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Zhuang, 庄
@0x_Zhuang
slave @0xmediaco , building @clustlydotai, CS AI NTU 🇸🇬, @UCBerkeley | 00后 姓庄
2.4K Following    11.4K Followers
few people have been asking me how i managed to spot and size into near:native a month ago there are a few signs i usually look for, and i believe near:native managed to capture almost all of them narrative, fundamentals, and who notable is behind it first is the narrative first, it sits right in the middle of the ZEC + privacy narrative, NEAR Intents has become one of the key rails for cross-chain ZEC liquidity. more than $2.2B of ZEC volume has already gone through Intents, while Confidential Intents is pushing the privacy narrative even further. then comes the AI narrative NEAR co-founder @ilblackdragon Polosukhin was one of the co-authors of “Attention Is All You Need”, the Transformer paper that became the foundation of modern LLMs now they’re building NEAR AI around confidential inference and private AI infrastructure even the $VVV narrative connects back here, with Venice integrating NEAR AI’s confidential inference infrastructure earlier this year second is the onchain fundamentals NEAR Intents has now processed around $29B+ in cumulative volume at the current run rate, it is doing roughly $50M+ in annualized gross feesand TVL has been breaking ATH after ATH, Intents TVL is now well above $150M, while NEAR’s own dashboard shows Confidential Intents TVL above $180M the revenue captured from Intents is also being used for buybacks lastly, look at who’s behind it in july, i listened to an hour-long WSH podcast with Mert where NEAR was only mentioned very briefly near the end, he mentioned the bags he was holding $ZEC and $SOL and lastly, near:native as the dark horse back then, almost no one was paying attention fast forward to the last 24 hours Naval has retweeted about NEAR, and Mert has finally made his first properly bullish tweet on NEAR and Hyperliquid has integrated with it now suddenly, more and more people are starting to talk about it, the stars are starting to align for an absolutely monstrous chart i guess sticking around through this bear market for the past few months gave me the insights and conviction to size in before the crowd arrives
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整個推特開始談 Near,其實 0xMedia 從熊市就開始寫 Near 系列 熊市很無聊,我們很認真在挖哪些幣在牛市有潛力,持續的分享 Near 訪談說了什麼 第一篇文章 NEAR 敘事第二春:從分片擴容到 AI 多鏈樞紐開始,我們想分享 NEAR 的敘事不再僅僅是公鏈,那時 Near 1.6 簡單來說 ⬇️ 1️⃣ AI 敘事,Near Intents 發生在很多你感受不到的地方,撮合量累計 28.8B 美元。接了 34 條鏈和 202 個可交易資產。包括很多聚合器和錢包底層。 $Zec 底層都是 Near。還有創始人本身是 AI 大牛,Intents 本身也是設計給 Agent 用的機制 2️⃣ 回購敘事,Near 的銷毀機制是 Intents 的 Revenue 一部分會回購 near:native,把回購的代幣移出流通(通縮),目前 46.87Mu 了。主網上的 Gas 也會燃燒, 3️⃣ 隱私敘事,很多底層基建都是 Near。包括 VVV 還有剛官宣的 Hype,Near 是他們的隱私執行層。之後 Hyperliquid 的隱私的永續合約可想而知會給 Near 多大加成 不覺得 Near 僅是 Zec 的資金外溢,主流敘事 Near 都具備 @NEARProtocol。更何況 Naval 開始轉發了 你們沒好好看文章太可惜了,因為很多莊神 @0x_Zhuang 嚴選 @0xmediaco
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any sinkies here play pickleball? had the itch to play ever since coming back from Taiwan, but no idea where the nearest court is or who to play with, still pretty new to the sport please jio me next week we’re all unemployed here anyway so afternoons work been staring at screens way too much lately, need to touch some grass, meet some new people and actually move my body if you play pickleball in sg, dm jio me pls, thx
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来台湾之后每天都在打 pickleball,现在终于知道为什么台湾人最近全部在打了 以前打了一阵子 tennis,后来第一次看到匹克球, 身边朋友都说:“这不是阿姨叔叔跟 gay 在打的吗” 所以我一直不想碰 结果来台湾随便打了几场 干,真的有够上瘾
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few people have been asking me how i managed to spot and size into near:native a month ago there are a few signs i usually look for, and i believe near:native managed to capture almost all of them narrative, fundamentals, and who notable is behind it first is the narrative first, it sits right in the middle of the ZEC + privacy narrative, NEAR Intents has become one of the key rails for cross-chain ZEC liquidity. more than $2.2B of ZEC volume has already gone through Intents, while Confidential Intents is pushing the privacy narrative even further. then comes the AI narrative NEAR co-founder @ilblackdragon Polosukhin was one of the co-authors of “Attention Is All You Need”, the Transformer paper that became the foundation of modern LLMs now they’re building NEAR AI around confidential inference and private AI infrastructure even the $VVV narrative connects back here, with Venice integrating NEAR AI’s confidential inference infrastructure earlier this year second is the onchain fundamentals NEAR Intents has now processed around $29B+ in cumulative volume at the current run rate, it is doing roughly $50M+ in annualized gross feesand TVL has been breaking ATH after ATH, Intents TVL is now well above $150M, while NEAR’s own dashboard shows Confidential Intents TVL above $180M the revenue captured from Intents is also being used for buybacks lastly, look at who’s behind it in july, i listened to an hour-long WSH podcast with Mert where NEAR was only mentioned very briefly near the end, he mentioned the bags he was holding $ZEC and $SOL and lastly, near:native as the dark horse back then, almost no one was paying attention fast forward to the last 24 hours Naval has retweeted about NEAR, and Mert has finally made his first properly bullish tweet on NEAR and Hyperliquid has integrated with it now suddenly, more and more people are starting to talk about it, the stars are starting to align for an absolutely monstrous chart i guess sticking around through this bear market for the past few months gave me the insights and conviction to size in before the crowd arrives
Show more
整個推特開始談 Near,其實 0xMedia 從熊市就開始寫 Near 系列 熊市很無聊,我們很認真在挖哪些幣在牛市有潛力,持續的分享 Near 訪談說了什麼 第一篇文章 NEAR 敘事第二春:從分片擴容到 AI 多鏈樞紐開始,我們想分享 NEAR 的敘事不再僅僅是公鏈,那時 Near 1.6 簡單來說 ⬇️ 1️⃣ AI 敘事,Near Intents 發生在很多你感受不到的地方,撮合量累計 28.8B 美元。接了 34 條鏈和 202 個可交易資產。包括很多聚合器和錢包底層。 $Zec 底層都是 Near。還有創始人本身是 AI 大牛,Intents 本身也是設計給 Agent 用的機制 2️⃣ 回購敘事,Near 的銷毀機制是 Intents 的 Revenue 一部分會回購 near:native,把回購的代幣移出流通(通縮),目前 46.87Mu 了。主網上的 Gas 也會燃燒, 3️⃣ 隱私敘事,很多底層基建都是 Near。包括 VVV 還有剛官宣的 Hype,Near 是他們的隱私執行層。之後 Hyperliquid 的隱私的永續合約可想而知會給 Near 多大加成 不覺得 Near 僅是 Zec 的資金外溢,主流敘事 Near 都具備 @NEARProtocol。更何況 Naval 開始轉發了 你們沒好好看文章太可惜了,因為很多莊神 @0x_Zhuang 嚴選 @0xmediaco
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my boss told me to get more clients, so i made this video please like and rt so i don’t get fired -intern
“the best things in life are free” taking the stance that life is an inward game nothing has value beyond the value you choose to give it everything has a price, yet everything can be priceless to the right person the best things in life are often the simple things around us that we take for granted good sleep, good relationships, good health, deep focus, alone time, freedom from other people’s opinions gratitude does help though it doesn’t change what you have, but it changes how much it’s worth to you “what you most want is what you most can’t have, and what you most can’t have is what you already had, and lost.” the best things in life are free as we only realize how priceless they were once money can no longer bring them back
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spoke to enough people at the top, you realize the game is actually pretty simple once basic needs are met, everyone starts chasing the same things good sleep, a stable relationship, regular workouts, time alone, books, deep focus, eating on time, and freedom from other people’s opinions funnily enough, you don’t need to reach the top to start optimizing for any of them
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spoke to enough people at the top, you realize the game is actually pretty simple once basic needs are met, everyone starts chasing the same things good sleep, a stable relationship, regular workouts, time alone, books, deep focus, eating on time, and freedom from other people’s opinions funnily enough, you don’t need to reach the top to start optimizing for any of them
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single DeFi protocol $UNI just flipped entire L1 $SUI in marketcap
watched snippets of Lawrence Wong’s National Day Rally ’26, Singapore is basically paying you to have kids now: > ~$70K govt support per Singaporean child by age 17 > $10K cash Baby Gift at birth > $5K newborn MediSave grant > $5K CDA First Step Grant > $2K Child Credits every year from age 1–16 > Up to $5K govt CDA co-matching > $10K PSEA top-up at age 17 > Childcare leave: 8 days for 1 kid, 10 for 2, 12 for 3+ ,per parent > Childcare fees → $150/month > Infant care → $300/month > Extra BTO ballot chance for every child / pregnancy > More housing, transport & healthcare support for 3+ kids > Same child support regardless of birth order Lawrence really begging us to reproduce ASAP now im motivated to make babies but who do i make them with?
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I’ll be speaking this Sunday at @aiDotEngineer about @Clustlydotai and our integration Agent payments are becoming real, We’re excited to show how AI agents can use and x402 on Solana to send instant tips to anyone on X Huge shoutout to @solana and @SuperteamSG for making this happen.
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Introducing in collaboration with @googlecloud For the first time agents can discover, access, and pay-per-request for APIs from Google Cloud including Gemini, BigQuery, Vertex AI, and more using stablecoins on Solana. No accounts, no subscriptions, just machine-native commerce.
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fuck, they really turned my tweet into a news headline 💀
The biggest waste of talent in Singapore 🇸🇬 is watching high performers from elite high schools become financial advisors If you’re mid, fine. You were probably going to be mid anywhere But if you’re actually sharp & ambitious, why the hell would you spend your 20s selling insurance policies? That’s not a career path. That’s a talent drain with no leverage, no upside, and no pride
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Trump right now flying to China with Elon, Jensen, Tim Cook, Larry Fink, Blackstone, Boeing, Goldman, Micron, Qualcomm, and half of corporate America. There are literally trillions of dollars sitting on Air Force One
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This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.
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.@0xmediaco brought in $792M+ trading volume this month from direct referrals Chinese distribution still moves serious size when done right
.@0xmediaco brought in $792M+ trading volume this month from direct referrals Chinese distribution still moves serious size when done right
this is my first time entering a hackathon, just submitted for @colosseum Frontier Hackathon with huge support from @SuperteamSG ready for @solana Colosseum accelerator
singapore / sinkies, please weigh in
The biggest waste of talent in Singapore 🇸🇬 is watching high performers from elite high schools become financial advisors If you’re mid, fine. You were probably going to be mid anywhere But if you’re actually sharp & ambitious, why the hell would you spend your 20s selling insurance policies? That’s not a career path. That’s a talent drain with no leverage, no upside, and no pride
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my mom asked me why is sui:native Pumping: > CME launch trading for futures on May 4th > Nasdaq-listed SUIG strategically stakes 108.7 million SUI tokens > @paga integrating Sui Dollar ($USDsui) for instant and direct dollar-denominated settlement. > Free Stablecoin Transfer & Private payments > PRIVACY > @RaoulGMI says Sui is positioned to be the best chain for agentic commerce > Mysticeti V3 > Im so bullish
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