The Second Rise Curve of the Oracle Machine Track: Evolution from DeFi to RWA

Oracle Machine is a key infrastructure in blockchain systems, used to bring off-chain data into smart contracts. Their core competitiveness mainly lies in the comprehensiveness and reliability of data acquisition, the acquisition of exclusive data and value capture, the security and decentralization of the verification mechanism, as well as transmission efficiency and network robustness.

It is expected that by 2030, the overall market size of the Oracle Machine track will reach between 13.8 billion and 23.1 billion USD. Currently, Chainlink occupies a dominant position as the industry leader, with rich data sources and extensive project collaborations. Pyth Network has advantages in transmission speed and financial data acquisition, while Redstone is the only Oracle Machine that supports both push and pull pricing models.

As the DeFi market becomes saturated, the Oracle Machine is seeking new points of rise. The on-chain of real-world assets (RWA) is becoming the second growth curve for the Oracle Machine. The demand for RWA from the Oracle Machine is more complex, involving not only asset valuation but also real-time tracking of the status of physical assets and on-chain synchronization. This opens up new value capture space for the Oracle Machine.

Multiple mainstream Oracle Machine projects have begun to lay out in the RWA field. Chainlink provides part of the RWA token pricing service for Backed Finance; Redstone provides data sources for Eurozone government bond ETFs; Pyth Network offers multi-chain pricing for RWA platforms such as Ondo Finance; Supra and Chronicle Labs have launched dedicated RWA Oracle Machine services respectively.

In addition to financial assets, the on-chain data of non-financial RWAs like real estate, charging piles, art, etc. ( also contains huge potential. This requires the Oracle Machine to have more complex modeling and data processing capabilities, providing new application scenarios for high-performance public chains like Solana.

As the integration of blockchain with the real world deepens, the application of Oracle Machines is evolving from a single DeFi pricing feed to a diversified development. IoT data Oracle Machines can support the growth of the DePIN industry; code Oracle Machines can be used for vulnerability detection in smart contracts; and biomolecular Oracle Machines can provide data support for DeSci projects. These vertical specialized Oracle Machines are driving the industry from "2 to N" expansion.

In the future, as emerging fields such as RWA, DePIN, AI, and DeSci increase the demand for off-chain data, the Oracle Machine will evolve from a "generic data layer" to a "multimodal infrastructure" that supports diverse scenarios. This not only brings new revenue growth points for Oracle Machine projects but also imposes higher requirements on their technical architecture and business models. The Oracle Machine industry is ushering in a new round of innovation and development opportunities.

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