ZEC, NEAR & VVV Are Leading Crypto’s Privacy x AI Rotation | The New Crypto Trade Is Here | 3.0 TV

追加: 2026-05-30

[00:00:00]Privacy and AI coins are exploding again. Zcash, NEAR, and Delysium are leading one of the fastest rotations in crypto right now. AI agents can trade, move money, [music] and manage wallets now. But, none of that works at scale if every action stays fully public.

[00:00:14]>> [music] >> ZEC is leading the privacy comeback.

[00:00:16]NEAR is building confidentiality AI rails, and Delysium and Venice are turning private execution into a real market. GM, everyone. Welcome back to Sector Wars. This is Abhishek and I'm watching The Tie That Binds TV. Today, we are talking about privacy and AI. As AI gets faster and more autonomous, the market is starting to price one simple idea. The next wave of crypto tools will be private execution, private payments, and private data. That is why privacy and AI coins are getting attention again. So, if you look at the top developments, number one, AI compute demand is still exploding.

[00:00:45]>> [music] >> NVIDIA's latest outlook shows that AI buildout is still accelerating with the company pointing to a new $200 billion CPU market and strong demand for its next-gen infrastructure.

[00:00:54]Meta is also rolling out four in-house AI chips and guiding capex at $115 billion to $135 billion, which keeps the whole AI stack under pressure to scale faster. The new cloud race is getting bigger. Nimbus signed a deal with Meta worth up to $27 billion over five years, while NVIDIA also invested $2 billion in CoreWeave to help expand AI data center capacity.

[00:01:17]Privacy and compliance are starting to merge. Recent research on Ethereum shows you can prove eligibility like age or access rights without exposing full identity data. That is the exactly the kind of privacy that still works with regulation.

[00:01:31]AI governance is now part of the infrastructure story. AI is moving toward system that need auditability, security, and privacy at the same time.

[00:01:38]AI scaling regulation is evolving, and privacy is becoming part of that stack.

[00:01:43]So, how do you get exposure? What are the coins you should be looking at for the privacy AI sector? Number one, we've got ZEC. It's the flagship privacy coin.

[00:01:51]Zcash has surged over 50% in the last month and more than 1,100% over the past year.

[00:01:56]It is the cleanest money should stay private trade and it is the name institutions and old school crypto traders keep circling back to.

[00:02:04]Next, we've got NEAR, that is the AI and privacy bridge. NEAR is not just a chain narrative anymore. Confidential intent gives it a NEAR product angle [music] for private transfers and AI agent growth.

[00:02:15]Number three, we've got BBB or the token Venice, which is the [music] private AI wild wildcard. Venice is the consumer facing privacy AI play in the basket and it gives the sector a clear use product, not just a trade token app.

[00:02:29]Next, we've got RAIL, which is Railgun.

[00:02:31]It is the Ethereum privacy layer play.

[00:02:33]RAIL is the cleaner EVM native privacy bet and it fits the move towards hidden DeFi execution.

[00:02:39]Fifth, we've got FET, it is the agent economy token. FET stays relevant because AI agents need a way to identify, coordinate, and transact without a human in every step.

[00:02:49]Last but not the least, we've got Render, which is RNDR. It's the compute side of the trade. Render matters because AI inference needs GPU power and the market keeps rewarding infrastructure that helps make that cheaper and faster.

[00:03:01]So, what's the verdict?

[00:03:03]Privacy and AI is not just a random pump. It is the market starting to price a real need. AI agents, wallets, and financial apps all need private execution as they get more autonomous.

[00:03:13]ZEC is the flagship, NEAR is the bridge, and BBB, RAIL, FET, and Render give you different ways to play the same ship.

[00:03:20]So, that marks an end to the today's Sector Watch episode. Remember, this is not financial advice. Please consult a financial advisor before making any financial decisions as crypto is a highly risky and volatile driven market.

[00:03:28]>> [music] >> Thank you for watching Theta TV.

[00:03:30]Subscribe to our YouTube channel to update with the latest news and developments happening in the web 3 space. I'll catch you guys again on my next Sector Watch episode on Friday.

[00:03:36]Goodbye for now. Happy weekend and happy trading.

[00:03:57]>> Mhm.