If we compare blockchain to a rapidly expanding digital brain, then oracles are the 'nerve endings' of this brain reaching out to the real world. As we enter December 2025, with the comprehensive explosion of the Bitcoin ecosystem and the deep penetration of RWA (real-world assets), we find that competition in this field is no longer merely a contest of technical parameters but has evolved into an 'ecosystem land grab' concerning consumption and integration. In this context, the rise of APRO, a new force in the oracle space, is showing a strong desire for expansion. As a deep observer of the market, I believe APRO is brewing a 'precision hunting' round targeting small oracle projects, not only to acquire technology but also to achieve the final neural pathway integration in a fragmented multi-chain world.
Why must APRO achieve a leap through mergers and acquisitions? In the current Web3 ecosystem, establishing a trustworthy node network and pricing mechanism requires at least two to three years of trust accumulation. For APRO, which aims to challenge the positions of LINK and PYTH, the cost of building each niche track from scratch is too high. By acquiring projects that have a 'small but beautiful' moat in vertical fields, APRO can achieve explosive growth similar to 'organ transplantation'.
I believe that the following three types of small oracle projects are most likely to fall within APRO's acquisition target range.
First, the pioneers deeply engaged in 'Bitcoin Layer 2 specific protocols'. The year 2025 is a big year for infrastructure in the Bitcoin ecosystem, with many startup projects developing pricing modules specifically targeting BTC script language and DLC (Discrete Log Contracts). These projects may not be as liquid as mainstream coins, but they hold the 'key' to accessing the trillion-dollar funds embedded in Bitcoin. If APRO wants to establish dominance in the BTCFi field, acquiring a small oracle that can natively support Bitcoin state verification is the lowest-cost option. This is akin to a major airline acquiring a regional airline to take over exclusive routes to 'gold mines'.
Secondly, it has an innovative laboratory with the underlying architecture of 'ZK-Oracle (Zero-Knowledge Proof Oracle)'. The current market pain point lies in the contradiction between data transmission privacy and verification costs. Some small teams, although lacking a large marketing department, possess highly lethal circuit compression algorithms that can achieve zero-knowledge proofs on-chain at a very low Gas fee. APRO's current architecture focuses more on high frequency and low latency. If it can integrate ZK technology modules into its core protocol through mergers and acquisitions, it will directly complete a dimensionality reduction attack on similar products from a physical level. This is not simply a scale accumulation, but rather replacing the original engine with a nuclear power unit.
Finally, there are projects that possess unique node resources in the field of 'long-tail asset pricing'. We have noticed that with the maturity of RWA, the demand for non-standardized data such as property rents in Southeast Asia and micro carbon beacon data in Europe has begun to surge. Large oracles often disdain processing these 'fragmented data' due to compliance and operational costs, but these are precisely the cornerstones of future decentralized insurance and prediction markets. If APRO can acquire several oracles that hold operating rights in specific regional nodes, it can quickly build a data network that covers the globe and leaves no gaps.
From the perspective of the economic model, APRO's merger and acquisition logic will create a strong value capture ability for its token APRO. Mergers and acquisitions usually come with token swaps, which will reduce the circulating small tokens in the market, shifting community consensus towards APRO. This strategy of 'combining strengths' is essentially a large-scale consensus migration. According to on-chain data, the concentration in the oracle sector is rapidly increasing, with the top three already occupying over 85% of the market share, leaving extremely narrow survival space for small projects, which also provides an excellent 'buyer's market' for APRO.
However, mergers and acquisitions are not without risks. Compatibility of the tech stack, loyalty of existing nodes, and cross-team collaboration friction are hidden reefs beneath the financial statements. If APRO cannot complete the standardization of data interfaces within three months after the acquisition, such expansion may turn into a self-consuming disaster.
For us investors, paying attention to those small-cap oracles that have frequent technical interactions with APRO recently, or have received funding from the APRO Foundation, may uncover opportunities for early positioning. The year 2026 is approaching, and the 'Warring States period' in the oracle field is about to come to an end, while every move made by APRO is redefining the visual boundaries of this digital world.
This battle for the 'nerve endings' has just reached its climax.
This article is an independent analysis and does not constitute investment advice.
