Telling cool stories @NEARProtocol | Bridging crypto insights with life's big ideas. prev @messaricrypto @DigitalAssets @NEU_Blockchain | NFA

NYC
Build shit that solves real problems. Simple
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Crazy how no one is positioned yet…
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its been ~1 yr since i posted this, since then: - bitcoin:native is down ~33% from publication and ~40% from the ath - zcash:native was ~$316, now ~$1,350, up ~4x. privacy was the call and continues to pay - Clean energy is getting built out at scale (US solar ~299 GW, record storage adds in H1), BUT residential power bills still went up ~7% YoY. cheaper tech ≠ cheaper bills when AI is eating the grid. price inequality is real and needs to fixed - $MRNA ripped ~177% in one session after the Merck-partnered personalized mRNA cancer vaccine. This is the first late-stage win for eventually curing cancers - long AI held. long crypto as a basket did not. So whats next? well well well.... what do u think?
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thats meeee, thanks for having me on @therollupco
Aiming AI at meme coins is the least interesting thing you can do with it. Point that compute at drug discovery and the reward is measured in billions, not basis points. @ItsFloe from @NEARFoundation reframes the whole compute race.
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A roadmap reveals a network's conviction about what the future will demand and, read side by side, where the industry is actually converging. It also exposes the gap between shipped and promised. For anyone deciding where durable capability will sit, that comparison is the real signal. It distinguishes teams that are building toward a future from teams already operating in it. @ethereum 's 2026-2030 plan is a coherent, multi-year effort: - Glamsterdam brings parallel execution and proposer-builder separation. Hegotá moves toward statelessness, state expiry, and a still-unchosen native account-abstraction standard. Strawmap points toward a faster L1, post-quantum signing, and institutional privacy. It's a serious roadmap. And read next to @NEARProtocol , the pattern is clear: parallel sharded execution, stateless validation, native account abstraction, and post-quantum keys are production features on NEAR today, not 2027 targets. @solana 's roadmap is anchored by Alpenglow, its first real shot at sub-second (~150ms) finality, alongside Firedancer's continued rollout and ZK Compression. (its working btw) Together it's a push to reach, on a monolithic chain, the fast deterministic finality NEAR has run in production since 2024. @Zcash 's NU7 and Project Tachyon aim to scale shielded throughput toward payments scale, add PoS finality (Crosslink), and quantum recoverability. The right ambitions for private money, and precisely the kind of private value transfer near:native already routes for it through Confidential Intents. Each ecosystem is building toward a clear future. Real ambition, real engineering, real conviction, on all four. The difference this comparison keeps surfacing: on this specific cluster of capabilities, NEAR is already operating in the one the others are still planning to build.
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NEAR runs two production systems that together make it the connective layer of this comparison. First, Chain Signatures: using MPC threshold signing, a single NEAR account can produce valid signatures for Ethereum, Solana, Zcash, and 30+ other chains, turning that account into a smart wallet on every one of them. No bridge. No wrapped asset. The account signs once on NEAR, the signature is natively valid on the destination chain, and custody and settlement stay on that chain's own security. It moves authority, not assets. Second, NEAR Intents, a multichain transaction protocol where a user or agent declares a desired outcome ("swap Token A for Token B"), a competitive network of solvers executes it, and a Verifier contract settles it atomically. Intents accepts signatures from near:native , ethereum:native , @trondao , solana:So11111111111111111111111111111111111111112 , stellar:native , the-open-network:native, and passkey wallets, so users arrive from whatever ecosystem they already live in. Chain Signatures supplies the cryptographic reach. Intents supplies the usable settlement layer on top.
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Zcash is purposefully isolated. Its privacy guarantees depend on shielded pools staying self-contained, and the bridges that do connect it carry deanonymization risk. For zcash:native , isolation is a property of its threat model, not a gap in its roadmap. Zcash deliberately stays apart. And yet, NEAR Intents has become a leading venue for moving in and out of ZEC, more than $1.5 billion in cumulative volume, and Zcash's own flagship wallet, Zashi, taps NEAR Intents for private swaps into fully shielded ZEC. Confidential Intents runs those swaps inside a TEE-backed private shard, preserving the very privacy that makes bridging anywhere else a liability. Even the chain that most wants to stay separate connects through NEAR.
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The comparison points one way. Ethereum is still working to connect its own rollups to each other. Solana outsources connections to third-parties. Zcash deliberately stays apart. NEAR is the only one of the four with a production system for connecting all of them, without asking any of them to give anything up. Chain Signatures doesn't wrap another chain's assets or route them through a NEAR chokepoint. It lets a user act natively on their chain of choice, with each chain keeping its own security and sovereignty. In an industry that has spent a decade fragmenting, NEAR's bet is that the connective layer, not any single destination, is where the durable value accrues. Read the full report: nitter.net/NEARProtocol/status/20…
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when zcash:native listing on @upbitglobal ?
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On a protocols execution environment: The runtime and concurrency model decide which applications are even possible, and how cleanly they compose. Sequential vs. parallel, synchronous vs. asynchronous calls, deterministic vs. variable gas. These aren't implementation trivia. They determine whether complex, multi-contract, multi-agent workflows run predictably and affordably or collapse under contention and reentrancy risk. As agents begin executing real work across many contracts at once, safe parallelism is the difference between toy applications and dependable automated commerce.
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Double clicking on solana:So11111111111111111111111111111111111111112 : Solana's Sealevel executes non-overlapping transactions in parallel within its single shard, the source of its throughput. But calls between programs (CPI) remain synchronous and capped at limited depth. So Solana gets parallelism across independent transactions while inheriting synchronous semantics within one, bounding composition depth to contain the risk.
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Each chain's runtime matches its broader philosophy: Ethereum optimizes for composability and accepts a dangerous default. Solana optimizes for throughput and accepts bounded composition. NEAR optimizes for safety and horizontal scale, historically at the cost of easy atomicity, a cost it is now engineering away. Three bets. One destination. The question is which is already built for the agent economy. Read the full report: nitter.net/NEARProtocol/status/20…
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