小捕手 Chaos
小捕手 Chaos|12月 17, 2025 12:28
A somewhat cold reality: the era of relying on storytelling and paper incentives to pull in the market is over. The most typical case is right in front of us. On December 15th, Allora officially integrated Solana and received official forwarding support. But what is the market reaction of ALLO? hardly any. Where is the problem? Why didn't this collaboration splash the water as imagined? Let's analyze it. Why is AI empowerment no longer a universal key? In theory, Allora's value proposition is very tempting. Thousands of AI models collaborate to provide decentralized prediction DeFi protocol can adjust risk parameters 8 hours in advance DEX can predict volatility and dynamically adjust transaction fees But in reality, there are two major challenges. Technical reliability issues. The accuracy of AI predictions significantly decreases under extreme market conditions, and what DeFi needs to protect the most is precisely these extreme moments. The risk of 'garbage in and garbage out' still exists. When the quality of thousands of models varies, the aggregated results may not necessarily be more reliable. Trust transcends issues. The current risk management of DeFi protocols is based on validated mathematical models and historical data, and suddenly switching to AI prediction driven requires a huge trust cost. also. This integration only represents Allora bringing its "predictive capability" to Solana, but lacks substantial integration and usage. At present, there is no real usage scenario for the ALLO token. 2/Opportunities from a long-term perspective The good news is that the combination of Allora and Solana does represent a possible future for AI+DeFi. Its long-term prospects still deserve attention. A technological moat is forming. Allora's' inferential synthesis' mechanism requires deep machine learning engineering skills. Once this technological barrier is established, it is difficult for competitors to catch up in a short period of time. The application scenarios are expanding. From Sei, Arbitrarum, Aptos and Tron to Solana, multi chain deployment has created greater application space for AI prediction. The "universal plug" middleware strategy has given Allora the potential to become the "oracle 2.0" in the Web3 field. What disruptive application and service scenarios can this deduction and prediction capability bring? No one can say for sure. 3/Conclusion My suggestion is to focus on actual cooperation in the future. Be patient and wait for the turning point. When a leading DeFi protocol of Solana or other chains begins to widely use Allora's prediction service and its performance is recognized by the market, it may be a critical moment for the restart of the valuation of Allo.
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