Tabbataccen fassarar Hausa:
Arthur Hayes ya gano NEAR da Zcash a matsayin jigon dabarun saka hannun jari da ya mayar da hankali kan sirri. Ya yi imanin cewa kasuwannin crypto sun fara sake kimanta kadarorin da ke da alaƙa da canja wurin ƙima na sirri, ikon mallakar zamanin AI, da ainihin tattalin arzikin yarjejeniya. A cikin wata hira da The Rollup, CIO na Maelstrom ya nuna cewa NEAR na iya ba da "yuwuwar 20x," yayin da Zcash na iya ba da "yuwuwar 5x" a cikin shekara mai zuwa. Yana ganin su biyun a matsayin wani ɓangare na turjiya mai faɗi game da "babban fasaha, babban gwamnati," da kuma sa ido na AI.
Dalilin Hayes ya fara ne da canji mai girma. A farkon wannan shekara, ya ce yana taka tsantsan saboda Bitcoin yana da alama yana ƙididdige "lamarin bashi na AI mai raguwa," tare da bankunan tsakiya da wuya su buga kuɗi da ƙarfi har sai wani rikici ya tilasta musu hakan. Wannan ya canza, in ji shi, bayan rikicin Iran ya haifar da yanayi mai dacewa da ruwa ga kasuwanni. "Gwamnatoci suna buga kuɗi don cin nasara a yaƙe-yaƙe. AI wani ɓangare ne na yaƙi. Gwamnatoci za su tallafa wa kashe kuɗin AI, duka a Amurka da China," in ji Hayes. Ya kara da cewa gwamnatoci a Amurka, China, da Turai za su iya tallafa wa tattalin arzikin yaƙi da kayan aikin AI ta hanyar faɗaɗa kuɗi, tare da wasu daga cikin wannan ruwa na shiga Bitcoin da zaɓaɓɓun kadarorin crypto.
Me yasa NEAR da Zcash?
Hayes ya fi jaddada sirri. Ya sake tabbatar da Zcash a matsayin "jaka na biyu mafi girma" kuma ya ce kadarar ta zama mai saka hannun jari kuma bayan damuwa na farko game da saitin amintacce, bayanin fitarwa, da tallafin mai haɓaka sun ɓace. A ganinsa, tsohon cinikin Zcash ya yi da wuri kuma ya yi rikici sosai. Sabon yana da tsabta, yana da ruwa, kuma ya fi dacewa da yanayin siyasa da fasaha na yanzu.
"Babu wani abu da ba daidai ba game da son samun kuɗi na sirri a kan intanet," in ji Hayes. "Wannan shine abin da Zcash ke wakilta, kuma shine abin da Monero ke wakilta. Yayin da muke koyon yadda babban fasaha, babbar gwamnati, da AI za su iya sanin komai game da mu da kuma bin diddigin komai a rayuwarmu, samun tsantsar sirri da aka tabbatar da ƙididdiga tare da kuɗi zai zama mahimmanci."
Hayes ya ce sabon sha'awarsa ga Zcash ya karu bayan tattaunawa da Naval Ravikant a Tokyo 2049. A cewar Hayes, Ravikant ya yi jayayya cewa zoben zobe na Monero sun fi rauni fiye da yadda ake tunani kuma ya nuna wani shari'ar tilasta doka ta Japan da ta shafi ɓoye suna. Hayes ya ce ya sayi dala miliyan 1 na Zcash "nan take" kuma ya ci gaba da ƙara matsayinsa yayin da ya zurfafa bincike kan ra'ayin.
Ƙimar farashin ta zo ne yayin da Hayes ya danganta Zcash da rawar NEAR na yin canja wurin ƙima na sirri mafi amfani a cikin kadarori da blockchains daban-daban. Ya yi jayayya cewa Zcash mai kariya kadai yana da mahimmanci, amma babbar dama tana cikin masu amfani da ke motsawa daga ZEC mai kariya zuwa wasu kadarori, gami da stablecoins, ta hanyar NEAR Intents.
"Tare da app na ZODL, yanzu zan iya aika duk wani crypto asset da nake so ga kowa a cikin intanet ba tare da suna ba. Daga Zcash mai kariya, ta amfani da NEAR Intents. Yanzu na shiga, a ce, USDT akan Tron, kuma na aika shi ga wanda nake so ta hanyar da ba a sani ba. Wannan yana da girma," in ji Hayes.
Anan ne kimanta ribarsa ta bambanta. Hayes ya ce Zcash ya kasance babban bayanin cinikin sirri, amma NEAR na iya ba da dama mara daidaituwa saboda yana da alaƙa da matakin aiwatarwa a bayan canja wurin sirri. "Ina tsammanin NEAR yana da yuwuwar 20x, yayin da Zcash na iya samun yuwuwar 5x a cikin shekara mai zuwa ko makamancin haka," in ji shi. "Don haka kuna daidaita rabon jarin ku bisa ga haɗarin."
Abokin haɗin gwiwar NEAR Illia Polosukhin ya ƙarfafa ɓangaren tattalin arziki na wannan hujja, yana mai cewa NEAR Intents yana gabatowa dala biliyan 20 a cikin jimlar rayuwa, tare da dala biliyan 18.9 da aka ambata yayin hirar, kuma ya samar da dala miliyan 33 a cikin kudade. Ya lura cewa NEAR yana ɗaukar kuɗi daga kowace ma'amala. Yana amfani da kudaden shiga don sake siyan NEAR, yayin da tsarin muhalli ya riga ya yanke hauhawar farashin rabi kuma yana iya tura don ƙarin raguwa yayin da kudaden shiga ke ƙaruwa. Hayes kuma ya danganta cinikin da tsarin alamar. Ya lura cewa NEAR yana amfana daga kasancewa "cikakken raguwa," yana guje wa babban ragi na rabon jarin masu kasuwanci wanda har yanzu yana nauyi akan yawancin kadarorin Layer 1. Ga alamar da ake sa ran za ta tashi a kasuwa mai kyau, in ji shi, wannan tsarin wadata mai tsabta yana da mahimmanci. Haɗarin, a ganin Hayes, shine macroeconomic. Ya ce yana shirin riƙewa har sai yanayin ruwa mai faɗi ya canza, amma ya yi gargadin cewa rage tallafin gwamnati ga kayan aikin AI ko kuma mummunan yanayin yaƙi zai canza hangen nesa. A yanzu, yana ganin sirri, ikon mallakar AI, da kudaden shiga na musayar a matsayin cinikin da ke da mafi kyawun tabbacin kasuwa. A lokacin bugawa, Zcash yana ciniki a $624. Hoton da aka nuna an ƙirƙira shi da DALL.E, ginshiƙi daga TradingView.com.
Tambayoyin da Aka Yi Yawa
Anan akwai jerin tambayoyin da aka yi yawa dangane da hasashen Arthur Hayes game da NEAR da Zcash
Tambayoyin Matakin Farko
Q Wanene Arthur Hayes kuma me yasa ya kamata in damu da hasashensa
A Shi sanannen mutum ne a crypto wanda aka fi sani da shi a matsayin wanda ya kafa BitMEX babban musayar crypto Mutane suna kula saboda yana da tarihin yin kira na kasuwa mai ƙarfi amma hasashensa har yanzu ra'ayi ne ba shawara ta kuɗi ba
Q Menene Arthur Hayes ya ce game da NEAR da Zcash
A Ya yi hasashen cewa NEAR Protocol na iya ƙaruwa da sau 20 kuma Zcash da sau 5 a cikin shekara mai zuwa
Q Menene NEAR Protocol
A NEAR wani dandamali ne na blockchain wanda aka tsara don gina aikace-aikacen da ba a tsakiya ba An san shi da sauri, mai sauƙin amfani, da kuma ingantaccen makamashi, kama da Ethereum amma tare da ƙananan kudade
Q Menene Zcash
A Zcash wani cryptocurrency ne da aka mayar da hankali kan sirri Ba kamar Bitcoin ba yana ba masu amfani damar ɓoye bayanan ma'amala don su kasance a sirri
Q Shin wannan yana nufin ya kamata in sayi NEAR da Zcash a yanzu
A Ba lallai ba ne Hasashen hasashe ne Crypto yana da canji sosai don haka ya kamata ku saka kuɗin da kuke iya rasa kawai kuma da kyau ku yi binciken ku da farko
Tambayoyin Matsakaici da Ci Gaba
Q Me yasa Hayes yake tunanin NEAR zai iya hawa 20x
A Yana iya yiwuwa ya yi imanin cewa fasahar NEAR da tsarin muhalli mai girma na iya jawo hankalin masu amfani da masu haɓaka da yawa Tsalle na 20x zai buƙaci babbar kasuwa mai kyau ko kuma app mai kashewa da ke farawa akan NEAR
Q Me yasa kawai 5x ga Zcash maimakon 20x
A Zcash yana da ƙaramin kasuwa da ƙarancin ayyukan haɓaka fiye da NEAR Hayes na iya ganin tsabar kuɗi na sirri a matsayin wasa mai ƙarancin gasa kuma matsin lamba na tsari yana iyakance haɓakarsu idan aka kwatanta da blockchains na gaba ɗaya
Q Wadanne abubuwa na musamman ne za su iya haifar da waɗannan hauhawar farashin
A Ga NEAR manyan haɗin gwiwa samfurin da ya dace da AI ko girgizar wadata kamar rabi Ga Zcash canjin tsarin sirri ko haɓaka fasaha wanda zai sauƙaƙa amfani da shi