Today at NEARCON 2026, NEAR AI introduced two major products—IronClaw and the Confidential GPU Marketplace—alongside new multimodal and privacy capabilities.
This is the stack—confidential by design, verifiable at runtime—for building the AI economy without compromise 🧵
When access to advanced AI systems can change overnight, privacy and user ownership become core requirements, not a nice-to-haves.
"As AI moves from answering questions to taking actions, the privacy of the inference layer stops being a preference and becomes a requirement. You cannot build a resilient agentic economy on infrastructure that requires you to trust the provider. NEAR AI is that infrastructure." - @ilblackdragon
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
Using AI shouldn’t require giving up privacy.
NEAR AI now automatically detects and anonymizes sensitive information before it leaves your device. You can use popular frontier models without handing them passwords, API keys, and other sensitive info.
Agent Market is being rebuilt from the ground up.
Hiring agents is about to get radically simpler.
Coming this July:
- Independent agent directory
- Brief in plain English
- Confidential USDC payouts
A major upgrade is on the way.
Sal Ternullo on Near's role in the Venice private AI stack:
"Venice sits almost like middleware with a consumer front end, users can select different trust assumptions and privacy levels for how they interact with AI."
"Near's private inference is one of the underlying providers, the greatest degree of cryptographic verification over which AI models users are actually touching."
"Confirmation that those models are running inside TEEs. More B2B integrations of Near private inference are coming. This is just the beginning of the architecture."
Creating AI agents is one thing.
Deploying them in production is a different frontier entirely.
Join @getfailsafe, @near_ai, and AWS on June 4th for an evening focused on the security, reliability, infrastructure, and trust requirements for enterprise agentic systems.
"NEAR has built IronClaw, an AI agent framework integrated with NEAR AI’s confidential inference infrastructure. This enables AI agents to securely execute tasks while ensuring that underlying data, credentials, and user activity remain private." - Grayscale Research
🆕 Grayscale Research: @NEARProtocol went into building mode after the last cycle.
In 2026, it's back, and the story runs through AI.
↳ Chain abstraction
↳ NEAR Intents
↳ Roadmap built for AI agents.
Read the full article from @LowBeta on the Stack:
grayscale.com/the-stack/how-…
$VVV is now live on NEAR Intents and near.com.
@near_ai is also providing private inference to @AskVenice.
Swap into $VVV and stay confidential today on NEAR.
“AI is national defense.”
Once inference becomes a sovereignty issue, confidential and verifiable AI infrastructure stops being optional.
NEAR AI is building the strategic infrastructure for user-owned AI.
The @NEARProtocol, ZEC, HYPE Trifecta Bull Thesis with @CryptoHayes & @ilblackdragon
Timestamps
00:51 Arthur's Macro Thesis
01:32 AI Is National Defense
04:10 Full Port NEAR Zcash Hype
05:23 L1 Consolidation Has Begun
08:26 Why Arthur Loves Zcash
10:03 Naval Changed Arthur's Mind
12:56 Intents Enable Anonymous Swaps
13:45 20x NEAR vs 5x ZEC
14:51 $19B Volume $33M Fees
15:47 Privacy Enables Mass Adoption
19:07 NEAR Fully Diluted Now
21:01 AI Blockchain Vision 2017
26:31 HyperLiquid Fulfills DeFi Dream
28:43 No VC Sales Revenue Share
32:02 AI Labor Displacement Thesis
38:39 AOC 2028 Risk Scenario
44:39 When Does NEAR Deflate?
46:52 $150 Price Target Hype
Verifiably private AI is NEAR AI.
Major platforms and nation-scale systems like Venice, Brave, Abound, and the Government of Bermuda are integrating NEAR AI to bring confidential inference to their users 🧵
New on NEAR AI: automatic PII anonymization.
Paste whatever you want into Claude, ChatGPT, or Gemini; your real passwords, API keys, and emails never leave your machine.
One header turns it on. 🧵
On top of that, we already ship TEE based encryption that makes your prompts cryptographically invisible to Claude, ChatGPT, and Gemini, even to the cloud provider itself.
Not a policy. Not a promise. Proof.
One header. Opt in.
Use frontier models without handing them your secrets for free.
Build what you want. Ask what you need. Keep it to yourself.
In Beta. Improving fast.
cloud.near.ai
"The insecure edge pieces will be run in sandboxes, and trusted with the minimum authority they need to do their job. The secure core will administer everything."
- @VitalikButerin
This is the foundational principle behind IronClaw.
Many people have claimed that with AI-assisted bug finding, secure code (and hence trustless anything) will be impossible.
I have a much more optimistic take, and AI-assisted formal verification is a major part of the reason why:
vitalik.eth.limo/general/202…