# Oracle Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Oracle", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Oracle's 2026 Financial Report Analysis: Strategic Transformation of a Database Company in the AI Computing Era

Oracle's Q3 FY2026 earnings report reveals a strategic transformation from a traditional database software company to an AI infrastructure provider. Revenue reached $17.2 billion, up 22% YoY, with cloud services driving growth—OCI revenue surged 84% to $4.9 billion. The remaining performance obligation (RPO) grew 325% to $553 billion, indicating strong future contract revenue. Oracle is capitalizing on AI-driven demand for GPU computing, data centers, and high-performance networks, positioning OCI as a key platform for AI training and inference. This shift leverages its legacy database customer base while embracing cloud and AI convergence. However, the strategy requires massive investment, with planned capex of ~$50 billion in FY2026, funded by debt and equity offerings. While still a smaller player compared to AWS, Azure, and Google Cloud, Oracle aims to compete in the AI compute market by integrating data management, cloud infrastructure, and AI capabilities. The success of this bet depends on sustained AI demand, customer adoption, and ROI from investments. The report marks a pivotal moment in Oracle’s evolution toward becoming an AI infrastructure leader.

marsbit03/13 13:32

Oracle's 2026 Financial Report Analysis: Strategic Transformation of a Database Company in the AI Computing Era

marsbit03/13 13:32

Trading Everything, Never Closing: RWA Perpetual Contracts — The Final Piece of DeFi Devouring Wall Street (Part 2)

This article explores the emergence and implications of Real World Asset (RWA) Perpetual Contracts (Perps) in DeFi, focusing on their potential to bridge traditional and decentralized finance. It analyzes key projects, contrasting two primary architectural models: the order book-based system, exemplified by Hyperliquid's HIP-3 ecosystem (e.g., Trade.xyz), and the oracle-priced liquidity pool model used by protocols like Ostium. The former prioritizes 24/7 market-driven pricing with oracles for risk management, while the latter favors accuracy and safety by pausing trading during market closures. A significant portion is dedicated to the regulatory landscape, particularly in the US. The analysis highlights the legal barrier of the "Shad-Johnson agreement," which subjects equity-based derivatives to dual SEC and CFTC jurisdiction, effectively blocking compliant retail single-stock perps. This creates a window of opportunity for offshore markets operating under Regulation S exemptions. The article proposes a symbiotic "CFD Broker + RWA Perps Dex" model for growth, where DeFi protocols act as back-end clearing engines for traditional brokers handling front-end compliance and user acquisition. Finally, it examines the external variable of traditional exchanges like NYSE planning their own 24/7 trading platforms. While this could erode DeFi's current monopoly on continuous trading and provide better underlying price feeds, it also forces DeFi to compete on different strengths like higher leverage, permissionless access, and superior capital efficiency. The conclusion posits that RWA Perps represent a fundamental restructuring of global leverage markets, evolving into a high-speed execution layer atop regulated traditional finance.

marsbit03/12 03:41

Trading Everything, Never Closing: RWA Perpetual Contracts — The Final Piece of DeFi Devouring Wall Street (Part 2)

marsbit03/12 03:41

Strongest Earnings Report in 15 Years Fails to Mask Trillion-Dollar Debt; Oracle Rumored to Lay Off 30,000 in 'AI Replacement' Move—Can It Fill the Computing Power Pit?

Oracle reported its strongest financial results in 15 years, with Q3 revenue reaching $17.2 billion, a 22% year-over-year increase, and cloud revenue surging 44%. The company's remaining performance obligations (RPO) grew 325% to $553 billion. Despite these gains, Oracle faces significant financial challenges, including negative free cash flow of -$13.18 billion over the past 12 months and total debt exceeding $100 billion, with an additional $248 billion in off-balance-sheet lease commitments. To fund its aggressive data center expansion—with capital expenditures projected to reach $50 billion this year—Oracle is reportedly planning to lay off up to 30,000 employees. Analysts estimate these cuts could save the company $8–10 billion in free cash flow. The shift toward an asset-light “AI infrastructure management” model, where clients prepay or supply their own GPUs, reduces balance sheet pressure but also transforms Oracle into a lower-margin service operator. Competitive pressures are mounting: key clients like OpenAI have canceled expansion plans due to rapid chip obsolescence, as NVIDIA’s new Vera Rubin chips offer significantly better performance. This reflects a broader industry trend where tech giants are cutting jobs to fund AI investments, transferring the cost of technological advancement onto their workforce.

marsbit03/11 05:57

Strongest Earnings Report in 15 Years Fails to Mask Trillion-Dollar Debt; Oracle Rumored to Lay Off 30,000 in 'AI Replacement' Move—Can It Fill the Computing Power Pit?

marsbit03/11 05:57

Chainlink teams up with Ondo Finance to tap into DeFi’s utility – Details

Chainlink has partnered with Ondo Finance to address critical pricing infrastructure limitations for tokenized real-world assets (RWAs). Ondo's expansion into tokenized treasuries and equities had driven its TVL beyond $2.5 billion, but it faced challenges with slow, vulnerable, and inefficient pricing data from scattered oracle sources. This constrained the assets' usability as collateral. By formalizing Chainlink Data Feeds as its primary pricing layer, Ondo gains standardized, multi-source valuations. This upgrade, activated on Ethereum, provides real-time pricing for assets like tokenized SPY and TSLA, including dividends and splits. It enables accurate asset sales, automatic vault adjustments, and structured products, transforming tokenized equities into collateral-grade assets. The integration has boosted on-chain issuance and secondary trading, with cumulative volume exceeding $7 billion and TVL crossing $500 million. Listings have expanded to over 200 equities across multiple chains, marking a shift from pilot deployment to systemic infrastructure that strengthens liquidity and DeFi integration.

ambcrypto02/12 17:01

Chainlink teams up with Ondo Finance to tap into DeFi’s utility – Details

ambcrypto02/12 17:01

Chainlink adds 99K LINK to reserves, yet prices stall: Why?

Chainlink has significantly increased its reserves, adding 99,103 LINK in a single accumulation, bringing the total to 1.77 million—a 377% rise since before Q4 2025. This supply squeeze, funded by strong on-chain and off-chain revenue from high network usage, has not translated into price gains. LINK remains one of the worst-performing assets, down 39% in Q4 2025 and 11.7% in 2026, largely due to broader market sentiment. Despite this underperformance, strong fundamentals, record-high fees, and strategic accumulation suggest LINK is undervalued and poised for a potential scarcity-driven rally once demand recovers.

ambcrypto01/30 19:02

Chainlink adds 99K LINK to reserves, yet prices stall: Why?

ambcrypto01/30 19:02

Huobi Growth Academy | In-Depth Research Report on the Stock Contract Track: The Next Trillion-Dollar Battlefield for On-Chain Derivatives

Stock Perpetual Contracts, an innovative product bridging traditional finance and crypto derivatives, are rapidly reshaping the on-chain trading landscape. This emerging sector combines the massive market cap of global equities (over $160 trillion) with the mature perpetual contract model, creating a new synthetic derivative that tracks stock price movements without actual equity ownership. Leading Perp DEXs like Hyperliquid, Aster, and Lighter have established comprehensive product matrices, excelling in trading depth, user experience, and asset coverage. The underlying mechanism relies on decentralized oracles (e.g., Pyth, Chainlink) for price feeds, dynamic risk management for cross-market volatility, and controlled leverage (5-25x). Despite its potential, regulatory uncertainty remains the primary constraint, as authorities may classify these products as securities derivatives or CFDs, triggering compliance requirements. Technical risks include oracle failures, liquidity issues, and smart contract vulnerabilities. The future outlook is vast, with potential expansion into commodities, indices, and forex, evolving Perp DEXs into multi-asset derivative platforms. Regulatory clarity is expected in 2-3 years, fostering institutional adoption. Stock perpetual contracts could become a trillion-dollar market, democratizing global asset trading with borderless, 24/7 access.

marsbit01/29 07:18

Huobi Growth Academy | In-Depth Research Report on the Stock Contract Track: The Next Trillion-Dollar Battlefield for On-Chain Derivatives

marsbit01/29 07:18

Chainlink eyes DeFi dominance? Assessing $70B TVS, ETF inflows & more…

Despite the 2025 market cycle's hype, institutional investors appear hesitant towards "fundamentals-led" narratives, as seen with Ethereum's price decline despite strong on-chain activity. A clear divergence emerged in ETF flows, with Chainlink's Grayscale ETF (GLNK) attracting $4.05 million in inflows while Ethereum's saw significant outflows. Chainlink's ETF inflows even outpaced Dogecoin's, despite its smaller market cap, suggesting institutional interest may be driven by fundamentals rather than short-term speculation. This is supported by Chainlink's growing role in DeFi, including its integration into Korea's stablecoin expansion via the Global Alliance for KRW Stablecoins (GAKS) and a record $70 billion in Total Value Secured (TVS). These factors position Chainlink as a key infrastructure player, attracting institutional capital based on adoption, trust, and real-world utility.

ambcrypto01/29 03:02

Chainlink eyes DeFi dominance? Assessing $70B TVS, ETF inflows & more…

ambcrypto01/29 03:02

Ethereum Co-Founder Buterin Netted $70,000 On Polymarket Last Year, Here’s How

Ethereum co-founder Vitalik Buterin revealed he earned $70,000 trading on Polymarket in the past year by betting against what he termed collective "madness." With an initial investment of $440,000, his strategy focused on mean reversion in irrational markets, such as betting against extreme predictions like Trump winning a Nobel Prize or the dollar collapsing. Buterin primarily trades in politics and tech, targeting areas prone to hype. He also highlighted significant oracle vulnerabilities, citing an example where a faulty update from a data source (ISW) caused a market to settle incorrectly, emphasizing that low security standards in Web2 oracles pose a major risk to prediction markets. Buterin discussed centralized and decentralized (e.g., UMA) solutions but noted concerns about vote manipulation in the latter.

bitcoinist01/28 18:32

Ethereum Co-Founder Buterin Netted $70,000 On Polymarket Last Year, Here’s How

bitcoinist01/28 18:32

QXMP Labs Announces Activation of RWA Liquidity Architecture and $1.1 Trillion On-Chain Asset Registration

QXMP Labs has registered approximately $1.1 trillion of certified real-world assets on its proprietary Layer-1 blockchain, QELT, using its specialized oracle to cryptographically verify geological data. This marks a significant step toward compliant real-world asset (RWA) tokenization and settlement. Unlike traditional models, QXMP embeds liquidity directly into its system: 30% of all tokenization proceeds from a planned 44-event, seven-year pipeline are contractually routed into the QELT ecosystem. This approach ensures deep, recurring liquidity from the start, addressing a major gap in RWA markets. The registered assets—including commodities and strategic resources—are not wrapped or synthetic but are verified on-chain using standards like NI 43-101 and JORC. The QELT blockchain serves as a coordination layer for tokenization flows, reserve enforcement, and settlement liquidity. QXMP is now in a controlled liquidity activation phase, with infrastructure live and assets verified. The platform estimates a base valuation of $43.6 billion for the QELT ecosystem based on throughput and liquidity inflows.

TheNewsCrypto01/28 17:00

QXMP Labs Announces Activation of RWA Liquidity Architecture and $1.1 Trillion On-Chain Asset Registration