Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnSquareMore
NEAR Could Rise Toward $2.80–$2.90 Amid TVL Decline and Rising Spot Inflows

NEAR Could Rise Toward $2.80–$2.90 Amid TVL Decline and Rising Spot Inflows

CoinotagCoinotag2025/09/26 16:00
By:Crypto Vira

  • TVL dropped 12% to $165M after $20.5M outflows — daily transactions hit 4.3M.

  • Spot investors bought $21.59M this week, offsetting some selling pressure.

  • Liquidation clusters above $2.65 suggest a possible rally to $2.80–$2.90 if buyers trigger longs.

Meta description: NEAR Protocol TVL fell 12% to $165M after $20.5M outflows; spot inflows and liquidation clusters suggest a potential move to $2.80–$2.90. Read analysis.

What caused NEAR Protocol’s recent slump?

NEAR Protocol fell after substantial on-chain outflows drove a 12% drop in Total Value Locked (TVL) and $20.5 million in token sales. Lower on-chain activity coincided with daily transactions sliding to 4.3 million, signaling reduced network demand and short-term deleveraging by large holders.

How much did TVL and transactions change?

TVL sank to $165 million, a 12% decline in 24 hours tied to $20.5M of outflows, per DeFiLlama data. Daily transactions fell to September’s low of 4.3 million, indicating fewer protocol interactions and reduced demand pressure on NEAR tokens.

Key Takeaways

  • Market health: TVL fell 12% to $165M, driven by major outflows.
  • Buyer activity: Spot investors accumulated $21.59M this week, offering support.
  • Price risk/reward: Liquidation clusters above $2.65 imply a potential upside to $2.80–$2.90 if longs are swept.

NEAR Protocol [NEAR] experienced a sharp downturn on 26 September as on-chain investors initiated heavy outflows, producing an 8% intraday drop. Retail and spot buyers countered by increasing accumulation from exchanges, partially offsetting sell pressure.

TVL sinks as transactions fall

TVL — a key gauge of protocol health — tumbled by 12% within 24 hours, translating to roughly $20.5 million in token withdrawals and reducing Total Value Locked to $165 million.

NEAR Could Rise Toward $2.80–$2.90 Amid TVL Decline and Rising Spot Inflows image 0

Source: DeFiLlama

Lower transaction counts accompanied the TVL fall. Daily transactions dropped to 4.3 million — September’s low — suggesting fewer users interacting with NEAR-based apps and smart contracts.

Off-chain investors fight back

Spot inflows showed continued accumulation. Spot investors bought $3.3 million on 26 September and roughly $21.59 million over the week, indicating retail and exchange-side demand countering on-chain sell-offs.

NEAR Could Rise Toward $2.80–$2.90 Amid TVL Decline and Rising Spot Inflows image 1

Source: CoinGlass

Protocol revenue also ticked higher during the period. Artemis data indicated NEAR’s protocol revenue rose, while DEX trading volume remained near $53 million — consistent with the prior day and signaling ongoing network utility.

What’s next for NEAR?

On-chain liquidation maps for Binance NEAR/USDT showed dense long-side clusters above $2.65 and relatively thin short-side exposure. That asymmetry makes price action vulnerable to an upside squeeze if buyers push through long-pocket levels.

NEAR Could Rise Toward $2.80–$2.90 Amid TVL Decline and Rising Spot Inflows image 2

Source: CoinGlass

NEAR traded at approximately $2.65 on 26 September. If liquidation pockets above that level are triggered, technical pressure could push the price toward $2.80–$2.90 before market participants reassess positions and volumes.

Frequently Asked Questions

How does TVL affect NEAR price?

TVL reflects capital locked in the protocol; a falling TVL often signals withdrawals and weakening user activity, which can depress NEAR’s price by reducing demand for staking, liquidity, and protocol services.

Are spot inflows enough to stop the decline?

Spot inflows can provide short-term support. NEAR’s $21.59M weekly spot accumulation helped offset selling, but sustained price recovery requires renewed on-chain activity and higher DEX volume.

What price levels should traders watch?

Traders should monitor long liquidations above $2.65 and potential resistance at $2.80–$2.90. A decisive move above those pockets could trigger a short squeeze; a drop under recent support would increase downside risk.

Who reported the data in this analysis?

Data referenced in this report came from DeFiLlama (TVL), CoinGlass (spot flows & liquidation maps), and Artemis (protocol revenue) — all mentioned as plain-text sources for verification.

When was this article published and who authored it?

This analysis was produced by COINOTAG and reflects on-chain and off-chain activity reported on 26 September 2025. Publication date: 2025-09-26; last updated: 2025-09-26.

Conclusion

NEAR Protocol’s drop was driven by significant on-chain outflows that reduced TVL and transaction activity. Spot buyers have absorbed sizeable inflows this week, and liquidation clusters above $2.65 create a clear upside target of $2.80–$2.90 if buyers force long liquidations. Monitor TVL, daily transactions, and exchange netflows for the next directional signals.







In Case You Missed It: Ethereum Co-Founder Wilcke Moves 1,500 ETH to Kraken May Indicate Ether Sales as Whales Accumulate
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops
Lock your assets and earn 10%+ APR
Lock now!

You may also like

Ethereum Updates: Institutional ETF Investments Indicate Ethereum's Rise to $3,200

- Ethereum (ETH) eyes $3,200 rebound as stablecoin yields decline and market dynamics shift, supported by Santiment’s analysis of 3.9-4.5% lending rates indicating non-overheated conditions. - ETH ETF inflows reversed after three weeks, with BlackRock’s ETHA fund driving $88.22M entry amid post-October price dips and regulatory clarity improvements. - Technical indicators like the ETH-BTC "bullish ribbon flip" and Crypto Fear & Greed Index moving from "extreme fear" to "fear" signal cautious optimism and r

Bitget-RWA2025/11/30 18:02
Ethereum Updates: Institutional ETF Investments Indicate Ethereum's Rise to $3,200

Securitize Gains EU License, Connecting Blockchain Finance Between the U.S. and Europe

- Securitize secures EU regulatory approval to operate blockchain-based trading/settlement systems, becoming the first firm licensed in both EU and US for digital securities infrastructure. - The Avalanche-powered platform enables sub-second settlements across 27 EU states, supporting tokenized equities, debt, and funds while bridging U.S.-EU capital markets. - This milestone validates blockchain's role in institutional finance, with AVAX surging past $15 as Avalanche's institutional-grade infrastructure g

Bitget-RWA2025/11/30 18:02
Securitize Gains EU License, Connecting Blockchain Finance Between the U.S. and Europe

Ethereum News Update: Institutional Investors Acquire 3% of Ethereum’s Total Supply While Valuation Models Indicate a 57% Undervaluation

- Ethereum price holds above $2,900 amid $96.67M net inflows into U.S. spot ETFs, led by BlackRock’s $92.6M contribution ending an eight-day outflow streak. - Institutional buyers like BitMine added 69,822 ETH ($200M), now holding 3% of total supply, while adopting "dip-buying" strategies aligned with Tom Lee’s "supercycle" thesis. - Valuation models estimate Ethereum’s fair value at $4,747 (56.9% undervalued), with DCF and Metcalfe’s Law models suggesting 200-217% undervaluation despite mixed P/E signals.

Bitget-RWA2025/11/30 18:02
Ethereum News Update: Institutional Investors Acquire 3% of Ethereum’s Total Supply While Valuation Models Indicate a 57% Undervaluation

Hyperliquid News Today: Hyperliquid's HYPE Token Unlock: Will Clearer Governance Mitigate the Threat of Selling Pressure?

- Hyperliquid's 2025 HYPE token unlock (2.66% supply) sparks market stability concerns amid 23% monthly price drop. - Community tensions rise over unlock transparency, with experts warning verbal assurances cannot counter sell-pressure risks. - Weak technical indicators (34 RSI, $35.50 support level) highlight fragility despite $259B monthly trading volume. - Institutional partnerships (BlackRock, Stripe) bolster credibility but governance controversies persist over decentralization. - Future trajectory de

Bitget-RWA2025/11/30 17:46
Hyperliquid News Today: Hyperliquid's HYPE Token Unlock: Will Clearer Governance Mitigate the Threat of Selling Pressure?