→ Zcash surged +40% this month, outperforming most of the market. Large holders like Cypherpunk now control ~$50M+ in ZEC, aiming for 5% supply. → Meanwhile, @NEARProtocol is solidifying its role as "the blockchain for AI". NEAR Intents (enable automated transactions between AI, users, and services) processed $2.75B in volume this month alone and generated $7.2M in fees. What is uniting these threads? There's a trend of bridging non-EVM liquidity and AI-aligned chains. @rhea_finance is an interesting protocol in this context, the first cross-chain lending protocol on NEAR, supporting native Zcash. It unifies lending across EVM with up to 12% APY on USDC/USDT, compared to ~6% elsewhere, featuring transparent buybacks and BASE-native access. Btw, Rhea uses up to 40% of its lending and 20% of DEX revenue for monthly $RHEA buybacks. A trend worth watching.
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