đłBitwise just put a $155 2030 target on $NEAR
Bitwise filed the final prospectus for a spot $NEAR ETF (ticker NRR on NYSE Arca) and dropped a 39-page report with three 2030 price scenarios:
âą Base: $155
âą Bull: ~$563
âą Bear: $1.63
ETF setup: tracks NEAR in trust, can stake for extra yield, 0.75% fee, Coinbase Custody.
The model is âProtocol Value Accrualâ â swap fees + AI agent task hosting + AI micropayments â then a 50x revenue multiple. Base case assumes NEAR grabs ~2% of a projected 16.4B AI agents by 2030.
Thatâs the bet: AI agents actually use the chain. If they donât, Bitwise itself calls the trade basically binary and the whole framework falls apart. NEAR is still ~#34 by mcap and has been roughly flat for four years.
ATH coming next?đ
Bitwise filed the final prospectus for a spot $NEAR ETF (ticker NRR on NYSE Arca) and dropped a 39-page report with three 2030 price scenarios:
âą Base: $155
âą Bull: ~$563
âą Bear: $1.63
ETF setup: tracks NEAR in trust, can stake for extra yield, 0.75% fee, Coinbase Custody.
The model is âProtocol Value Accrualâ â swap fees + AI agent task hosting + AI micropayments â then a 50x revenue multiple. Base case assumes NEAR grabs ~2% of a projected 16.4B AI agents by 2030.
Thatâs the bet: AI agents actually use the chain. If they donât, Bitwise itself calls the trade basically binary and the whole framework falls apart. NEAR is still ~#34 by mcap and has been roughly flat for four years.
ATH coming next?đ
