I have also been deeply researching NEAR Protocol recently, and found that this project is indeed worth significant attention 🔥
Analyzing from multiple dimensions, NEAR is experiencing a critical turning point, especially in the layout of the AI track.
1️⃣ NEAR's core advantages and technical layout
First, let's discuss why I am optimistic about NEAR:
📊 Positive signals at the data level
Currently, the number of active addresses on NEAR is between 300,000 to 500,000, with daily trading volume of 5 to 6 million transactions. Although this base is not particularly large, the growth potential is enormous. Especially under the push of the AI narrative, the number of active addresses is expected to reach about 3 to 5 million, with daily trading volume exceeding 30 to 50 million transactions.
🤖 Positioning of AI native blockchain
NEAR has clearly positioned itself as an 'AI blockchain', which is not just simple concept hype. They launched the NEAR.AI Assistant and plan to build the world's largest open-source AI model - a 14 trillion parameter model, 3.5 times larger than Meta's Llama model.
The depth and breadth of this technical layout, under the current trend of AI + Crypto integration, has a clear first-mover advantage.
⚡ Continuous progress in technical upgrades
NEAR has just completed an important network upgrade, including the sharding optimization of Nightshade 2.0, which has increased transaction throughput to about 100,000 TPS. More importantly, they are developing ZK-centric sharding, using zero-knowledge proofs to verify the state transitions of different shards.
These technological improvements are not for the sake of technology itself, but to support the large-scale deployment of AI applications.
💰 Ecosystem projects are worth attention
Within the NEAR ecosystem, several AI projects are particularly noteworthy: Intellex, ConsumerFi, FractionAI, Pai3Ai. These projects represent different application directions of AI, making it likely that one will emerge as a leading project.
2️⃣ Market timing and investment logic
🔥 Market timing judgment
From the perspective of K-line analysis, NEAR has completed a prolonged bottoming process. The current price has strong support around $2, providing a foundation for a rebound technically.
More importantly, the entire AI narrative is still in its early stages. With the continued fermentation of the AI Agent concept and NEAR's deep layout in this track, it is likely to usher in a wave of valuation reconstruction.
My judgment logic:
1️⃣ Correct track selection: AI + Crypto is the main narrative direction for the next 2-3 years, and NEAR's positioning is precise.
2️⃣ Strong technical strength: not just riding the trend, but having actual technical products and a roadmap
3️⃣ The ecosystem is taking shape: several AI projects have already been built on NEAR, forming a certain network effect.
4️⃣ Valuation is relatively reasonable: compared to other AI concept projects, NEAR's valuation still has considerable room for upside.
Of course, investment carries risks. However, from a long-term perspective, NEAR's layout in the AI native blockchain track is indeed worth focusing on.
Especially for investors who are optimistic about the deep integration of AI and blockchain, NEAR may be a good target 💎
