Arthur Hayes Pins NEAR Protocol as AI-Driven Altcoin Entry

Arthur Hayes posted a weekly NEAR Protocol price chart on X with the caption “We got a long way to go … pack your bags for da moon.” The post narrowed a prior three-asset call to focus on NEAR alone.

On May 22 Hayes named NEAR alongside Hyperliquid (HYPE) and Zcash (ZEC) as his “holy trinity” of altcoin positions. Market data shows NEAR rose more than 65% in the seven days after that selection.

The weekly chart Hayes shared shows NEAR rebounding from multi-year lows while trading well below its 2022 peak above $20. A separate analysis flagged NEAR as potentially undervalued versus Solana based on daily active user metrics.

Hayes described NEAR’s on-chain “intents” feature as a path to recurring protocol revenue and connected his interest to the convergence of AI infrastructure with blockchain scalability. NEAR has introduced features to support autonomous on-chain applications over the past 18 months.

Hayes has concentrated capital in protocol-level tokens that he links to specific revenue or utility narratives. Earlier in 2026 he purchased $1.1 million of HYPE and published a $150 price target for that token by August. He has also taken positions in ENA, PENDLE and LDO.

The chart and caption were posted while NEAR traded below its 2022 highs above $20.