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Allora

38 pieces · Dec 2024 to Aug 2025 · 5 flagship

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AI37 DeFi10 Privacy7 ZK7 DePIN6 Market structure4

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Coverage per year

12024

372025

Price and coverage

Allora $ALLO

Calls: 1 bullish
Since first call, bullish: −56%
vs BTC: −45%
Now: $0.202

bullish thesis bearish thesis coverage, no call map, list or mentionShow all 37 piecesCalls onlyWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Allora

Map17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.Breakdown04 Aug 2025Allora breakdown: self-improving open intelligence networkExplains Allora's inference aggregation (topic coordinators, workers, reputers) and objective-centric design for predictive ML. Lists traction (692M+ inferences, 288K+ workers, 55+ topics) and live integrations, and flags Bittensor subnets as competition.Thesis14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.

Timeline · every piece, newest first

2025 37

28 Aug 2025The DeAI stack by layer: apps, agents, execution, data, compute, privacyMaps the DeAI stack into eight layers with example projects: application/UX, agent infra, AI-native execution, inference, data marketplaces, GPU compute, privacy, and storage/DA. Stresses the space is broader than compute networks and agent coins.MapAIDePINPrivacy

07 Aug 2025What is known about Allora (ALLO): fees, emissions and staking designLists known ALLO design points: pay-what-you-want inference fees, zero-fee topics earning no rewards, Bitcoin-like declining emissions with halvings, stable APY through unlocks, and utility for inference, topics and staking.ExplainerAI

07 Aug 2025Allora pre-TGE: predictive ML network for agents and DeFAIExplains Allora as an open intelligence network focused on predictive ML, with a Darwinian incentive design and support for many forecasting topics. Argues smarter, forward-looking inputs let agents and DeFAI protocols outperform.ExplainerAIDeFi

07 Aug 2025ALLO valuation range from Bittensor subnets, Flock, TIG and oracle compsBuilds an ALLO TGE FDV range from comparables: Bittensor at $7.2B, prediction subnets totalling $723M, Flock $162M, TIG $167M and oracles. Sets bear $150-250M, base $250-500M and bull $500-750M, doubting anything above $1B at launch.DataAIDeFi

05 Aug 2025Open intelligence networks as a leading DeAI category, with AlloraArgues blockchain-coordinated, incentivized competition for model innovation is one of crypto's strongest product-market fits. Singles out Allora's narrow focus on predictive intelligence for agents and DeFAI as it nears TGE.ThesisAI

04 Aug 2025OpenLedger thesis: decentralizing the data layer of the AI stackPositions OpenLedger as a marketplace for attributable data with Proof of Attribution and a Model Factory for domain-specific fine-tuning. Estimates TGE is weeks away, wants a clearer value accrual mechanism, and ties the setup to an AI x crypto narrative rebound.ThesisAI

04 Aug 2025Allora breakdown: self-improving open intelligence networkExplains Allora's inference aggregation (topic coordinators, workers, reputers) and objective-centric design for predictive ML. Lists traction (692M+ inferences, 288K+ workers, 55+ topics) and live integrations, and flags Bittensor subnets as competition.BreakdownAIDeFi

03 Aug 2025How the pre-TGE DeAI and ZK stack fits together: Cysic, Boundless, Anoma, AlloraSketches how several pre-TGE projects compose: Cysic supplies ZK hardware to Boundless' proving market, which supports Anoma intents used by agents running on Allora predictions trained on OpenLedger data, possibly on Bless compute.ExplainerAIZK

03 Aug 2025Why DeFAI agents need domain data and forecasting: OpenLedger and AlloraArgues funds-managing agents must be trained on domain data and become anticipatory, forecasting systems rather than LLM-powered social bots. OpenLedger supplies attributable datasets and Allora supplies predictive intelligence, and the two have a partnership.ExplainerAIDeFi

01 Aug 2025Allora: decentralized prediction intelligence layer for DeFi agentsAllora is an onchain marketplace where ML workers compete to give the most accurate inferences per topic, weighted by track record into one meta-inference. AI agents can offload forecasting such as price prediction or credit risk to it.BreakdownAIDeFi

01 Aug 2025Allora Model Gateway: automating participation for ML contributorsA community-built Model Gateway handles wallet creation, funding, key management and job scheduling for ML model submissions on Allora. Seen as abstracting blockchain complexity so data scientists focus on models; still under development.BreakdownAITooling

31 Jul 2025Pre-TGE AI map: 18 agent, data and compute projects to watchLists 18 pre-TGE AI projects with one-line positioning, from Warden (intelligent apps) and Mira (AI verification) to Arcium (confidential MPC) and Zama (FHE). Argues AI season will hit harder than the agentic wave.MapAIDeFiPrivacy

29 Jul 2025Allora Network in brief: open ML network for predictive intelligenceBullet summary of Allora: an open ML network narrowly focused on predictive intelligence, inspired by Chainlink and Bittensor, with self-improving models, Bitcoin-style emissions and over $33M raised.BreakdownAIDeFi

29 Jul 2025August as the start of AI season: GPT-5, Kaito campaigns and rate cutsArgues GPT-5 will pull attention back to crypto x AI while six projects with live Kaito campaigns and upcoming TGEs drive CT attention. Rate cuts would be the last accelerator for an altseason led by DeAI and agents.Market takeAIMacro

27 Jul 2025Kaito mindshare leaders and gainers going into the week of 27 July 202524h Kaito mindshare snapshot: Anoma, Theoriq and Cysic lead, while Union, Anoma and MegaETH are top gainers. Expects Mira and Allora attention to rise with imminent TGEs.DataMarket structure

27 Jul 2025Pre-TGE decentralized AI projects: additions to the watchlistExtends a list of pre-TGE decentralized AI projects with eight more, each tagged by role (ML network, attributable data, AI verification, inference chain, agent swarms). Expects AI to be a dominant narrative again.MapAI

27 Jul 2025Pre-TGE calendar for August 2025: MIRA, PROVE, THQ, ALLO, BLESSCalendar of expected TGEs and Kaito campaigns, with timing calls: MIRA and THQ imminent, PROVE feels imminent, ALLO early-mid August, BLESS in 3-4 weeks. Expects most launches between September and November alongside MegaETH, Monad and Anoma mainnets.Market takeAIZKMarket structure

26 Jul 2025The agentic stack map: data, verification, compute and cross-chain layersMaps ten layers of the next agentic wave, from attributable data and predictive feeds to verified inference, ZK-proven inference, shared compute, cross-chain infra, swarm coordination, IP chains, VLA operators and private compute.MapAIPrivacyTooling

24 Jul 2025ALLO tokenomics and yapper reward napkin mathsAssumes 1% of supply to Kaito and 0.75% to yappers, with a $500M-$1B TGE valuation, giving a $3.75M-$7.5M pool. Compares proportional and tiered payouts, benchmarking against Chainlink ($17.6B FDV) and Bittensor ($8.7B).DataAIMarket structure

22 Jul 2025Pre-TGE DeAI watchlist with live Kaito leaderboardsLists seven pre-TGE DeAI projects with live Kaito leaderboards, each with a one-line role. Argues major DeAI infra launches historically reach a few hundred million in market cap, sometimes billions.MapAI

21 Jul 2025Research agenda July 2025: MegaETH, CLOBs, proving markets, DeAI, privacyA list of themes under active research: MegaETH, CLOB infra, proving markets, ZK infrastructure, ML networks, AI agents and robotics, stablecoins, RWAs, programmable privacy, BTCfi and Hyperliquid.OtherZKAIHyperliquid

21 Jul 2025DeAI stack synergies: Lagrange x OpenLedger, Warden x Bless, OpenLedger x AlloraArgues DeAI infra projects are complementary layers rather than competitors, with three pairings: verifiable open-source AI, compute for agents and data for predictive ML.Market takeAI

20 Jul 2025Expected pre-TGE launch sequence among Kaito leaderboard projectsForecasts a near-term wave of TGEs among Kaito leaderboard projects (Espresso, Theoriq, Bless, Mira, Allora, SatLayer) followed by Boundless, OpenLedger, Anoma, Succinct and others in the fall. Argues InfoFi may erode content quality but creates yapper opportunities.Market takeMarket structureAI

20 Jul 2025DeAI infra is modular: Lagrange x OpenLedger, Warden x Bless, AlloraExplains how three DeAI partnerships show complementary layers: DeepProve makes OpenLedger inference provable, Bless supplies low-latency compute for Warden agents, and OpenLedger datasets feed Allora's predictive ML.BreakdownAIZK

14 Jul 2025Why DeAI matters across the AI stack: seven layers from incentives to computeMaps seven layers where decentralization matters for AI: open innovation incentives, verifiable inference, decentralized training, private MPC compute, GPU networks, user-owned models and onchain agent payments. Also frames VLAs as lacking a LangChain-style framework that Codec is building.ThesisAIDePINPrivacy

13 Jul 2025How Allora's predictive price feeds self-improveExplains Allora's dual worker system: inference workers predict, forecast workers estimate losses, and a topic coordinator scores against ground truth and reweights by accuracy. Reputers validate quality for autonomous self-improvement.ExplainerAI

12 Jul 2025Top six pre-TGE AI plays with live Kaito leaderboardsLists six pre-TGE AI projects with live Kaito leaderboards and a one-line role for each: predictive ML, attributable data, verifiable AI, verification, edge compute and DeFAI.MapAI

11 Jul 2025Allora x OpenLedger: specialized data and models flowing into predictive MLAllora builders gain access to OpenLedger's attributable, domain-specific datasets and fine-tuned models, improving precision and performance of predictive agents.Market takeAI

04 Jul 2025Pre-TGE infra protocols with Kaito leaderboards: ZK, compute, AI and rollupsA list of nine pre-TGE infra protocols with Kaito leaderboards, each with a one-line role, spanning ZK proving, ML networks, interop, compute, real-time EVM, intents, AI training and RaaS.MapZKAIL1/L2

02 Jul 2025Allora funding history and investor list ahead of TGEAdds funding context to the Allora thesis: $33.5M raised from 33 investors across four rounds, with additional VCs and angels named. Speculates a further funding announcement could land before TGE.DataAIDeFi

02 Jul 2025Allora: predictive intelligence layer for AI-driven DeFi agentsPositions Allora as a narrowly focused infrastructure layer for predictive intelligence, supplying forward-looking data feeds so AI agents can manage portfolios on forecasts rather than history. Miners are incentivized to improve forecasting algorithms permissionlessly.ThesisAIDeFi

26 Jun 2025Infra season: major projects nearing mainnet and TGE to watchLists nine infrastructure projects approaching mainnet or TGE with one-line descriptions: intents, ZK proving marketplaces, AI data chains, shared compute, predictive intelligence, real-time EVM and rollup-as-a-service.MapL1/L2ZKAI

19 Jun 2025Leaderboard watchlist: Fuel, Sei, Boundless, Union, Allora, Paradex and moreExplains the thesis behind each project the author yaps on: FuelVM's UTXO/account hybrid, GigaSEI scaling, Boundless proof marketplace, Union's aggregate ZK proofs, Allora, Paradex, Openledger and MegaETH.BreakdownL1/L2ZKAI

17 Jun 2025Ultimate Crypto x AI Landscape: 14 categories of DeAI projectsComprehensive landscape of DeAI across GPU networks, privacy computation, verifiable ZK compute, decentralized training, user-owned models, inference networks, data storage, agent frameworks, identity, IP, data infra, DeFAI and InfoFi.MapAIDePINPrivacy

11 Jun 2025Ultimate Crypto x AI Landscape Overview (first edition)Initial 4-part landscape of DeAI across compute, privacy, verifiable ZK compute, training, user-owned models, inference networks, storage, agents, identity, IP, data and InfoFi. Later reworked into the 14-category version.MapAIDePINPrivacy

10 Jun 2025Allora and Ember VibeKit on Arbitrum: predictive intelligence for agentsExplains Allora's topic-based network of workers, reputers and validators with context-aware weighting, and how its Ember VibeKit integration enables predictive yield, trading, DCA and leverage management. Ends with execution risks: model quality, latency, cold start.ExplainerAIDeFi

06 Mar 2025Major AI infra plays this cycle: compute, privacy, data and verifiabilityA landscape list of AI infra projects with one-line roles: decentralized GPUs, blind compute, agentic IP, data availability, verifiable data and inference, onchain risk scores and trustless interop.MapAIDePINTooling

2024 1

11 Dec 2024AI agent infra stack map: frameworks, compute, wallets, privacy, inference, dataMaps the infra categories key for AI agents with example projects: agent frameworks, decentralized GPU networks, TEE and MPC agent wallets, chain-abstracted smart wallets, privacy-preserving compute, verifiable inference and programmable data feeds.MapAIDePINPrivacy

Often covered with

OpenLedger34 Mira Network21 Bless Network17 Bittensor34 INFINIT25 Warden Protocol13 io.net71 Theoriq18

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