Digital Commodities Inc. (CSE: DIGI) (OTCQB: DGCMF) (FSE: W040) has announced the acquisition of C$100,000 worth of NEAR Protocol (NEAR), marking its second allocation under the AI and digital infrastructure strategy introduced on September 28, 2026. The purchase was funded through proceeds from further sales of physical gold. The move adds NEAR alongside Solana (SOL) in the company's growth-oriented digital-asset allocation, separate from its Bitcoin-anchored reserve foundation of 11 BTC and cash.

Key Points

  • Digital Commodities Inc. (CSE: DIGI) is a Vancouver-based digital asset investment company
  • The company acquired C$100,000 of NEAR Protocol, its second allocation under its AI and digital infrastructure strategy
  • The acquisition was funded through proceeds from further sales of physical gold; the company retains 11 Bitcoin as its reserve foundation
  • Investors may be watching how the company continues to evaluate and disclose further digital asset additions under this strategy

Why Digital Commodities Selected NEAR Protocol for Its Growth Allocation

Management selected NEAR for what the release describes as its position at the intersection of artificial intelligence, cross-chain execution, and digital commerce. NEAR's technology roadmap includes NEAR Intents, chain abstraction, and AI infrastructure designed to allow software agents and users to transact across multiple blockchain networks. Management believes this architecture could become relevant if AI agents increasingly need to move value or settle payments across networks without requiring users to manage the underlying blockchain infrastructure directly. The company cautioned there is no assurance that increased adoption will result in increased value of NEAR.

How NEAR Complements the Earlier Solana Allocation

The NEAR acquisition follows an approximately C$100,000 allocation to Solana announced September 28, 2026. The release states the two assets are intended to provide exposure to different aspects of the same broader thesis. Solana was selected for its activity across payments, stablecoins, tokenisation, and high-throughput applications, while NEAR's rationale centres on chain abstraction, cross-chain execution, and infrastructure for autonomous AI agents. Management stated the acquisition does not represent a conclusion that any single blockchain will be the sole beneficiary of AI-driven economic activity.

NEAR Token Economics and the Company's Evaluation Framework

The company's release notes that NEAR is used for network transaction fees and staking, and that protocol economics provide for transaction fees to reduce net token issuance. Management stated these features offer an identifiable basis for evaluating how increased network activity could potentially translate into demand for, or value accrual to, the underlying asset. CEO Brayden Sutton was quoted in the release stating the company's approach is "not to predict a single winner, but to identify assets where adoption and economic activity may have the potential to translate into long-term value."

Bitcoin Remains Treasury Foundation as Strategy Continues to Develop

The release confirms Digital Commodities' reserve foundation remains anchored by 11 Bitcoin, together with cash, alongside strategic investments in public and private companies. The company stated the sizing and composition of both its reserve foundation and growth-oriented digital-asset allocation will continue to be reviewed periodically as the strategy develops and market conditions evolve. The company also stated it intends to provide appropriate disclosure regarding material digital-asset holdings and significant portfolio changes going forward.