The Rollup

Andy says @NEARProtocol looks insane at $2.55 and proved it with the most unhinged buy announcement in recent memory. "I had to go to the bathroom and just bought more Near." "Let's go, @ilblackdragon. Get this thing back to 3. Let's go, man. Let's go. The bathroom break was

The current AI infrastructure is harvesting your data and acting without your oversight. @ilblackdragon explains what @NEARProtocol is building instead: "Labs are harvesting your data. Give an agent access to your accounts, it can act on your behalf and you wouldn't know." "Th

The @NEARProtocol, ZEC, HYPE Trifecta Bull Thesis with @CryptoHayes & @ilblackdragon Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Consolidation Has Begun 08:26 Why Arthur Loves Zcash 10:03 Naval Changed Arthur's Mi

Arthur Hayes on why Near and Zcash form the core of his privacy trade: "Zcash is the first place you go. Enabling anonymous value transfer to any chain is huge." "Near: 20x potential. Zcash: 5x over the next year. Didn't scale Near as large as Zcash, the higher the target, the

The @NEARProtocol, ZEC, HYPE Trifecta Bull Thesis with @CryptoHayes & @ilblackdragon Timestamps 00:51 Arthur's Macro Thesis 01:32 AI Is National Defense 04:10 Full Port NEAR Zcash Hype 05:23 L1 Consolidation Has Begun 08:26 Why Arthur Loves Zcash 10:03 Naval Changed Arthur's Mi

Tony Margarit says @zodl_app integration solves the shielded-Zcash usability problem: "Zcash had groundbreaking zero-knowledge tech since 2016, but it was isolated in its own ecosystem. Through Near Intents and Cross Pay, you can store your wealth shielded in Zcash and pay anyon