NEAR 協議：引領潮流還是市場領導者？

隨著新的 Web3 專案每天成為頭條新聞，在區塊鏈領域脫穎而出不僅僅意味著開發一個獨特的概念。

As new Web3 projects continue to emerge and vie for attention, it has become increasingly clear that simply having a unique concept is not enough to stand out in the blockchain space. To truly capture the imagination of users and investors alike, these projects must identify and address real needs and challenges.

隨著新的 Web3 專案不斷湧現並爭奪關注，人們越來越清楚地認識到，僅僅擁有獨特的概念並不足以在區塊鏈領域脫穎而出。為了真正激發用戶和投資者的想像力，這些專案必須識別並解決真正的需求和挑戰。

NEAR has distinguished itself by merging advanced technology with a bold approach. Initially founded by co-founder Illia Polosukhin as a platform to advance AI, NEAR shifted its focus after realizing the potential of blockchain to incentivize AI contributors.

NEAR 透過將先進技術與大膽的方法相結合而脫穎而出。 NEAR 最初由聯合創始人 Illia Polosukhin 創立，作為推進人工智慧的平台，在意識到區塊鏈激勵人工智慧貢獻者的潛力後，NEAR 改變了重點。

This pivot, combined with NEAR’s integration with cutting-edge tools and practices such as chain abstraction, data availability, and sharding, has sparked a debate: Is NEAR genuinely innovating the space, or is it merely capitalizing on popular trends?

這一轉變，再加上 NEAR 與鏈抽象、數據可用性和分片等尖端工具和實踐的集成，引發了一場爭論：NEAR 是真正的創新領域，還是僅僅利用了流行趨勢？

Recently, leading global venture and Web3 investment firm DFG conducted an in-depth investigation and published a research report titled “NEAR Blockchain: Riding Trending Narratives or Market Leader?” The report examines NEAR’s role as a market leader and how it is shaping the future of blockchain and AI.

近日，全球領先的創投和Web3投資公司DFG進行了深入調查，並發布了題為《NEAR Blockchain: Riding Trending Narratives or Market Leader?》的研究報告。該報告探討了 NEAR 作為市場領導者的角色以及它如何塑造區塊鏈和人工智慧的未來。

“NEAR stands out in the blockchain ecosystem with its high-performance architecture that thrives under stress, providing a solid foundation for developers,” said James Wo, Founder and CEO of DFG. “Its modular design and continuous innovations in chain abstractions make cross-chain transactions seamless, allowing dApps and users to navigate the ecosystem effortlessly. We also have great faith in its AI incubation program, which is designed to nurture the future of AI on its platform and provide developers with a space to flourish.”

DFG 創辦人兼執行長 James Wo 表示：“NEAR 以其在壓力下蓬勃發展的高性能架構在區塊鏈生態系統中脫穎而出，為開發人員提供了堅實的基礎。” 「它的模組化設計和鏈抽象的持續創新使跨鏈交易變得無縫，讓 dApp 和用戶能夠輕鬆地瀏覽生態系統。我們也對其人工智慧孵化計劃充滿信心，該計劃旨在在其平台上培育人工智慧的未來，並為開發者提供蓬勃發展的空間。

DFG’s report delves into NEAR’s infrastructure, highlighting how the platform’s advancements set it apart from competitors in the industry. Key findings from the report include:

DFG 的報告深入研究了 NEAR 的基礎設施，強調了該平台的進步如何使其在行業競爭對手中脫穎而出。報告的主要發現包括：

NEAR’s infrastructure is meticulously designed to overcome two critical challenges: scalability and interoperability. At the heart of NEAR’s strategy lies Nightshade Sharding, a technique that splits the blockchain into smaller, more manageable pieces called shards. This approach enables independent transaction processing, boosting the network’s throughput. Initially, NEAR’s four-shard setup facilitates 3,000 transactions per second (TPS), which is set to increase as NEAR aims to expand to 10 shards by the end of the year, enhancing its capacity by 50% to meet growing demand.

NEAR 的基礎設施經過精心設計，旨在克服兩個關鍵挑戰：可擴展性和互通性。 NEAR 策略的核心是 Nightshade 分片，這是一種將區塊鏈分割成更小、更容易管理的片段（稱為分片）的技術。這種方法可以實現獨立的事務處理，從而提高網路的吞吐量。最初，NEAR 的四分片設定可實現每秒3,000 筆交易(TPS)，隨著NEAR 的目標是在今年年底之前擴展到10 個分片，將其容量提高50% 以滿足不斷增長的需求，這一數字將會增加。

Regarding interoperability, NEAR has developed a modular architecture that simplifies cross-chain interactions. Its Data Availability (DA) layer, Multi-Party Computation (MPC) technology, and integration with Ethereum through Aurora are testaments to NEAR’s dedication to fostering a cohesive, cross-chain, and user-friendly experience. The DA layer, for instance, ensures fast data access and processing, which is crucial for high-transaction environments. Moreover, NEAR’s Super Fast Finality Layer (SFFL) supports cross-rollup transactions, making it an attractive option for developers working on similar applications.

在互通性方面，NEAR 開發了一種簡化跨鏈互動的模組化架構。其數據可用性 (DA) 層、多方計算 (MPC) 技術以及透過 Aurora 與以太坊的整合證明了 NEAR 致力於培育有凝聚力、跨鍊和用戶友好的體驗。例如，DA 層可確保快速資料存取和處理，這對於高事務處理環境至關重要。此外，NEAR 的超快速最終層 (SFFL) 支援交叉匯總事務，這對於開發類似應用程式的開發人員來說是一個有吸引力的選擇。

By enhancing chain abstraction to unify user experience across different blockchains, NEAR is effectively bridging the gaps in the blockchain landscape. This approach enhances liquidity, user experience, and interoperability, enabling seamless interactions across multiple chains.

透過增強鏈抽像以統一不同區塊鏈的用戶體驗，NEAR 有效地彌合了區塊鏈領域的差距。這種方法增強了流動性、使用者體驗和互通性，實現跨多個鏈的無縫互動。

NEAR’s FastAuth key management system simplifies account creation and recovery, allowing users to manage their accounts using email addresses. Furthermore, NEAR’s integration of MPC technology through Chain Signatures strengthens the security of cross-chain transactions, permitting users to engage with various blockchains without the inconvenience of managing multiple seed phrases and wallets.

NEAR 的 FastAuth 金鑰管理系統簡化了帳戶建立和恢復，讓使用者可以使用電子郵件地址管理其帳戶。此外，NEAR 透過鏈簽名整合 MPC 技術，增強了跨鏈交易的安全性，允許用戶與各種區塊鏈進行交互，而無需管理多個助記詞和錢包。

The NEAR ecosystem has witnessed substantial growth, particularly in stablecoins and Total Value Locked (TVL). Since mid-2023, NEAR’s stablecoin market capitalization has seen a surge, reflecting a positive market sentiment. The combined TVL of NEAR and Aurora, a smart contract on NEAR, has also seen a remarkable three-fold increase year-over-year, growing from $55 million to $230 million. Key platforms contributing to this growth include Burrow and Ref Finance, with Burrow’s lending programs and Ref Finance’s decentralized exchange activity driving substantial activity within the ecosystem.

NEAR 生態系統見證了大幅成長，特別是在穩定幣和總價值鎖定（TVL）方面。自2023年中期以來，NEAR的穩定幣市值大幅上漲，反映出正面的市場情緒。 NEAR 和 NEAR 智能合約 Aurora 的總 TVL 也同比增長了三倍，從 5500 萬美元增長到 2.3 億美元。促成這一成長的關鍵平台包括 Burrow 和 Ref Finance，Burrow 的貸款計劃和 Ref Finance 的去中心化交易活動推動了生態系統內的大量活動。

Staking has also emerged as a growing category within NEAR’s ecosystem, with platforms like Allstake adding considerable value to the multi-chain experience and enhancing the functionality of the DeFi landscape.

質押也已成為 NEAR 生態系統中一個不斷增長的類別，像 Allstake 這樣的平台為多鏈體驗增加了相當大的價值，並增強了 DeFi 領域的功能。

Beyond its technological pursuits, NEAR is also heavily engaged in AI developments. The NEAR AI x Horizon (HZN) Incubation Program is a prime example of its commitment to supporting emerging AI projects intersecting with blockchain technology. In its first cohort, the program provides six projects with equity-free mentorship, technical assistance, and guidance to help developers scale their innovations.

除了技術追求之外，NEAR 還積極參與人工智慧開發。 NEAR AI x Horizo​​n (HZN) 孵化計畫是其致力於支援與區塊鏈技術交叉的新興人工智慧專案的典型例子。在第一批專案中，該計劃為六個專案提供無股權指導、技術援助和指導，以幫助開發人員擴大創新規模。

The equity-free model enables AI projects to focus on refining their projects without having to give up ownership. With alumni raising over $20 million, the program highlights NEAR’s goal of bridging AI with decentralized technologies.

無股權模式使人工智慧項目能夠專注於完善自己的項目，而無需放棄所有權。該計劃的校友籌集了超過 2000 萬美元，凸顯了 NEAR 將人工智慧與去中心化技術連接起來的目標。

When asked about blockchain integration with AI, Wo stated, “Blockchain’s capability to generate vast amounts of transaction data serves as a potent resource for training AI, allowing for more precise insights for price predictions, security analysis, and

當被問及區塊鏈與人工智慧的整合時，Wo 表示：「區塊鏈產生大量交易資料的能力是訓練人工智慧的強大資源，可以為價格預測、安全分析和決策提供更精確的見解。