小捕手 Chaos|Nov 11, 2025 09:08
AIA’s strategic ambition is crystal clear—it aims to become the Virtuals of prediction markets.
But wait, what does that even mean?
This ambition is based on the observation that there’s a fundamental gap in the current prediction market landscape—products exist, but there’s no native token.
Here’s the breakdown:
Kalshi, as a compliant platform, has explicitly stated it won’t issue tokens.
Polymarket has hinted at token plans, but the timeline remains vague.
Other prediction market-related tokens are either too small in scale or lack legitimacy.
This situation is strikingly similar to the 2024 http://Pump.fun phenomenon, where the platform ignited the Meme sector but didn’t have its own token—until Virtuals Protocol emerged. By tying the ecosystem’s key pathways to a token, it made VIRTUAL the indexing tool for the entire AI Agent growth.
Now, this model is being replayed in the prediction market.
To capture the value of this gap in the prediction market, DeAgent AI has prepared two key strategies:
1. Infrastructure layer—AI oracle network
Traditional oracles (like Chainlink) handle objective data such as BTC/USD, but prediction markets require subjective judgment capabilities (e.g., election outcomes or event probabilities).
DeAgent AI’s AI oracle specializes in solving these problems: multiple AI Agents independently make judgments based on retrieval + reasoning, then vote. The results are aggregated by on-chain contracts and recorded on-chain.
This compresses the divergent AI outputs into a deterministic result that can be settled.
2. Token economy layer—demand-driven value cycle
AIA serves as both the network’s payment medium and the staking asset for nodes.
As more prediction applications integrate, the frequency of usage directly translates into actual demand for AIA.
This “use equals purchase” model is more sustainable.
Prediction markets are transitioning from niche experiments to mainstream applications.
Kalshi’s trading volume exceeded $1 billion in 2025, and Polymarket’s valuation skyrocketed from $2 billion to $15 billion. The infrastructure demand for the entire sector is exploding.
If AIA can establish itself as the “standard infrastructure for prediction markets” during this window of opportunity, its value capture logic will be crystal clear.
The only suspense lies in the team’s ability to deliver products and build the ecosystem.
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