Near Protocol (NEAR)

Great integration, props to the team 🙌 But NEAR Intents is already operating at such a high level that only something on the scale of Hyperliquid would really blow me away. https://t.co/5GruMttTNb

be Near when everyone was screaming TPS > build a fully sharded L1 > align perfectly with Ethereum's long-term scaling vision > fade Solana's monolithic hardware-heavy model > dodge Avalanche's fragmented subnet approach when gas wars hit and mindshare consolidated around Solidity > ship Aurora as an EVM > let Solidity devs port their dApps over with zero friction > use the Rainbow Bridge to tap into Ethereum liquidity flows when multichain fragmentation becomes obvious > pivot to chain abstraction primitives before it was a buzzword > spin up Chain Signatures using an MPC validator network > let one single $NEAR wallet puppet addresses across every other chain when industry begins exploring intent-based UX > drop the NEAR Intents framework > users just sign for the exact outcome they want > backend solvers fight to route and execute the trade now that AI agent meta took over the space > reposition as the ultimate AI-native transaction layer > let AI agents autonomously plan and execute onchain whi

NEAR would be by far the biggest asymmetric winner of the Clarity Act passing. The popular thesis is that $50T in US equities will settle on one chain. Won't happen. Securities will fragment across dozens of chains, jurisdictions, custodians. That's not a bug, that's how regulated global finance actually works. The winner isn't the chain that hosts everything. It's the chain that connects everything. NEAR's chain abstraction lets one account sign transactions on Bitcoin, Ethereum, any L1 - natively. No bridges, no wrapping. AI agents autonomously managing cross-chain portfolios with confidential execution. 600ms blocks, 100% mainnet uptime. Everyone's fighting to become the NYSE of crypto. NEAR is quietly building the operating system for a multi-chain securities world.

New coverage from @Forbes highlights @near_ai's recent launches at NEARCON 2026, including IronClaw—the open-source, secure runtime for AI agents. "The agents of the future will handle data too valuable for anything less than cryptographic guarantees." https://t.co/5zPx0YIJNT

Still the same list as before for me for interesting altcoins: AI: $NEAR $VVV $VIRTUAL $ROBO $GRASS $AIXBT Crime: $ARC $PIPPIN $jellyjelly Good looking coins: $HYPE $XPL

Was very cool to have the premier of Bermuda (current president) in office on the show in SF last week. They are trying to become the *first* country to have a fully onchain economy. Partnered with Circle & Coinbase to bring stablecoin infra across the entire economic sector in a phase of slow roll-out programs. Will still continue using legacy rails but are focused on bringing it all onchain eventually. Very unique little island, Bermuda is.