$NEAR - Near Protocol is positioned as a leading cross-chain infrastructure and AI-blockchain integration play, with growing volume, fees, and token buybacks. The protocol has built differentiated technology including chain signatures, MPC infrastructure, and TEE-based private inference, positioning it to capture value from AI agents coming on-chain.
$CRYPTOAI - The intersection of AI and crypto is seen as a major opportunity for the next cycle, with pre-seed companies building innovative solutions and the second half of the year expected to be more optimistic than the first half.
$BASE - Base is positioned as a potential beneficiary of AI agents coming on-chain and cross-chain infrastructure adoption, competing with Near for the blockchain-AI intersection market.