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OceanPal Closes $120 Million PIPE to Launch SovereignAI, Target 10% of NEAR for Treasury

Investors reacted with a roughly 20% selloff following a pivot into a NEAR‑based, privacy‑first AI platform under newly appointed leadership.

Overview

  • The Nasdaq-listed shipper said the PIPE proceeds will seed SovereignAI, a new subsidiary to execute its AI and blockchain strategy.
  • SovereignAI plans to accumulate at least 10% of NEAR’s token supply for a corporate treasury and to support operations over time.
  • The unit intends to build a privacy-first AI cloud on NEAR leveraging Nvidia technology for enterprise use cases, with products still in development.
  • Reported backers include Kraken, Proximity, Fabric Ventures, G20 Group and the NEAR Foundation, and an advisory board chaired by NEAR co-founder Illia Polosukhin was named alongside new co-CEO Sal Ternullo and COO David Schwed.
  • OceanPal said shipping operations will continue, while the announcement coincided with a roughly 19–21% drop in OP shares and short-term weakness in NEAR’s price.