是什么推动NEAR一个月内上涨50%?未来能涨到多少?

金色财经Pubblicato 2024-09-25Pubblicato ultima volta 2024-09-25

作者:Nancy Lubale,CoinTelegraph;编译:白水,金色财经

NEAR 是 Near Protocol 的原生代币,在过去 24 小时内上涨 2.3%,交易价为 5.21 美元,随后继续上涨。

Cointelegraph Markets Pro 和 TradingView 的数据显示,在跌至 9 月 6 日 3.41 美元的低点后,9 月 24 日上涨 57%,创下 8 周高点 5.36 美元。

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NEAR/USD 日线图。资料来源:TradingView

促使 NEAR 实力不断增强的一些因素包括在 Near 协议上实现区块链分片、期货市场未平仓合约的增加、总锁定价值 (TVL) 的增加以及市场结构的加强。

Near Protocol 实现分片

Near Protocol 是一个社区运营的云计算平台,专注于互操作性和闪电般的交易速度,已在其网络上实现分片。

据该项目称,分片通过提供可扩展性和安全性而不损害去中心化来解决区块链的三难困境。

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来源:Justin Bons

该平台在 8 月 12 日 NEAR 2.0 更新后实现了这一目标,使 NEAR 成为继 Elrond (EGLD) 之后第二条在生产中实现分片的链。

随着对去中心化应用程序 (DApps) 的需求不断增长,实施分片使 Near Protocol 能够实现稳定的长期增长。

与以太坊相比,Near Protocol 提供了更快、更具可扩展性的选项,交易费用更低,而分片在提高效率方面起着至关重要的作用。

NEAR 的价格表现还可以归因于 Nvidia 与阿里云之间的最新合作伙伴关系,该合作伙伴关系旨在改善中国的自动驾驶行业。

包括 NEAR 在内的人工智能主题加密代币对 Nvidia 的重大公告做出了积极反应,这次也不例外。

人工智能相关代币的另一个催化剂来自民主党总统候选人卡马拉·哈里斯 (Kamala Harris),她暗示要为美国的人工智能和数字资产创造“机会经济”。这是哈里斯首次公开分享她对加密行业的立场。

链上数据支持 NEAR 的价格飙升

在过去一个月中,网络活动和网络增长的增加先于 NEAR 的价格表现。根据 NearBlocks.io 的数据,这是由于 NEAR 协议上项目的采用率不断提高而带来的活动增加,8 月 25 日至 9 月 24 日期间,该平台上的每日交易量增加了 42%。同样,新地址的数量在同一时期增加了 30.8%,证明了采用率的不断提高。

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Near Protocol 上的每日交易数量。资料来源:NearBlocks.io

网络活动的增长导致用户与网络的互动增加,从而导致平台上的总锁定价值 (TVL) 增加。根据 DefiLlama 的数据,Near 协议的 TVL 从 9 月 7 日的 1.837 亿美元增长了 34%,达到 9 月 24 日的 2.465 亿美元。

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Near 协议上锁定的总价值。资料来源:DefiLlama

TVL 的增加表明 Near Protocol 生态系统内的活动和兴趣不断增加。这意味着更多用户正在存入或使用基于 NEAR 的协议内的资产。

此外,衍生品数据追踪器 Coinglass 显示,NEAR 的 OI 从 9 月 7 日的 1.149 亿美元增加到 9 月 24 日的 2.792 亿美元,创下 6 月 7 日以来的最高水平。这一增长表明新的或额外的资金正在进入市场,并且正在发生新的购买。

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NEAR 未平仓合约。资料来源:Coinglass

NEAR 的市场结构不断加强,预示着进一步上涨

NEAR 的上涨在 9 月 23 日突破了下降趋势线。它还收于所有主要移动平均线上方,包括 50 天指数移动平均线 (EMA) 4.40 美元、100 天 EMA 4.75 美元和 200 天 EMA 4.87 美元,这些均自 6 月中旬以来一直充当障碍。

相对强弱指数为 70 表明买家控制着 NEAR 市场。

多头现在将专注于将价格推高至 6 美元,并可能达到 19 个区间的高点 6.45 美元。

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NEAR/USD 日线图。资料来源:TradingView

相反,如果日线图收盘价低于 50 日均线 4.40 美元,则日线图上的低点会更低,使看涨论点失效。然后,空头可能会将 NEAR 的价格再拉低 32%,重新测试其 9 月 6 日的低点 3.50 美元。

Letture associate

Bankless Co-founder: Why I Sold All My ETH

Author David Hoffman, founder of Bankless, explains his decision to sell all his ETH, despite being a prominent figure in the Ethereum ecosystem. He clarifies that his move is not a bearish take on Ethereum itself, which he remains highly optimistic about as a network. His core argument is that the "ETH is money" thesis, which he helped popularize, has largely played out. Hoffman argues that ETH has achieved the market valuation it deserves based on Ethereum's current success and competitive position. He details several reasons for this view. First, the path for ETH to become global money required nearly flawless execution and sustained dominance across Ethereum's entire technical and social stack—a coordination challenge he now believes had a narrower window for success than anticipated. Second, market data shows a strong correlation between L1 chain activity/fees and the price of its native asset; Ethereum's fee dominance has been challenged by competitors like Solana. Third, the "strong version" of crypto (decentralized, native crypto economies) that ETH's monetary thesis relied upon has struggled to maintain a positive mainstream narrative and stable adoption beyond a brief period. Finally, Ethereum's architecture as a "giver"—providing secure block space and tokenization capabilities at cost to L2s and applications—means it doesn't capture premium value directly. Its rollup-centric roadmap further directs most profits to L2s and applications ("fat app theory"). In conclusion, Hoffman believes the opportunity for ETH to be revalued significantly upward as money has diminished. He sold not because ETH will fail, but because its monetary thesis has matured, and he seeks to allocate capital to other opportunities he finds more compelling.

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Bankless Co-founder: Why I Sold All My ETH

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From Issuer to Infrastructure Owner: Circle's Arc Strategy and the Fatal Gap in the GENIUS Act

Circle raised $222 million for its proprietary Layer-1 blockchain, Arc, positioning itself not just as a stablecoin issuer but as the owner of the settlement infrastructure USDC relies on. This move, backed by investors like BlackRock and Apollo, highlights a significant structural conflict unaddressed by the GENIUS Act of 2025. While the act focuses on stablecoin reserves and issuer oversight, it remains silent on the market structure implications of an issuer controlling the underlying network—a scenario akin to a currency issuer also owning the payment rails. Traditionally, financial regulations separate issuers from settlement infrastructure to ensure neutrality. With Arc, Circle gains control over transaction ordering, fees, and network rules, potentially favoring USDC over competitors. The article argues that this creates a permanent structural temptation, even if no abuse occurs. The solution lies in applying established market infrastructure principles: mandating neutral transaction ordering, transparent fee schedules, and governance separated from Circle’s commercial interests. The current pre-mainnet phase offers a critical window for regulators to establish these rules before Arc becomes entrenched. Once operational, enforcing changes would be costly and disruptive. The core question remains: should a regulated stablecoin issuer be allowed to own the settlement network its competitors must use? The GENIUS Act doesn’t answer this, but Circle’s Arc strategy makes it urgent.

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From Issuer to Infrastructure Owner: Circle's Arc Strategy and the Fatal Gap in the GENIUS Act

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What Are the Key Variables Determining the AI Bull Market?

Title: What Determines the AI Bull Market? Key Variables Revealed Despite rising oil prices above $100/barrel, persistent inflation, and fragile Fed rate cut expectations—a traditionally hostile environment for high-valuation tech stocks—the AI sector continues to drive the market to new highs. According to analysts, the current AI boom is in a phase of "rational fervor": while bubbles exist, they are not yet out of control. The crucial shift is the emergence of Agentic AI, which is evolving from an assisting tool (Copilot) to an autonomous execution tool (Autopilot), creating a clearer commercial path from investment to revenue. This shift accelerates Token consumption and inference computing demand while boosting revenue forecasts for leading firms. The market is now rewarding capital expenditure as it transforms from a burden into a competitive moat, supporting hardware chains like GPUs, optical modules, and storage. However, valuations have already priced in growth expectations for 2027-2028. The forward P/E ratio for the "Magnificent Seven" tech giants is about 35x, compared to 25x for the rest of the S&P 500. This premium implies AI adoption must occur 5 to 8 times faster than past technological revolutions—a scenario with little room for error. The sustainability of the AI bull market hinges on three key variables: 1. **Short-term liquidity shocks**: Risks include sustained high oil prices, resurgent inflation, rising interest rates, and potential unwinding of the yen carry trade. The critical question is whether the upward revision speed of Annual Recurring Revenue (ARR) can outpace the rise in interest rates. 2. **Mid-term industry realization**: Can the actual pace of AI adoption and commercialization match the current lofty valuations? Historically, general-purpose technology revolutions follow a non-linear path with periods of acceleration and deceleration. 3. **Long-term structural constraints**: These include energy and power grid limitations, employment displacement and consumer purchasing power, social acceptance and potential backlash, and potential hardware technology breakthroughs that could disrupt current supply chains. While the long-term prospects for AI remain optimistic with potential for significant productivity gains, the stock market's pricing depends not just on the vision but on the actual speed of realization amid these growing constraints. The direction is clear, but the pace of execution will determine whether the bubble remains controlled or spirals out of control.

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What Are the Key Variables Determining the AI Bull Market?

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Come comprare NEAR

Benvenuto in HTX.com! Abbiamo reso l'acquisto di NEAR Protocol (NEAR) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente NEAR ProtocolNEAR.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva NEAR Protocol (NEAR)Dopo aver acquistato NEAR Protocol (NEAR), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia NEAR Protocol (NEAR)Scambia facilmente NEAR Protocol (NEAR) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

276 Totale visualizzazioniPubblicato il 2024.12.10Aggiornato il 2025.03.21

Come comprare NEAR

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Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di NEAR NEAR sono presentate come di seguito.

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