A map of the NEAR ecosystem
NEAR roughly doubled since mid-September and got a spot ETF. A map of 17 projects, sorted by what they do and whether they have a token.
Research snapshot · 19 Oct 2026
Core stack
NEAR Intents has settled $35B+, and its protocol revenue funds NEAR buybacks. near.com holds ~$147M in private balances, and NEAR AI runs a private AI cloud with agents.
DeFi and launchpads
RHEA is the main DEX, lending and staking protocol with ~$280M TVL, and its DEX revenue funds RHEA buybacks. Meta Pool and LiNEAR have $122M and $99M staked. Nearly did $39M in volume since Sep 22.
Where to watch
Much of the new meme activity flows through RHEA, especially from Nearly and JustHoot. If meme demand picks up again, that is where it shows first.
Updates since publication
NEAR Business launched on top of Intents: a treasury desk for crypto teams with multisig, batch payroll, swaps across 35+ chains and confidential balances. Every swap adds activity to NEAR Intents, whose revenue funds NEAR buybacks.
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Keep reading
Pump.fun adds NEAR: 15 NEAR tokens one step from a new audience
Pump.fun quietly added NEAR as a chain and integrated 15 NEAR tokens. Which tokens they are, how thin their liquidity is, and what earlier chain additions showed.
Read more →
NEAR: lower issuance, growing buybacks. How large is the gap?
Two good things at once for NEAR: issuance is being cut and Intents revenue for buybacks keeps growing. But buybacks still cover only a fraction of new supply.
Read more →