After the rise of "Zhulu" (likely a gambling term) popularity, it's difficult to find information gaps about a project; it's essentially completely uncovered.
Precisely because of this, analyzing different sectors from different perspectives is crucial.
For RWA, the key is the project's ability to amass resources. However, AI is different; it requires significant capital and key technological innovations to succeed.
For example, Allora is rife with analytical articles on X, but I'm focusing on the underlying preferences behind these investors, which will determine their likely future operational style.
Looking at the project's 35 million yuan in funding alone, it's not a particularly high figure for AI. However, the project focuses on a single area, inference synthesis, and has demonstrated significant technical depth through its developed model coordination network.
More importantly, this inference capability can serve as the underlying infrastructure for the prediction market, providing an efficient engine for the entire prediction market.
Additionally, the token economics were announced last night. Tokens will be embedded in the overall network incentive model, with a 9.3% allocation to the community. Presumably, the TGE is imminent.
This sheds light on why companies like Polychain and Framework invested. Furthermore, this project's future operational style will closely resemble that of European and American infrastructural developments: strong technology coupled with a gradual rollout of marketing.
For projects like these, both the narrative and the technology are crucial, but more importantly, whether the technological path is attractive enough to investors is crucial.
A strong narrative doesn't necessarily mean the technology is unimportant.
This is the core, and it also determines whether the project can achieve significant success in the future.
