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NEAR ProtocolNEARÉpico
82/100STRICT
Épico
#22cap. de mercado17 de out. de 2026

NEAR Protocol

NEAR
Plataforma de Contratos Inteligentes, pesos de protocolo de redeRanking de cap. de mercado 22, CoinGecko 8 de nov. de 2026
Fundamentos, não preço
PilarAvaliaçãoPosição na escala de 0 a 100PesoContribuição
Sustentabilidade78×0,2015,60
Transparência83×0,1411,62
Receita73×0,107,30
Inovação92×0,2422,08
Comunidade80×0,1814,40
Tokenomics82×0,1411,48
Soma ponderada, total de pesos 1,0082,48Arredonda para a pontuação publicada82
Analisado
17 de out. de 2026
Motor
v5.2.0
Calculado
2026-10-17 05:15 UTC
Hash de entradas
bf5a23d853b5

O Lite desbloqueia NEAR Protocol por completo. Variação, cenário, sinal, fatores de risco, catalisadores.

Ver planos

Pesquisa, não constitui aconselhamento financeiro. Leia os termos.

Evidências dos pilares

Conjunto de dados 17 de out. de 2026. 5 fontes, 12 citações.
Cada arco é a avaliação de um pilar, desenhada em escala de 0 a 100.

Em inglês

Sustentabilidade78

Este projeto consegue continuar operando e se financiando por anos?

Nightshade 3.0 dynamic resharding under v2.13, post-quantum signing, and $232M in DeFi TVL support long-term proof-of-stake network durability.12

Transparência83

Pessoas de fora conseguem ver e verificar o que a equipe e o protocolo fazem?

The nearcore client and NEAR Enhancement Proposals are open source on GitHub with public validator telemetry and governance documentation.34

Receita73

O protocolo gera taxas reais ou receita com o uso?

NEAR Intents has generated roughly $32M in cumulative fees across over $19B in volume, with the fee switch routing revenue to NEAR buybacks.52

Inovação92

A tecnologia está sendo desenvolvida e lançada, e ela realmente importa?

Production Nightshade 3.0 dynamic resharding, cross-chain Intents solver settlement, post-quantum signing, and Confidential Intents lead chain-abstraction engineering.34

Comunidade80

Quem usa, desenvolve e detém a moeda, e quão durável é essa base?

Multi-chain wallet integrations across Rabby, Brave, and Bungee alongside $232M in DeFi TVL and European staking ETP access support ecosystem adoption.21

Tokenomics82

O fornecimento, a emissão e os desbloqueios protegem os detentores contra a diluição?

All 1.31B NEAR tokens circulate (100% ratio, zero dilution penalty), paired with a 70% base transaction fee burn and Intents fee-switch buybacks.54

Fontes

Sobre NEAR Protocol

Análise de 17 de out. de 2026

Em inglês Tradução pendente: esta análise é apresentada em inglês.

NEAR Protocol is a sharded Layer 1 smart contract platform built around Nightshade consensus and chain abstraction. Its architecture allows users and AI agents to execute transactions across multiple blockchains from a single account.

Visão geral completaMostrar menos

As of October 17, 2026, circulating supply stands at 1.31B NEAR, matching the 1.31B total supply with 100% of tokens unlocked. DeFiLlama records $232M in NEAR decentralized finance total value locked.

Product adoption centers on NEAR Intents, which has processed over $19B in cumulative cross-chain volume and generated roughly $32M in fees. The Intents fee switch directs protocol revenue toward partner sharing and NEAR token buybacks.

In 2026, the v2.13 upgrade activated Nightshade 3.0 dynamic resharding and post-quantum transaction signing. Offsetting these technical milestones, ecosystem DeFi remains concentrated in Rhea Finance following its April 2026 oracle exploit.

Tese de investimento

NEAR Protocol pairs production cross-chain settlement with fully unlocked token supply mechanics. Unlike Layer 1 competitors facing multi-year vesting schedules, all 1.31B NEAR tokens circulate as of October 17, 2026, eliminating unlock dilution.

Tese completaMostrar menos

Protocol value accrual combines a 70% base transaction fee burn with the NEAR Intents fee switch, which routes revenue from over $19B in cumulative cross-chain volume toward partner incentives and token buybacks. Technical differentiation expanded in 2026 through the v2.13 Nightshade 3.0 release, introducing automatic shard splitting and post-quantum signing alongside Confidential Intents and the Confidential GPU Marketplace.

Institutional access includes the Bitwise NEAR Staking ETP in Europe and the October 2026 Sunrise ecosystem partnership. Key risks include DeFi concentration in Rhea Finance, which holds roughly $149M of the $232M network TVL after an April 2026 exploit, and early-stage monetization for AI compute services.

The fundamental profile supports a BUY posture.

Pontos fortes
  • Cross-chain Intents scale. NEAR Intents has processed over $19B in cumulative volume and $32M in fees across Ethereum, Solana, and NEAR solvers.
  • Direct value capture. The Intents fee switch routes protocol revenue to partner sharing and NEAR buybacks alongside a native 70% base fee burn.
  • Fully unlocked supply. All 1.31B NEAR tokens circulate as of October 17, 2026, removing scheduled investor unlock overhangs.
  • Dynamic resharding architecture. Nightshade 3.0 and the v2.13 upgrade split and merge network shards automatically while supporting post-quantum transaction signing.
  • AI execution stack. Confidential Intents, IronClaw, NEAR AI Cloud, and the Confidential GPU Marketplace target private inference and autonomous agent workflows.
Riscos
  • DeFi protocol concentration. Rhea Finance accounts for roughly $149M of the $232M total value locked on NEAR as of October 17, 2026.
  • Lending exploit history. The April 2026 Rhea Finance oracle exploit impacted up to $18.4M across lending pools, highlighting smart contract risk.
  • Unproven AI revenue. NEAR AI Cloud and the Confidential GPU Marketplace have not yet published recurring enterprise revenue figures.
  • Historical price drawdown. NEAR remains well below its January 2022 peak of $20.44 and requires sustained fee burns to offset staking issuance.
  • Intense Layer 1 competition. Solana, Sui, and Ethereum Layer 2 rollups hold deeper decentralized exchange liquidity and larger DeFi developer ecosystems.
Posição competitiva

NEAR Protocol competes across high-throughput Layer 1 blockchains, cross-chain intent networks, and decentralized AI compute platforms. While Ethereum Layer 2 networks lead institutional total value locked and Solana dominates retail DEX trading, NEAR differentiates through live chain abstraction.

Posição completaMostrar menos

NEAR Intents has settled over $19B in cumulative cross-chain volume and generated roughly $32M in fees. Nightshade 3.0 dynamic resharding under v2.13 provides horizontal shard elasticity, and 100% circulating supply (1.31B NEAR) avoids the heavy unlock dilution facing Sui and Aptos.

The primary competitive weakness is on-chain DeFi depth, with $232M in total value locked on October 17, 2026 heavily concentrated in Rhea Finance.

Conclusão

NEAR Protocol combines Nightshade 3.0 dynamic resharding under v2.13 with over $19B in cumulative NEAR Intents volume, $32M in cross-chain fees, and $232M in DeFi total value locked. With all 1.31B NEAR circulating as of October 17, 2026, a 70% base fee burn, and active Intents fee-switch buybacks, tokenomics carry zero unlock dilution.

Conclusão completaMostrar menos

Those strengths are tempered by DeFi concentration in Rhea Finance after its April 2026 exploit and early-stage AI compute monetization. The fundamental profile supports a BUY posture.

Pesquisa sobre NEAR Protocol