老实说好久没看过 Near,但最近关于 Near Intents 的讨论还挺多。浅浅看了下,逻辑上是一个多链交易协议,其中涉及到所谓意图、AI Agents 一些概念。跟以前那些原语执行交易的 AI Agents 平台或者单纯一个 DEX 不一样的是,Near Intents 会更加底层基础设施一些,已经集成了 SwapKit、Zashi 和 Kyberswap 等 11 月份以来,Near Intents 的日交易量都维持在 1 亿美元以上,这也为它每日带来了数十万美元费用。不过,这个费用并不是收入。Near Intents 的费用机制还挺有意思:首先每笔交易的 0.0001% 作为协议收入;在官方渠道 Near-Intents 交易每笔收取 0.2% 的交易;其他第三方渠道方可以设置自己收取的费用 自 5 月以来,Near Intents 累积费用超过了 550 万美元,不过其中超过 440 万美元是通过渠道方 SwapKit 所产生的,单点依赖程度较高;Zashi 产生了 76 万美元费用;官方渠道 Near-Intents 产生了 32 万美元费用,这部分可以完整视为是 Near 收入 从交易标的上看,除了稳定币外,ZEC 是近期交易量第三大的代币。跟 Solana 包装 ZEC 到链上交易的目的有点类似,通过隐私币的火热把链和产品活跃度给带动起来,比如 Zcash 的 Zashi Wallet 集成 NEAR Intents,支持隐私 Swap,用户可以在上面跨链交易的同时保持隐私性
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