Zolanear π‘ retweeted
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 Mind
12:56 Intents Enable Anonymous Swaps
13:45 20x NEAR vs 5x ZEC
14:51 $19B Volume $33M Fees
15:47 Privacy Enables Mass Adoption
19:07 NEAR Fully Diluted Now
21:01 AI Blockchain Vision 2017
26:31 HyperLiquid Fulfills DeFi Dream
28:43 No VC Sales Revenue Share
32:02 AI Labor Displacement Thesis
38:39 AOC 2028 Risk Scenario
44:39 When Does NEAR Deflate?
46:52 $150 Price Target Hype
NEAR AI Agent szn is coming...
The past week for NEAR has been incredible. Shills from @blknoiz06, @TrustlessState and @CryptoHayes have focused alot of attention on the chain.
@near_ai have created 'Ironclaw', a privacy version of Openclaw.
Now is the time for NEAR.com to attract builders to create AI agents on ironclaw.com.
Explore using the extra income generated thru intents to create a fund that could be used to stimulate the creation of AI agents using Ironclaw.
So far what I see is the potential to create an AI agents that are the same as Openclaw but with privacy and potential for payments using NEAR's fast, cheap and scalable technology.
With the advancement of AI, the ease at creating and optimising an Ironclaw agent has been lowered.
Lets tell the world then about the potential that there is
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Zolanear π‘ retweeted
The past week for NEAR has been incredible. Shills from @blknoiz06, @TrustlessState and @CryptoHayes have focused alot of attention on the chain.
@near_ai have created 'Ironclaw', a privacy version of Openclaw.
Now is the time for NEAR.com to attract builders to create AI agents on ironclaw.com.
Explore using the extra income generated thru intents to create a fund that could be used to stimulate the creation of AI agents using Ironclaw.
So far what I see is the potential to create an AI agents that are the same as Openclaw but with privacy and potential for payments using NEAR's fast, cheap and scalable technology.
With the advancement of AI, the ease at creating and optimising an Ironclaw agent has been lowered.
Lets tell the world then about the potential that there is
Zolanear π‘ retweeted
π£Who's new to $NEAR community and hasn't joined @NEARLegion yet? Explore the community, gain alpha and earn rewards while having fun and connecting to people.
You're one of us now, might as well make it official.
Easiest way to onboard to NEAR from Solana or ETH?
One-click swap solution built on NEAR intents
Link in comments π₯
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Zolanear.xyz
Steps:
- log in with EVM wallet
- log in with NEAR wallet
- Swap from Solana/ETH >>>NEAR on the same pageπ
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"Hey Claude, apply this optimised framework to the crypto industry. What would an optimised team resemble in areas of operations, treasury management, marketing and community?"
Today we reduced headcount by 22%. The business is the strongest it's ever been. So I think it's important to be direct about what I'm seeing and why.
First, I made this decision and I own it. I did it because the way to operate at the highest level of productivity is changing, and to win the future, ClickUp needs to change with it.
Second, this wasn't about cutting costs. Most savings from this change will flow directly back into the people who stay. We'll be introducing million-dollar salary bands. If you create outsized impact using AI, you'll be paid outside of traditional bands.
Most importantly, I have the deepest gratitude for those affected. We're doing this from a position of strength specifically so we can take care of people properly. Everyone affected receives a package aimed at honoring their contributions and easing the transition.
I only see two options: wait for this to play out gradually in the market or be honest about what I'm seeing and act proactively.
THE 100X ORGANIZATION
The primary change is that we're restructuring around what I call 100x org. The goal is 100x output. The roles required to build at the highest level are fundamentally different than they were a year ago.
Incremental improvements to existing systems won't get us there. We need new ones. That means creating enough disruption to rebuild rather than iterate on what's already broken.
The common narrative is that AI makes everyone more productive. It doesn't. Many of the workflows of today, if left unchanged, create bottlenecks in AI systems.
These roles will evolve. But waiting for that to happen naturally means falling behind now.
The 100x org is actually heavily dependent on people - infinitely more than today. This is only possible with 10x people that have embraced and adopted new ways of working.
THE BUILDERS, AGENT MANAGERS, AND FRONT-LINERS
β THE BUILDERS: 10X ENGINEERS
I don't think most companies have internalized what's actually happening with AI in engineering. The common narrative is that AI makes all engineers more productive. That may be true in isolation, but at an organization level - that is the farthest thing from reality.
Here's what we've validated recently at ClickUp: the great engineers, the ones who can orchestrate, architect, and review, are becoming 100x engineers. They're not writing code. They're directing agents that write code. The skill is judgment.
AI makes the best engineers wildly more productive, and everyone else using AI slows these engineers down.
Think about it - the bottlenecks are (1) orchestration - telling AI what to do, and (2) reviewing - what AI did. Everything is leapfrogged and no longer needed.
So who do you want orchestrating and reviewing code?
And how do you want your best engineers to spend their time?
If your best engineers are spending time reviewing other people's code, then this is inherently an inefficient bottleneck. These engineers can review their agent's code much faster than reviewing human code.
The new world is about enabling your 10x engineers to become 100x.
The wrong strategy is to push every engineer to use infinite tokens. Companies doing this are celebrating 500% more pull requests. But customer outcomes don't match the volume of code being generated.
I call this the great reckoning of AI coding, and every company will face this soon if not already.
More code is just another bottleneck to the best engineers, and ultimately to your company's impact as well.
β THE BUILDERS: 10X PRODUCT MANAGERS
Product management and design roles are merging.
Designers that have customer focus, become more like product managers.
And product managers that have intuition for UX become more like designers.
The bottleneck of user research is gone. It takes us just one mention of an agent to kickoff research and analyze results.
The bottleneck of product <> design iteration is also gone. The product builder iterates on their own, along with agents and skills that ensure alignment with quality and strategy.
Also controversial today - I believe that the wrong strategy is to have your PMs shipping code - that just introduces another bottleneck that the best engineers will waste their time on.
To be clear, PMs should be coding but they should do this in a playground to iterate, validate, and scope. That code should not go to production.
Everything outside of managing systems, orchestrating AI, and reviewing output becomes a bottleneck.
That's why the other roles that are critical along with these are the systems managers (to reduce bottlenecks) along with a bottleneck you can't replace - customer meeting time.
β THE SYSTEM MANAGERS
Ironically, the people that automate their jobs with AI will always have a job. They become owners of the AI systems - agent managers. We have many examples of these people at ClickUp.
The underlying systems in which we operate are absolutely critical to get right. I think most companies are delusional to think they can iterate on existing systems and compete in this new world.
You must create enough disruption so that old systems are deprecated entirely. If there's any definition for 'AI native' that's what it is.
β THE FRONT-LINERS
In a world that will become saturated with AI communication, the human touch will matter more than anything to customers.
This is a bottleneck that you shouldn't replace - even when agents are high enough quality to do video meetings.
One-on-one meeting time with customers is something that shouldn't be automated. The systems around the meetings should be - so that front-liners spend nearly 100% of their time with customers.
REWARDING 100X IMPACT
In a world where companies are able to do so much more with less, where does that excess money go?
In our case, much of the savings in this new operating model will flow directly back to those that enabled it.
We must reward people that create productivity accordingly. This aligns incentives on both sides. Plus, in a world where your best people create 100x impact, you can't afford to lose them.
You should aim to retain these employees for decades. The context they have and their ability to efficiently orchestrate and review will be nearly impossible to replace.
Compensation bands of today should be thrown out the door. We're introducing $1 million cash/year salary bands with a path available to nearly everyone in the company if they produce 100x impact by creating or managing AI systems.
THE FUTURE
Nearly every company will make changes like these. The ones that do it proactively will define what comes next.
The future is not fewer people. It's different work, new roles, and better rewards for those who embrace it. We're already seeing entirely new roles emerge, like Agent Managers, that didn't exist a year ago.
ClickUp is positioning to lead this shift, not just internally, but for our customers too. I've never been more certain about where we're headed.
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Hanging out in dogpatch labs for the Solana Frontier Demo day with @superteamIE βοΈ
Zolanear π‘ retweeted
NEAR halted all token emissions on february 23. zero inflation. fee switch now generates $34m annualized revenue, 96% from intents doing $2.1b monthly volume. fully unlocked supply, no remaining VC or team vesting. market cap sitting at $1.78b down 76% from highs. both bitwise and grayscale filed for spot NEAR ETFs. the protocol went from bleeding tokens to breakeven-to-deflationary in under 6 months and the market is still pricing it like a dead L1. daily fees went from $1 to $80,000 in a year. 78% of intents volume is stablecoins. that's not speculative flow, that's real economic activity across 35 chains. deploying more capital
Zolanear π‘ retweeted
πSo happy to announce that I just won a main prize in the .@PL__Genesis hackathon with my project "Clankr" a social network for humans and their agents.
After an amazing run this year, I will be stepping back from hackathons and double down on making my projects go beyond one-off hacks and turn them into real products π₯ Watch this space.
The PL_Genesis: Frontiers of Collaboration Hackathon Closing Ceremony approaches this Friday!
π April 10, 11AM ET
Here's what you don't want to miss:
β€ Announcing all winners!
β€ Highlighted projects!
β€ What's the next move?
β€ Hanging with the community
Come through and join all the builders, sponsors and community partners to celebrate a 'Mission Complete'.
Zolanear π‘ retweeted
Venice is verifiably private with NEAR AI
@AskVenice integrated with @near_ai confidential inference providing cryptographic proof of privacy.
Join @ilblackdragon and @ErikVoorhees live on X at 10AM PT as they explore the integration and dive deep into privacy in the industry.
Zolanear π‘ retweeted
I'm giving a research talk at @NVIDIAGTC tomorrow, March 18 @ 9am PT! Virtual registration is free.
As Jensen confirmed on Monday, 2026 is the year of the Claws. I'll talk about rethinking market primitives for an agentic economy with early experiments from @near_ai Agent Marketplace & IronClaw.
Zolanear π‘ retweeted
gm NEAR frens
Just minted my @Zolanear_ Shade Agent NFT
Shade Agent 007 π«
haha "you better stop rn or else!"
Lets see how this goes
Wouldn't be surprised to see fed agencies getting hackeroo'd π
JUST IN: πΊπΈ President Trump orders all federal agencies to immediately stop using Anthropic's Claude AI.
"Anthropic better get their act togetherβ¦or I will use the full power of the presidency to make them comply."
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