Selling Shovels @EYEKONSTUDIO // delusional optimist @rollbit
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Digi retweeted
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Digi
Delusional targets
yeah moon dat
Bitwise $NEAR base case price target = $155
Bull case is $562
bitwiseinvestments.eu/se/blo…
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Digi retweeted
If you want to see how the ~$155 $NEAR base case is constructed.
Assumptions:
- 16B agents by 2030
- 2% utilizing NEAR's AI infra (intents, compute, etc)
- Avg agent does 1k onchain tx
- Near capturing 30bps on those tx
The biggest wakeup items for me:
1. For some reason, I still just viewed near as pure infra, but the team is shipping a ton of products (intents, ironclaw, etc) and that means fees behind blockspace (I knew this already but have been skeptical of the amount they could charge)
2. Inflation still sucks (5%), but is going to be pulled down to 2.5% cap.
3. 100% circulating supply
Honestly though, if there is one chain positioned to captured the coveted "AI chain" I don't see how it's not them at this point. Not only has Ilya been very thoughtful in the technical build out (anticipating both AI, privacy and crosschain interop for literal years) but he also has the easy executive summary pitch of having helped create LLMs.
I don't have a NEAR position yet having mostly gone hard in ZEC+HYPE, but this reflection session is going to change that for me.
Bitwise $NEAR base case price target = $155
Bull case is $562
bitwiseinvestments.eu/se/blo…
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Digi retweeted
Bitwise $NEAR base case price target = $155
Bull case is $562
bitwiseinvestments.eu/se/blo…
Bitwise published the final prospectus for a spot NEAR ETF. Ticker NRR on NYSE Arca, dated September 24.
Custody is Coinbase Custody. The trust stakes its NEAR and keeps about 67% of the rewards. That part is standard for staking ETFs now, Bitwise runs the same structure on Solana. The effect is still real - inflows do not only buy NEAR on the market, they also move it into staking and out of liquid supply.
When Bitwise wrote the filing NEAR was around the 27th largest asset by market cap with $272M of average daily volume. From now you can hold it in an ordinary brokerage account.
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