{
 "symbol": "ALLO", "name": "Allora Network", "review_date": "2026-10-08",
 "reviewer": "AI", "model_id": "claude-fable-5-1", "logic_version": "value_v1", "prompt_sha256": "58434c62f807c2035cf603f7f93e6e22db880e9f4172968767efef7d1f326065",
 "audit": true,
 "one_sentence_zh": "Allora 是一个去中心化的 AI 推理市场：模型工作者提交预测、网络聚合后卖给消费者（Coinbase AgentKit、PancakeSwap、Drift 等），消费者按「随意付费」（PWYW）用 ALLO 支付推理费，但费用可以为零。",
 "one_sentence_en": "Allora is a decentralized AI-inference marketplace where ML workers submit predictions that are aggregated and sold to consumers who pay inference fees in ALLO on a pay-what-you-want basis (fees may be zero).",
 "red_lines": {
   "R1": {"hit": true, "note": "官方 tokenomics 页明确费用为 Pay-What-You-Want，可付 0；DefiLlama 无协议条目，官网统计显示 '0M+ Inferences' 占位符，未找到任何可复算的收入报表或链上费用看板。收入不可核实。", "sources": ["https://docs.allora.network/learn/tokenomics", "https://www.allora.network/"]},
   "R2": {"hit": false, "note": "不存在回购/销毁机制，无从命中；tokenomics 仅说明推理费先于增发流入 Emissions Treasury 用于未来奖励。", "sources": ["https://docs.allora.network/learn/tokenomics", "https://www.allora.network/blog/the-allora-foundation-unveils-allo-tokenomics-for-the-allora-network"]},
   "R3": {"hit": true, "unlock_12m_frac_of_circ": 1.21, "note": "TGE 2025-11-11；Early Backers 31.05% + Core Contributors 17.50% = 48.55%（485.5M）锁 12 个月，2026-11-11 解锁 33%（≈160M），余下 24 个月线性（≈13.6M/月，到 2027-10 约 149M）。未来 12 个月团队+投资人解锁 ≈ 309M，对比 CoinGecko 流通 255M ⇒ ≈121%，远超 25%。", "sources": ["https://www.allora.network/blog/the-allora-foundation-unveils-allo-tokenomics-for-the-allora-network", "https://www.allora.network/blog/allora-foundation-announces-launch-of-allora-mainnet-and-allo-token", "https://api.coingecko.com/api/v3/coins/allora?localization=false&tickers=false&community_data=true&developer_data=false"]},
   "R4": {"hit": false, "note": "ALLO 用于支付推理费、注册费、质押/委托并获得奖励，具备经济权利；治理权文档未明确。", "sources": ["https://docs.allora.network/learn/tokenomics"]},
   "R5": {"hit": false, "note": "一句话能说清是什么（AI 推理市场）与谁付钱（推理消费者），但付钱是自愿的，B1 不给满分。", "sources": ["https://docs.allora.network/learn/what-is-allora"]},
   "R6": {"hit": false, "note": "未发现被盗、监管下架或团队跑路的记录（本次检索范围内）。", "sources": ["https://www.allora.network/blog"]}
 },
 "A_judge": {"mechanism_executing": null, "mechanism_desc": "无回购/销毁/分红机制。推理费（可为零）先流入 Emissions Treasury 抵减增发，不直接分配给持币人；查不到任何执行记录。DefiLlama 无该协议条目，持币人收入 0 与所查一致。", "sources": ["https://docs.allora.network/learn/tokenomics"]},
 "B": {
   "one_sentence": {"score": 1.0, "evidence": "能说清产品（去中心化推理网络）与客户（AgentKit、PancakeSwap、Drift、Steer 等集成方），但付费是 PWYW、可为零，'为什么付' 站不住。", "sources": ["https://www.allora.network/", "https://docs.allora.network/learn/tokenomics"]},
   "moat": {"score": 0.5, "evidence": "宣称的护城河是模型聚合网络效应，但费用为零即无付费锁定；未找到工作者/消费者规模数据（官网统计为占位符）。", "sources": ["https://www.allora.network/", "https://docs.allora.network/learn/what-is-allora"]},
   "ten_years": {"score": 0.5, "evidence": "主网 2025-11 上线不足一年；若没有它，行业不会倒退（中心化推理与多家去中心化 AI 网络可替代）。", "sources": ["https://www.allora.network/blog/allora-mainnet-is-live-a-new-standard-for-intelligence", "https://www.allora.network/blog"]},
   "people_governance": {"score": 0.5, "evidence": "Early Backers+团队合计 48.55%，2026-11 起一次解锁 33% 再线性 24 个月；基金会 9.35% 近半 TGE 即可动用；治理结构文档未披露。", "sources": ["https://www.allora.network/blog/the-allora-foundation-unveils-allo-tokenomics-for-the-allora-network"]}
 },
 "C_judge": {
   "users_growth": {"score": 0.0, "evidence": "未找到证据（官网 Inferences/Worker 统计显示 0 占位，无公开 90 天活跃数据）。", "sources": []},
   "utility": {"score": 0.5, "evidence": "工作者/信誉者/验证者必须质押 ALLO、消费者用 ALLO 付费，但付费可为零，需求弱。", "sources": ["https://docs.allora.network/learn/tokenomics"]},
   "culture": {"score": 0.0, "evidence": "未找到证据（无社媒/社区增速数据）。", "sources": []},
   "web3_direction": {"score": 0.5, "evidence": "去中心化 AI 推理属于 web3+AI 方向，但尚未证明付费需求。", "sources": ["https://docs.allora.network/learn/what-is-allora"]}
 },
 "confidence": "medium",
 "notes": "R3 为硬伤：48.55% 的团队+投资人份额在 2026-11-11 开始解锁，首月 33% 一次释放。本次复评未能使用 WebSearch（额度耗尽），Cryptorank/DefiLlama 解锁页 403/402，R3 数值系按官方 tokenomics 博文自行推算。"
}