NEAR ships confidential perps and private AI agents
NEAR recaps recent deliveries: confidential perpetuals live, confidential Intents TVL above $90M, private AI agents usable, plus a roadmap that still lists tokenized stocks as unshipped.
What’s NEAR shipping recently? $NEAR has different products but starting to look like one coherent business @NEARProtocol is no longer positioning itself as another general-purpose L1 it wants to become the commerce layer for assets + AI agents: - one account - capital accessible across chains - private transactions - agents that can hold credentials & spend thru the same rails the official framing is building the Agentic Economy i see 3 parts supporting that vision: → @near_intents for cross-chain financial activity → @near_ai and @IronClawAI for private, transaction-capable agents → NEAR One for scalable execution, chain signatures, and post-quantum security the important part is that Intents already has users, volume, and fees so, what has NEAR actually shipped? [1] confidential perps live on http://near.com on Sept 17 | execution happens through Hyperliquid [2] confidential Intents TVL crossed $90M [3] http://near.com is becoming NEAR’s distribution layer [4] private AI is becoming a usable product [5] brought dynamic resharding + support for the ML-DSA post-quantum signature scheme [6] part of the rev generated by Intents has flowed toward protocol rev + token buybacks what remains a roadmap thesis several major parts of the vision are not fully delivered yet: - tokenized US equities and Treasuries - B2B Earn and Confidential Intents - prediction markets - agent market 2.0 - AI portfolio management - agents embedded directly into http://near.com - SPICE and faster block production - single-block cross-shard txns SPICE is particularly important because it aims to 1) separate consensus from execution and 2) reduce block times from roughly 600ms toward 200ms NEAR’s current product is private, cross-chain financial execution i believe the next signals matter more than the recent price action