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NEAR AI

9 pieces · Aug 2024 to Jul 2025 · 1 flagship

Sectors

AI9 L1/L28

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Coverage per year

32024

62025

Price and coverage

NEAR Protocol $NEAR

Calls: 3 bullish
Since first call, bullish: +140%
Since latest call, bullish: +91%
Now: $4.93

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 6 piecesCalls onlyWeekly closes in USD, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on NEAR AI

Thesis21 Aug 2024NEAR AI thesis: what Jensen Huang's touch signals31-part thread arguing NEAR is a leading crypto x AI base layer, combining sharded low-fee execution, chain signatures for agents acting across chains and the NEAR AI lab pursuing user-owned AGI. Expects GPU DePINs and agent apps to build on it.Thesis15 Jul 2025NEAR as the AI-native base layer: DCML, AITP, Intents and chain signaturesNEAR has 8 shards live with sub-second finality, DCML for verifiable ML, AITP for agentic commerce, Intents for cross-chain DeFi and MPC chain signatures. The thesis is that this makes NEAR the economic base layer for agent-driven capital.Thesis08 Jul 2025NEAR AI bull case: DCML, AITP, Intents, chain signatures and global contractsLists ten reasons not to fade NEAR's AI case: 8 shards with 600ms blocks and 1.2s finality, DCML, AITP, NEAR Intents plus account model for agent capital, MPC chain signatures, free NEAR AI inference and a formally verified Rust codebase.

Timeline · every piece, newest first

2025 6

15 Jul 2025NEAR as the AI-native base layer: DCML, AITP, Intents and chain signaturesNEAR has 8 shards live with sub-second finality, DCML for verifiable ML, AITP for agentic commerce, Intents for cross-chain DeFi and MPC chain signatures. The thesis is that this makes NEAR the economic base layer for agent-driven capital.ThesisAIL1/L2

08 Jul 2025NEAR AI bull case: DCML, AITP, Intents, chain signatures and global contractsLists ten reasons not to fade NEAR's AI case: 8 shards with 600ms blocks and 1.2s finality, DCML, AITP, NEAR Intents plus account model for agent capital, MPC chain signatures, free NEAR AI inference and a formally verified Rust codebase.ThesisAIL1/L2

18 Apr 2025NEAR AI bull case: agents, TEEs, chain signatures and intentsShort bull case for NEAR as the base layer for AI agents: an open agent toolkit with free inference, TEEs for private compute, account abstraction and interop via chain signatures and intents, on a sharded L1.ThesisAIL1/L2

13 Mar 2025WTF is S1: a $50 reasoning model and the commoditization of AIExplains S1, a reasoning model reportedly trained for under $50 via distillation on 1,000 curated questions, with budget forcing giving dynamic control of reasoning length. Reads it as evidence of advanced model commoditization.ExplainerAI

13 Mar 2025NEAR AI Hub x elizaOS: free inference, multichain plugins and TEEs for agentsArgues NEAR AI Hub could be central to the next agent wave, listing NEAR and multichain plugins for elizaOS, TEE integrations, a Nillion tie-in for private agents and free inference for builders.ThesisAIL1/L2

13 Jan 2025NEAR AI explained: agent toolkit, registry, free inference and hostingTL;DR of NEAR AI as a toolkit to build, measure and deploy agents: authentication, inference, data stores, tools, smart contract calls and reputation. A CLI and registry host models, datasets and agents, with free inference and hosting.ExplainerAIL1/L2

2024 3

29 Aug 2024AI bull case for NEAR: sharding, chain signatures and user-owned AGIArgues NEAR suits AI agents thanks to Nightshade sharding (up to 100 shards, sub-$0.01 fees, 1-2s finality) and the Foundation's AI push. Frames autonomous agents as needing deterministic on-chain rails.ThesisAIL1/L2

21 Aug 2024NEAR AI thesis: what Jensen Huang's touch signals31-part thread arguing NEAR is a leading crypto x AI base layer, combining sharded low-fee execution, chain signatures for agents acting across chains and the NEAR AI lab pursuing user-owned AGI. Expects GPU DePINs and agent apps to build on it.ThesisAIL1/L2

20 Aug 2024The AI bull case for NEAR: NEAR AI lab and user-owned AGILays out NEAR's AI push: tens of millions of onboarded users, 2M daily actives and a NEAR AI R&D lab aiming for open-source, user-owned AGI. Argues AI should be open source and owned by communities.ThesisAIL1/L2

Often covered with

NEAR Protocol73 Nillion35 Phala13 OpenAI13 DeepSeek10 ElizaOS9 Nvidia20

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