Amos retweeted
What @ilblackdragon and NEAR team has built is a pragmatic solution which solves users’ problems “today” and such solutions win the users, technically perfect solutions win larpers (that too for a short time, you can never satisfy them for long)
This is craazy. I asked one of our PhD engineers to look into NEAR *Confidential* Intents wondering how they designed their system. Unredacted, word-for-word, this was his answer 😱😱😱
"Everything I found out about the privacy claims and confidential intents is so bad that it seems almost comical and I cannot believe what I am seeing. Apparently they run a completely separate instance of the protocol, which is called FAR (as an opposite to NEAR), and that has a permissioned operator set. The entire confidentiality claim seems to rest upon the fact that it is a permissioned chain and the nodes are trusted to keep things private, there doesn't seem to be any deep technology behind it and it also does not seem to be open source. The entities running the nodes are also not publicly known.
I almost feel weird writing this because it is so absurdly bad that it feels like ... I don't know ... a simulation? I know the usual level of overpromising in Web3 but this is so many levels beyond believable that it still feels unreal."
Amos retweeted
This is craazy. I asked one of our PhD engineers to look into NEAR *Confidential* Intents wondering how they designed their system. Unredacted, word-for-word, this was his answer 😱😱😱
"Everything I found out about the privacy claims and confidential intents is so bad that it seems almost comical and I cannot believe what I am seeing. Apparently they run a completely separate instance of the protocol, which is called FAR (as an opposite to NEAR), and that has a permissioned operator set. The entire confidentiality claim seems to rest upon the fact that it is a permissioned chain and the nodes are trusted to keep things private, there doesn't seem to be any deep technology behind it and it also does not seem to be open source. The entities running the nodes are also not publicly known.
I almost feel weird writing this because it is so absurdly bad that it feels like ... I don't know ... a simulation? I know the usual level of overpromising in Web3 but this is so many levels beyond believable that it still feels unreal."
最近 NEAR 又火起来了,相关报道多了很多,虽然我也有关注,但没有小汤哥描述的这么全面。有兴趣的小伙伴可以看看。
$NEAR Agent make my long term Value report of near protocol wrote in July as a basic material, then polish into a highlight video EN/CN version .
Agent 把我之前写的NEAR长期价值研究报告作为基底直接转化精加工成为了详细的讲解视频,这进化速度真的惊人 #blockchain @NEARProtocol
Amos retweeted
There's no such thing as a bigger disconnect at this point, than with $NEAR.
Intents going absolutely parabolic. Revenue shooting up.
Price about to break, and then a market-wide correction.
Watch our episode with Illia about $NEAR here:
youtube.com/watch?v=jfjZKQ4m…
Now, I've mentioned this a few times before.
Before this dip occurred on $NEAR, it provided a massive opportunity to be accumulating this position.
Therefore, I would suggest to be looking at position-building into the entire AI vertical, as that is one of the key verticals in the coming period.
Aside from that, once $BTC has found a bottom, the assets that were moving the fastest prior to the correction are going to be the ones bounces back the fastest.
Amos retweeted
Good or bad market day,
NEAR Intents growing anyway.
54% of cross chain market share yesterday.
Amos retweeted
1/ The market is beginning to recognize the current state of @NEARProtocol, with public dashboards showing it as a top-tier L1 for fee generation (~$1.9M in the last 7 days).
This is a strong validation of network traction.
Amos retweeted
NEAR Intents = The Universal Liquidity Layer
0 to $1B in volume — 305 days
$1B to $2B in volume — 35 days
$2B to $3B in volume — 20 days
$3B to $4B in volume — 8 days
Amos retweeted
99% of fees from Intents will be used to buy back NEAR from the market
1% to buy back Jambo
Wow. @NEARProtocol intents starting to put up some serious fee numbers.
Amos retweeted
NEAR has successfully completed its halving upgrade on mainnet.
This upgrade reduces the maximum annual inflation rate of NEAR Protocol from 5% to 2.5%, ushering in an era of more sustainable tokenomics and strengthening incentive alignment across the NEAR ecosystem.
Near holders supporting the upgrade please move your stake to the validators who have taken actions!
Here is the results of the mentioned on-chain voting:
vote.linearprotocol.org/deta…
It was incredible to see participation of 89 validators and 48.45% of total stake in the voting process, that required to issue a custom on-chain transaction from the pool owners account.
The overwhelming majority of 91.76% of stake-weighted validators voted YES for reducing the inflation. Some people argue that not-voting was implicit NO, but that's a bit flawed, since some validators (exchanges, institutions, staking providers) have to stay neutral and abstain. The problem is there were no ABSTAIN vote in the on-chain contract, so they couldn't have express their opinion this way.
The voting has ended without reaching the consensus threshold.
Currently, the protocol upgrade to 2.9.0 introduced the inflation reduction. Validators have to decide by either upgrading or not, which is a bit problematic, because there is no abstain option again.
As a NEAR stake holder who supports the inflation reduction, make sure to move your stake to a staking pool that voted FOR reducing inflation. If you are AGAINST the inflation reduction, move your stake to the pool that voted NO for reducing inflation.
The protocol upgrade voting is scheduled to start on October, 28 and will last for 3 weeks. So there is plenty of time to decide.
Amos retweeted
Here is the results of the mentioned on-chain voting:
vote.linearprotocol.org/deta…
It was incredible to see participation of 89 validators and 48.45% of total stake in the voting process, that required to issue a custom on-chain transaction from the pool owners account.
The overwhelming majority of 91.76% of stake-weighted validators voted YES for reducing the inflation. Some people argue that not-voting was implicit NO, but that's a bit flawed, since some validators (exchanges, institutions, staking providers) have to stay neutral and abstain. The problem is there were no ABSTAIN vote in the on-chain contract, so they couldn't have express their opinion this way.
The voting has ended without reaching the consensus threshold.
Currently, the protocol upgrade to 2.9.0 introduced the inflation reduction. Validators have to decide by either upgrading or not, which is a bit problematic, because there is no abstain option again.
As a NEAR stake holder who supports the inflation reduction, make sure to move your stake to a staking pool that voted FOR reducing inflation. If you are AGAINST the inflation reduction, move your stake to the pool that voted NO for reducing inflation.
The protocol upgrade voting is scheduled to start on October, 28 and will last for 3 weeks. So there is plenty of time to decide.
NEAR Governance Proposal 🚨
We would like to publicly share our concerns regarding a serious governance issue currently happening on the @NEARProtocol blockchain.
Amos retweeted
Halving would strengthen the NEAR tokenomics and incentivize the growth of NEAR's defi ecosystem. If you are a NEAR validator, please support the upgrade!
The NEAR ecosystem is collaborating on a significant tokenomics upgrade 🪙
Building on 5 years of mainnet success, NEAR is entering its next major growth phase. NEAR now underpins multi-billion dollar volumes, powers the cross-chain liquidity layer for privacy-preserving assets, and provides the foundation for a scalable and verifiable on-chain AI economy.
To usher in a new era of abundance, the NEAR ecosystem is now focusing on enhancing its economics to strengthen incentive alignment and ensure sustainable long-term growth.
The NEAR community has proposed a three-part enhancement to NEAR’s economics:
1. Halving Upgrade: Reduce NEAR’s maximum annual inflation to 2.5% for more sustainable tokenomics
2. Proposal – HSP-002: Support smaller validators to ensure network decentralization
3. Proposal – HSP-003: Increase rewards for veNEAR holders to reward early governance participation
These proposals highlight the critical role that House of Stake is already playing in NEAR’s economic future. Going forward, House of Stake will continue to drive the decision-making process around economic parameters for the NEAR ecosystem.
Together, these enhancements help maintain the sustainability of issuance around the NEAR token, while ensuring network decentralization and strengthening incentive alignment across validators and NEAR token holders.
These community-driven upgrades are designed to create economic opportunity for as many actors as possible across NEAR’s rapidly maturing ecosystem and sustain the protocol’s growth for the long term.
Amos retweeted
$NEAR is accumulating for the entire year of 2025.
That's nearly 9 months of accumulation.
Once it breaks through the resistance of $3.25-3.50 I assume it will be a strong breakout.
Almost 5 year since mainnet launch and @NEARProtocol still shipping strong
Amos retweeted
AI meets Crypto at #KBW25. Exploring real impacts and future opportunities ahead.
👥 Speakers:
▪️@MetaWeb_Amos (@MetaWebVC)
▪️@charliekavanz (@nansen_ai )
▪️@sj_baek_ (@hashed_official )
👥Moderator:
Aurélie Boiteux (@nansen_ai )
👉 Save your spot: luma.com/1f4100jx
Amos retweeted
And finally the Investment Panel
The panel of investors covered shifts in crypto×AI investing since 2023, what excites them now, and strategies for founders aiming to bridge crypto-native and broader AI ecosystems.
Featuring:
-Sunny He @sunny_unifAI, Co-founder @unifainetwork
-Nihal Maunder @nihal_maunder, Partner @PanteraCapital
-Amos Zhang @MetaWeb_Amos, Founder of MetaWeb
-Jun Park @iamjunpark, Senior Investor @Hashed





































