A somewhat cold reality: the era of relying on storytelling and paper benefits to drive the market is over.
The most typical case is right in front of us.
On December 15, Allora officially integrated with Solana and received official forwarding support.
But what was the market reaction to $ALLO? Almost none.
Where is the problem? Why didn't this collaboration create the expected splash?
Let's analyze it.
1/ Why is AI empowerment no longer a universal key?
In theory, Allora's value proposition is very enticing.
▌ Thousands of AI models working together to provide decentralized predictions
▌ DeFi protocols can adjust risk parameters 8 hours in advance
▌ DEX can predict volatility and dynamically adjust transaction fees
But in reality, there are two significant challenges.
Technical reliability issues.
AI predictions significantly decrease in accuracy under extreme market conditions, which are precisely the moments that DeFi needs protection the most.
The risk of "garbage in, garbage out" still exists. When thousands of models have varying quality, the aggregated results may not be more reliable.
Trust bridging issues.
Current DeFi protocol risk management is based on validated mathematical models and historical data; suddenly switching to AI prediction-driven requires a huge trust cost.
Additionally.
This integration merely represents that Allora has brought its "predictive capability" to Solana, but lacks substantial integration and usage.
Currently, there are no real use cases for the $ALLO token.
2/ Opportunities from a long-term perspective
The good news is that the combination of Allora + Solana indeed represents a possible future for AI + DeFi.
Its long-term prospects are still worth paying attention to.
A technological moat is forming.
Allora's "reasoning synthesis" mechanism requires deep machine learning engineering capabilities.
Once this technological barrier is established, it will be difficult for competitors to catch up in a short time.
Application scenarios are expanding.
From Sei, Arbitrum, Aptos, and Tron to Solana, multi-chain deployment creates a larger application space for AI predictions.
The "universal plug" middleware strategy gives Allora the potential to become the "Oracle 2.0" in the Web3 field.
What disruptive applications and service scenarios can this reasoning and prediction capability bring? No one can say for sure.
3/ Conclusion
My suggestion is to pay attention to subsequent actual collaborations.
Be patient and wait for the turning point.
When a leading DeFi protocol on Solana or another chain starts to use Allora's prediction services on a large scale, and the results are recognized by the market, that may be the key moment for the $ALLO valuation to restart.
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