zerokn0wledge

NEAR AI bull case: DCML, AITP, Intents, chain signatures and global contracts

Post201 words
ThesisAIL1/L2NEAR ProtocolNEAR AIPhalaFraction AIPublicAINillion$NEAR
Bullish call$NEAR+127%since this piece, moved with the callHow it played out ↓

Lists ten reasons not to fade NEAR's AI case: 8 shards with 600ms blocks and 1.2s finality, DCML, AITP, NEAR Intents plus account model for agent capital, MPC chain signatures, free NEAR AI inference and a formally verified Rust codebase.

Key claims
600ms block time and 1.2s finality with 8 shards
AITP targets agentic commerce
Formally verified Rust codebase
If you're still fading the clear AI bullcase for @NEARProtocol, let me remind you why you shouldn't: ➤ NEAR delivers high-performance with 8 shards live on mainnet, 600ms block time and 1.2 sec finality ➤ Decentralized Confidential Machine Learning (DCML) enables verifiable inference, monetization of models and confidential data collection. ➤ NEAR AITP (Agent Interaction and Transaction Protocol) will power the future of Agentic Commerce. ➤ The NEAR Account Model + NEAR Intents will enable agentic capital managemt at scale, significantly accelerating DeFAI. ➤ Cost-efficient and highly scalable payment rails position NEAR ideally as the economic base layer underpinning widespread AI and consumer adoption. ➤ Security reinforced from launch via continuous key rotation and MPC-powered chain signatures enabling native account abstraction and secure management. ➤ @near_ai toolkit provides free inference, extensive smart contract and API integrations, facilitating open, collaborative creation of user-owned AI agents and driving open-source AGI development ➤ Ecosystem full of top tier AI app + infra builders incl. @PhalaNetwork, @FractionAI_xyz, @PublicAI_, @ASIMOV_Protocol, @crynuxio, @BitteProtocol, @nillion, @silverstreamAI, @XTrace_ai or @forest_ai_ ➤ Global contracts enhance composability and simplify cross-shard interactions, boosting dev experience. ➤ Formally verified Rust codebase ensures rigorous security standards, particularly valuable for critical financial and AI infrastructure.
Open on X

How the call played out · since 08 Jul 2025

Prices as of 23 Oct 2026

This piece takes a view on $NEAR, so that move is read against the call.

$NEARNEAR ProtocolBullish thesis

Eight live shards with 1.2s finality, verifiable ML via DCML, agentic commerce via AITP and chain signatures make NEAR's AI case hard to fade.

+127%
Moved with the call · over 16 months
At publication
$2.16
Now
$4.89
vs BTC
+201%
After 1 month
+15%
After 3 months
+41%
After 1 year
−8.6%
High since
+173% 12 Oct 2026
Low since
−56% 12 Feb 2026
Since then

Zero has written 8 more pieces on NEAR Protocol and NEAR AI and $NEAR since this one.

NEAR Protocol hubNEAR AI hub$NEAR hub

Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis or market take is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.

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