关于 $ICP ,我的看法 优势是,全链前端后端全部是上链的Canisters,并且可以通过子网和chainkey做到子网互相联通,无需传统跨链通过chain fusion支持原生btc和eth,甚至成为btc的补充层(但是本质上也是额外信任层,并非完全btc网络安全保障),还有异步共识+用户零gas+NNSDAO,确实是天王项目。 缺点是落地太难了,技术要求高,dev门槛高,硬件要求极高,用户也难入门,目前链上tvl总量还很低,并且目标客观上是一家独大,会杀死所有目前的预言机、Layer 2、其他公链等等项目,很难有其他生态支持。 最近以为ai的加入,增加了AI模型on-chain,以及用vibe code从其他链转换应用代码,所以活跃度增加了不少,加上代币本身全解锁,下跌99.9%,让代币有了上涨空间,目前50亿市值。 综合所有最近的公链级别复活山寨,这个应该算是龙二了。
总结忘记说了,技术再好,无法落地,最近因为ai降低了劣势里面的一部分缺陷,让整体估值上升了,这个是合理的。 但是我觉得别有信仰
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