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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你還記得 $NEAR 和 $ ICP嗎？
兩者在發布之初都曾是最熱門的名字之一，被定位為下一代基礎設施，並獲得了巨額融資，擁有強大的宣傳故事，人們期望它們能成為下一代應用程式的基礎。
$ICP 憑藉「Internet Computer」願景、全端鏈上技術以及極其雄心勃勃的目標，掀起了一股巨大浪潮。
$NEAR 走了一條自己的道路，專注於可擴展性、開發者體驗和 Web2 用戶入門。
在最初的炒作階段之後，兩者都進入了一個較長的周期，默默地進行構建、迭代和尋找產品與市場的契合點。
最近，我一直在關註一些經常被市場忽視的項目…
$NEAR 和 $ICP 都屬於長期建設者、重技術、長開發週期的範疇，但圍繞它們的情緒仍然相對較弱。
有趣的是，兩者都關注的是同一層面：
應用程式實際運作所需的運算能力、基礎架構和環境。
雖然目前大多數關於人工智慧的討論都集中在應用層，
隨著應用範圍的擴大，對底層基礎設施的需求也持續成長。
$ICP 正在推動全端鏈上方法，應用程式可以直接在網路上運行。
$NEAR 專注於抽象和分散式，使用戶和開發者更容易存取生態系統。
這些都是難度較高的方向，建設週期長，而且很少能立即引起關注。
市場通常首先優先考慮簡單的敘事，只有當需求變得更加明顯時，才會重新關注定價基礎設施。
就我個人而言，目前我更看好 $NEAR，因為它在用戶體驗和分發方面有著更清晰的方向。
$ICP 仍然有其自身的論點，但我認為這是一個需要進一步觀察的案例，尤其是在執行方面以及吸引真實用戶的能力方面…

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