Arthur Hayes near:native Co-Founder Just Dropped Crypto’s Next Meta
In a fresh podcast,
@CryptoHayes and Illia Polosukhin broke down where the market is heading:
Governments will keep printing money to fund wars and the AI arms race → liquidity flows straight into Bitcoin and high-conviction crypto.
The era of “just build a blockchain” is over. Winners will have real revenue, strong tokenomics, and actual users.
Privacy is the next 1000x narrative. Hayes is heavily in
$ZEC, calling it digital cash for the AI surveillance era.
NEAR is pushing hard with Confidential Intents - anonymous cross-chain swaps and payments.
Future: AI agents autonomously trading, paying, and managing capital on blockchain rails.