Do you still remember $NEAR and $ICP?
both were once among the hottest names at launch ,positioned as next-gen infrastructure, backed by large funding rounds, strong narratives, and expectations to become the foundation for the next generation of applications.
$ICP created a major wave with the “Internet Computer” vision ,full-stack on-chain, with extremely ambitious goals.
$NEAR took its own path, focusing on scalability, developer experience, and onboarding Web2 users.
After the initial hype phase, both entered a longer cycle ,building, iterating, and searching for product-market fit quietly.
Lately, I’ve been paying attention to a group of projects that the market often overlooks…
$NEAR and $ICP both fall into the category of long-term builders, heavy tech, long development cycles ,yet sentiment around them remains relatively weak.
What’s interesting is that both are focusing on the same layer:
compute + infrastructure + environment for applications to actually run.
While most of the current AI narrative sits at the application layer,
demand for the underlying infrastructure continues to grow alongside adoption.
$ICP is pushing toward a full-stack on-chain approach, where applications can run directly on the network.
$NEAR is focusing on abstraction and distribution, making the ecosystem easier for users and developers to access.
These are difficult directions, with long build cycles ,and they rarely generate immediate attention.
The market usually prioritizes simple narratives first, and only returns to pricing infrastructure once demand becomes more visible.
Personally, I rate $NEAR higher at the moment, thanks to its clearer direction around UX and distribution.
$ICP still has its own thesis, but I see it as a case that needs further observation ,particularly in terms of execution and its ability to attract real users....

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你还记得 $NEAR 和 $ ICP吗？
两者在发布之初都曾是最热门的名字之一，被定位为下一代基础设施，并获得了巨额融资，拥有强大的宣传故事，人们期望它们能成为下一代应用程式的基础。
$ICP 凭借「Internet Computer」愿景、全端链上技术以及极其雄心勃勃的目标，掀起了一股巨大浪潮。
$NEAR 走了一条自己的道路，专注于可扩展性、开发者体验和 Web2 用户入门。
在最初的炒作阶段之后，两者都进入了一个较长的周期，默默地进行构建、迭代和寻找产品与市场的契合点。
最近，我一直在关注一些经常被市场忽视的项目…
$NEAR 和 $ICP 都属于长期建设者、重技术、长开发周期的范畴，但围绕它们的情绪仍然相对较弱。
有趣的是，两者都关注的是同一层面：
应用程式实际运作所需的运算能力、基础架构和环境。
虽然目前大多数关于人工智慧的讨论都集中在应用层，
随著应用范围的扩大，对底层基础设施的需求也持续成长。
$ICP 正在推动全端链上方法，应用程式可以直接在网路上运行。
$NEAR 专注于抽象和分散式，使用户和开发者更容易存取生态系统。
这些都是难度较高的方向，建设周期长，而且很少能立即引起关注。
市场通常首先优先考虑简单的叙事，只有当需求变得更加明显时，才会重新关注定价基础设施。
就我个人而言，目前我更看好 $NEAR，因为它在用户体验和分发方面有著更清晰的方向。
$ICP 仍然有其自身的论点，但我认为这是一个需要进一步观察的案例，尤其是在执行方面以及吸引真实用户的能力方面…

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