can be positioned around the prices where trading activity is happening, rather than simply sitting across the entire range. When trades happen within your range, your position can earn swap fees. ➜ $GNS has a bigger role $GNS isn't just another token sitting in your wallet. You can stake it for xGNS, giving you governance voting power while also allowing you to participate in protocol fees. ➜ New projects have a route in Launchpad takes a different approach. You lock your $GNS for a selected period and receive tokens from a participating project. Your $GNS principal isn't spent on the launch. The trade off is the lock period, while the protocol fee yield is redirected to the project. ➜ The leaderboard adds another layer My swaps have already put me on the board, and I like that activity on the platform isn't completely disconnected from the wider ecosystem. You can build points through swaps, liquidity and staking, while referrals can also contribute to your score. The more I explore GnoSwap, the less I see it as just a place to swap tokens. It is becoming a piece of the infrastructure around where liquidity, markets, governance and new projects can all connect. I'm still early, but I'm paying attention. GnoSwap Join through my link:

A swap is only the visible part of a DEX. What actually makes a DEX useful is everything happening around that swap. That’s what made me look closer at GnoSwap . I’ve already made a few swaps on the platform and I’m also on the leaderboard now, so I decided to look beyond the points and understand what is actually happening underneath. ➜ Liquidity GnoSwap lets LPs choose the price range where they want their capital to work. That means liquidity can be positioned around the prices where trading activity is happening, rather than simply sitting across the entire range. When trades happen within your range, your position can earn swap fees. ➜ $GNS has a bigger role $GNS isn't just another token sitting in your wallet. You can stake it for xGNS, giving you governance voting power while also allowing you to participate in protocol fees. ➜ New projects have a route in Launchpad takes a different approach. You lock your $GNS for a selected period and receive tokens from a participating project. Your $GNS principal isn't spent on the launch. The trade off is the lock period, while the protocol fee yield is redirected to the project. ➜ The leaderboard adds another layer My swaps have already put me on the board, and I like that activity on the platform isn't completely disconnected from the wider ecosystem. You can build points through swaps, liquidity and staking, while referrals can also contribute to your score. The more I explore GnoSwap, the less I see it as just a place to swap tokens. It is becoming a piece of the infrastructure around where liquidity, markets, governance and new projects can all connect. I'm still early, but I'm paying attention. GnoSwap Join through my link:

Captmarvel

169,246 Aufrufe • vor 1 Monat

Prediction markets are one of crypto’s most interesting sectors right now, and I like how Fortune is approaching them. Fortune Agent is what stood out to me most. It’s more than a chatbot summarizing headlines. Its multi-agent system scans live news, sentiment and possible arbitrage opportunities, then validates potential trades based on the user’s chosen amount and risk level. What I like is how it brings research and execution together. Instead of jumping between news feeds, market data and trading platforms, users can find opportunities and act on them from one place while keeping control of their risk. Fortune also isn’t building another isolated prediction market. Its aggregator now brings Polymarket liquidity alongside Predictfun, letting users browse more markets and compare liquidity, volume and probabilities through one interface. The updated flow also allows users to select an outcome, preview their position before trading and track open or settled positions in one portfolio. Following its completed Pre-A round, Fortune is heading toward its TGE coming soon. Users can earn F-Points beforehand through prediction trading, daily activities and Council participation. With its AI Agent, growing liquidity and rewards for active users, Fortune is looking strong heading into TGE!

Prediction markets are one of crypto’s most interesting sectors right now, and I like how Fortune is approaching them. Fortune Agent is what stood out to me most. It’s more than a chatbot summarizing headlines. Its multi-agent system scans live news, sentiment and possible arbitrage opportunities, then validates potential trades based on the user’s chosen amount and risk level. What I like is how it brings research and execution together. Instead of jumping between news feeds, market data and trading platforms, users can find opportunities and act on them from one place while keeping control of their risk. Fortune also isn’t building another isolated prediction market. Its aggregator now brings Polymarket liquidity alongside Predictfun, letting users browse more markets and compare liquidity, volume and probabilities through one interface. The updated flow also allows users to select an outcome, preview their position before trading and track open or settled positions in one portfolio. Following its completed Pre-A round, Fortune is heading toward its TGE coming soon. Users can earn F-Points beforehand through prediction trading, daily activities and Council participation. With its AI Agent, growing liquidity and rewards for active users, Fortune is looking strong heading into TGE!

Caleb

23,206 Aufrufe • vor 1 Monat

Onchain trading still feels more fragmented than it should. One tab for discovery. Another for market data. Another to check wallets. Another to execute the trade. Then another one to track what happened after. I spent some time actually trading through Warden / Halo Token Terminal today, and this is where the “one terminal” idea started to make sense. - Discovery before execution Instead of moving between Dexscreener, CoinGecko and a separate trading interface, I can filter the market directly across Robinhood Chain, Arc, Base and BNB Chain by liquidity, FDV, volume, age, category, signals and even Top Cooks activity. I picked $JOLLY on Robinhood Chain and took it one step further with Warden Buffett. The AI chart read doesn’t simply throw out a bullish or bearish prediction. It breaks down trend, momentum, MACD, pool flow, liquidity, holder concentration, support/resistance and contract risk across multiple timeframes. In this case it actually came back with “direction unsettled” and gave me the levels and market structure behind that conclusion. That is much more useful to me than an AI tool pretending it knows where price goes next. - Analysis and execution stay on the same screen From the AI read, I went directly into a real USDG → JOLLY trade. Before I signed anything, the terminal showed me the route, estimated amount received, minimum received, slippage, platform fee and whether the route was gasless. I knew the downside of the execution before confirming it. No separate swap tab. No moving assets around just to continue the workflow. Warden also keeps PnL tracking inside the terminal, so discovery, analysis, execution and position tracking don’t become four different jobs. - The part I find more interesting than another price screener Top Cooks adds another layer to discovery. Instead of only asking what is moving?, I can see where consistently profitable wallets are active and compare their net flows over 1H, 24H and 7D. That turns wallet activity into another input before making a trade rather than something I have to research separately afterward. Then the leaderboard ties the whole system together: trading activity, new traders and referrals all contribute to the points competition. For this trade, Warden effectively replaced several tabs I would normally keep open at the same time. Discovery → AI analysis → wallet flows → execution → PnL All inside one terminal. If you want to test workflow yourself, you can join through link,

Onchain trading still feels more fragmented than it should. One tab for discovery. Another for market data. Another to check wallets. Another to execute the trade. Then another one to track what happened after. I spent some time actually trading through Warden / Halo Token Terminal today, and this is where the “one terminal” idea started to make sense. - Discovery before execution Instead of moving between Dexscreener, CoinGecko and a separate trading interface, I can filter the market directly across Robinhood Chain, Arc, Base and BNB Chain by liquidity, FDV, volume, age, category, signals and even Top Cooks activity. I picked $JOLLY on Robinhood Chain and took it one step further with Warden Buffett. The AI chart read doesn’t simply throw out a bullish or bearish prediction. It breaks down trend, momentum, MACD, pool flow, liquidity, holder concentration, support/resistance and contract risk across multiple timeframes. In this case it actually came back with “direction unsettled” and gave me the levels and market structure behind that conclusion. That is much more useful to me than an AI tool pretending it knows where price goes next. - Analysis and execution stay on the same screen From the AI read, I went directly into a real USDG → JOLLY trade. Before I signed anything, the terminal showed me the route, estimated amount received, minimum received, slippage, platform fee and whether the route was gasless. I knew the downside of the execution before confirming it. No separate swap tab. No moving assets around just to continue the workflow. Warden also keeps PnL tracking inside the terminal, so discovery, analysis, execution and position tracking don’t become four different jobs. - The part I find more interesting than another price screener Top Cooks adds another layer to discovery. Instead of only asking what is moving?, I can see where consistently profitable wallets are active and compare their net flows over 1H, 24H and 7D. That turns wallet activity into another input before making a trade rather than something I have to research separately afterward. Then the leaderboard ties the whole system together: trading activity, new traders and referrals all contribute to the points competition. For this trade, Warden effectively replaced several tabs I would normally keep open at the same time. Discovery → AI analysis → wallet flows → execution → PnL All inside one terminal. If you want to test workflow yourself, you can join through link,

Arjantit

25,616 Aufrufe • vor 15 Tagen

Robinhood Chain could become the next billion-dollar meme ecosystem. The reason is simple Every successful ecosystem in crypto was never built around a single meme coin pumping. It was built around the users, attention, and ecosystem effects that memes created. $BRETT once reached a $2B market cap and became one of the most iconic memes in the Base ecosystem. It helped Base attract massive attention, users, and liquidity. Solana followed a similar path. Over the past few years, meme coins became one of Solana’s strongest user acquisition channels. further proved that speculation can be transformed into massive on-chain user growth. Almost every successful ecosystem has gone through a meme-driven growth phase. And Robinhood Chain happens to have several unique advantages: First, it has Robinhood’s distribution power with tens of millions of traditional finance users. Second, Robinhood is building around RWA and tokenized stocks, which requires bringing more users on-chain. Third, memes could become the lowest-friction entry point connecting traditional finance users with the crypto world. Robinhood’s CEO said: “While we’re building Robinhood Chain to be the best chain for RWA… it works great for memes too.” Many people see this as just a casual comment. But I think it reveals Robinhood’s deeper product strategy. Because RWA is unlikely to be the reason users enter crypto for the first time. Very few people will download a wallet and learn how bridges work just to buy a tokenized stock. But a viral meme can become the first interaction that brings users on-chain. Once users enter the ecosystem, they can gradually explore stablecoins, RWA, tokenized stocks, and other on-chain products. If Robinhood can replicate the Base and Solana playbook, Robinhood Chain could become the catalyst for the next major meme wave in crypto.

Robinhood Chain could become the next billion-dollar meme ecosystem. The reason is simple Every successful ecosystem in crypto was never built around a single meme coin pumping. It was built around the users, attention, and ecosystem effects that memes created. $BRETT once reached a $2B market cap and became one of the most iconic memes in the Base ecosystem. It helped Base attract massive attention, users, and liquidity. Solana followed a similar path. Over the past few years, meme coins became one of Solana’s strongest user acquisition channels. further proved that speculation can be transformed into massive on-chain user growth. Almost every successful ecosystem has gone through a meme-driven growth phase. And Robinhood Chain happens to have several unique advantages: First, it has Robinhood’s distribution power with tens of millions of traditional finance users. Second, Robinhood is building around RWA and tokenized stocks, which requires bringing more users on-chain. Third, memes could become the lowest-friction entry point connecting traditional finance users with the crypto world. Robinhood’s CEO said: “While we’re building Robinhood Chain to be the best chain for RWA… it works great for memes too.” Many people see this as just a casual comment. But I think it reveals Robinhood’s deeper product strategy. Because RWA is unlikely to be the reason users enter crypto for the first time. Very few people will download a wallet and learn how bridges work just to buy a tokenized stock. But a viral meme can become the first interaction that brings users on-chain. Once users enter the ecosystem, they can gradually explore stablecoins, RWA, tokenized stocks, and other on-chain products. If Robinhood can replicate the Base and Solana playbook, Robinhood Chain could become the catalyst for the next major meme wave in crypto.

Shawn

61,546 Aufrufe • vor 3 Monaten

1️⃣ How Hypersurface Actually Works There has been increasing interest in how on-chain options liquidity is created and how Hypersurface operates under the hood. 👇 This post breaks down the mechanics. - 2️⃣ How options liquidity works in traditional markets In OTC options markets, liquidity is not passive. When a user sells an option, a desk takes the other side and replicates the payoff through delta hedging. This process requires collateral to secure the position and capital to hedge directional exposure. If the user does not provide collateral, the desk must source capital externally. That cost of capital is embedded into pricing. The result is wider spreads and lower premiums for the user. - 3️⃣ What Hypersurface changes Hypersurface removes the dependency on external desks. Liquidity is created directly within the protocol. Instead of routing flow to third parties, the system prices the option, takes the position, and hedges exposure programmatically. - 4️⃣ Execution and hedging When a position enters the system, the protocol computes the delta of the position and executes a corresponding hedge directly on Hyperliquid. This is not manual execution. It is deterministic and contract-driven. - 5️⃣ Why Hyperliquid matters This architecture is enabled by Hyperliquid’s core EVM integration. It allows smart contracts to execute trades directly on the exchange without transferring funds to externally controlled accounts. This removes a critical trust assumption present in most systems. - 6️⃣ Fund custody and control. User funds remain within smart contracts at all times. There is no transfer to team-controlled wallets, no manual custody layer, and no off-chain execution dependency. All actions, including hedging and settlement, are executed at the contract level. - 7️⃣ What this enables. By internalizing liquidity and automating hedging, the system achieves tighter pricing, improved capital efficiency, and scalability without solely relying on external market makers. Market makers can participate to improve the quote, but they have to compete with the protocol, which results in better, more reliable prices for users. - 8️⃣ Context. In traditional and CeFi systems, similar strategies exist. However, they rely on centralized exchanges, custodial execution, and off-chain coordination. Hypersurface replicates these mechanics on-chain with reduced trust assumptions and full transparency. - 9️⃣ Conclusion. Liquidity is created within the protocol. Exposure is hedged programmatically. Funds remain in smart contracts. No intermediaries. No manual execution. This is how on-chain options infrastructure scales. - Join the Hypersurface community on Telegram or Discord! 📎 📎

1️⃣ How Hypersurface Actually Works There has been increasing interest in how on-chain options liquidity is created and how Hypersurface operates under the hood. 👇 This post breaks down the mechanics. - 2️⃣ How options liquidity works in traditional markets In OTC options markets, liquidity is not passive. When a user sells an option, a desk takes the other side and replicates the payoff through delta hedging. This process requires collateral to secure the position and capital to hedge directional exposure. If the user does not provide collateral, the desk must source capital externally. That cost of capital is embedded into pricing. The result is wider spreads and lower premiums for the user. - 3️⃣ What Hypersurface changes Hypersurface removes the dependency on external desks. Liquidity is created directly within the protocol. Instead of routing flow to third parties, the system prices the option, takes the position, and hedges exposure programmatically. - 4️⃣ Execution and hedging When a position enters the system, the protocol computes the delta of the position and executes a corresponding hedge directly on Hyperliquid. This is not manual execution. It is deterministic and contract-driven. - 5️⃣ Why Hyperliquid matters This architecture is enabled by Hyperliquid’s core EVM integration. It allows smart contracts to execute trades directly on the exchange without transferring funds to externally controlled accounts. This removes a critical trust assumption present in most systems. - 6️⃣ Fund custody and control. User funds remain within smart contracts at all times. There is no transfer to team-controlled wallets, no manual custody layer, and no off-chain execution dependency. All actions, including hedging and settlement, are executed at the contract level. - 7️⃣ What this enables. By internalizing liquidity and automating hedging, the system achieves tighter pricing, improved capital efficiency, and scalability without solely relying on external market makers. Market makers can participate to improve the quote, but they have to compete with the protocol, which results in better, more reliable prices for users. - 8️⃣ Context. In traditional and CeFi systems, similar strategies exist. However, they rely on centralized exchanges, custodial execution, and off-chain coordination. Hypersurface replicates these mechanics on-chain with reduced trust assumptions and full transparency. - 9️⃣ Conclusion. Liquidity is created within the protocol. Exposure is hedged programmatically. Funds remain in smart contracts. No intermediaries. No manual execution. This is how on-chain options infrastructure scales. - Join the Hypersurface community on Telegram or Discord! 📎 📎

Hypersurface

15,206 Aufrufe • vor 6 Monaten

$VEX | Project:VEX dumped tokens and extracted nearly $1.5M from users 👇👇 I’m pretty busy and tbh I didn’t really want to get involved in this drama, but the $VEX founder has asked me many times for proof that tokens were being sold. So I went back onchain and checked how these transactions actually work. [1] Why you can’t find the sell txs from the From wallet With a normal wallet, the flow is simple: EOA wallet → DEX → sell, so checking the From address usually shows the trading history directly. But some of the $VEX wallets I checked use a different setup, where the address shown in From is only a Bundler. The actual transaction can be executed through a Smart Account behind it, which means the visible From wallet may show almost no $VEX buy/sell history. Think of it like this: Bundler = delivery driver, Smart Account = the person deciding where the package goes. [2] How Smart Accounts work A normal EOA wallet works like: Private key → Wallet → DEX A Smart Account setup can look more like: Owner key / passkey / multisig → Smart Contract Wallet → Execution contract → DEX / bridge / app So if you only check the visible From wallet, you are only seeing the outer layer of the transaction. The real token movement can happen behind it through Smart Accounts, execution contracts and liquidity pools. [3] This is what I found when tracing $VEX Instead of stopping at the From address, I checked ERC-20 Transfer logs, Approval logs, Smart Accounts, Bundlers, execution contracts and liquidity pools. Once you follow the full path, the $VEX sell activity is there: token leaves the Smart Account, part goes to fees, and the rest gets routed into liquidity pools and swapped into other assets. So when someone says “show me the wallet selling $VEX,” checking only the Bundler wallet is basically useless. You need to trace the entire execution path. [4] Then I checked the top PnL wallets I quick checked around 100 of the highest PnL wallets around $VEX, and many of them show similar behavior. They were active around $VEX from very early on, traded continuously, used Bundler/Smart Account execution and ended up with very high PnL. From my quick calculation, the combined PnL of the wallets I checked is already close to $1.5M. That is a lot of money extracted from the market while users were still buying and holding $VEX. I’m still tracing these wallets one by one, so I’m not saying every address is already confirmed to belong to the team/MM. But the sell activity itself is onchain. [5] And don’t forget the 1% transaction fee $VEX also charges around 1% transaction fee, and with the volume the token generated, the fee side alone could be worth around $2M based on my estimate. So potentially we are looking at around $1.5M PnL from these wallets + around $2M from transaction fees. If the team thinks my wallet analysis is wrong, the answer is simple: public the team wallets, MM wallets, treasury wallets and fee wallets. Then everyone can compare them directly onchain. Send this sh*t to 0.

$VEX | Project:VEX dumped tokens and extracted nearly $1.5M from users 👇👇 I’m pretty busy and tbh I didn’t really want to get involved in this drama, but the $VEX founder has asked me many times for proof that tokens were being sold. So I went back onchain and checked how these transactions actually work. [1] Why you can’t find the sell txs from the From wallet With a normal wallet, the flow is simple: EOA wallet → DEX → sell, so checking the From address usually shows the trading history directly. But some of the $VEX wallets I checked use a different setup, where the address shown in From is only a Bundler. The actual transaction can be executed through a Smart Account behind it, which means the visible From wallet may show almost no $VEX buy/sell history. Think of it like this: Bundler = delivery driver, Smart Account = the person deciding where the package goes. [2] How Smart Accounts work A normal EOA wallet works like: Private key → Wallet → DEX A Smart Account setup can look more like: Owner key / passkey / multisig → Smart Contract Wallet → Execution contract → DEX / bridge / app So if you only check the visible From wallet, you are only seeing the outer layer of the transaction. The real token movement can happen behind it through Smart Accounts, execution contracts and liquidity pools. [3] This is what I found when tracing $VEX Instead of stopping at the From address, I checked ERC-20 Transfer logs, Approval logs, Smart Accounts, Bundlers, execution contracts and liquidity pools. Once you follow the full path, the $VEX sell activity is there: token leaves the Smart Account, part goes to fees, and the rest gets routed into liquidity pools and swapped into other assets. So when someone says “show me the wallet selling $VEX,” checking only the Bundler wallet is basically useless. You need to trace the entire execution path. [4] Then I checked the top PnL wallets I quick checked around 100 of the highest PnL wallets around $VEX, and many of them show similar behavior. They were active around $VEX from very early on, traded continuously, used Bundler/Smart Account execution and ended up with very high PnL. From my quick calculation, the combined PnL of the wallets I checked is already close to $1.5M. That is a lot of money extracted from the market while users were still buying and holding $VEX. I’m still tracing these wallets one by one, so I’m not saying every address is already confirmed to belong to the team/MM. But the sell activity itself is onchain. [5] And don’t forget the 1% transaction fee $VEX also charges around 1% transaction fee, and with the volume the token generated, the fee side alone could be worth around $2M based on my estimate. So potentially we are looking at around $1.5M PnL from these wallets + around $2M from transaction fees. If the team thinks my wallet analysis is wrong, the answer is simple: public the team wallets, MM wallets, treasury wallets and fee wallets. Then everyone can compare them directly onchain. Send this sh*t to 0.

Okada_Research

18,972 Aufrufe • vor 16 Tagen

FRESH ALPHA FROM THE OVEN, BAKED BY NEARWEEK Here's the alpha you need! 🔽 Renamed is ramping up for Meme Season 2.0, starting on May 1st. Find out more here: Meanwhile, Meteor Wallet is allocating 1,000 $GEAR to be distributed randomly to stakers on May 1st. Jump DeFi has partnered with Edge Video AI to host the exclusive $FAST public sale, which begins on April 26th at 3 PM UTC at Edge Video AI supports content creators in monetizing their creations. They've kicked off their journey with a Sticker Pack Contest offering a $500 prize in $FAST. $FAST will launch in the first week of May, followed by an airdrop after the TGE. DeltaTrade will soon go live on the mainnet and will rebrand as DeltaTrade. A meme trading contest will be held featuring all respected memes in the #NEAR Ecosystem. Concurrently, DeltaTrade will launch their point system. The existing referral links for the Intear moved to @intea_rs bot will be migrated to INTEAR Pay, and airdrops are confirmed. At the same time, IntearBot has launched Xeon, which is part of a larger ecosystem and infrastructure initiative within INTEAR, all accessible through a Telegram bot. MITTE is about to launch their latest campaign, 'The Invasion,' in collaboration with meme tokens existing in the #NEAR Ecosystem. MITTE is committed to rewarding the community that actively engages with them and other meme projects in the ecosystem on social media. Survival Is Near 🐝 is set to launch 'The Meme Maze,' a Metaverse Quest where participants race against time and each other to hunt for airdrops and complete tasks to secure a limited edition SIN Alpha NFT. Rogues is running daily streaming and gaming sessions on their Discord server at They are giving away Rogue Genesis NFTs and NEAR tokens to participants daily. Aurora has listed its native token $AURORA on WhiteBIT, and a Trading Competition will be live soon! Follow Aurora and WhiteBit, and turn on your notifications for updates. MOONSHOT will be hosting the MoonShot Mania Game with a prize pool of $250 USD and 1 Moonshot NFT! Users can participate with $NEAR, $NEKO, $GEAR, $ASAC, $LONK, $BLACKDRAGON, $SHITZU, $BEAN, $UWON, $NDC, and $NEARVIDIA tokens! It starts on April 27th at 5 PM UTC. For more details, visit Wojak is looking forward to using the functionality of the new Intear moved to @intea_rs bot, Xeon. Plato's race to collect $FAT has begun in Vietnam! Users can now "Eat & Drink" with the app and receive $FAT. The top 10 users with the most $FAT by May 5th will receive $10 worth of $FAT each. For more information, visit Slushonnear campaign: Those who buy $10 worth of $SLUSH will be eligible to win a Slushin Beauty worth 5N. @SenderLabs hosts daily quests through Sender DAO, where users can complete tasks and become eligible for future #airdrops based on a point system. Read more at NameSky | NEAR account marketplace has launched the $SKY token, with 50% of the supply being distributed to the community. Part of this 50% will be allocated for the #airdrop. Stay tuned for more alpha updates next week, and don't sleep on the NEAR Alpha Show Recap dropping later today to catch all the biggest announcements of this week's space with SWEAT💧 and Edge Video AI! 🔮 Remember to subscribe to NEARWEEK for weekly updates from the NEAR Protocol ecosystem directly to your inbox 🫳

FRESH ALPHA FROM THE OVEN, BAKED BY NEARWEEK Here's the alpha you need! 🔽 Renamed is ramping up for Meme Season 2.0, starting on May 1st. Find out more here: Meanwhile, Meteor Wallet is allocating 1,000 $GEAR to be distributed randomly to stakers on May 1st. Jump DeFi has partnered with Edge Video AI to host the exclusive $FAST public sale, which begins on April 26th at 3 PM UTC at Edge Video AI supports content creators in monetizing their creations. They've kicked off their journey with a Sticker Pack Contest offering a $500 prize in $FAST. $FAST will launch in the first week of May, followed by an airdrop after the TGE. DeltaTrade will soon go live on the mainnet and will rebrand as DeltaTrade. A meme trading contest will be held featuring all respected memes in the #NEAR Ecosystem. Concurrently, DeltaTrade will launch their point system. The existing referral links for the Intear moved to @intea_rs bot will be migrated to INTEAR Pay, and airdrops are confirmed. At the same time, IntearBot has launched Xeon, which is part of a larger ecosystem and infrastructure initiative within INTEAR, all accessible through a Telegram bot. MITTE is about to launch their latest campaign, 'The Invasion,' in collaboration with meme tokens existing in the #NEAR Ecosystem. MITTE is committed to rewarding the community that actively engages with them and other meme projects in the ecosystem on social media. Survival Is Near 🐝 is set to launch 'The Meme Maze,' a Metaverse Quest where participants race against time and each other to hunt for airdrops and complete tasks to secure a limited edition SIN Alpha NFT. Rogues is running daily streaming and gaming sessions on their Discord server at They are giving away Rogue Genesis NFTs and NEAR tokens to participants daily. Aurora has listed its native token $AURORA on WhiteBIT, and a Trading Competition will be live soon! Follow Aurora and WhiteBit, and turn on your notifications for updates. MOONSHOT will be hosting the MoonShot Mania Game with a prize pool of $250 USD and 1 Moonshot NFT! Users can participate with $NEAR, $NEKO, $GEAR, $ASAC, $LONK, $BLACKDRAGON, $SHITZU, $BEAN, $UWON, $NDC, and $NEARVIDIA tokens! It starts on April 27th at 5 PM UTC. For more details, visit Wojak is looking forward to using the functionality of the new Intear moved to @intea_rs bot, Xeon. Plato's race to collect $FAT has begun in Vietnam! Users can now "Eat & Drink" with the app and receive $FAT. The top 10 users with the most $FAT by May 5th will receive $10 worth of $FAT each. For more information, visit Slushonnear campaign: Those who buy $10 worth of $SLUSH will be eligible to win a Slushin Beauty worth 5N. @SenderLabs hosts daily quests through Sender DAO, where users can complete tasks and become eligible for future #airdrops based on a point system. Read more at NameSky | NEAR account marketplace has launched the $SKY token, with 50% of the supply being distributed to the community. Part of this 50% will be allocated for the #airdrop. Stay tuned for more alpha updates next week, and don't sleep on the NEAR Alpha Show Recap dropping later today to catch all the biggest announcements of this week's space with SWEAT💧 and Edge Video AI! 🔮 Remember to subscribe to NEARWEEK for weekly updates from the NEAR Protocol ecosystem directly to your inbox 🫳

NEARWEEK

102,529 Aufrufe • vor 2 Jahren

DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR

DOES ANYONE EVEN STILL TRADE MEMES? $PEPE - looks unstoppable… until volume disappears $DOGE - “the people’s coin”… until the cycle rotates $BONK - fastest hype on Solana… fastest fade after So where are they now? Right - at the bottom Why? Because that was the meta of 2021-2024 When any narrative could fly without fundamentals just on liquidity inflow > Endless liquidity > Endless hype > Endless belief that “this time it’s different” But this market has changed Today projects grow thanks to a sustainable foundation clear economics and mechanisms that work not only in a bull market And if we draw an analogy the best contrast to the meme sector right now is iGaming > Same explosive numbers > Same user flow > Same ability to scale fast But compared to memes the nature of this money is completely different For memes it is Price = Function of attention For iGaming: Price = Function of model That’s why the growth potential of these narratives is similar but the further progress is fundamentally different Although here you also need to be careful because like in any other niche in iGaming there are dishonest or low-quality cases especially if: > The token is not connected to the product > Buybacks come not from revenue but from treasury > There is no real use-case > Liquidity is limited to one chain But of course there are exceptions and personally for me one of the best cases as an example is 1win Token I want to note that they have existed for 10 years and have only been growing during this period And now let’s move to the key advantages that caught my attention: > Userbase of millions of users = demand > Buyback from revenue and therefore it’s not “support” but constant pressure from the business > Dual-native (BNB + SOL) more markets = more liquidity > Regular token burns > Integration into an already existing product If we sum it all up: Memes = pure speculation iGaming (when built properly) = speculation + fundamentals And this combination is what makes the difference Essentially the same growth dynamics but a completely different quality of holding The story of “catching hype” is over now only those with fundamentals win and this project has it NFA DYOR

Gargoyle

16,672 Aufrufe • vor 6 Monaten

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

My conversation with Tarun Chitra As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi. We spend time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate. At the center of the conversation is the belief that AI’s unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain. We discuss: - The current state of crypto as TradFi+ and the decline of speculative narratives - Why AI is killing Bitcoin mining economics and weakening ETH value accrual - The architectural parallel between AI stacks and DeFi (Harnesses = Wallets, Routers = DEX aggregators, Models = Protocols, Inference Providers = LPs) - Why open source models are unbundling faster than traditional software - Agents as the next interface layer and the potential unbundling of ETFs -Cryptography, verifiable compute, and turning GPUs into digital assets - Onchain compute trading as the real crypto × AI opportunity - Sustainable business models and where value will ultimately capture Timestamps: 0:00 – Introduction & State of the Crypto Market 2:00 – Speculative Narratives Fade, Trading & Payments Remain 7:00 – AI’s Impact on Bitcoin Economics & Data Center Opportunity Cost 9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability 15:00 – Trading Design Space & On-Chain Volume Upside 25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers 35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference) 48:00 – Agents, Preference Expression & Unbundling Traditional Products 1:00:00 – Real-Time Harness Generation & Active Learning 1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets 1:10:00 – Closing Thoughts: Where Value Accrues Next Enjoy!

Logan Jastremski

132,617 Aufrufe • vor 2 Monaten

i usually have way too many tabs open when trading >one for finding tokens >another for checking data >another for the actual trade so i spent some time testing Warden token terminal to see how much of that it can actually replace started with $EDGE searched it directly inside the terminal and opened the ai analysis to get the key details without jumping between different apps then i actually traded $BNB ( BNB Chain ) → $EDGE ( Base Chain ) what stood out was being able to see the minimum amount i’d receive before confirming the trade while warden handled the cross-chain execution without me needing gas it currently supports robinhood chain, arc, base and bnb chain the other part i’ve been watching is PnL warden tracks it directly inside the terminal, so i can see how my positions are doing without manually piecing everything together elsewhere there’s also a social layer where you can see other traders and their pnl activity, plus a leaderboard around trading and referrals i’m currently sitting at 28 rank lol still testing it with real trades, but having discovery → ai analysis → trading → pnl in one place is the part that makes the most sense to me try it through my link if you want to explore it yourself:

i usually have way too many tabs open when trading >one for finding tokens >another for checking data >another for the actual trade so i spent some time testing Warden token terminal to see how much of that it can actually replace started with $EDGE searched it directly inside the terminal and opened the ai analysis to get the key details without jumping between different apps then i actually traded $BNB ( BNB Chain ) → $EDGE ( Base Chain ) what stood out was being able to see the minimum amount i’d receive before confirming the trade while warden handled the cross-chain execution without me needing gas it currently supports robinhood chain, arc, base and bnb chain the other part i’ve been watching is PnL warden tracks it directly inside the terminal, so i can see how my positions are doing without manually piecing everything together elsewhere there’s also a social layer where you can see other traders and their pnl activity, plus a leaderboard around trading and referrals i’m currently sitting at 28 rank lol still testing it with real trades, but having discovery → ai analysis → trading → pnl in one place is the part that makes the most sense to me try it through my link if you want to explore it yourself:

MARINE

17,637 Aufrufe • vor 13 Tagen