Freedom-深度好贴 关注得新知
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Freedom-深度好贴 关注得新知
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🔥 NEAR Protocol: the chain built by the man who wrote “Transformer” now serves as the settlement layer for AI agents
Bro, when you open Binance and see NEAR, you’re probably thinking—“Here we go again: another lukewarm L1. It can’t really run up, and it doesn’t drop that much either. What’s there to get excited about?”
Don’t swipe past it yet. Let me tell you a story, and you’ll see just how big the origins of this chain really are.
NEAR co-founder Illia Polosukhin, back in 2017, helped co-author a paper—“Attention Is All You Need.” Yes, the very paper that sparked all today’s large models (including ChatGPT, Claude, and the one you’re using). You heard that right: NEAR’s founder is one of the eight authors of the Transformer paper. At the time, he was at Google Brain, and later he teamed up with Alexander Skidanov (former MemSQL engineering director, Microsoft alum) to build NEAR.
These two didn’t come to cut corners and harvest retail. NEAR has made its way from 2018 to today through the full cycle of bull and bear markets—no rug-pulls, no giving up. And in 2026, they finally rolled out something that can really compete.
Plain English: NEAR does “chain abstraction.” You don’t need to understand cross-chain bridges. You don’t need to worry about gas fees. You don’t need to switch wallets. You simply say, “I want to swap USDC on Ethereum into SOL on Solana,” and the NEAR Intents system automatically finds the best route and executes the trade. As of July 2026, it has already processed over $15 billion in transaction volume. $15B—this isn’t hype.
And it gets even more intense. In June 2026, NEAR launched Dynamic Resharding, which—at least theoretically—could scale up to 1 million TPS. Why do this? Because NEAR isn’t trying to steal DeFi users from Ethereum. Its goal is to become the “settlement layer” for AI agents. In the future, when you use AI agents to automatically trade, manage funds, and execute strategies, the agents will need to clear and settle through a chain that can keep up with machine speeds. That’s the direction NEAR is betting on.
In May 2026, Grayscale Research put NEAR on its radar with a report, calling out that “in the last cycle it focused on laying infrastructure head-down; this cycle it’s back with the AI + chain abstraction narrative.” DWF Labs has also partnered with NEAR to help incubate AI agents.
Now look at the numbers: current price $1.84, up 2.58% in 24 hours. Market cap: $240 million. 24-hour trading volume is close to $89 million (Binance data). Compare this—NEAR hit an ATH of $20 in January 2022, and it’s down over 90% since then. The good news is that NEAR’s circulating supply is already fully unlocked, so there’s no massive unlock-and-dump risk. Even more important: NEAR just completed a halving—annual inflation was cut from 5% to 2.5%. And the fee revenue from the Intents protocol is used directly to buy back NEAR. That kind of deflationary design is extremely rare among L1s.
My take: NEAR’s fundamentals are one of the L1s that have been seriously undervalued over the past 2–3 years. The team background is top-tier (the Transformer co-founder part is almost unmatched), the tech roadmap is clear (chain abstraction + AI agent settlement), and the data backs it up (Intents $15B transaction volume). In the short term, price still follows the broader market—BTC is currently ranging around $64–66K, and NEAR moving with it is completely normal. But if you believe AI agents are the main narrative of the next cycle, NEAR is one of the few assets with real technology, a real team, and real data. NEAR around $1.8 offers solid value. Don’t expect a 2x tomorrow, but if you hold for six months to a year, I think the math checks out.
(Everything above is not investment advice—do your own research.)
Bro, when you open Binance and see NEAR, you’re probably thinking—“Here we go again: another lukewarm L1. It can’t really run up, and it doesn’t drop that much either. What’s there to get excited about?”
Don’t swipe past it yet. Let me tell you a story, and you’ll see just how big the origins of this chain really are.
NEAR co-founder Illia Polosukhin, back in 2017, helped co-author a paper—“Attention Is All You Need.” Yes, the very paper that sparked all today’s large models (including ChatGPT, Claude, and the one you’re using). You heard that right: NEAR’s founder is one of the eight authors of the Transformer paper. At the time, he was at Google Brain, and later he teamed up with Alexander Skidanov (former MemSQL engineering director, Microsoft alum) to build NEAR.
These two didn’t come to cut corners and harvest retail. NEAR has made its way from 2018 to today through the full cycle of bull and bear markets—no rug-pulls, no giving up. And in 2026, they finally rolled out something that can really compete.
Plain English: NEAR does “chain abstraction.” You don’t need to understand cross-chain bridges. You don’t need to worry about gas fees. You don’t need to switch wallets. You simply say, “I want to swap USDC on Ethereum into SOL on Solana,” and the NEAR Intents system automatically finds the best route and executes the trade. As of July 2026, it has already processed over $15 billion in transaction volume. $15B—this isn’t hype.
And it gets even more intense. In June 2026, NEAR launched Dynamic Resharding, which—at least theoretically—could scale up to 1 million TPS. Why do this? Because NEAR isn’t trying to steal DeFi users from Ethereum. Its goal is to become the “settlement layer” for AI agents. In the future, when you use AI agents to automatically trade, manage funds, and execute strategies, the agents will need to clear and settle through a chain that can keep up with machine speeds. That’s the direction NEAR is betting on.
In May 2026, Grayscale Research put NEAR on its radar with a report, calling out that “in the last cycle it focused on laying infrastructure head-down; this cycle it’s back with the AI + chain abstraction narrative.” DWF Labs has also partnered with NEAR to help incubate AI agents.
Now look at the numbers: current price $1.84, up 2.58% in 24 hours. Market cap: $240 million. 24-hour trading volume is close to $89 million (Binance data). Compare this—NEAR hit an ATH of $20 in January 2022, and it’s down over 90% since then. The good news is that NEAR’s circulating supply is already fully unlocked, so there’s no massive unlock-and-dump risk. Even more important: NEAR just completed a halving—annual inflation was cut from 5% to 2.5%. And the fee revenue from the Intents protocol is used directly to buy back NEAR. That kind of deflationary design is extremely rare among L1s.
My take: NEAR’s fundamentals are one of the L1s that have been seriously undervalued over the past 2–3 years. The team background is top-tier (the Transformer co-founder part is almost unmatched), the tech roadmap is clear (chain abstraction + AI agent settlement), and the data backs it up (Intents $15B transaction volume). In the short term, price still follows the broader market—BTC is currently ranging around $64–66K, and NEAR moving with it is completely normal. But if you believe AI agents are the main narrative of the next cycle, NEAR is one of the few assets with real technology, a real team, and real data. NEAR around $1.8 offers solid value. Don’t expect a 2x tomorrow, but if you hold for six months to a year, I think the math checks out.
(Everything above is not investment advice—do your own research.)
【Coin Research Institute】WLFI: A DeFi Empire by the Trump Family—Are You Brave Enough to Get Onboard?
Bro, imagine this—you open Binance and see that within the USDT trading pairs, there’s an WLFI. It’s up 9%, and in 24 hours, the trading volume hits 230 million. What does that even mean? It ranks 36th in the whole market, with a market cap of $1.8 billion.
This isn’t a random shitcoin project. It’s a DeFi platform created by US President Donald Trump and his three sons—World Liberty Financial.
Don’t laugh—this is real.
The core logic behind WLFI isn’t complicated: two coins—one USD1 stablecoin (tracking USDT/USDC; reserves are transparent; currently the world’s 6th-largest stablecoin by market cap at $2.94 billion), and one WLFI governance token that lets you vote on the protocol’s direction.
The stated goal is to “move traditional banking onto the blockchain while keeping the dollar as the boss in the digital age”—that slogan is from the official site, not something I made up.
I also dug into the team in particular.
On the surface, the founder list includes four people: Trump and his father/sons. But the real work is done by a paired combo: CEO Zach Witkoff (Zach’s father Steve Witkoff is Trump’s Middle East envoy), and COO Zak Folkman.
And then there’s Justin Sun—yes, the same Justin Sun from TRON—who invested $30 million as a backer.
But here’s the issue: DT Marks DEFI LLC (a Trump-linked entity) takes 75% of the protocol’s net revenue. The money really flows into Trump’s family.
Now let’s talk controversy.
CoinDesk reported that WLFI uses its own WLFI token as collateral, borrowing $75 million in stablecoins from the Dolomite lending platform. As a result, it drained the liquidity pool until utilization nearly hit 100%, so other depositors couldn’t withdraw. Later, Justin Sun angrily condemned it as a “trap wearing a mask” and sued the project.
The US Senate is also investigating a secret deal in which the UAE invested $2 billion into WLFI to buy USD1 and receive a 49% stake. Immediately after that, the Trump administration approved the transfer of scarce AI chips to the UAE.
Price-wise: today WLFI is trading at $0.0576. CMC’s 24h volume is $238 million. From the historical high of $0.18, it’s already down 68%.
But pay attention—on Binance, the USD1 airdrop campaign is still ongoing. 8.4 million WLFI tokens are set to be airdropped, with a value of $1.2 billion. This liquidity stimulus will definitely have momentum in the short term.
My take: WLFI is a classic hybrid of “politics + meme + DeFi.” The Trump brand effect is real—back when it first launched in 2024, nobody bought it. The moment Trump won the election, it instantly took off.
But it’s also one of the most controversial projects I’ve seen. The governance structure is extremely centralized, and trust between the team and the operators has basically collapsed.
If you want to treat it as a short-term theme trade and ride the waves, I won’t stop you—look at the volume, the volatility is there to profit from.
But for long-term holding? Let’s wait until they sort out all those internal lawsuits and the regulatory storm first.
One-sentence summary: Is it still a turnip-cutting machine for retail investors, or is it a revolutionary pioneer? Most likely, it’s both.
DYOR.
Bro, imagine this—you open Binance and see that within the USDT trading pairs, there’s an WLFI. It’s up 9%, and in 24 hours, the trading volume hits 230 million. What does that even mean? It ranks 36th in the whole market, with a market cap of $1.8 billion.
This isn’t a random shitcoin project. It’s a DeFi platform created by US President Donald Trump and his three sons—World Liberty Financial.
Don’t laugh—this is real.
The core logic behind WLFI isn’t complicated: two coins—one USD1 stablecoin (tracking USDT/USDC; reserves are transparent; currently the world’s 6th-largest stablecoin by market cap at $2.94 billion), and one WLFI governance token that lets you vote on the protocol’s direction.
The stated goal is to “move traditional banking onto the blockchain while keeping the dollar as the boss in the digital age”—that slogan is from the official site, not something I made up.
I also dug into the team in particular.
On the surface, the founder list includes four people: Trump and his father/sons. But the real work is done by a paired combo: CEO Zach Witkoff (Zach’s father Steve Witkoff is Trump’s Middle East envoy), and COO Zak Folkman.
And then there’s Justin Sun—yes, the same Justin Sun from TRON—who invested $30 million as a backer.
But here’s the issue: DT Marks DEFI LLC (a Trump-linked entity) takes 75% of the protocol’s net revenue. The money really flows into Trump’s family.
Now let’s talk controversy.
CoinDesk reported that WLFI uses its own WLFI token as collateral, borrowing $75 million in stablecoins from the Dolomite lending platform. As a result, it drained the liquidity pool until utilization nearly hit 100%, so other depositors couldn’t withdraw. Later, Justin Sun angrily condemned it as a “trap wearing a mask” and sued the project.
The US Senate is also investigating a secret deal in which the UAE invested $2 billion into WLFI to buy USD1 and receive a 49% stake. Immediately after that, the Trump administration approved the transfer of scarce AI chips to the UAE.
Price-wise: today WLFI is trading at $0.0576. CMC’s 24h volume is $238 million. From the historical high of $0.18, it’s already down 68%.
But pay attention—on Binance, the USD1 airdrop campaign is still ongoing. 8.4 million WLFI tokens are set to be airdropped, with a value of $1.2 billion. This liquidity stimulus will definitely have momentum in the short term.
My take: WLFI is a classic hybrid of “politics + meme + DeFi.” The Trump brand effect is real—back when it first launched in 2024, nobody bought it. The moment Trump won the election, it instantly took off.
But it’s also one of the most controversial projects I’ve seen. The governance structure is extremely centralized, and trust between the team and the operators has basically collapsed.
If you want to treat it as a short-term theme trade and ride the waves, I won’t stop you—look at the volume, the volatility is there to profit from.
But for long-term holding? Let’s wait until they sort out all those internal lawsuits and the regulatory storm first.
One-sentence summary: Is it still a turnip-cutting machine for retail investors, or is it a revolutionary pioneer? Most likely, it’s both.
DYOR.
🔥 Celestia (TIA): from $15 down to $0.35—can modular narratives still be trusted?
Brothers, today let’s talk about a ruthless one—ATH at fifteen bucks, now only three-five. The market cap has been slashed from $15 billion to $330 million. But precisely those assets that have dropped 97%+ often hide asymmetric odds.
In one sentence, here’s Celestia:
In traditional blockchains, everything is on you to carry yourself. Celestia says: I only do the “data availability” layer—giving Rollups the underlying infrastructure they need. At 55x lower cost than Ethereum blobs, L2s like Eclipse are posting 83GB+ of data on top of it. The whole network has processed 160GB+ of Rollup data in total. The DA track’s market share is around 50%, and blob fees have grown 10x year over year. Ecosystem TVL is $150 million.
These numbers are scary in a real way.
👨💻 Founder Mustafa Al-Bassam:
Hacked the U.S. government at 16 (LulzSec) → PhD at UCL → founded Chainspace, which was acquired by Meta → founded Celestia. Former hacker, PhD, acquired by Meta, then pioneer of the modular track—unique in crypto.
💰 Funding:
Total $155M. Series C: $100M, led by Bain Capital Crypto; participated by a16z, Framework, Solana Ventures, Wintermute. Nearly all top institutions are underwater by about 70%.
📊 Tokenomics—positive change:
• Genesis inflation 8% → two governance votes reduced it to ~2.5% → target 1.5%
• 85.6% already unlocked; daily unlock amount fell from a peak of $1M+/day to ~$60–130K/day
• Unlock pressure at the tail end is negligible
🔥 Latest catalyst (July 15):
Celestia Labs acquires Sovereign Labs! Moving from a pure DA layer toward a “full-stack modular infrastructure” transformation. Sovereign Labs’ team can build the full-stack for high-performance custom blockchains.
⚠️ My take:
With a $330M market cap, real revenue growing 10x, a lineup of top VCs, and the team still building while making an acquisition—this valuation really does undervalue the value of an infrastructure leader.
Risks:
EigenDA competition, continued upgrades to Ethereum blobs, and extremely bad market sentiment.
Strategy:
Accumulate in batches starting at $0.35, stop-loss below $0.2, first target $0.8–1.0. Modular DA isn’t done yet—the leader is still Celestia.
DYOR! This is not investment advice.
— Coin Research Institute · July 24, 2026
Brothers, today let’s talk about a ruthless one—ATH at fifteen bucks, now only three-five. The market cap has been slashed from $15 billion to $330 million. But precisely those assets that have dropped 97%+ often hide asymmetric odds.
In one sentence, here’s Celestia:
In traditional blockchains, everything is on you to carry yourself. Celestia says: I only do the “data availability” layer—giving Rollups the underlying infrastructure they need. At 55x lower cost than Ethereum blobs, L2s like Eclipse are posting 83GB+ of data on top of it. The whole network has processed 160GB+ of Rollup data in total. The DA track’s market share is around 50%, and blob fees have grown 10x year over year. Ecosystem TVL is $150 million.
These numbers are scary in a real way.
👨💻 Founder Mustafa Al-Bassam:
Hacked the U.S. government at 16 (LulzSec) → PhD at UCL → founded Chainspace, which was acquired by Meta → founded Celestia. Former hacker, PhD, acquired by Meta, then pioneer of the modular track—unique in crypto.
💰 Funding:
Total $155M. Series C: $100M, led by Bain Capital Crypto; participated by a16z, Framework, Solana Ventures, Wintermute. Nearly all top institutions are underwater by about 70%.
📊 Tokenomics—positive change:
• Genesis inflation 8% → two governance votes reduced it to ~2.5% → target 1.5%
• 85.6% already unlocked; daily unlock amount fell from a peak of $1M+/day to ~$60–130K/day
• Unlock pressure at the tail end is negligible
🔥 Latest catalyst (July 15):
Celestia Labs acquires Sovereign Labs! Moving from a pure DA layer toward a “full-stack modular infrastructure” transformation. Sovereign Labs’ team can build the full-stack for high-performance custom blockchains.
⚠️ My take:
With a $330M market cap, real revenue growing 10x, a lineup of top VCs, and the team still building while making an acquisition—this valuation really does undervalue the value of an infrastructure leader.
Risks:
EigenDA competition, continued upgrades to Ethereum blobs, and extremely bad market sentiment.
Strategy:
Accumulate in batches starting at $0.35, stop-loss below $0.2, first target $0.8–1.0. Modular DA isn’t done yet—the leader is still Celestia.
DYOR! This is not investment advice.
— Coin Research Institute · July 24, 2026
ZAMA: the first athlete in the fully homomorphic encryption track to list on Binance; institutional money is already rushing in
Bro, have you ever thought about this question?—Blockchain is supposed to be transparent and trustworthy, but if you transfer 1 million USDT, everyone on-chain can see what you did. Doesn’t that mean you’re strolling around in transparent underwear? What institutions fear most is exactly this. That’s why the industry has long been missing a solution that is “private yet compliant.” ZAMA is here to fill that gap.
What ZAMA does, in plain terms, is this: it keeps your encrypted data in an encrypted state even while it’s being processed. Traditional encryption is like putting things in a safe—you have to open it to look. The superpower of FHE (Fully Homomorphic Encryption) is that you can organize and calculate what’s inside without ever opening the safe. ZAMA brings this technology to the blockchain and has created “confidential USDC”—balances and processing are encrypted end to end, while audits and compliance checks still get done.
Honestly, this team has solid foundations. CEO Rand Hindi started coding at age 10, built a social network at 14, and earned his PhD at 21. The AI company he founded, Snips, was later acquired by Sonos. Co-founder Pascal Paillier is a big name in cryptography—one you can’t avoid in the FHE space. The team of 60+ people is all researchers and top-tier cryptography engineers. And you don’t need to doubt the fundraising either: Series A $73M (Multicoin Capital and Protocol Labs led), Series B $57M (Pantera Capital and Blockchange led), valuation over $1 billion. Gavin Wood (Ethereum co-founder) and Anatoly Yakovenko (Solana co-founder) both personally got onboard—these people won’t make blind bets.
Look at the numbers: ZAMA’s current quote is $0.049, up 24% in 24 hours. 24h trading volume is nearly 100 million U, and the market cap is $108 million. After launching on Binance on Feb 2, it’s been steady; on July 20 it just hit a new high of $0.04244. What’s the key catalyst?—the cUSDC machine-gun pool launched in June (in partnership with Morpho and Steakhouse). In less than a month it pulled in $23 million U, ranking 8th among Ethereum’s USDC vaults. And it’s not over: on July 21, it officially announced a partnership with Elliptic (an on-chain intelligence platform serving 700+ financial institutions) to do compliance screening. The institutional roadmap is crystal clear.
My take: ZAMA is currently one of the most likely candidates to break out in the privacy track. This isn’t to say ZK (zero-knowledge proofs) isn’t viable—but FHE’s practicality is more compelling for traditional finance. TradFi doesn’t need “prove I know but I won’t tell.” It needs “data is encrypted end to end, but it can still be processed.” ZAMA now has top VC backing, real TVL, a compliance pathway, and Binance liquidity. The only risk is sell pressure after full token unlock—2.2B circulating supply isn’t small. But judging from the ceiling of the track and the team’s execution, this could be one of the highest-alpha targets in the second half of 2026. Keep an eye on it—don’t wait until it’s 100x and then slap your thigh.
Bro, have you ever thought about this question?—Blockchain is supposed to be transparent and trustworthy, but if you transfer 1 million USDT, everyone on-chain can see what you did. Doesn’t that mean you’re strolling around in transparent underwear? What institutions fear most is exactly this. That’s why the industry has long been missing a solution that is “private yet compliant.” ZAMA is here to fill that gap.
What ZAMA does, in plain terms, is this: it keeps your encrypted data in an encrypted state even while it’s being processed. Traditional encryption is like putting things in a safe—you have to open it to look. The superpower of FHE (Fully Homomorphic Encryption) is that you can organize and calculate what’s inside without ever opening the safe. ZAMA brings this technology to the blockchain and has created “confidential USDC”—balances and processing are encrypted end to end, while audits and compliance checks still get done.
Honestly, this team has solid foundations. CEO Rand Hindi started coding at age 10, built a social network at 14, and earned his PhD at 21. The AI company he founded, Snips, was later acquired by Sonos. Co-founder Pascal Paillier is a big name in cryptography—one you can’t avoid in the FHE space. The team of 60+ people is all researchers and top-tier cryptography engineers. And you don’t need to doubt the fundraising either: Series A $73M (Multicoin Capital and Protocol Labs led), Series B $57M (Pantera Capital and Blockchange led), valuation over $1 billion. Gavin Wood (Ethereum co-founder) and Anatoly Yakovenko (Solana co-founder) both personally got onboard—these people won’t make blind bets.
Look at the numbers: ZAMA’s current quote is $0.049, up 24% in 24 hours. 24h trading volume is nearly 100 million U, and the market cap is $108 million. After launching on Binance on Feb 2, it’s been steady; on July 20 it just hit a new high of $0.04244. What’s the key catalyst?—the cUSDC machine-gun pool launched in June (in partnership with Morpho and Steakhouse). In less than a month it pulled in $23 million U, ranking 8th among Ethereum’s USDC vaults. And it’s not over: on July 21, it officially announced a partnership with Elliptic (an on-chain intelligence platform serving 700+ financial institutions) to do compliance screening. The institutional roadmap is crystal clear.
My take: ZAMA is currently one of the most likely candidates to break out in the privacy track. This isn’t to say ZK (zero-knowledge proofs) isn’t viable—but FHE’s practicality is more compelling for traditional finance. TradFi doesn’t need “prove I know but I won’t tell.” It needs “data is encrypted end to end, but it can still be processed.” ZAMA now has top VC backing, real TVL, a compliance pathway, and Binance liquidity. The only risk is sell pressure after full token unlock—2.2B circulating supply isn’t small. But judging from the ceiling of the track and the team’s execution, this could be one of the highest-alpha targets in the second half of 2026. Keep an eye on it—don’t wait until it’s 100x and then slap your thigh.
📖 Investment Education ｜ RSI Indicator
RSI>70 = overbought and may pull back; RSI<30 = oversold and may rebound. But in a strong trend, RSI can stay in overbought/oversold zones for a long time. The true top signal is when price makes a new high but RSI does not (bearish divergence).
💡 Current BTC $65,651, 24h -1.0%. Understanding these basics will certainly help your trading.
#投资教学 #RSI indicator
$BTC
RSI>70 = overbought and may pull back; RSI<30 = oversold and may rebound. But in a strong trend, RSI can stay in overbought/oversold zones for a long time. The true top signal is when price makes a new high but RSI does not (bearish divergence).
💡 Current BTC $65,651, 24h -1.0%. Understanding these basics will certainly help your trading.
#投资教学 #RSI indicator
$BTC
📖 Investment Education ｜ VWAP Indicator
VWAP=Volume-Weighted Average Price=the average execution cost of all traders’ trades today. Price above VWAP=those who entered today are, on average, making money; below VWAP=they’re, on average, losing money. Institutions treat it as an important reference line. It’s simple to use: above VWAP is bullish, and breaking below is bearish.
💡 Current BTC $64,692, 24h +1.1%. Understanding these basics will definitely help your trading.
#投资教学 #VWAP indicator
$BTC
VWAP=Volume-Weighted Average Price=the average execution cost of all traders’ trades today. Price above VWAP=those who entered today are, on average, making money; below VWAP=they’re, on average, losing money. Institutions treat it as an important reference line. It’s simple to use: above VWAP is bullish, and breaking below is bearish.
💡 Current BTC $64,692, 24h +1.1%. Understanding these basics will definitely help your trading.
#投资教学 #VWAP indicator
$BTC
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