Arthur Hayes posted a NEAR Protocol (NEAR) weekly value chart with the caption “We received a protracted solution to go … pack your luggage for da moon,” reinforcing a bullish stance on the Layer-1 token.
The publish arrived as NEAR traded nonetheless effectively under its 2022 peak above $20. The weekly chart Hayes shared exhibits the token recovering from multi-year lows, suggesting he sees substantial upside from present ranges.
His “Holy Trinity” Altcoin in Focus
Hayes’ conviction in NEAR predates the publish. Three days earlier, he named Close to Protocol alongside Hyperliquid (HYPE) and Zcash (ZEC) as his “holy trinity” of altcoin positions, a broader name throughout three belongings. The brand new publish narrowed the main target to NEAR alone, pairing the bullish caption with that long-range chart.
That framing suggests Hayes views NEAR’s present value vary as an entry level reasonably than a place already enjoying out. He has described NEAR’s on-chain “intents” function as a pathway to recurring protocol income and cited the convergence of AI infrastructure and blockchain scalability because the core of his thesis.
NEAR has positioned the protocol as infrastructure for autonomous on-chain purposes over the previous 18 months.
NEAR had already surged greater than 65% within the seven days following the Might 22 holy trinity name, in response to market knowledge. That transfer constructed on a interval of NEAR Protocol value consolidation following sustained underperformance towards bigger Layer-1 friends. A separate evaluation had flagged the token as probably undervalued towards Solana in each day lively person metrics.
Hayes’ Broader Altcoin Playbook
The NEAR publish matches a transparent sample of Hayes concentrating capital into protocol-level bets with particular income theses. He purchased $1.1 million in HYPE earlier in 2026 and has revealed a $150 value goal for HYPE by August. He has additionally rotated into DeFi positions throughout ENA, PENDLE, and LDO.
Every decide maps to a selected protocol thesis. For NEAR, the case rests on AI demand assembly on-chain money stream potential. Whether or not the broader market costs in that mixture earlier than the subsequent leg increased stays the important thing query within the weeks forward.
The publish Pack Your Baggage For Da Moon: Which Coin is Arthur Hayes Eyeing? appeared first on BeInCrypto.