brand strategy, cmo @svrn_ai (@nasdaq: $svrn), prev @flipsidecrypto x @republiccrypto
…
Joined November 2022
- Tweets101
- Following661
- Followers186
- Likes955
David Shack retweeted
For those who just (re)discovered $NEAR:
- Mission is all people own their assets, data and power of choice
- Vision is AI is the frontend, markets/blockchain is the backend
- Privacy is fundamental and enables the mission
- NEAR Intents is universal, private markets routed already $30B, integrated across all of onchain ecosystem from Ledger to ZODL to Metamask to Trust to Brave
- NEAR AI is private AI powering end to end encrypted inference in Brave, Venice, and more
- More products across ecosystem are developing to leverage AI x markets
- Apps in Web3 that don’t want to limit themself to one chain’s users use Intents to enable seamless connect by users of any chain
- near(.)com brings this whole vision together into a consumer product making private unstoppable liquidity and (soon) AI seamless
If you are using onchain and private products you are probably using NEAR.
And if you are struggling onchain - try near(.)com for seamless experience.
David Shack retweeted
We spent the past few months working with @Oracle and @NEARProtocol on a proof of concept that puts stablecoin payments inside Simphony, the Oracle point-of-sale system running checkout at food and beverage venues worldwide. Oracle brought in SVRN as a commercialization partner of NEAR, to design a solution for integrating @near_intents' coordination infrastructure with Simphony.
Payment settlement is moving onchain for practical reasons that Oracle and other large payment infrastructure providers can no longer ignore. Cards authorize in seconds, then the merchant often waits days for the money. Onchain settlement finishes in seconds, costs less, and the funds are ready to use nearly instantly.
The larger opportunity will arrive when agents start doing the buying. NEAR Intents is well positioned to serve that future, and Oracle's writeup on our collaboration points right towards it.
David Shack retweeted
NEAR's Q2 report just dropped…
1. NEAR turned on protocol fees in late February. Since then the share of revenue from Intents volume for the network has gone from ~zero to over 30% with most of that jump inside a single quarter, and on the highest-volume days revenue-funded buybacks are already outrunning new issuance.
2. For an agent to transact on your behalf, it has to do so without broadcasting your positions and strategy to the market. On near.com, 42% of swap volume already runs confidential, with confidential TVL over $30 million. Privacy is a precondition of sovereignty.
3. Post-quantum cryptography and dynamic resharding went live on testnet, giving a single NEAR identity one-click key rotation and the ability to hold and move assets across 35+ chains with no disruptive migration. What makes that possible is the account model NEAR designed back in 2018, before any of this was a live concern. Privacy in the moment of a transaction is one piece of sovereignty. The other is owning one durable identity, under your control, that spans a landscape of fragmented networks.
4. The reason value accrues to the token at all is the vertical integration. Settlement, intent matching, private execution, and AI inference run as a single system here. Any one of those layers is replicable. The integration across all of them, with real volume already moving through it, is the moat. That's what I've meant by suggesting NEAR can be "AI money," the settlement asset for a stack where the intelligence and the money run on the same rail.
5. Agentic commerce is still ahead of us and not a critical revenue driver for NEAR, though it's the larger opportunity by a wide margin. Agent Market is going after full commercial flow, discovery, contracting, escrow, billing, and dispute resolution, with IronClaw supplying security and execution guarantees. The gate on all of it is trust, whether you'll hand an agent real money and real authority. Verifiable, confidential, self-custodied infrastructure is what earns that.
Taken together, it's a growing business with the essential properties of sovereignty built in, one that can serve individuals and institutions alike. The revenue earns @NEARProtocol time to be right about agentic commerce, and the sovereignty is why that commerce would choose to settle here when it comes.
I’ve spent the last 12 hours with Claude Fable. Here’s how it’s changed my life:
- I coded and deployed a new CMS
- I missed my daughters Pre-K graduation
- My wife left me
- I’m homeless
It’s not just a model — it’s a mindset. The difference is structural.
👑
NEAR is Hitting On Revenue, Privacy, And AI At Once with @svrn_ai CEO, @sal_ternullo
Timestamps
00:49 Institutional Inbound Explained
02:28 Bitcoin Negative Correlation
04:35 NEAR Investment Thesis Evolution
06:16 NEAR AI Stack
08:29 Bear Case And Risks
09:56 Venice Integration Breakdown
11:27 Path To Deflation
14:18 Intents Fee Model Analysis
15:51 Fee Structure Vs Volume
17:46 Confidential Intents Premium
19:42 Token Buyback Pre-Commitment
The Donald was right I am getting tired of all this winning.
🆕 Grayscale Research: @NEARProtocol went into building mode after the last cycle.
In 2026, it's back, and the story runs through AI.
↳ Chain abstraction
↳ NEAR Intents
↳ Roadmap built for AI agents.
Read the full article from @LowBeta on the Stack:
grayscale.com/the-stack/how-…
Warning: common episode side effects may include rapid heartbeat, increased energy, or a strong desire to sell your ETH.
INTERVIEW: Why $NEAR is Growing: The AI-Native Money Thesis - Intents, Privacy, & Tokenomics | @sal_ternullo
@NEARProtocol is showing up more and more
- Integrated in @zodl_app, right before the $ZEC explosion
- Used in @AskVenice to create private AI inferece
- @infinex uses Near Intents for creating a unified wallet
What's going on over at @NEARProtocol, and how does Near adoption impact $NEAR?
@sal_ternullo, CEO of @svrn_ai, joins us to explain why he thinks the original NEAR thesis finally coming into focus.
They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset.
[TIMESTAMPS]
0:00 Intro
2:23 Why NEAR is Everywhere Lately
3:58 Pivot or Return to Roots?
7:41 The “AI Money” Thesis
9:54 Intents, Zashi, and Real Product Market Fit
11:38 Tokenomics, Buybacks, and Value Accrual
14:45 NEAR’s Different Approach From Ethereum
18:00 Fees, Scaling, and First-Party Apps
23:04 Cross-Chain Liquidity as NEAR’s Moat
28:27 The Contrarian Investor Case for NEAR
31:43 Privacy, Enterprises, and AI Agents
39:38 What SVRN Is Building for NEAR
46:00 Investor Sentiment and Final Thoughts
David Shack retweeted
Bears should not watch this video, it’s hazardous for your mental health.
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
David Shack retweeted
Sal Ternullo of @svrn_ai explains why he thinks near:native is
misvalued
He thinks there's been a structural change in @NEARProtocol over the last 2 years, that makes NEAR deserves a 2-4x just from human usage alone
But the real growth story is from AI Agents using Ironclaw and Near Intents creating a 20-40x opportunity for near:native
Episode is out for Premium Subscribers today
You know what, never mind. The “experts” all say to tweet at least once a day. But I’m not a sheep! See you again in six months.
Do your own research, but also read our research, thank you. @svrn_ai @NEARProtocol
NEW REPORT
A new institutional report from @svrn_ai lays out the case for NEAR:
-NEAR’s structural advantage as a coordination layer
-NEAR Intents fee mechanics and trajectories
-Institutional pathways to NEAR exposure
Read the full report: svrn.net/research/near-proto…
Disclosure: This report is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security or financial instrument.
OceanPal, Inc. (NASDAQ: SVRN) holds NEAR Protocol tokens on its balance sheet.
David Shack retweeted
Pretty much no one I've chatted with is following this but $NEAR is looking very interesting on a fundamental basis.
- NEAR token is currently almost fully offsetting validator emissions with revenue. $34MM in annualized revenue (96% from Near intents) vs. $35MM in emissions
- This a very new dynamic post near intents fee switch activating earlier this week
- Intents are particularly well suited for crosschain agentic swaps
- Near is rolling out confidential intents for private cross chain swaps
- Near has rolled out a confidential and secure inference product for agents, which is particularly useful considering the number of recent vulnerabilities from unsecure agent setups
- The token is fully unlocked and vested, there are no VCs or team to sell, anyone that has wanted to sell has already had the chance
- Currently trading at 1/3 the price of where it was throughout most of H2 2025
David Shack retweeted
A must-read from @sal_ternullo, CEO of @svrn_ai, on why NEAR, why now.
SVRN is a publicly traded company on NASDAQ with a treasury around NEAR tokens. SVRN is now executing an active strategy to grow its treasury while simultaneously driving commercial adoption of NEAR Protocol. SVRN aims to accumulate toward 10% of NEAR's total supply.
Sal covers:
-What infrastructure will AI actually run on
-NEAR Intents' rapid commercial traction
-NEAR AI as the architecture for verifiably private agents
-Why NEAR is the most capable settlement and coordination layer to win the future of agentic commerce and underpin a significant portion of the AI economy
-The uncompromising conviction that technology should enable individual sovereignty
