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March 12, 2026
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NEAR investment case, by SVRN
SVRN Research models NEAR's value from the bottom up: the usage that produces fees, the staking that secures it, and what the network must do next.
Research
overview
March 12, 2026
SVRN Research models NEAR's value from the bottom up: the usage that produces fees, the staking that secures it, and what the network must do next.
Recent Articles
February 24, 2026
Where technology serves only you
On SVRN, NEAR, and infrastructure that will underpin the AI economy. A perspective from SVRN CEO Sal Ternullo.
October 5, 2026
Sal Ternullo and Bitwise's Matt Hougan on The Rollup: NEAR in a fundamentals-driven market
SVRN CEO Sal Ternullo joins Bitwise CIO Matt Hougan on The Rollup to discuss NEAR's re-pricing, the NRR ETF, buybacks, and a market that now rewards revenue.
September 28, 2026
Confidential AI infrastructure will define enterprise adoption
Confidential computing keeps AI workloads private, but enterprises need proof. Why independent attestation is what opens regulated data to AI.
Your sovereignty starts here
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