NEAR reaches 2.6M daily active addresses, 24% of all active addresses

09 Sep 2024Thread108 words

ThesisL1/L2 NEAR Protocol ArtemisAuroraHERE Wallet$NEAR$HOT$USDT

Bullish call$NEAR+32%since this piece, moved with the callHow it played out ↓

Per Artemis, NEAR has 2.6M daily active addresses, 24% of active addresses in the past month, driven by social, wallet and GameFi/HealthFi apps plus Aurora and USDT. Points to Nightshade 2.0, Chain Signatures and NEAR AI as next drivers.

Key claims

NEAR has 2.6M daily active addresses

24% of all active addresses in the past month

$NEAR has 2.6M daily active addresses and accounts for 24% of all active addresses in the past month according to data from @artemis__xyz. The application landscape is diverse with social apps like @CosmoseAI's Kai-Ching, infra/tooling such as @here_wallet (and $HOT mining) or GameFi and HealthFi apps including @play_ember or @SweatEconomy, dominating the number of active addresses. Other leading contributors to the active address count are the EVM-compatible L2 @auroraisnear and the stablecoin $USDT. Nightshade 2.0 and Chain Signatures live. NEAR AI loading... Are you still fading @NEARProtocol anon? @artemis__xyz @CosmoseAI @here_wallet More on $NEAR Chain Signatures here. ⤵️ x.com/zerokn0wledge_/status/1815785310925844662 More on my $NEAR AI Thesis here. ⤵️ x.com/zerokn0wledge_/status/1826263185315483956

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How the call played out · since 09 Sep 2024

Prices as of 23 Oct 2026

This piece takes a view on $NEAR, so that move is read against the call.

$NEARNEAR ProtocolBullish thesis

Bullish on NEAR, arguing its share of daily active addresses and live Chain Signatures make fading it a mistake.

+32%

Moved with the call · over 2.1 years

At publication: $3.75
Now: $4.94
vs BTC: −11%
After 1 month: +30%
After 3 months: +110%
After 1 year: −31%
High since: +114% 07 Dec 2024
Low since: −74% 12 Feb 2026

Since then

Zero has written 33 more pieces on NEAR Protocol and $NEAR since this one.

12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessOn NEAR
15 Jun 2026I Built a Research Desk Staffed Entirely by AI Agents. It Works.Covers $NEAR
27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCovers $NEAR
22 Jul 2025NEAR DCML explained: confidential, verifiable and monetizable AI via TEEsCovers $NEAR

NEAR Protocol hub $NEAR hub

Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis or market take is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.

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NEAR reaches 2.6M daily active addresses, 24% of all active addresses

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