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

What today's price requires of buybacks

Two monthly growth rates of NEAR bought are compared: the rate burn plus buybacks need to match monthly issuance by the end of 3 years, at today's price and with the burn held at its current rate, and the rate measured over the last 90 days against the 90 days before, with its 95% range. More NEAR bought needs more NEAR Intents volume or a larger share of that volume spent buying NEAR.

Projections

Model