Recently, many people in the market have been discussing a phenomenon: as the intersection of BTC ecosystem, RWA on-chain, AI Agents, and other high-certainty narratives emerges, certain infrastructure projects are becoming the next promising opportunity.

Looking deeper, several logical threads are actually quite clear:

**The form of Oracles is upgrading**. Traditional oracles (like Chainlink, Pyth) mainly provide price feeds, but the new generation's direction is obviously different—they use large language models to process off-chain unstructured data, aggregating information such as financial reports, news, and social sentiment through distributed AI verification before bringing it on-chain. This is indeed a pressing need for RWA pricing and decentralized prediction markets.

**The infrastructure window in the BTC ecosystem is very urgent**. The current wave of Bitcoin L2, Runes, Ordinals has already been underway, but the issues are high latency, high costs, and a lack of native reliable data sources. Those who can specifically solve these problems are almost the foundational layer that must be used.

**The behind-the-scenes capital support is also strong**. Looking at the financing lineup, the participation of traditional financial giants is rare, indicating that major institutions have a shared vision for this track.