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Pack Your Bags For Da Moon: Which Coin is Arthur Hayes Eyeing?

Arthur Hayes posted a NEAR Protocol (NEAR) weekly worth chart with the caption “We received an extended strategy to go … pack your baggage for da moon,” reinforcing a bullish stance on the Layer-1 token.

The publish arrived as NEAR traded nonetheless effectively beneath 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 Near Protocol alongside Hyperliquid (HYPE) and Zcash (ZEC) as his “holy trinity” of altcoin positions, a broader name throughout three property. The new publish narrowed the main target to NEAR alone, pairing the bullish caption with that long-range chart.

Arthur Hayes, Source: X

That framing suggests Hayes views NEAR’s present worth vary as an entry level relatively than a place already enjoying out. He has described NEAR’s on-chain “intents” characteristic 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 functions over the previous 18 months.

NEAR had already surged greater than 65% within the seven days following the May 22 holy trinity name, based on market knowledge. That transfer constructed on a interval of NEAR Protocol worth consolidation following sustained underperformance towards bigger Layer-1 friends. A separate evaluation had flagged the token as doubtlessly undervalued towards Solana in each day energetic person metrics.

Hayes’ Broader Altcoin Playbook

The NEAR publish suits a transparent sample of Hayes concentrating capital into protocol-level bets with particular income theses. He bought $1.1 million in HYPE earlier in 2026 and has revealed a $150 price target for HYPE by August. He has additionally rotated into DeFi positions throughout ENA, PENDLE, and LDO.

Each pick maps to a selected protocol thesis. For NEAR, the case rests on AI demand assembly on-chain money circulation potential. Whether the broader market costs in that mixture earlier than the subsequent leg greater stays the important thing query within the weeks forward.

The publish Pack Your Bags For Da Moon: Which Coin is Arthur Hayes Eyeing? appeared first on BeInCrypto.

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