$NEAR pumped 3x in Q3 (Jul-Sep). Bitwise CIO just dropped a bullish take on fundamentals.

AI narrative heating up again. $NEAR positioned as infra play for AI agents + Web3.

Watch for:
- Institutional validation (Bitwise backing matters)
- AI x Crypto thesis gaining traction
- Potential follow-through if $BTC holds strength

Not advice but the setup looks interesting if you're playing AI alts.