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Yuvi.
$NEAR，AI叙事降温时，独立需求在哪里？10月29日AI相关代币整体偏弱，说明主题热度会迅速传导到高波动资产。NEAR若只依赖AI标签，估值容易随风险偏好回落；开发者、用户和费用才是更持久的支撑。若应用使用和网络收入继续增长、相对强度改善，独立需求逻辑成立；若主题反弹才能带动价格而链上指标不动，就应降低叙事溢价。
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