Report $NEAR X NVIDIA:

What is behind the mega appreciation of Nvidia and why the NEAR protocol can ride this wave?

NVIDIA $5T vs. Crypto $3.8T

Date: October 31, 2025

Portfolio: AI Strategy + L1

1. NVIDIA Surpasses $5 Trillion Market

Market Value: US$ 5.00 trillion (intraday peak 10/29)

Growth: +250% in 12 months

Driver: Explosive demand for AI chips (GPUs H100/H200)

→ 80% of the global AI data center market

→ Orders for 20 million chips by 2026

🚨NVIDIA is worth more than the entire crypto ecosystem combined ($3.8T)

→ BTC + ETH + SOL + 18,495 alts = $3.8T

Conclusion: The crypto market is still microscopic!

2. Why Did We Add NEAR to the Portfolio?

Reason:

L1 Leader in AI

NEAR AI + Chain Abstraction + cross-chain Intents

👉🏻Partnership with NVIDIA

Integrates NVIDIA GPUs for ML on-chain (Google Cloud, AWS)

Source: https://pages.near.org/blog/nvidia-gtc-2025/

👉🏻Halving Approved (10/30) “yesterday” effects still take days/weeks to reflect on the chart.

Inflation ↓ from 5% to 2.5% (50% cut in inflation)

Source: https://invezz.com/news/2025/10/30/near-protocol-near-slashes-inflation-to-2-5-after-successful-halving-upgrade/

🟢→ Less 30M NEAR/year issued

🟢→ Less selling pressure (post-halving BTC effect)

Yields & Adoption

Staking ~4.5% APY

3. Projection: NEAR Starting in December

Current Metric

Price today $2.10

Projection between December/February $4.00 – $6.00

Market Cap

$2.7B

$5.1B – $7.7B

Catalysts

Halving + NEARCON (11/12-14) + AI boom

+100% to +180%

History: BTC rises 100-300% post-halving in bull markets

NEAR has narrative + scarcity + real tech

⚠️ Attention:

This is just an explanatory report on why NEAR is in our portfolio.

Those outside automation are worth exposing to

NEAR! Price range to accumulate between $1.90 and $2.40

Now at 2:13 $