#NEARIntents用户付费超2900万美元 2900 million dollars this is already outdated. NEAR Intents cumulative fees are now about 52.9 million dollars. I’m bearish.
DefiLlama / NearStats today’s numbers: fees in the last 30 days are about 7.4 million dollars, cumulative trading volume is about 33 billion dollars, and trading in the last 30 days is about 4.55 billion dollars. Bitwise wrote on October 7 that, this year, fees are expected to be about 45 million dollars, and Q3 NEAR is already up about 198%.
The money hasn’t all gone into the protocol. On-chain protocol fees are only 0.0001%; what users mainly pay are the solver price spread and channel fees. In the protocol, the actual amount kept over the last 30 days is about 1.97 million dollars—around a quarter. On Dune, SwapKit alone accounts for about 39.4 million dollars in fees.
The revenue is real, and the price increase has already run ahead. The flow is in the hands of external aggregators, and the price has already gone through another cycle; chasing it now is basically taking the bag for the people ahead of you.
$NEAR
#NEAR #NEARIntents