加密狗
加密狗|Dec 04, 2025 09:59
Today, when I saw SWTCH pull a small bullish line, I suddenly realized that the sector is starting to spin towards the track that everyone has been ignoring - the oracle. Through on chain data, comparison technology, and competitive landscape, I feel that Switchboard's recent rise is not luck, but a trial run that allows more people to focus on: The vast majority of oracle machines are still doing business with "Web2 rights restrictions" today, only Switchboard is truly "Web3 logic". Let me say something unpleasant: without autonomous data sources, talking about "decentralization" is a joke for a oracle. ✅ Why do I think this is the biggest scam on the track? Because in the past few years, people have been brainwashed by speed, brand, and historical status, but they have never asked the most crucial question: Should a oracle be "open" or "approved"? If your oracle: New assets need to be 'waiting for the team to open' Web2 data needs to be 'applied for access' API/event to be officially supported or not I'm sorry, your name is not Web3 oracle. You are a Web2 API service provider+token payment layer. This is the fact, if you're not satisfied, you can take advantage of it. ✅ What did Switchboard do? Other oracle machines: Do you want to add new assets? Want to find a team (Chainlink needs to be officially created) and connect to an API? Do you want to change the parameters for approval (Pyth requires team approval)? Queuing (RedStone modular, but the core source still needs to be official) But I need to know that in the future, the oracle will not be used for giants, but for 100000 on chain applications, so what has Switchboard done? One sentence: The oracle has become "you can connect whatever you want" for the first time. Do you want to join Binance? Tap Do you want to connect to the weather API? Click on it. Do you want to take the sports score? Click on it. Want to take over all 10000 markets of Kalshi? Click on it. Do you want to connect off chain data to AI agents? Click on it. This is not blowing, it can be done now. That's also why: 50+head protocols have switched to Switchboard, protecting over $5 billion in value. Because developers understand that permissions and speed are more important than brand. And 'no license required' is the correct way to open Web3 natively. That's also why I believe that the true watershed of the oracle race is not 'who is faster', but 'who is more open'. ✅ What does the SWTCH pull-up really mean? It's not hype, it's not market makers, it's the industry starting to realize the huge value gap brought about by 'permission differences'. No matter how fast, multi chain, or refinancing you are, if users cannot independently create data sources, future AI/automation/RWA applications will simply not run. And Switchboard: millisecond level, no license, programmable, multi chain, fully on chain subscription, x402 full adaptation, market value only in the range of 6M-7M US dollars Sorry, this is not an 'underestimation', this is' the entire track valuation logic is still stuck in 2019 '. ✅ The last sentence: If a oracle cannot allow users to open their own data source, then it is not the next generation infrastructure, it is just an advanced gateway for established giants. The real Web3 oracle started with Switchboard. From both a technological and industry trend perspective, this is like a race point that should be repriced.
+5
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads