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@hotdao_ @mywonder_here @NEARLegion @NEARProtocol
Greetings from a sunset in Fethiye.
At my best moment and always HOTWALLET 🔥
RYKC retweeted
You can now trade solana:8SMMso8Muv8d6i4WmMDthKt6TN1ysN6937sx3DKLXZqB confidentially on Near.com 🟢
To and from any supported asset.
Private trading, all in one place: near(dot)com
Start trading: near.com/swap?from=NEAR&to=R…
RYKC retweeted
Live from The Bridge w/ The Rollup: A 6-Hour NYC Special teapawt.net/i/broadcasts/1pJdRDqVv…
RYKC retweeted
Last Crate Standing is live 📦🔥
Pair your JollyCrate at jollycrates.fun then play on Telegram.
Keep it repaired and climb the tower.
With $400 seeded into the pool by the house, be the last crate standing to take the final prize 🏆.
Top players earn the first fighter traits for the next game.
RYKC retweeted
Cross margin is available on near(.)com! This was a feature heavily requested by the perp traders.
Please trade perps only if you know what you're doing.
RYKC retweeted
🚨LIVE: BE MORE BULLISH! Tokenization SUPERCYCLE. Market Is Green. Inside NEAR Quarterly Call & NEW zkSync Prividium Launch. Illia, Anton & Alex Shevchenko join, followed by Alex Glukchowski teapawt.net/i/broadcasts/1kKzDPRgj…
RYKC retweeted
Confidential deposits from all chains to Near is actually genius. Any leftover amounts I now just send to the exchange and private swap to stable/btc and don’t even feel like withdrawing. This is gonna be a massive DeFi TVL sink overtime
RYKC retweeted
MARKET OPEN: Xbox EMBRACES AI Gaming, Crypto is in SHAMBLES, OpenAI & Anthropic are FALLING APART teapawt.net/i/broadcasts/1rGmqpkdv…
RYKC retweeted
AI labs use “Zero Data Retention” to build trust with enterprises, but by default your data sits on their servers for 30 days in plain text, open to analysis, breaches, etc. It should really be called 30-day retention and I can’t believe we’ve normalized this...
RYKC retweeted
I study a lot of crypto projects. Many sound great on the surface and get less interesting the deeper you dig.
NEAR is the opposite.
Why NEAR did not need bunker mode, and has had post-quantum account keys on mainnet since July 20, in Illia's words:
"We designed NEAR with quantum in mind in 2018." The account model lets you rotate keys, hold several at once, and mix cryptographic schemes. "I literally wrote that code. It takes about 200 lines to add a new cryptographic curve."
So when the key-recovery papers started dropping this year, post-quantum was a new curve, not a new chain. ML-DSA went to mainnet in July. Any user rotates in one click, no asset move, no new address, no tax event.
Other chains are writing roadmaps. NEAR wrote the extension point eight years ago.
RYKC retweeted
The final round of Vanguard rewards just went out.
10 months of showing up. Missions, calls, events, the quiet weeks.
1,800 $NEAR to the ones who stayed.
Now we move to prime.
RYKC retweeted
worried about quantum attacks?
$NEAR is already built for this
post-quantum cryptography, hidden public keys and the ability to manage assets across bitcoin, ethereum and other chains through near(.)com
@ilblackdragon:
“you can have your @NEARProtocol account with post quantum cryptography holding it”
“you can hold all these assets. you can trade. you can be private as well, which hides your public key”
“you don’t need to worry about it”
RYKC retweeted
Anyone with a NEAR account can add a quantum-safe FIPS-204 (ML-DSA) key on mainnet today in one transaction, and keep their account and its assets. NEAR wallets like Meteor also support quantum-safe signing.
Docs: docs.near.org/tools/cli#ml-d…
NEAR's full roadmap to post-quantum security: near.org/blog/near-quantum-s…
RYKC retweeted
the formal near:native issuance proposal went up today.
Same cut, 2.5% to 1.6% over 24 months.
SVRN @svrn_ai now puts its own cost at about 855K NEAR a year in lost staking rewards and says it will vote YES.
And it may not be alone.
Sal says he’s been talking with @NEARProtocol liquid-staking protocols. Lower staking yield means less commission revenue for them too, but his report is that they’re generally on board. Some apparently think the two-year ramp is too slow, but the draft kept the two years.
None of this proves a scarcer NEAR will be worth more.
But some of the businesses getting paid by issuance seem willing to be paid less of it.
Link: gov.near.org/t/hsp-xxx-estab…
RYKC retweeted
"Watching @ilblackdragon build @NEARProtocol is a little like watching Elon Musk build SpaceX."
@Matt_Hougan on why NEAR is one of the most ambitious projects in crypto:
RYKC retweeted
$NEAR Moonshot | Agentic Commerce
@Bitwise's new "NEAR in Plain English" calls the agent economy NEAR's moonshot, and @DeutscheBank new $META Muse research sizes it.
Here's the math on that moonshot:
1. The Market | Trillions in Agent Spend
- US retail + services TAM: $27.4T by 2030
- $2.5T-$5.5T addressable by AI agents
- $META Muse: DB sees $2.4B-$36.3B
- McKinsey: $1T US, $3T-$5T global
- Morgan Stanley: $190B-$385B US
2. Blockchain Rails | Why Agents Need Crypto
- Cards cost 2-3% + a flat fee per payment
- Too expensive for machine micropayments
- DB: rail cut of just 5-10 bps per transaction
3. NEAR Perfectly Positioned | Plumbing Live
- @Stripe + @tempo MPP settles with NEAR
- x402 agent payments funded via Intents
- Oracle x @svrn_ai checkout pilot on NEAR
- Stake NEAR to pay for NEAR AI agents
4. Valuation Fundamentals | From the Paper
- $30B+ cumulative Intents volume
- $4.8B in September, +896% YoY
- $29M fees → $5.3M buybacks since Feb
- ~45% staked, inflation cut to 2.5%
Our Math x Every 1% of Agent Spend
- 1% of DB's $4.1T via Intents = ~$41B/yr
- At 10 bps x 28.6% share: ~$12M/yr
- +44% revenue run-rate, ~2.3M NEAR/yr
- At 3%: +131%, offsets ~40% of issuance
Cautionary Signal x Plumbing Is Not Flow
- No agent channel in Intents' top-5 yet
- DB's trillions are 2030 estimates, not today
- Bitwise risk: agents may use other rails
- Oct 1 bug ($3.8M): rails must earn trust
Moonshot not required, but if/when agents pick NEAR's rails, the framework is built to onboard them.
NEAR is building at the intersection of two problems for crypto and AI.
Crypto has a usability problem. Hundreds of blockchains each have their own assets and rules, and moving money between them can be costly and risky.
AI has a centralization problem. A handful of companies control the most powerful models and the data we hand them.
New research from @Matt_Hougan and @RasterlyRock lays out why @NEARProtocol matters for AI agents, cross-chain trading, and the next wave of crypto adoption.
Read "NEAR in Plain English”:
bitwiseinvestments.com/crypt…
