NEAR 协议：引领潮流还是市场领导者？

随着新的 Web3 项目每天成为头条新闻，在区块链领域脱颖而出不仅仅意味着开发一个独特的概念。

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.

随着新的 Web3 项目不断涌现并争夺关注，人们越来越清楚地认识到，仅仅拥有独特的概念并不足以在区块链领域脱颖而出。为了真正激发用户和投资者的想象力，这些项目必须识别并解决真正的需求和挑战。

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 通过将先进技术与大胆的方法相结合而脱颖而出。 NEAR 最初由联合创始人 Illia Polosukhin 创立，作为推进人工智能的平台，在意识到区块链激励人工智能贡献者的潜力后，NEAR 改变了重点。

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?

这一转变，再加上 NEAR 与链抽象、数据可用性和分片等尖端工具和实践的集成，引发了一场争论：NEAR 是真正的创新领域，还是仅仅利用了流行趋势？

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，全球领先的风险投资和Web3投资公司DFG进行了深入调查，并发布了题为《NEAR Blockchain: Riding Trending Narratives or Market Leader?》的研究报告。该报告探讨了 NEAR 作为市场领导者的角色以及它如何塑造区块链和人工智能的未来。

“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 创始人兼首席执行官 James Wo 表示：“NEAR 以其在压力下蓬勃发展的高性能架构在区块链生态系统中脱颖而出，为开发人员提供了坚实的基础。” “它的模块化设计和链抽象的持续创新使跨链交易变得无缝，让 dApp 和用户能够轻松地浏览生态系统。我们也对其人工智能孵化计划充满信心，该计划旨在在其平台上培育人工智能的未来，并为开发者提供蓬勃发展的空间。”

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 的报告深入研究了 NEAR 的基础设施，强调了该平台的进步如何使其在行业竞争对手中脱颖而出。该报告的主要发现包括：

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 的基础设施经过精心设计，旨在克服两个关键挑战：可扩展性和互操作性。 NEAR 战略的核心是 Nightshade 分片，这是一种将区块链分割成更小、更易于管理的片段（称为分片）的技术。这种方法可以实现独立的事务处理，从而提高网络的吞吐量。最初，NEAR 的四分片设置可实现每秒 3,000 笔交易 (TPS)，随着 NEAR 的目标是在今年年底之前扩展到 10 个分片，将其容量提高 50% 以满足不断增长的需求，这一数字将会增加。

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.

在互操作性方面，NEAR 开发了一种简化跨链交互的模块化架构。其数据可用性 (DA) 层、多方计算 (MPC) 技术以及通过 Aurora 与以太坊的集成证明了 NEAR 致力于培育有凝聚力、跨链和用户友好的体验。例如，DA 层可确保快速数据访问和处理，这对于高事务处理环境至关重要。此外，NEAR 的超快速最终层 (SFFL) 支持交叉汇总事务，这对于开发类似应用程序的开发人员来说是一个有吸引力的选择。

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.

通过增强链抽象以统一不同区块链的用户体验，NEAR 有效地弥合了区块链领域的差距。这种方法增强了流动性、用户体验和互操作性，实现跨多个链的无缝交互。

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 密钥管理系统简化了帐户创建和恢复，允许用户使用电子邮件地址管理其帐户。此外，NEAR 通过链签名集成 MPC 技术，增强了跨链交易的安全性，允许用户与各种区块链进行交互，而无需管理多个助记词和钱包。

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 生态系统见证了大幅增长，特别是在稳定币和总价值锁定（TVL）方面。自2023年中期以来，NEAR的稳定币市值大幅上涨，反映出积极的市场情绪。 NEAR 和 NEAR 智能合约 Aurora 的总 TVL 也同比增长了三倍，从 5500 万美元增长到 2.3 亿美元。促成这一增长的关键平台包括 Burrow 和 Ref Finance，Burrow 的贷款计划和 Ref Finance 的去中心化交易活动推动了生态系统内的大量活动。

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.

质押也已成为 NEAR 生态系统中一个不断增长的类别，像 Allstake 这样的平台为多链体验增加了相当大的价值，并增强了 DeFi 领域的功能。

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.

除了技术追求之外，NEAR 还积极参与人工智能开发。 NEAR AI x Horizo​​n (HZN) 孵化计划是其致力于支持与区块链技术交叉的新兴人工智能项目的一个典型例子。在第一批项目中，该计划为六个项目提供无股权指导、技术援助和指导，以帮助开发人员扩大创新规模。

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.

无股权模式使人工智能项目能够专注于完善自己的项目，而不必放弃所有权。该计划的校友筹集了超过 2000 万美元，凸显了 NEAR 将人工智能与去中心化技术连接起来的目标。

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

当被问及区块链与人工智能的集成时，Wo 表示：“区块链生成大量交易数据的能力是训练人工智能的强大资源，可以为价格预测、安全分析和决策提供更精确的见解。