NEAR roughly doubled since mid-September, there's a spot ETF now, and a lot of people are looking at the ecosystem for the first time
This is the map I'd use to get around. 17 projects, sorted by what they do and whether they have a token
Core stack
@near_intents: the cross-chain swap layer, $35B+ settled. Protocol revenue funds near:native buybacks
near.com: NEAR's own app. ~$147M sits in private balances on Intents
@near_ai: private AI cloud, IronClaw agents and an agent marketplace
Wallets
@hotdao_: did ~65% of all NEAR txs in Q2, a lot of that is mining and Telegram activity though. Token not live yet
@MeteorWallet: switch your account to quantum-safe keys in one click
@noir_wallet: shielded ZEC in a browser extension, built by the RHEA team
DeFi
@rhea_finance: the main DEX, lending and staking protocol on NEAR, ~$280M TVL. DEX revenue funds RHEA buybacks
@meta_pool and
@LinearProtocol: liquid staking, $122M and $99M staked
Launchpads
@nearlytrade: tokens go straight into a RHEA pool, $39M volume since Sep 22
@justhootfun: same idea, smaller
@shardsmarket: the bonding curve option, supports ZEC pairs
@tryneartrade: basically Axiom for NEAR, every launchpad in one feed, trade on web or Telegram
Memes
solana:6UtY9iTZMQQ5QZVrbzFnNaJntV7oySm9k97mvwnuZcxr lives on Solana but trades against NEAR, ~$2.9M mcap
$BATMAN one of the biggest memes on NEAR, named after the corgi of co-founder
@AlexSkidanov
solana:FHqhvvLCVThubEjeT9kk4UaUNQSawvbWypCn6XM7dF7r and
$BLACKDRAGON are OG memes. Both ran hard around Sep 27–28, when NEAR broke $5, and have since retraced sharply
A lot of the new NEAR meme activity flows through RHEA, especially from launchpads like Nearly and JustHoot. If meme demand picks up again, that's where you'll see it first.
What did I miss?