Penta Lab研报Top 30系列:NEAR——市值上升空间114%

币圈资讯 阅读:19 2024-04-22 04:15:13 评论:0
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来源:PentaLab

AI背景团队推动高性能公链赶超Avalanche

项目名称: NEAR Protocol

代币: NEAR

目前市值: 66.5亿美元

6个月预估市值: 142.6亿美元

上升空间: 114%

Penta十维度评分: 83

数据截至: 2024年3月20日

完整研报下载:https://t.me/pentalabio

官网:pentalab.io

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明星团队打造理论最大TPS的Night Shade。Near Protocol的技术核心是Night Shade(夜影)分片技术,将每个区块包含的所有交易分割成一个个碎片,划分至各个验证者节点,每个节点不再参与全部交易的处理,而是仅验证与分片相关的交易和状态。因此Near Protocol可以突破单台设备处理能力的限制,使得每秒交易数量(TPS)理论上可以达到最大100,000。针对分片带来的安全性下降问题,Near除了随机分配验证者,让恶意节点不在同一条分片链上的之外,链上还有设置了很多隐藏的验证者,且互相不知道彼此在哪个分片,从而确保整条链的安全性。

高性能跨链桥Rainbow Bridge、Layer 2扩展方案Aurora共同实现多链良好支持。彩虹桥作为首批无需许可的、去中心化以及对外开放的跨链桥,支持任意用户部署、使用及维护新跨链桥,可以连接包括以太坊在内的多个区块链,有效的降低了交易确认时间和交易成本。此外,NEAR的Layer 2扩展方案Aurora,进一步提升了协议的互操作性和可扩展性。Aorura Engine允许以太坊智能合约在NEAR上运行,Aurora Bridge支持Aurora和以太坊之间传输ERC20代币及ETH。目前,Aurora的出块时间为1秒,交易确认时间为2秒,交易费用低至0.02美元,生态已经包含209个协议,其中不乏Curve、The Graph等知名项目。

发展路线清晰全面,七维度升级未来可期。根据Near Protocol给出的路线图,将侧重以下七个方面进行升级:无状态验证、拥堵控制和交易优先级、支持帐户聚合、zkWASM、数据可用性改进、以太坊钱包支持和研究分片的未来。项目方致力于提升用户和开发人员的体验,同时提高协议可扩展性和去中心化程度,为协议未来的持续发展进行了清晰的规划和布局。

估值:受益于Nvidia GTC上关于AI研讨会的推波助澜,目前Near的流通市值/TVL已经到达29倍,是市值排名前三十公链中的最高者,亦位于历史高端。分析Near目前2.6亿的TVL,主要为占比70%的Burrow以及占比22%的Ref Finance,我们假设Burrow和Ref Finance六个月TVL分别上涨70%和50%至3亿美金以及86百万美金,其他AI、GameFi、RWA潜力项目带来一亿美金TVL增量,得到六个月TVL预测4.9亿美金。进一步在目前29倍流通市值/TVL基础上,我们得到六个月目标市值142.6亿美金,相比目前市值有114%的上升空间。

主要风险:市场竞争风险,技术开发不及预期。


Source background The team promotes the high-performance public chain to catch up with the project name. The current market value of tokens is estimated at US$ 100 million per month. Ten-dimensional scoring data is downloaded as of June. The biggest technical core of official website star team building theory is the night shadow fragmentation technology, which divides all transactions contained in each block into fragments and divides them into various verifier nodes. Each node no longer participates in the processing of all transactions, but only verifies the transactions and status related to fragmentation, so it can break through. Due to the limitation of the processing capacity of a single device, the number of transactions per second can theoretically reach the maximum. In order to solve the problem of security degradation caused by fragmentation, in addition to randomly assigning verifiers so that malicious nodes are not on the same fragmentation chain, there are also many hidden verifiers on the chain and they don't know which fragmentation they are in, thus ensuring the security of the whole chain. The high-performance cross-chain bridge expansion scheme jointly realizes multi-chain good support. Rainbow Bridge is the first batch of decentralized and open cross-chain without permission. The chain bridge supports the deployment, use and maintenance of any user. The new cross-chain bridge can connect multiple blockchains including Ethereum, effectively reducing the transaction confirmation time and transaction cost. In addition, the expansion scheme further enhances the interoperability and scalability of the protocol, allowing the Ethereum smart contract to transfer tokens between the upper operation support and Ethereum, and the current block release time is seconds. The transaction confirmation time is seconds, and the transaction cost is as low as US dollars. The ecology has already included 10 agreements, including many other well-known project development routes. Clear, comprehensive and seven-dimensional upgrade can be expected in the future. According to the given road map, the upgrade will focus on the following seven aspects: stateless verification, congestion control and transaction priority support, account aggregation, data availability improvement, Ethereum wallet support and research on the future of fragmentation. The project party is committed to improving the experience of users and developers, and at the same time improving the scalability and decentralization of the agreement, and has made a clear plan and layout evaluation for the future sustainable development of the agreement, benefiting from the promotion of the seminar on the previous page. The market value of circulation has reached times, which is the highest in the top 30 public chains, and it is also located at the high end of history. We assume that the current market value is mainly in the proportion and the proportion, and it will rise to $ billion in six months and $ million in other potential projects, which will bring about an increase of $100 million in six months. Further, on the basis of the current market value, we will get a six-month target market value of $ billion. Compared with the current market value, there are some major risks, market competition risks and technology development are less than expected. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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