đĽ $NEAR IS QUIETLY OUTPERFORMING $ICP â THE DATA DOESNâT LIE đĽ
Both NEAR and ICP sit in a similar valuation zone
(~$2B vs ~$1.7B market cap).
But once you look beyond price and into on-chain reality, the gap becomes impossible to ignore đ
đ On-chain activity snapshot:
đš $NEAR
⢠~2.7M daily active addresses
⢠~3.85M daily transactions
⢠~$132M TVL
đš $ICP
⢠~4.9K daily active addresses
⢠~31K daily transactions
⢠~$13.3M TVL
Thatâs not a small difference â thatâs a usage gap.
đĄ What does this tell us?
⢠NEAR users are showing up daily
⢠DApps are being used multiple times per day
⢠DeFi liquidity is significantly deeper
⢠Adoption is happening now, not just promised
Yes, ICP shows strong core developer activity and engineering effort â but markets donât price commits, they price demand, liquidity, and usage.
Right now:
đ NEAR = present adoption
đ ICP = future expectations
And markets usually reward whatâs working today before what might work tomorrow.
đ If youâre positioning for 2026, this is exactly the kind of comparison traders should be making.
So the real question is đ
Whoâs your pick for the next cycle â NEAR or ICP ?
Drop your view in the comments đ
#Near #ICP. #TrumpTariffs #INTERNETPROTOCOL #USNonFarmPayrollReport

