Oracle Machine Industry: Exploring New Rise Curves

The Oracle Machine is a key infrastructure that connects on-chain smart contracts with off-chain data in blockchain systems. Fundamentally, the core competitiveness of Oracle Machine projects is mainly reflected in four aspects: the comprehensiveness and credibility of data acquisition, the acquisition of exclusive data and value capture, the security and decentralization of verification mechanisms, and the transmission efficiency and network robustness.

According to market forecasts, the overall scale of the Oracle Machine industry is expected to reach 13.8-23.1 billion USD by 2030. Currently, Chainlink dominates the industry as the leader, while other projects such as Pyth and Redstone also show unique advantages in their respective segments.

As the integration of blockchain with the real world deepens, the application scenarios of Oracle Machines are expanding from traditional DeFi to emerging fields such as RWA, DePIN, AI, and DeSci. This not only brings new rise opportunities for Oracle Machines but also imposes higher demands on their data processing capabilities.

RWA is seen as the second rise curve in the Oracle Machine industry. Unlike DeFi, which mainly provides price data, the demand for Oracles in RWA is more complex, including asset valuation and real-time status tracking. Currently, mainstream Oracle Machine projects have begun to lay out in the RWA field, especially the data modeling of non-financial assets has become a new competitive focus.

In addition, the emergence of specialized Oracle Machines such as IoT data, AI code, and biomolecules marks the industry's evolution from a "general data layer" to a "multimodal infrastructure." This trend is expected to drive the diversification of the Oracle Machine industry from "2 to N."

Looking to the future, the Oracle Machine industry faces a situation where opportunities and challenges coexist. On one hand, the enhancement of multimodal data processing capabilities will bring new revenue rise points for Oracle Machines; on the other hand, it also requires Oracle Machines to make corresponding upgrades in data validation and smart contract execution. As the demand for more types of data on-chain increases, and with the improvement of smart contract performance, RWA is likely to become the most important second rise curve for the Oracle Machine industry, while various vertical specialized Oracle Machine projects will continue to emerge.