The NEAR ETF Brings the AI Thesis to Wall Street
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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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