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 growth-oriented digital-asset allocation following an initial Solana (SOL) position announced on September 28, 2026. The purchase was funded through proceeds from further sales of physical gold. The move expands the company's strategy of building exposure to blockchain infrastructure that management believes may benefit from the rise of AI-driven economic activity.

Key Points

  • Digital Commodities Inc. (CSE: DIGI) is an investment company operating a two-tier digital asset treasury
  • The company acquired C$100,000 of NEAR Protocol, its second allocation under its AI and digital-infrastructure strategy
  • The company's reserve foundation remains anchored by 11 Bitcoin (BTC), together with cash; NEAR joins SOL in the separate growth allocation
  • Investors may be watching how the company evaluates and discloses future digital-asset additions as the strategy develops

NEAR Acquisition Funded by Further Gold Sales

Digital Commodities funded the NEAR acquisition through additional sales of physical gold, continuing a capital-reallocation approach the company has used to build its digital-asset portfolio. The release states the company's reserve foundation remains anchored by 11 Bitcoin along with cash, while the growth-oriented allocation — now comprising both SOL and NEAR — is managed as a separate sleeve. The company also holds strategic investments in public and private companies. The immediate share price impact was not clear from available public information.

Why Management Selected NEAR Protocol for AI Infrastructure Exposure

Management cited NEAR's technology roadmap as a key rationale, specifically its focus on cross-chain financial infrastructure and autonomous AI agents. The release highlights NEAR Intents, chain abstraction, and NEAR AI infrastructure as features designed to allow software agents and users to transact across multiple blockchain networks. NEAR is also used for network transaction fees and staking, and the company notes that protocol economics provide for transaction fees to reduce net token issuance. The release cautions that there can be no assurance that increased adoption will result in increased value of NEAR.

How NEAR and Solana Fit Digital Commodities' Two-Asset Growth Thesis

The company describes the two positions as providing complementary exposure within the same broader thesis. Solana was selected in part for its activity across payments, stablecoins, tokenisation, and high-throughput applications, while NEAR was chosen with greater emphasis on chain abstraction, cross-chain execution, and infrastructure for autonomous AI agents. The release states the acquisition does not represent a conclusion that any single blockchain will be the sole beneficiary of AI-driven economic activity, and the company will continue evaluating assets against its stated framework of adoption, economic utility, network activity, and token economics.

Portfolio Disclosure Commitments as Strategy Evolves

Digital Commodities stated it intends to provide appropriate disclosure regarding material digital-asset holdings and significant portfolio changes as its strategy develops. Management also indicated the sizing and composition of both the reserve foundation and the growth-oriented allocation will be reviewed periodically as market conditions evolve. CEO Brayden Sutton was quoted in the release describing Bitcoin as the treasury foundation while characterising the SOL and NEAR positions as measured exposure to infrastructure that could support an AI-driven economy.