NEAR Just Got Its First ETF. What Happens Next?

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NEAR just got a new institutional gateway, but the ETF may only be the beginning of the story. Bitwise CEO Hunter Horsley and Sovereign’s Sal Ternullo join David to unpack why investors are starting to view NEAR through the lens of AI, how NEAR Intents has already processed more than $32 billion in volume, what staking and token buybacks mean for the asset, and why a future filled with many AI models, chains, agents, and stablecoins could play directly into NEAR’s strengths.

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TIMESTAMPS

0:00 NEAR’s New ETF

2:15 Bitwise and NEAR

8:49 Selling NEAR to Investors

12:18 Intents and Buybacks

20:23 Staking and ETF Demand

26:34 The AI Opportunity

33:11 Many Models, Many Chains

38:37 AI Privacy

42:48 Closing Thoughts

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RESOURCES

Sal Ternullo

https://x.com/sal_ternullo

Hunter Horsley

https://x.com/HHorsley

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Not financial or tax advice. See our investment disclosures here:

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