SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once

SVRN CEO: NEAR is Hitting On Revenue, Privacy, And AI At Once

From The Rollup by Where digital assets meet capital markets. Hosted by Robbie & Andy

June 4, 2026 · 21 min

About this episode

Sal Ternullo discusses the unique aspects of NEAR as a digital asset and its potential for growth and deflation.

Sal Ternullo joins this episode of AI Supercycle and breaks down why NEAR is a very unique asset in digital assets right now, how intents are building toward a real-economy TAM that dwarfs crypto-to-crypto swaps, and why the path to NEAR going deflationary is closer than the market thinks. The institutional inbound is at record levels, and the market is finally catching up, or so he says. Sal Ternullo is CEO of SVRN, a development company dedicated to growing the NEAR Protocol ecosystem. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:49 Institutional Inbound Explained 02:28 Bitcoin Negative Correlation 04:35 NEAR Investment Thesis Evolution 06:16 NEAR AI Stack 08:29 Bear Case And Risks 09:56 Venice Integration Breakdown 11:27 Path To Deflation 14:18 Intents Fee Model Analysis 15:51 Fee Structure Vs Volume 17:46 Confidential Intents Premium 19:42 Token Buyback Pre-Commitment Guest Socials: Sal Ternullo X: https://x.com/sal_ternullo SVRN X: https://x.com/svrn_ai SVRN Website: https://svrn.net/ Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more…

People in this episode

Hosts: Robbie, Andy

Guest: Sal Ternullo

Topics covered

Keywords

Sponsors

Better than Banks, APYX, Dinari

Mentioned in this episode

Organizations: SVRN, NEAR Protocol, Bitcoin

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