Haotian
Haotian|Jan 28, 2026 10:46
If it weren't for this, Coinbase would have almost forgotten about NeoBank's sexy narrative by including @ useTria in its listing roadmap. Let's talk along this topic: 1) In the past two years, the industry has been trapped in a vicious cycle of infinite stacking of Layer2 and various Infras, resulting in extremely fragmented liquidity. The core value of NeoBank products like Tria lies in the deconstructed decentralized settlement market. It no longer tries to let users understand the differences of more than 200 chains, but hides the "cross chain" hard core technology under the new UI similar to Alipay through a set of self hosted cross chain payment system. This approach is very in line with the direction of implementing encryption technology, hiding the technology and expanding the user base through user experience; 2) Tria is a wallet, not just a "wallet". How should we understand it? Because it supports Visa consumption in over 150 countries and integrates the recharge of non US stablecoins such as Japanese yen, this is a good idea for Mass Adoption. It is not our understanding of the pure infrastructure of Crypto Native's logic of decentralization for the sake of decentralization, but rather our consideration of integrating Crypto with the real world. @ HyperliquidX is working on this, @ bitget is working on it, and of course, NeoBank service providers like Tria are also working on it, with different paths leading to the same goal; 3) I am more concerned about one point, which is that Tria has enhanced its compatibility with AI agents, so it provides technical support such as no gas, no seed wallet architecture, and AIZK-RC privacy proof. This is actually paving the way for the future "AI agentization of on chain transactions". When agents become the main force of on chain interaction, the value of such infrastructure will be further amplified; Overall, directions like NeoBank are exploring how to expand the original pure cryptocurrency wallet form into a comprehensive asset management portal that can buy coffee, settle cross-border transactions, and be fully controlled by users. You can see specifically the recent performance after TGE.
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