If you want to see how the ~$155 $NEAR base case is constructed.
Assumptions:
- 16B agents by 2030
- 2% utilizing NEAR's AI infra (intents, compute, etc)
- Avg agent does 1k onchain tx
- Near capturing 30bps on those tx
The biggest wakeup items for me:
1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge)
2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap.
3. 100% circulating supply
Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs.
I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.
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I stand by this.
DZ has already captured ~60% of Solana stake, and I don't see a world where the lion's share of network traffic for performant networks don't route through it for structural reasons.
Very few projects that own entire sectors with ~0 comps and DZ is one.
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DoubleZero Edge now carries data from @HyperliquidX.
Streams are entirely uncapped, every market, every order, the full L4 book including HIP-3.
Introducing the first-class path to Hyperliquid’s order book, and the fastest commercially available feed on the market.
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For those looking to make money while they make money on the AI trade.
Deepseek, p(doom), Anthropic, OpenAI, compute - all in one book.
$20,000 in prizes. Our first trading competition is live.
Trade OpenAI, Anthropic and more. The winner takes home $10,000.
Climb the leaderboard:
I think we see the second part of this prediction take shape now that options meta is under way
18/ Options see a resurgence as protocols experiment with the UX enough that it becomes consumer-friendly.
Increase in computer use effectiveness and general trust of agents has me semi-bearish x402/MPP.
The pushback on agentic commerce being off chain was that it wasn't made for them (name, ID, having UI for data entry, trust over funds, etc)
All of that is eroding very quickly the last 6mo.
People are increasingly fine giving credentials and funds to agents to act on their behalf, and theyre getting REALLY good at using computers traditionally.
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It's safe to say that within 6-12 months we'll be able to do an entire day's work without touching our computer other than turning it on and off.
This is why I never have and never will do LEAPS
(Got zero'd on the ATAI buyout)
NEAR Rips, Zcash Nears $1,500 & Crypto Gets SEC Relief
At this point I'd give extra credit to resumes that include RTS player stats.
Managing an army in Starcraft/Age of Empires is barely different than juggling agent tasks now adays
I built a @cursor_ai client that runs inside World of Warcraft as an addon so I can keep an eye on my agents and prompt them when i need.
Me using Astra to solve a mold/water damage dispute with my neighbor
Alright, I'm convinced this recent wave is here to stay and probably gets bigger. Mostly because it gets commotion from non-CT personalities engaging with CT (which Vlad is now part of).
Massive requirement for any sort of "wave."
Celebrity memecoin wave -> Celebrities
AI token wave -> SF tech elites, Tradfi (FARTCOIN)
MEME/RWA wave -> CEOs
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Seriously? What’s the concern you ask, @vladtenev? The list of concerns is almost existential.
U.S. securities laws are in place to protect investors. For good reason, we spend millions and millions of dollars every year to comply with U.S. securities laws. In good. conscience, how can Robinhood as a U.S. company set up an operation in far offshore Jersey, an island 3000 miles away, and market a security sort of posing as AMC in some shape or fashion, and not comply with U.S. securities laws. That is shocking and shameful.
Our past issuance of equity to strengthen our balance sheet was vital to our success. Your setting up some kind of fictitious synthetic equity market decouples stock token ownership from a company’s ability to control its own capital raising efforts.
Share ownership gives shareholders various rights, including the right to vote their shares. Your stock token pretend to be some form of stock ownership, but disclosures to the contrary notwithstanding, they are not ownership and they deprive investors of their rights.
This quasi-fake market you are creating on the island of Jersey sows distrust amongst the public about financial markets in general. There already is distrust in financial institutions, you are potentially making it far worse.
These are but a few of my concerns about your actions.
I hereby call on you and Robinhood to voluntarily CEASE AND DECIST the trading of AMC stock tokens. If you don’t, our high priced securities counsel has been asked to see whether we can force you to stop.
I also wonder how can the SEC possibly support your sham ignoring of U.S. securities laws. You can be sure we will be asking them.
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MNX team has been slowly onboarding to their mainnet instance, and may be the only comprehensive trading platform for AI-assets soon.
Pre-IPO stocks + things like compute
Launching just in time for GPT-6
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9 of the top 12 are stable-denominated btw.
Undeniable that this is the trend of our industry and "moneyness" shouldn't be held on to too tightly as a value proposition.
Uniswap doing almost $2b in 24hr volume on robinhood chain is absolutely insane
Huge growth in tokenized stocks especially
Great initiative, and is ~parallel to some work we've been doing internally to harden settlement times on MegaETH.
It's a real weakness of being an L2.
Ethereum needs to continue to IBRL in these obvious perf areas (without jeopardizing it's network diversity and robustness).
Kudos to the ETHLabs team for pushing these types of intiatives.
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We can make the trenches and the ETH OGs meet, BUT we need your help.
Right now it takes 13 minutes to deposit from ETH L1 to an L2 with meaningful size.
But, there is tech that exists that can take that down to ~12 seconds.
A 60x reduction, literally.
At @ethlabs_org, we are focused on ensuring it gets adopted and have some partners commited to implementing it already.
But we need your help to get more people to implement it (it’s super easy).
All the info about the tech (FCR) is here:
Imagine us all rallying together, it would be so fun.
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Tap Trading is more fun with friends.
Introducing: Global Profile View
See who else is tapping, track their positions, PnL, and follow what's happening on the grid, live.
Go find out who’s cooking 🫵🟨💥
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Hi everyone, dev here.
A NEW STOMP PATCH IS LIVE
we got:
- a new mon
- ANOTHER new mon
- daily boss battles
- mobile UI improvements
For the benchmark, agents completed 42 wallet tasks spanning core CLI flows and open-ended, natural language actions like "supply to Aave" or "trade on Kumbaya."
Success was measured against session-key safety, permission scope, and efficiency in addition to completion.
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FX will be the next frontier of assets for onchain traders.
Memes → Crypto Majors → Stocks/Commodities (we're here) → Forex
We're laying the foundation for where the puck is going with Brix and iTRY.
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The first onchain FX carry market: wiTRY-USDM
@Featherlend x @Brix, by the numbers:
→ $1.36M Total Market Size
→ 90% utilization
→ wiTRY borrow rates holding above 8%
Focus is 1st party, but that doesn't mean we should neglect developer experience on Mega.
Will continue to drive friction to ~0 for creating a high performance, quality UX apps utilizing the full MegaETH suite of products along with protocol interactions throughout the eco.
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Introducing MegaETH Skills
A repo of agent-ready workflows for protocols:
→ Lend, borrow, & manage collat on @aave
→ Swap & manage positions on @kumbaya_xyz, @PrismFi_
→ Trade leveraged positions w/ @leveragesir
→ Register .mega names w/ @dotmegadomains
→ Swap through @KyberNetwork
→ Deploy permanent onchain websites, files & NFT collections with @thewarren_app
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Unfollowed OpenClaw today. End of an era.
FOMO is the Friendtech of 2026, except you remove the dark undercurrent of "why are the valuable longterm?"
Friendtech had to deal with users propping up their key values with a bunch of different tactics (alpha, fees/buybacks, activity in chat, etc) and it got REALLY tiring.
FOMO doesn't have that problem because all the assets are external to the platform/creators.
Then you preserve all the other fun parts:
- Social elements of monitoring your friends trades and being in one together
- Reputational impacts of when/where someone buys/sells (e.g. if they copytrade farm)
They've also just done well to abstract the chains entirely so people don't have to deal with the cultish groupthink of individual ecosystems.
When you hear the dialog around the app it even has the same conversation around "native" users getting outsized influence relative to established personalities on X, which is the exact same convo's we were having on Friendtech when random users would have key values 2-3x that of large CT accounts. It's the sign of a net-new social graph taking shape (bullish).
If they add trading groups and tokenize access to them this thing probably goes to the parabolic even more than it already is because you introduce net-new asset creation and the insane wealth effects that come with it.
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