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$NEAR

52 pieces · Nov 2023 to Oct 2026 · 7 flagship

Sectors

L1/L236 AI32 Ethereum9 Privacy7 DeFi7 Bitcoin4

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Coverage per year

12023

332024

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62026

Price and coverage

NEAR Protocol $NEAR

Calls: 25 bullish
Since first call, bullish: +49%
Since latest call, bullish: +92%
Now: $4.96

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, 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

Data22 Mar 2024NEAR DA data analysis: Arbitrum would have saved $16.2M in 10 weeksData case for NEAR DA: rollups spent 9,000 to 16,000 ETH monthly on DA, EIP-4844 helps only partly and temporarily, and NEAR's sharded Nightshade design would have cost an Arbitrum-stack rollup $87.62 versus over $16M on Ethereum in 10 weeks.Map12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.Explainer29 Oct 2024Chain abstraction explained: types and the top 3 protocolsExplains how modularity causes fragmentation and sorts chain abstraction into account, blockchain and application levels. Picks Particle, NEAR and Socket as the leaders, favoring account-level abstraction for UX.

Timeline · every piece, newest first

2026 6

21 Oct 2026Arcium Blackthorn vs Venice: private AI inference without the Intel TDX chipVenice's encrypted mode relies on Intel TDX, which TEE.fail and DDRop attacks undermined; Arcium's Blackthorn removes the CPU TEE and splits session keys across MPC nodes. ARX trades at $49M mcap vs VVV at $1.3B, a gap he bets will close.ThesisPrivacyAI

12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.MapQuantumBitcoinEthereum

10 Oct 2026Bunker mode explained: AI, ECDSA risk and 6.26M exposed BTCJustin Drake warned ECDSA could break within months through AI-driven math; 6.26M BTC (31.2% of supply) sits in addresses with exposed keys. Cryptographers pushed back; Vitalik noted lattice schemes share the structured-math risk, favoring hash-based signatures.ExplainerQuantumBitcoinEthereum

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps

08 Sep 2026Five tokens to watch: ARX, ZAMA, NEAR, PEAQ and CODECShort list of five tokens with one-line theses: Arcium's MPC compute, Zama's FHE for institutions, NEAR's agent economy infra, peaq's machine economy base layer and Codec's robotics stack.MapPrivacyAIRobotics

15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Presents an autonomous AI research pipeline and its latest report on the June 2026 export control on Fable 5 and Mythos 5. Argues the decentralized inference thesis is right but the assets being bid (TAO, NEAR, Render) are mostly wrong.ArticleAIDePINRegulation

2025 12

27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCompares 3-month new vs returning wallet trends. Real growth is new-wallet gains followed by rising returning wallets; Solana's new wallets rose while returning fell, and Sui's both declined, reading as churn.DataL1/L2EthereumSolana

22 Jul 2025NEAR DCML explained: confidential, verifiable and monetizable AI via TEEsExplains Decentralized Confidential Machine Learning: models run in Confidential VMs inside TEEs (Intel TDX, AMD SEV, NVIDIA H100+), with encrypted weights, payment channels and Proof of Response. This enables monetizable open models, private user data and verifiable inference.ExplainerAIPrivacy

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

13 Jul 2025Six post-TGE AI plays to watch: TAO, NEAR, TIG, IO, NIL, CODECDescribes six live AI tokens without Kaito leaderboards: Bittensor subnets as digital commodity markets, NEAR as AI-native L1, TIG for algorithm IP co-ownership, io.net GPU clustering, Nillion blind compute and Codec's VLA framework.MapAIDePIN

09 Jul 2025NEAR momentum not yet priced in: ETP, Intents volume and inflation cut proposalArgues NEAR's ecosystem progress is not yet in price: a staking ETP on Frankfurt, Intents with >$215M 30d volume, and a proposal to cut inflation from 5% to 2.5%. NEAR leads AI-native chain and user-owned AI narratives.Market takeAIL1/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

05 Jun 2025The NEAR bull case: sharding, chain signatures, intents and confidential AITen-point bull case for NEAR: 600ms blocks and 1.2s finality with 8-shard scaling, MPC chain signatures, global contracts, intents for agent interactions, native TEEs and a formally verified Rust codebase, positioned as base layer for AI and consumer adoption.ThesisL1/L2AI

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

15 Apr 2025NEAR Omni Bridge explained: chain signatures replace light client bridgesExplains how Omni Bridge uses threshold MPC chain signatures instead of light client verification, cutting cost and verification time. It works with chains lacking smart contracts, including Bitcoin, and scales linearly instead of quadratically across chains.ExplainerL1/L2AIBitcoin

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

11 Mar 2025NEAR Intents explained: chain-abstracted solver-based executionExplains NEAR Intents, built on chain signatures: users state outcomes, solvers compete with quotes, and settlement happens onchain. Walks through the six-step workflow and notes solvers can filter by KYC and compliance, which suits institutional use.ExplainerL1/L2DeFi

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 33

19 Dec 2024Why NEAR will lead the AI agent narrative: five structural advantagesLists why NEAR is positioned for agents: scalable low-cost payment rails, MPC chain signatures for chain abstraction, a cross-chain intent framework, private compute for AI and formal verification for Rust.ThesisAIL1/L2

29 Nov 2024Why NEAR leads the AI narrative: chain abstraction, agents and computeLists why NEAR is ahead of other L1s for agents: live onchain agent capabilities, a research hub, native chain abstraction, a NEAR x Delphi AI accelerator, social agents interacting and a Nillion partnership for private LLM work.ThesisAIL1/L2

19 Nov 2024NEAR Intents and chain signatures as the multichain endgameArgues NEAR Intents, built on chain signatures, lets humans and AI agents transact across any chain through NEAR accounts, unifying liquidity and ending fragmentation of users and apps. Frames NEAR as a leader in both chain abstraction and AI.ExplainerDeFiL1/L2

13 Nov 2024NEAR AI agents plus Nillion blind compute for private inferenceArgues autonomous finance agents need confidential training and inference to avoid exposing strategies and breaching data protection law. Nillion's MPC-based blind compute, integrated with NEAR, is presented as the missing piece for private user-owned AI.ThesisAIPrivacy

12 Nov 2024Hands-on with AI agent transactions on NEARFirst-hand test of NEAR's AI assistant: text prompt, the agent builds the transaction, the user signs in a wallet. It is version 0.0.1 and expected to become fully autonomous, working cross-chain via chain abstraction.OtherAIL1/L2

11 Nov 2024How to use EVM wallets on NEAR: MetaMask and Rabby setupStep-by-step guide to adding NEAR to MetaMask or Rabby, onboarding with an EVM address and receiving 10 free transactions, plus Ref Finance as a starting DEX and bridge aggregator.ExplainerL1/L2Tooling

29 Oct 2024Chain abstraction explained: types and the top 3 protocolsExplains how modularity causes fragmentation and sorts chain abstraction into account, blockchain and application levels. Picks Particle, NEAR and Socket as the leaders, favoring account-level abstraction for UX.ExplainerL1/L2DeFi

23 Oct 2024NEAR onchain growth: 7M daily txs, stablecoins near $700M, TVL up 2xWalks through NEAR's 2024 growth after its Dune listing: about 7M daily txs, stablecoin supply nearing $700M and TVL up over 2x YTD. Attributes the activity to meta transactions and consumer apps, and expects a repricing of NEAR.DataL1/L2DeFi

22 Oct 2024NEAR bull case: user-owned AI, tokenomics and chain abstractionSummarizes the NEAR bull case: leadership in user-owned AI, an AI accelerator with Delphi and Aethir, no predatory VC unlocks, Nightshade 2.0 scaling and chain signatures. Compares unlock progress with newer VC coins.ThesisAIL1/L2

16 Oct 2024NEAR AI Accelerator Cohort 1: the eight teamsLists the eight NEAR AI Accelerator Cohort 1 teams with a line on each, from P2P AI networks to DeFi agents and data validation. Each team gets $50k in Aethir compute credits.BreakdownAI

16 Oct 2024NEAR x Nillion: private compute for user-owned AIExplains how NEAR apps can send storage and compute requests to Nillion's encrypted MPC and FHE nodes, keeping sensitive data and agent strategies private. Combines NEAR's Nightshade 2.0 scaling and chain signatures with private AI.ExplainerAIPrivacy

10 Oct 2024Why bullish NEAR: AI, Nightshade 2.0, chain abstraction, tokenomicsShort bull case for NEAR: leadership in user-owned AI, high-performance chain with stateless validation, chain abstraction, strong team and mindshare, and mature tokenomics without VC dumping.ThesisAIL1/L2

08 Oct 2024Seven AI plays beyond TAO: io.net, NEAR, Nillion, Ritual, Fhenix, RISC ZeroWatchlist of seven DeAI plays beyond TAO, each with a short thesis: GPU aggregation, user-owned AI, a subnet network, private compute, inference, FHE and ZK compute.BreakdownAIDePIN

07 Oct 2024NEAR vs TAO weighting in Grayscale's Decentralized AI FundNotes 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.Market takeAI

25 Sep 2024NEAR investment thesis: user-owned AI, chain abstraction and low inflationLong thread laying out the author's NEAR thesis: AI infrastructure, Chain Signatures, high network activity, Nightshade 2.0 and a fixed 5% inflation with near fully diluted supply. Cites onchain activity share and FDV versus Solana and Tron.ThesisAIL1/L2

19 Sep 2024NEAR Nightshade 2.0: stateless validation and sharding upgradeExplains Nightshade 2.0, NEAR's stateless validation upgrade that avoids fraud proofs, lowers validator hardware needs and lets the network add shards. Calls it the largest upgrade since the 2020 mainnet.ExplainerL1/L2

14 Sep 2024Nillion private compute comes to NEARExplains Nillion's MPC-based blind compute and its Nada language, and why access for all 750+ NEAR projects fits NEAR's AI focus. Use cases include private AI, healthcare data and sensitive data storage.ExplainerPrivacyAI

10 Sep 2024NEAR stablecoin supply reaches $774M, USDT holds 56%NEAR stablecoin supply is $774M, led by USDT at $435M (56%) and USDC at $295M. With NEAR DeFi TVL above $400M, he sees liquidity still to be deployed in the ecosystem.DataStablecoinsL1/L2

09 Sep 2024NEAR reaches 2.6M daily active addresses, 24% of all active addressesPer Artemis, NEAR has 2.6M daily active addresses, 24% of active addresses in the past month, driven by social, wallet and GameFi/HealthFi apps plus Aurora and USDT. Points to Nightshade 2.0, Chain Signatures and NEAR AI as next drivers.DataL1/L2

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

23 Aug 2024Crypto and AI both replace human cost with codeArgues crypto replaces legal agreements and trust intermediaries with smart contracts while AI replaces human effort with software, so their confluence is powerful.ThesisAI

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

15 Aug 2024NEAR Bitcoin light client and chain signatures: BTC DeFi on NEARExplains the Aurora-built Bitcoin light client, relayer and NEAR chain signatures that let users deposit native BTC and sign Bitcoin transactions from a NEAR wallet without traditional bridges. Early adopters include SatoshiBridge and Allstake.ExplainerBitcoinDeFi

23 Jul 2024NEAR Chain Signatures explained: MPC network, Eigen AVS, chain abstractionExplains how Chain Signatures let one NEAR account control addresses on other chains via an MPC network secured by staked NEAR and restaked ETH on EigenLayer. Works for non-smart-contract chains like Bitcoin; starts with ten operators under proof of authority.ExplainerL1/L2Ethereum

19 Jul 2024NEAR ecosystem guide: TVL, stablecoins, DeFi leaders and Rainbow BridgeNEAR TVL is about $665M and rising in NEAR terms, with strong stablecoin growth led by Burrow, Linear, Meta Pool and Ref. Includes a how-to for wallets and the trustless light-client Rainbow Bridge, and notes Grayscale's decentralized AI fund includes NEAR.BreakdownL1/L2DeFiAI

18 Jun 2024NEAR DeFi ecosystem map: Burrow, LiNEAR, Meta Pool and Ref FinanceData-driven tour of NEAR's DeFi stack arguing it is undervalued. Compares TVL to token valuations: Burrow has about $200M TVL against a $5M FDV, and LiNEAR $126M TVL against a $36M mcap.BreakdownDeFiL1/L2

03 May 2024NEAR Protocol bull case: modular DA, chain abstraction and AIBull case for NEAR as a narrative-agnostic leader: 100M accounts, six mainnet shards, the cheapest DA on the market, a fast finality layer on EigenLayer with $500M restaked, and Chain Signatures for chain abstraction. Argues NEAR complements Ethereum rather than competes.ThesisL1/L2AI

29 Mar 2024NEAR Chain Signatures: one account across any chain via MPCExplains Chain Signatures: an MPC network secured by NEAR stakers and EigenLayer restakers lets NEAR accounts sign on Bitcoin, Ethereum, Cosmos, Dogecoin, Ripple and more, with a gas relayer, enabling bridgeless DeFi on non-smart-contract chains.ExplainerL1/L2Tooling

22 Mar 2024NEAR DA data analysis: Arbitrum would have saved $16.2M in 10 weeksData case for NEAR DA: rollups spent 9,000 to 16,000 ETH monthly on DA, EIP-4844 helps only partly and temporarily, and NEAR's sharded Nightshade design would have cost an Arbitrum-stack rollup $87.62 versus over $16M on Ethereum in 10 weeks.DataL1/L2Ethereum

15 Mar 2024EIP-4844 and NEAR: DA, fast finality and chain abstraction for L2sArgues cheaper L2 execution after EIP-4844 makes NEAR's chain abstraction more economical, and positions NEAR as a complement to Ethereum via DA, fast finality and MPC-based key management.ThesisEthereumL1/L2

13 Mar 2024NEAR Protocol modular bull case: DA cost, fast finality and chain abstractionLong-form case for NEAR in the modular stack. Cites Dune data for a 10-day Arbitrum-stack DA cost of $16.2M on Ethereum, $2,840 on Celestia and $87.62 on NEAR, plus an EigenLayer fast finality layer and chain abstraction.ThesisL1/L2Ethereum

15 Feb 2024NEAR as modular infra: DA, fast finality and chain abstractionThesis that NEAR leads the modular narrative through a sharded DA layer, an EigenLayer fast finality layer and chain abstraction via account aggregation. Covers EastBlue's Bitcoin account vault model built on NEAR.ThesisL1/L2Ethereum

2023 1

11 Nov 2023NEAR goes modular: zkWASM prover, NEAR DA and EigenLayer-based fast finalityAnalyzes NEAR announcements: a zkWASM prover for Polygon CDK, a cheap DA layer and a fast finality layer with EigenLayer, arguing it positions NEAR for modular rollup season.BreakdownL1/L2Ethereum

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NEAR Protocol73 Nillion35 NEAR AI9 Bittensor34 EigenLayer110 Ref Finance5 Arcium26 Ethereum36

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