clip from @AgentChud explaining the $NEARKAT thesis 💚

THE ZECATHON_ Full details Monday_ thezecathon.com

I've gotten a lot of DMs asking how to buy @zksnarks_ so I figured I'd make a post. There's 3 main wallets everybody is using (Zodl, Noir, Vizor). It's all preference .. I use Zodl. Zodl is mobile only. Noir is desktop only. Vizor is mobile and desktop. Once you setup your wallet, you will want to purchase and send $ZEC to your TRANSPARENT wallet address. You can also use the swap (NEAR Intents, 1 click) feature to purchase ZEC using other assets like $SOL or $USDC Once received, you will want to shield the ZEC, which can be done directly within the wallet. You should see a shield option. Once your ZEC is shielded you can now spend it. Sign into ZilkRoad, browse zkSnarks, and buy. 1. To purchase, you will select "buy". 2. Confirm you're paying in ZEC. 3. Confirm the address that will be receiving the zkSnark (your shielded address). Select buy. 4. Now send the exact amount of ZEC requested to the address provided. The memo is NOT needed your buy will still go through. Once purchased, you can view your zkSnarks on @zilkroad_ under the "My zkSNARKs" tab.

Big first week for @zksnarks_ 🔥

If you want to see how the ~$155 $NEAR base case is constructed. Assumptions: - 16B agents by 2030 - 2% utilizing NEAR's AI infra (intents, compute, etc) - Avg agent does 1k onchain tx - Near capturing 30bps on those tx The biggest wakeup items for me: 1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge) 2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap. 3. 100% circulating supply Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs. I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.

Last night, I realized agentic trading is the next 100x It just hit me right in the face. Here’s why: I spent 3 hours building agentic trading strategies with $100 of $NEAR & $ZEC and it actually (kinda) worked. Full story below lmao I have zero coding experience I’m still amazed at the progress. This is gonna explode.

NEAR Intents keeps attracting liquidity and hitting a new all-time high every day This is called product-market fit.

Bitwise $NEAR base case price target = $155 Bull case is $562 bitwiseinvestments.eu/se/blo…

📊 zkSNARKs | WEEKLY EDITION All-time: 3,820 sales 5,347.75 ZEC volume ≈ $8,300,878.83 USD 🏆 Top sales, Sep 19–25: #9045: 54 ZEC ≈ $83,819.88 #9284: 20 ZEC ≈ $31,044.40 #5235: 16.9 ZEC ≈ $26,232.52 #zkSNARKs #Zcash

gold, btc, zec

i’ll just leave this here

Nahhhhhhhh. This is downright wrong 😭 Newcomers are so screwed bro...

exploit discovered a few hrs ago, Quit is in the pocket rn white hat rescue of affected assets, everything safu, more info soon.

If Zcash came before Bitcoin nobody would care about Bitcoin. Think about that.

If you are using onchain, confidential products, you are probably using NEAR.

solana looks good

Funny thing is one of these collections is up 20% since yesterday. Certainly a long road ahead but im optimistic. *privately*

There are still a bunch of zkSnark sales significantly above floor. People are grabbing what they like. You love to see it.