NEAR vs TAO weighting in Grayscale's Decentralized AI Fund
Thread53 words
Bullish call$NEAR+0.3%since this piece, moved with the callHow it played out ↓Notes NEAR has about the same weight as TAO in the Grayscale Decentralized AI Fund and argues NEAR will lead as the AI narrative takes off.
Key claims
NEAR has roughly the same weight as TAO in the Grayscale Decentralized AI Fund
$NEAR is the AI play that people forget while everyone talks about $TAO.
Basically same weight as $TAO in the Grayscale Decentralized AI Fund, and A LOT of stuff cooking.
As the AI narrative takes off, $NEAR will be among the leaders.
DYOR t.co/bWNJnYGFyU
More on my $NEAR AI thesis here. ⤵️
x.com/zerokn0wledge_/status/1826263185315483956
2 images on X
How the call played out · since 07 Oct 2024
Prices as of 23 Oct 2026This piece takes a view on $NEAR, so that move is read against the call. Other assets it covers are shown as context, not as calls.
+0.3%
Moved with the call · over 2 years
- At publication
- $4.95
- Now
- $4.96
- vs BTC
- −23%
- After 1 month
- −23%
- After 3 months
- +19%
- After 1 year
- −38%
- High since
- +62% 07 Dec 2024
- Low since
- −81% 12 Feb 2026
Mentioned for context
Since then
Zero has written 28 more pieces on NEAR Protocol and $NEAR since this one.
- Quantum and post-quantum map: PQ crypto assets by readinessOn NEAR
- I Built a Research Desk Staffed Entirely by AI Agents. It Works.Covers $NEAR
- New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCovers $NEAR
- NEAR DCML explained: confidential, verifiable and monetizable AI via TEEsCovers $NEAR
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.