No single dated event in the next 90 days.
Stakers get new NEAR every epoch. The burn is small.
NEAR runs NEAR Protocol: 1.31B coins circulate, all of them unlocked. Stakers are paid in new NEAR, and most of every gas fee is destroyed.
Sell pressure. New coins are the only new supply: 8.01M NEAR in 90 days at a 2.5% yearly rate. Nothing vests, and treasury coins stay inside the float.
Buy pressure. The gas burn destroyed 72,580 NEAR. Intents fees bought 1.31M NEAR, but those coins are kept, not burned.
Net. Net, supply grows about 0.61% in 90 days, and about the same next.
NEAR creates new coins at the start of every epoch, about every 7.3 hours, at a top rate of 2.5% a year. 295 epochs fell in these 90 days and each added 26,196 to 29,461 NEAR, for 8,006,996 NEAR in total. About 90% goes to validators and the people who stake with them; about 10% goes to the protocol treasury account.
The launch vesting schedule has run out. Unlock trackers show no future NEAR unlock, and circulating supply equals total supply, so the coins left in old lockup contracts are already counted in the float.
We track three team-held pools. The protocol treasury account holds 1.35M NEAR and grows by about 2,640 NEAR each epoch. The three wallets that hold bought-back NEAR hold 3.84M NEAR together (1.96M, 1.88M and 271). Foundation wallets we can see hold about 15,118 NEAR. All of it is already counted as circulating, so a sale moves coins between holders and adds no new supply.
No bankruptcy estate, trustee or long lock is releasing NEAR. The US fund that launched on Sep 29 2026 and the listed companies that hold NEAR bought it in the market, so those coins were already in the float.
Fees from NEAR Intents, the cross-chain swap service, buy NEAR on the open market: the three buyback wallets grew by 1,309,866 NEAR in these 90 days. The coins are kept, not burned, and those wallets already count as circulating, so the buying takes nothing out of the float. If those wallets ever sell, the coins go back to market.
Most of the gas fee on every NEAR transaction is destroyed; the rest goes to the contract that was called. Supply measured at both ends of the window, less the new coins, shows 72,580 NEAR burned — about 806 a day. The last 30 days burned 32,165 NEAR as use picked up. An approved change that ends the contract share and burns all of the gas is waiting for a network upgrade with no date yet, so the forward figure keeps the 90-day rate.
Apart from the Intents buyback above, nothing shows the NEAR Foundation or the treasury buying NEAR this window.
About 558.7M NEAR is staked with 407 validators, roughly 43% of supply. Staked NEAR still counts as circulating, so more staking takes nothing out of the float.
Two sides: how much people want NEAR right now, and how much buying could come later.
This part is based on social media. It shows how hot NEAR is right now. A better rank means more people are talking about it.
Today, people are talking about NEAR for two reasons:
A draft proposal posted on Oct 7 2026 would lower NEAR's top yearly issuance from 2.5% to 1.6%, stepping down over 24 months. The writer says this avoids about 11.8 million new NEAR in two years; it is still a draft and has more than 40 replies. People ask if holders will vote it through, and accept lower staking rewards.
NEAR rose about 16% over the weekend and touched about $6 on Oct 10 2026, and on Oct 13 2026 the market maker Wintermute called it the leader of crypto's turn to AI. The same day NEAR fell about 12% to under $5. People ask if the run since late September still has room.
Checked Oct 14 2026
By the law of supply and demand, NEAR Protocol's long-run signal is mixed (Oct 15 2026, score 6.5/10). New supply: +0.61% in the next 90 days. Demand: strong (4/5). NEAR Protocol's price drivers: 2 ▲ price up, 0 ▼ price down.
Two things likely helped. Swaps through NEAR Intents hit a record $4.8B in Sep 2026, and the first US spot NEAR ETF began trading on Sep 29 2026. Both bring real use and new buyers to a coin worth about $7.36B on Oct 12 2026. That leaves NEAR Protocol's long-run signal at mixed, by supply and demand.
Sui has more waiting. Only about 41% of its 10B max supply, 4.12B SUI, was circulating on Oct 12 2026. NEAR has no max supply listed, but almost all of its 1.31B coins are already out, so its new supply looks smaller from here. Supply and demand still read mixed for NEAR Protocol in the long run.
At $1,000, NEAR Protocol would be worth about $1.31 trillion in total — about 177 times its $7.38B market cap today (Oct 15 2026, about $5.64 a coin). NEAR Protocol's supply also grows +2.47% in the next year, so every extra coin needs buyers too. For NEAR Protocol, the supply-and-demand signal is mixed right now.
NEAR Protocol's signal is mixed for now. NEAR Protocol's signal would turn if new supply keeps arriving (+0.61% in 90 days), or demand falls from strong. The next date on NEAR Protocol's calendar: No date yet — Grayscale ETF decision.
NEAR Protocol sits at 6.5/10 today (Oct 15 2026): supply 2.5/5, demand 4/5. One more year adds +2.47% to NEAR Protocol's supply. Long-run signal: mixed.
By the law of supply and demand, the better time to add NEAR Protocol is when its new supply is low, demand is high and its price drivers point up. NEAR Protocol today: +0.61% new supply in 90 days (moderate), demand strong (4/5), drivers 2 ▲ / 0 ▼.
Right now 2 things drive NEAR Protocol's price (2 ▲, 0 ▼). ▲ NEAR Intents: Intents swaps hit a record $4.8B in Sep 2026 ▲ NEAR ETFs: First US spot NEAR ETF began trading on Sep 29 2026
Side by side on Oct 15 2026: NEAR Protocol at 6.5/10 with a mixed signal, Bitcoin at 8.5/10 with a positive signal. By supply and demand, NEAR Protocol is the weaker of the two.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. NEAR supply grows +0.61% in the next 90 days, so it shows in red: more NEAR reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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