bread.mega @bread_
@megaeth | @modernmarket_ onchain Joined October 2021-
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@Nakameowdough @lesabrefomo Was going to say the same. 100% of these fees are not making it back onchain
@joaomendoncaaaa I'm in his boat mostly because you have to call relative value/valuations into the question, and it's less a question of "does it have value" and more a topic of "if and how far did we potentially overshoot valuations of native tokens?"
@SpeculatorArt Idk man, I had the same thoughts as recent as Wednesday on our show. Thought it was mostly a ZEC beta, but updating my thoughts.
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
@vinibarbosabr Amazing - I knew it was older because it was citing ~$2.5 token prices but given the recent run assumed that was like...3 weeks ago lol
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.
Bitwise $NEAR base case price target = $155 Bull case is $562 bitwiseinvestments.eu/se/blog/specia…
@archtuxfan @Worldhopperxyz Will take it to our chat with them!
@vinibarbosabr Shit it's already in effect? Even better
@ktrivs Banger article, and from the travel bag too!
@shl Holy shit finally. Now fix the backwards filing process plz. Me: "I think I owe this much" IRS: "Wrong, you owe this much" Me: "Couldn't you just say that?"
@serpinxbt @Evan_ss6 Yea, no comment on the token (although I am starting to watch more closely). As we've seen over the years a network can be insanely used/valuable, but doesn't always mean direct token value
I stand by this. DZ has already captured ~60% of Solana stake, and I don't see a world where the lion's share of network traffic for performant networks don't route through it for structural reasons. Very few projects that own entire sectors with ~0 comps and DZ is one.
DoubleZero Edge now carries data from @HyperliquidX. Streams are entirely uncapped, every market, every order, the full L4 book including HIP-3. Introducing the first-class path to Hyperliquid’s order book, and the fastest commercially available feed on the market.
@serpinxbt @Evan_ss6 iirc his critique was/is the tokenomics, which admittedly had a ton of sticker shock material like the Jump allo (~30%)
@dcfgod @bitget @arbitrum Fanning it out pretty suspiciously too. 500E bridges and 1k ETH chunks to a few places arbiscan.io/address/0x202e…
@EffortCapital @mcasto_ + probably some OAI ipo speculation splash
@thyking07 Just play the chart tbh. DZ team has great dashboards to showcase their activity/adoption
@Crypt0Panda Users don't, but if you think everything routes through it then the value of those feeds increases and they can have a strong market for 2Z
@nickwh8te @fomo Tbh I had no idea Relay had a chain
@LoganJastremski The answer is no one cares and 2 dozen is decentralized to them. That's "normal" because Hyperliquid is their first point of learning for what blockchains are
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