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