The investment firm of the future.

Joined July 2024
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Zielinski Investments retweeted
IronClaw Hackathon Workshop live today at 3pm UTC. Hands-on: Setup your first secure agent with verifiable execution. Join builders shipping privacy-first infrastructure. ↓
The @IronClawAI #Hackathon #Barcelona has started! How's it going so far? Don't miss the workshop at 5pm today on X's @NEARLegion account. We'll show you how to setup your first IronClaw for free, using the voucher code of the event. Looking forward to it! @elliot_braem
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Zielinski Investments retweeted
The world is waking up to the need for user-owned AI.  What user-owned really means: -Privacy: all data belongs to you -Verifiability: when work is done on your behalf, you can prove what ran, on what data, with what model -Neutrality: equal access and neutral markets -Alignment: AI is on your side User-owned AI goes far beyond the model layer. It means a completely user-owned stack, from verifiable inference to private money rails to a secure agent harness to transparent governance and economics for the whole system. Layer by layer, NEAR has been building the user-owned AI stack for nearly a decade. It began with Illia’s pioneering work on the Transformer architecture, which underpins all major frontier models today, and the early recognition that the AI economy needed open infrastructure if users were going to have real power of choice.  NEAR made early architectural bets on sharded scalability, an account model, chain abstraction, and privacy that are now the foundation for agents to transact at scale while ensuring user sovereignty.  The demand for user-owned AI is growing. NEAR AI’s private inference powers Venice’s privacy-preserving AI platform, which has grown to over 3M registered users. Major fintech platforms like Abound and the Government of Bermuda are integrating NEAR AI for applications where protecting sensitive user and citizen data is critical. NEAR AI Cloud also now provides anonymization and TEE-secured confidential inference for over 30 models, across major AI providers and open-source models.  The privacy renaissance we’ve been witnessing in DeFi is the opening act of a much larger, global shift toward a user-owned AI economy, where users demand sovereignty over their data, assets, and intelligence.  NEAR is building for that world, one where everyone has maximum leverage through AI, rather than a few companies owning the models and interfaces that own the data and decisions of billions. Not only are we witnessing a macro shift in user expectations, but also a whole new category of value taking shape. Given the proper rails, agents will not only streamline current value channels but create many new ones. The infrastructure that shares that value back with users is the infrastructure users truly own.
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Zielinski Investments retweeted
Jun 13
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…
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Zielinski Investments retweeted
The best infrastructure disappears into the background. NEAR Intents powers swaps across wallets, aggregators, and trading interfaces, connecting liquidity from 35 chains through one unified network. One liquidity layer. Reachable everywhere.
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Zielinski Investments retweeted
🇮🇳 Ahmedabad builders - get ready! Join NEAR Legion India on June 17 for a hands-on workshop on IronClaw blockchain at L.D. College of Engineering. Perfect for anyone planning to deploy secure AI agents! RSVP ⬇️
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Zielinski Investments retweeted
Frontier models controlled by a few creates exactly the dystopia we’ve been warning about. Decentralized, uncensored AI running on permissionless rails, that’s the way forward. $NEAR is already shipping it: private TEE inference, IronClaw agents you actually own, confidential intents, and more.
Decentralized, permissionless, uncensored AI running on crypto plumbing is probably the most important battle arena of the next five years. Actions like today’s are eye openers for many, but we knew. We knew governaments, technocrats, big companies where hoarding compute, talent, resources. A more and more centralized and dystopian future where social divide is even more prominent. Where access to frontier models is stonewalled. It gives crypto once again a mission. A clear flag to carry. The 0 to 1 moment is happening this year. Things will only accelerate going forward.
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Zielinski Investments retweeted
$NEAR Intents Confidential TVL is exploding 🔥 In just few weeks of launch, it’s making new highs every week - users are quietly moving real value with full privacy. Privacy is the Priority.
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Zielinski Investments retweeted
The future isn’t users managing dozens of wallets across dozens of chains. The future requires agents, users, and businesses to operate everywhere from a single account. Chain Signatures are the tech making this possible.
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Zielinski Investments retweeted
The IronClaw Hackathon has begun! Build automated workflows and ship IronClaw Skills & Tools. Attend the workshops and start building!
Legion Barcelona IronClaw Hackathon Kickoff [Jun 12-18] x.com/i/broadcasts/1dJrPPNEm…
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Zielinski Investments retweeted
Value was already fragmented, crypto added more. Chains. Bridges. Liquidity silos. In the agent economy, fragmentation is a failure point. NEAR unifies assets and agents into a single stack: confidential AI, cross-chain execution, sharded infrastructure.
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Zielinski Investments retweeted
NEAR’s deflationary mechanics explained clearly. Intents fees are used to buyback $NEAR. Some days already deflationary. More ahead as volume scales. On top of that, NEAR combines a high-performance L1 with the most mature private AI stack. The flywheel is just getting started.
The last 24 hours was essentially deflationary for @NEARProtocol at today’s prices. Further, 4 of the last 6 weekdays when institutions were open (6/4, 6/5, 6/8, and today) have been effectively deflationary. 6/4 exceeded the deflationary threshold, 6/5 exceeded the deflationary threshold by over DOUBLE, and 6/8 and today effectively reached the threshold. This means that $NEAR short sellers pushing NEAR’s price down face deflationary headwinds in addition to long contracts on days when Intents volumes exceed deflation. Today’s calculation: 33M NEAR inflation annually @ $2.05 current price = $67,650,000 annual buybacks needed to become deflationary at this time $67,650,000 / 365 days = $185,342 daily buybacks needed to become deflationary at this time $90,049,310 @near_intents volume from today x .002 average intents fee = $180,098 in intents fees estimated today to buyback $near (.002 is informed estimate, exact fees will vary slightly depending on front end volume) At $180,098, fee buybacks today are a rounding error away from canceling out inflation ($185,342) and another deflationary day. Further, @AlexAuroraDev just mentioned that confidential intents aren’t even included in explorer stats, which would make today exceed the deflationary threshold by a good margin if private volumes are also included (will research this more to confirm). All in the depths of crypto winter. @ilblackdragon @near_ai @svrn_ai @sal_ternullo @alex_scharrer @Bitwise @Bitwise_Europe @HHorsley @Matt_Hougan @BradleyDuke_ @Jamie1Coutts @RealVision @Grayscale @Bankless @TrustlessState @kishanshah
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Zielinski Investments retweeted
The IronClaw Hackathon kicks off our June events 🌍 Over the next few weeks, we'll be meeting builders across Asia, Europe, and North America to explore the future of secure AI agents, verifiable execution, and agent infrastructure. Deploy Secure Agents. Join us at an event near you.
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Zielinski Investments retweeted
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.
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Zielinski Investments retweeted
Your activity on near.com might matter more than you think. The early cohort for any good product tends to get remembered. Not every open window always appears as such. Sometimes they look like this 👇
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Zielinski Investments retweeted
Summer just got a whole lot better 😎 NEAR Summer Collection live on the merch store right now! Time to upgrade your wardrobe and rep NEAR all season long. Go grab yours ↓
Summer Collection '26 is live! The fits for people who'd rather build than rotate. Lightweight, well-made, and quietly repping the chain doing the actual work. A lighter palette. Cleaner cuts. Same conviction. Available now ↓
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Zielinski Investments retweeted
Class in session for Legion Indonesia 🇮🇩 OpenClaw meets @IronClawAI
Introducing @IronClawAI to the students of Malang University. What we learned: 1. Intro to OpenClaw 2. Intro to IronClaw We had good vibes this morning, and we will see you again at the next workshops. @NEARLegion @NEARProtocol @MCHOfficial_
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Zielinski Investments retweeted
You can’t even fud $NEAR anymore. Everybody finding out in real-time $NEAR has no real competitors in technical competency. Reverse engineered and @ilblackdragon basically invented the intersection of crypto x AI. Now everybody that has just been looking around at a graveyard of vaporware and the most obvious standout is $NEAR for the future and now. It’s the most undeniable chain that has ever existed.
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Zielinski Investments retweeted
Builders, Devs & AI folks - IronClaw Hackathon is coming! June 12-20 | Hybrid Format (Barcelona Remote) Build privacy-first secure agents. Remote participants get full access to workshops, mentorship, and live demo showcase on June 18. Ship the future of secure AI Agents. ↓
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Zielinski Investments retweeted
BREAKING: NEAR’s weekly revenue has nearly 4x’d in six weeks to 144,646 million $NEAR
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Zielinski Investments retweeted
Strong breakdown on $NEAR from @PhantomBP_giga: • All-in-one privacy wallet for BTC, ETH, SOL, ZEC major assets with native-chain send/receive • Consistent & growing volume through bear markets (unlike most products) • Fee buybacks putting NEAR on the path to deflation • Leading Privacy momentum real AI/agent infrastructure already shipping NEAR is asymmetric bet with clear product-market fit & founder-market fit. What's your thesis for NEAR?
$NEAR has quietly become one of my larger crypto holdings, and I just DCA'd this dip. Near Intents is an actual problem solving product - enough for me to rotate half my Monero ($XMR) into it. They've built an all-in-one privacy wallet that lets you hold BTC, ETH, SOL, TRON, XRP, ZEC, DOGE and most major tokens privately in one place. And you can send/receive them to their native chains. What I like most recently (beyond the Twitter hype) is their ability to generate consistent and growing volume during a bear market. Most crypto products see volume and revenue fall off a cliff in bear conditions - NEAR is sustaining and actually climbing. Their buy-back mechanism needs about ~$177M of daily volume in order to become inflationary. They cleared that level in the past few days. Their daily volume is on an ascending slope and doesnt seem to be slowing down. This isn't as much of a gaurnteed play like Hyperliquid (now my second biggest bag), but the foundations and the signs are there. Especially with the recent ZEC exploit, NEAR can take real share and attention in the privacy realm. On top of that, they have serious long-term AI integration plans and partnerships with products like Venice AI. AIs will need a seamless, cross-chain way to transact with each other - and NEAR isn't just planning for this, they're already delivering. Their founder, Illia Polosukhin, came from Google and is one of the co-authors of "Attention Is All You Need," the paper behind the architecture that powers ChatGPT, Claude, and every modern LLM. In conclusion: NEAR is a clear asymmetric bet worth accumulating during these tough times. The ceiling is extremely high if they pull it off.
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