NEAR Insights

A long-term investment thesis for NEAR, tested against on-chain, market and NEAR Intents revenue data, with every query open to re-run.

Color theme

No supply overhang left to unlock

NEAR's vesting schedule ended on 2025-10-13, so no scheduled unlocks remain. NEAR's supply still grows through issuance, so this thesis compares its yearly circulating-supply growth with that of the coins ranked above it.