Digging into crypto, NFTs & AI. Sharing finds, thoughts and things I try

BlackRock writing a whole paper about AI agents paying onchain is still wild to me. And $NEAR shows up in almost every narrative here, which honestly makes sense. One thing I'd add: agents won't just buy AI, they'll trade, and those trades need privacy too. NEAR already has that live with Confidential Intents running on a private shard. $70M+ in confidential TVL so far, and USDC is already plugged in for NEAR AI's Agent Market. For me that's the most underrated part of the whole agent story. Amazing breakdown^^
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Elessar^^ retweeted
BlackRock just designed three portfolios for ONDO, and every rebalance in them is visible onchain. Great for trust, but visible flow is exactly what gets front-run in crypto. That's the part most people skip, and $NEAR is building straight into it. Even Ondo says institutional trading needs infrastructure that's fast AND private enough. So where does that privacy actually come from? Zcash already solved half of the problem. Shielded $ZEC hides the sender, the receiver and the amount. But the moment you buy, swap or move size on a public chain, the trade itself is out in the open again. That's the half NEAR goes after. On near.com you flip on Confidential Mode and the swap runs on a private shard with no public mempool and no explorer, so your amounts and route never hit the public record. Confidential TVL just passed $70M, so this isn't a roadmap slide anymore. And the assets are already there. Shards($SHARDS), a launchpad on NEAR, lets you pay in NEAR for ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 tokens tracking NVIDIA, the S&P 500 or BlackRock's iShares Treasury ETFs, with ZEC sitting on the same list. Meme launchpad, Wall Street and a privacy coin in one app. Now picture who needs this most: an AI agent managing money, or a fund rebalancing tokenized portfolios. Neither can trade in public without every bot reading the move first. That's exactly who NEAR pitches Confidential Intents at, and NEAR AI already plugged USDC into it for its Agent Market. It's also why NEAR's shards are more than a TPS slide. Public shards carry the traffic, each with its own fee market, and the private shard is a separate lane for confidential execution. The ZEC link isn't forced either. Zcash's own wallet runs its swaps on NEAR Intents, and $1.5B+ of ZEC has already moved through them. ZEC is the vault, NEAR is the door. The honest part: - it's confidentiality, not anonymity, entries and exits can still be matched by timing and size - the private shard runs on 7 permissioned validators and TEE trust, not ZK proofs - 1M TPS was a lab benchmark, real sustained load is around 4K TPS Wall Street put its assets onchain, then its portfolios. Privacy is next, and on NEAR that lane already exists.
Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock. Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens. The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token. 1. BLKHIon: Ondo High Income Powered by BlackRock 2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock 3. BLKGRWon: Ondo High Growth Powered by BlackRock Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use. “Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock Ondo Intelligent Portfolios can unlock novel capabilities: → Programmatic rebalancing → Full composability with DeFi → Complete transparency onchain → Multiple asset classes in a single token This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.
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222 GTD spots gone in 20 minutes lol snurps from catapult: 4444 supply, mint sept 30, whitelist through code 4444 on their site the platform is basically a degen playground with provably fair charts, so an nft sitting on top of that makes a lot of sense to me and lowriders + space creatures somehow works nitter.net/letsCatapult/status/21…
Introducing SNURPS by Catapult Trade 4,444 NFTs · Mint Date: September 30 catapult.trade/snurps code: 4444 72 hours to get in
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Introducing SNURPS by Catapult Trade 4,444 NFTs · Mint Date: September 30 catapult.trade/snurps code: 4444 72 hours to get in
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🚨 Breaking news! I’m giving away one Credits NFT from my collection by the legendary @jackbutcher. How to enter: 1️⃣ Follow @0xSofiya 2️⃣ Like & repost this post 3️⃣ Winner will be selected in 24 hours! ⏰ Good luck everyone! 🫂
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machines will price everything in stables machines will spend dollars and save $btc machines alongside humans will state intents and $near will route it for all of them high value settlements, collateral, and identities will flow through $eth machines that requires tens of thousands of transactions will run through $sol this is the thesis
Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. blackrock.com/us/individual/…
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Could GPT-6 Sol outdream Claude Opus 5.5? I took @devteamdrew's prompt, gave it a little twist, and asked both models what they’d dream about between messages. made with @ChatGPT 6 Sol @claudeai Opus 5.5
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Made with @claudeai Opus 5.5
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