DerekZ̩̍.hl 🛡️ retweeted
Pons is a token launch protocol on Robinhood Chain.
Token launches starts on a bonding curve and end in a Uniswap v4 pool with liquidity locked for good.
Their B-1 Token Transparency Filing received no gaps.
$PONS has been live since July 13, 2026.
DerekZ̩̍.hl 🛡️ retweeted
I think STONK is going to do big things
so I vibe coded this dashboard to track revenue and other signals
feel free to leave feedback
stonk.fyi
DerekZ̩̍.hl 🛡️ retweeted
Six years ago, World started with a simple idea: build infrastructure that helps humans thrive in the age of AI. That vision became
The Simple Plan:→ Build a private proof of human
→ Bootstrap the network
→ Reach utility at scale
→ Decentralize further
→ Help ensure AGI benefits every human
Here is our current plan for OpenAI:
openai.com/index/built-to-be…
The old $NEAR pitch was fast L1 + chain abstraction.
The new @NEARProtocol pitch feels more interesting:
A private coordination layer for agents.
Confidential payments are now live on NEAR via Confidential Intents.
That means users can move value across chains while shielding sender, recipient, amount, and routing details on the NEAR side.
This matters because agents do not just need cheap transactions.
They need private execution.
An AI agent handling treasury, payroll, rebalancing, vendor payments, or cross-chain routing cannot expose every intent, path, and balance sheet movement to the public mempool.
The results “agentic finance.” → Leaking your strategy in real time.
NEAR’s private shard gives this narrative actual infrastructure weight. It is not just “AI + privacy” as branding. It is a separate execution environment tied into NEAR Intents, designed for confidential cross-chain flows.
Then Dynamic Resharding adds the scaling angle.
If Intents and agent activity grow, NEAR does not want shard expansion to remain a manual governance/validator coordination process. The network is moving toward automatic shard splitting when capacity thresholds are hit.
So the bigger picture is:
- NEAR Intents = cross-chain coordination
- Confidential Intents = private execution
- Private shard = shielded settlement environment
- Dynamic Resharding = scaling without manual bottlenecks
That combination makes NEAR’s agent narrative much cleaner.
Not “AI agents need another chain.”
More like:
AI agents need a place to coordinate, move value, and execute privately across many chains.
That is the lane NEAR is trying to own.
DerekZ̩̍.hl 🛡️ retweeted
NEAR has been building toward this moment for nearly 10 years, beginning with @ilblackdragon's pioneering research on the Transformer architecture, which underpins today's frontier AI models.
In the agent economy, infrastructure decides everything, which is why it will also capture a lot of value. Agents will use the infrastructure that:
-Scales
-Unifies the most liquidity
-Keeps operations confidential
NEAR supports 1M+ TPS, routes liquidity across 35+ chains, and keeps both execution and inference confidential. NEAR has been architected from day one to be the infrastructure the agent economy requires.
Tell us where you want to go deeper on NEAR infrastructure. We'll point you to the right resources.
Ansem shares his thesis on near:native
“So NEAR is focusing on the two areas in crypto that are getting attention, privacy and also AI”
“One of the theses around NEAR is it being a platform for agents to transact on”
“KYC laws make it really difficult for AI agents to transact on traditional rails because all of the banking laws that exist are tailored for humans”
“As we’re rewriting the systems of how we’re gonna transact on a day to day basis, crypto obviously is one of the platforms that’s gonna be able to benefit agents because you won’t need KYC to transact on blockchains”
LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case
@Mert and @tushar_jain join us to make the case for @Zcash as crypto’s private store of value.
In the episode:
- why privacy may be crypto’s missing primitive,
- the “private Bitcoin” thesis,
- how $ZEC becomes a Schelling point,
- shielded pools, quantum risk, and the return of cypherpunk money.
Enjoy.
--------------
TIMESTAMPS
0:00 Why Multicoin Got Interested in Zcash
5:22 Mert’s Path from Solana to Zcash
9:57 Why Zcash, Why Now?
17:01 The Institutional Path for Private Money
22:03 Zcash as a Private Store of Value
25:27 Fungibility, Tainted Coins, and Financial History
27:26 The Bear Case: Does Anyone Really Care About Privacy?
34:43 Onchain Surveillance and Government Power
39:13 Zcash Tokenomics and the Forgotten Coin Thesis
44:58 The Last PVE in Crypto
50:17 Zcash and the Quantum Threat
59:14 Shielded Pool Growth and Upcoming Catalysts
DerekZ̩̍.hl 🛡️ retweeted
The Zcash Thesis
- 10 years of Proof of Work distribution
- @multicoin recently announced a position, with Paradigm, a16z, others investing in @zodl_app, a seamless Zcash wallet experience with private in-app swaps powered by @NEARProtocol from ZEC to BTC, ETH, stables, etc. available
- One of the foremost quantum resistant cryptos, see @ebfull’s writing for more here
- Scaling solutions in works (Tachyon) that could massively improve Zcash TPS capacity, has multiple development teams working on improving the chain including Zodl, @ShieldedLabs
- Transparent and shielded wallet addresses allow CEXs to list Zcash and be compliant with regulators while also providing deeper liquidity, asset access
- Shielded pool supply continues to go parabolic, reflexively improving ZEC’s privacy
- Naval, Cobie, Mert, Balaji, Ansem all vocal advocates
- Institutional interest from @Grayscale, @FoundryServices recently announced large mining pool operation, only their second asset since Bitcoin
- Culture of using ZEC as a form of payment amongst, ZODL allows for this, see @zooko Chipotle buys
- Easy to meme and bull post, maps to BTC as an analog, i.e. ‘ZEC what Bitcoin should have been’, ‘this is your chance to see if you could have held Bitcoin’, @CryptoHayes ‘10% of BTC’ price target
- Deeply cypher punk, a thesis and use case you can actually believe in that lives up to crypto’s founding ideals of decentralization, censorship resistance, and credible neutrality
many people dont know this
zcash was the first ever zk snark system on the planet (which is crazy lore), and so zk tech was very early and hard to work with
zcash only started becoming viable ~2 years ago
after grinding for years, the tech finally advanced to have better performance and fewer compromises, while others took shortcuts
then @zodl_app came along and started building on top of it to show what's possible
now, we're in a state where we have the strongest cryptographic guarantees through a decade of rigorous engineering, tons of upcoming performance and UX upgrades, and quantum recoverability within the month
the show is just beginning
DerekZ̩̍.hl 🛡️ retweeted
1/ Multicoin has built a significant position in $ZEC since February.
Zcash is a return to the cypherpunk ideals crypto was founded on.
Replying to @glennbeck @rebeccaperrotto
No
Yes
Yes
Your Name
Yes, a several times. Kyoto. teamLab.
Yes
Yes
Ok 😀
i just joined @agntmarkets waitlist
the internet agentic markets rolling out soon
use my ref code: AGNT-7203
xitter.cf/agntmarkets/status/203…
DerekZ̩̍.hl 🛡️ retweeted
Introducing Blink Claw - the first platform to hire unlimited AI employees that run your business 24/7.
180+ AI models included. Gmail, Slack, LinkedIn, HubSpot - one-click connect. No API keys, no $600 Mac Mini.
Reply "Claw" + RT. Your first agent is on us. ($50 - 200 creds)
DerekZ̩̍.hl 🛡️ retweeted
Over the past 2 weeks, RWA trading on Hyperliquid has repeatedly broken records, surpassing $1.3B in open interest and $1.4B in weekend volume.
When traditional markets are closed, Hyperliquid is the premier venue for 24/7 price discovery on oil, metals, indices, and other essential assets. This is an important step towards housing all of finance.






















