@dominic_w @ilblackdragon @NEARProtocol @near_intents
@near_ai
@NEARLegion
Full disclosure I hold $Near.
I did a very deep objective dive into this serious $ICP v #Near IP drama and this is an honest take.
1/3
The claim that $NEAR “stole” $ICP’s vetKeys technology deserves a serious examination of the facts, not accusations based on technological similarities.
And once you examine NEAR’s own research publication, DFINITY’s open-source repository, and the Apache 2.0 license, that accusation becomes considerably harder to substantiate.
Let’s establish a few things.
1. NEAR publicly acknowledged the similarity in February 2026.
On February 23, 2026, NEAR One published a technical research article titled Confidential Key Derivation in the MPC Network.
In that publication, NEAR’s researchers explicitly stated:
“While building our solution, we converged to a protocol similar to VetKeys, even though we were not aware of this result.”
Think about the significance of that statement.
NEAR wasn’t concealing the similarities. Its researchers publicly acknowledged the existence of a comparable cryptographic protocol and stated that they had arrived at their solution independently.
Does that statement independently prove they didn’t copy anything? Of course not.
But neither does the existence of similar technology prove that they did.
If you’re going to accuse developers of intellectual-property theft, the burden is on you to provide evidence supporting the allegation.
2. DFINITY deliberately released its vetKeys libraries under Apache License 2.0.
This is where the accusation becomes especially questionable.
DFINITY’s official vetKeys GitHub repository explicitly identifies Apache 2.0 as its license.
Apache 2.0 is not a restrictive, noncommercial license. It’s a permissive open-source license designed to encourage software adoption, modification, redistribution, and commercialization.
Under Apache 2.0, developers generally have the legal right to:
• Copy the licensed source code.
• Modify and improve it.
• Create derivative software.
• Integrate it into other applications.
• Redistribute the software.
• Incorporate it into commercial products.
• Compete with the original developer.
All subject to the terms of the license.
Let me emphasize that last point.
COMPETING WITH THE ORIGINAL DEVELOPER DOES NOT AUTOMATICALLY VIOLATE AN OPEN-SOURCE LICENSE.
This is fundamental to understanding how open-source software works.
3. Apache 2.0 also contains an explicit patent license.
This is a particularly important detail that frequently gets overlooked.
Apache 2.0 provides recipients with a perpetual, worldwide, royalty-free patent license covering certain patent claims held by contributors that are necessarily infringed by their contributions.
That patent grant has limits. It doesn’t automatically license every patent relating to the technology.
However, it provides more protection than a simple copyright permission.
So even the argument that DFINITY might own patents related to vetKeys needs to be examined against the actual scope of the license & any relevant patent claims.
4. Open source does not eliminate copyright—but it grants permission to do things copyright would otherwise restrict.
DFINITY retains copyright in its original contributions.
That is entirely consistent w/ open-source licensing.
The important distinction is that Apache 2.0 expressly authorizes specified uses of that copyrighted material.
A copyright holder generally cannot successfully claim infringement merely because someone exercised rights the holder already licensed to them.
To establish a meaningful infringement case, you would need to identify something like:
• A violation of the applicable license conditions.
• Unauthorized copying of separately protected code.
• Infringement of an applicable patent outside the license grant.
• Misappropriation of confidential information.
• Another independently actionable violation.
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Strata retweeted
A much better solution for NVIDIA’s board, shareholders, customers and employees (and America) would to (a) finish their investigation and (b) make @JensenHuang the chairman if it comes to that.
Strata retweeted
@TheEconomist must go
Jensen built one of the greatest companies of all time, and all you do is bitch about how best to centrally plan and control markets
Strata retweeted
Im back.
Sometimes, its necessary to reset & come back to the market with a fresh set of eyes.
Reflecting on these past few weeks, I would say that it has been painful. Lots of despair. It seems like the narrative this time around is the Anthropic IPO with the markets already bracing for another anti-crypto regulator like Gensler with Trump losing midterms.
Observing things from a fresh mind, alot of people are frustrated & exhausted. I can admit myself, even after 7 years of experience, it is a tad bit frustrating but again, reflecting on things, I think this correction was very much needed in a way after the impulse upwards. Just I wasn't prepared/hedged in the sense of protecting my lower entries.
I think whats interesting is that as attention is shifting from BTC, with the Anthropic IPO, we saw the same type of thing with SpaceX. In which BTC formed a macro bottom shortly after and because everyone was focused on catching the biggest IPO in history, they ignored BTC. Getting a similar vibe this time around. When observing things in general from not just a technical but fundamental standpoint, aside from the market being in complete despair an BTC down -17% from the highs, I still believe this is the perfect time to add exposure if you haven't already. Hence me still being long, continuing to add spot exposure, and executing some lower leverage longs in the process.
Usually times like this is where the most money is made. Maximum uncertainty, maximum fear & most importantly, the fact that BTC is being smacked at every angle with every bit of fud being thrown its way... I actually think its acted relatively resilient despite what has been thrown its way these past few weeks.
You had the Binance hack, rates being held, DXY rallying, bonds still increasing, MSTR the new fud around the block about delisting, the Ledger wallet hack, hot CPI. Honestly, you would expect BTC to be sub-50K by now with that amount of shit happening.
But considering its still in the same upper range impulsing from the lows, i think we can assume only 1 of 2 things. Either 1. $BTC is heavily delayed & about to react very negatively to this news in the short term, we form a new low into EOY then the recovery is even more violent than the first one.
Or 2. BTC's resilience to this negative news is showing early signs & characteristics of how a bull market begins. Instead of extending lower on significantly bad news, we in fact use that to capitulate leverage in the market before the next leg higher.
We will have clarity in due time. If structure start reclaiming the range, well then as long as we accept above, its go time. Until then, market is in maximum uncertainty even from the few people that I know who are very good traders. I would be naive to say that I don't feel the same way. I am a tad bit uncertain myself which is why I am sticking with my plan despite it all.
Through maximum uncertainty, is maximum opportunity with BTC. lets see if this time will be different.
Strata retweeted
Anthropic reportedly told sell-side analysts its SpaceX compute contract won't be extended past the middle of next year.
Elon's answer: "We would be happy to take the compute back. No problem. But I think the opposite is going to happen."
Dario bluffed to the banks to sell his IPO. Wrong person to bluff.
My call: after today Elon is more likely to cancel the contract or reprice it higher, not less.
This is very good for SpaceX revenue, if the terms get renegotiated to todays price, you can expect revenue to x2-3
Here's why. Anthropic pays SpaceX about $9.3B a quarter. Its S-1 has up to $120.5B of SpaceXAI compute through 2029. CoreWeave says demand is 10x supply and short-term compute sells for over $40M per MW a year. Anthropic just paid $3.4B for someone else's generators because the turbine line runs into the 2030s.
That's not a customer with options. That's a tenant telling the landlord he might move out, in the middle of a housing shortage.
Elon doesn't need Anthropic. Grok will eat every GW he takes back, and the next lab is already in line at today's prices.
Anthropic needs Elon. Now Elon knows they'll talk down the deal in front of the banks.
Next renewal, the price goes up. Or the keys go to Grok.
Never bluff the kingmaker.
$SPCX
stupid take
i guarantee u there will be no freeze
dems will run to AI and data centers just like the money hungry politicians they all are
naive to believe political talking points to get elected
what politicians like only more then getting reelected is money and data centers bring in money and boost the economy
wait and see and u will understand
4
doesn’t take an AI to know the answer to this
their prices were decimated for no reason due to fear and stupidity
these 2 are the easiest trades on earth
buy and hodl and be happy investors and paper hands dumped these 2 to the level they are at and be delighted ur able to hold these 2 now and watch them be back to their highs in no time
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Strata retweeted
SpaceX is making moves to become the first AI carrier $SPCX
• Current cell towers are still mostly “dumb” radios. The Qualcomm deal is about making them AI-native.
• Edge inference at the tower, like an updated Akamai for AI
• Starlink Direct-to-Cell and V3 satellites alongside the terrestrial build
Qualcomm’s CEO said the SpaceX agreement is finalized — not an engagement. SpaceX will build the base stations. Qualcomm supplies the silicon and the RAN accelerator for a terrestrial network he called one of the largest 5G deployments in the United States, with an AI-native architecture.
Strata retweeted
Tokenised deposits are now in live pilot in Singapore. As more banks issue them, interoperability raises three questions:
➡️ How do they settle bank to bank?
➡️ How do they connect to payment rails and ISO 20022?
➡️ How do they settle across borders and currencies?
Our team will be at @sgfintechfest 18–20 November. Book a meeting to hear what we've learnt so far: meetings-eu1.hubspot.com/kir…
#SFF2026 #TokenisedDeposits #Interoperability
Strata retweeted
I want to publicly thank @KyrieIrving. Just 3 months after having a brain tumor removed from my brain, he let me join him for a pregame workout during my first time back on the basketball court. A moment I’ll never forget! 🤞
Strata retweeted
🚨BREAKING: Apple confirms widespread outages across multiple iCloud services, including Mail, Photos and Find My
Apple has confirmed iCloud service disruptions affecting users since around 5:49 PM ET, with outages impacting Mail, Calendar, Contacts, Photos, iWork and Game Center.
Find My is also slow or unavailable for some users.
Users have reported repeated password prompts, verification failures, unexpected logouts and failed device transfers, while Downdetector recorded a sharp spike in outage reports shortly after 6 PM ET.
The disruptions have also affected Apple Account sign-ins, leaving some users concerned their accounts were compromised when the issue was on Apple’s end.
Strata retweeted
#Bitcoin
Dostlar, bugün yaşanan düşüşle birlikte Temmuz ayından bu yana oluşan yükselen trende milimetrik bir dokunuş geldi.
İlk temasta tepki alımları geldi ve fiyat şimdilik trend üzerinde tutunmayı başardı.
Bir önceki analizimde de belirttiğim gibi, 4 saatlik grafikte RSI üzerinde oluşan Pozitif Uyumsuzluk kısa vadeli bir yükseliş ihtimaline işaret ediyordu.
Şimdi önümüzde iki önemli senaryo var:
1️⃣ Yükseliş senaryosu:
Yükselen trend korunur ve $BTC yeniden 75K üzerine atmayı başarırsa 82.5K seviyesine kadar bir yükseliş hareketi görebiliriz.
2️⃣ Düşüş senaryosu:
Yükselen trend kırılır veya gelecek tepki yükselişi cılız kalır ve fiyat 75K üzerine çıkmayı başaramazsa, bu hareket yalnızca düşüşün düzeltmesi olarak kalabilir.
Böyle bir durumda 75K seviyesinin alttan retest edilmesi ve ardından düşüşün derinleşerek önceki analizimde belirttiğim alt seviyelere doğru devam etmesi ihtimal dahilinde.
Neyse, tüm ihtimalleri görmek ve bilmek her zaman iyidir.
Şimdilik bu analiz de aklınızın bir kenarında olsun.
Yani hâlâ umut var.
Takibe devam.
