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Looks like I missed almost the entire @NEARProtocol ecosystem run. Checking the latest onchain data, liquidity is clearly moving back into NEAR: – $NEAR DeFi TVL is around $205M – DEX volume hit ~$494M in 7D, up +41% WoW – @rhea_finance TVL is up +48.4% in 7D – @meta_pool is up +69.5% – @LinearProtocol is up +59.5% $NEAR is moving, and the major protocols inside the ecosystem are seeing solid liquidity growth as well. I think the way we look at NEAR needs an update. NEAR is building toward: a multi-chain super app + confidential by default – Intents: cross-chain liquidity w/ real usage, cumulative fees above ~$48M – Confidential layer: privacy for swaps, perps and AI interactions – Agent infra: agents can interact w/ capital while users can still verify execution – bringing the wider stack into one UX NEAR Intents also generated around $1.73M in fees over the last 7D, with cumulative fees now around $48.15M. For me, the edge is starting to show in the infra underneath: users moving assets across chains agents executing transactions privacy built directly into the stack I was pretty late to the latest $NEAR ecosystem wave. Still think this narrative is worth a look tho.
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