jakiro
Author: BroLeon, the big lion brother of Tu’ao; Source: X, @BroLeonAus
Suddenly, the little lion girl in the group asked: “What exactly is x402?”
I suddenly discovered:
Although many hard-core analysis articles have been written on the market, most retail investors still don’t understand what this suddenly popular thing is?Why does it involve the love and hatred of CEXs again?Whether Ping, Payai, or KiteAi, what are the connections between these projects?What are 8004, ACP, etc.?So dizzy.
I try to use an inappropriate analogy from life scenes to explain it to novices, so that it is relatively easy to understand the situation.
first:
Think of Ai Agents as cars;
Think of the Ai agent launch platform as a car factory;
Think of each public chain as a country;
Think of each CEX as a country;
Think of 402 as the ETC card system that has just been launched on the market.
status quo:
There are currently many car manufacturers (launch platforms) distributed in various countries (chains), such as the well-known old car manufacturer @virtuals_io in Base country.
Suddenly one day, country C came up with a new invention – adding an ETC card to a car, so that you don’t have to stop when driving through a highway intersection.After this invention (x402) came out, the news reported a lot, but it soon fell silent (Coinbase and Google launch AP2 protocol and x402 standard news).
One day a month later, Country C came to power with a propaganda minister ($Ping) who was very capable of speaking.He mobilized major TV stations and media from various countries to focus intensively on the ETC technology in a very short period of time. Followers gathered, and all of a sudden, countries around the world saw how well this ETC can generate economic value.
Country O next door discovered the opportunity, contacted country C immediately, decided to promote the ETC in its own country, and verbally promised that all cars it would generate in the future would be equipped with ETC cards from country C, further promoting the market’s enthusiasm for ETC cards.
People in the market began to invest in ETC technology-related targets under the influence of various channels. Therefore, not only did the minister’s own stocks rise, but the stocks of car manufacturers that can install cards in advance for cars in batches ($Virtual) also rose sharply.Stock exchanges in various countries have launched ETC-related concept stock sectors (each wallet has launched the x402 sector).
However, the powerful country B did not immediately follow up and introduce the ETC system intact.Without him, the person who creates the standard will always be at the top of the food chain. Should he really be a follower?China suffered a lot from this in the early years.
Is this ETC standard really that difficult?Is it only possible to use ETC in country C?No, the real choice before the government of country B is whether to build a bETC to install it on the cars of its own country, or directly let the ETC of country C install it.
The advantage is that with global unification, cars can be driven anywhere in the world, and there is no need to stop and pay at any toll station. The disadvantage is that they will follow other countries, and their own leeks will have to buy stocks from other countries to take over.– This is an important reason why I said before that we should pay close attention to the policies of country B.
ThatWhat are the projects I mentioned before such as $Payai, @GoKiteAI, @Unibase_AI, @virtuals_io doing??
I still use the car in front as an analogy.:
Now every country has some cars driving on their own highways, but the standards of cars are not unified, and the cars made by each manufacturer are somewhat different.Some have 3 wheels, some have 5 wheels, some have doors on the top, some have doors in the front, there are luxury sports cars and old cars.
It would be great if someone could unify the standards for car manufacturing. It would save a lot of production costs for the world, and it would be more convenient for users to choose cars.
In order to solve this pain point, the old car manufacturer @virtuals_io has unified its own car standard ACP early. Now 90% of its cars follow this standard. Now adding ETC is also a matter of course.
The car manufacturer @Unibase_AI in country B also plans to do the same. Their car standards areerc8004 – stands for Trustless Agents, they also claim that they will soon release country B’s first hot-selling car with ETC plugged in, which is why the stock has skyrocketed recently.
What about PayAI?
PayAI is an ETC patch that is compatible with cars from many countries. Cars in various countries can use ETC after plugging in other patches. Although it is a product of S country, its compatibility is relatively strong.
And the core team is the developer of country C’s ETC technology (x402 protocol), which gives it a lot of advantages. As the market gradually understands the ins and outs of ETC technology, investors begin to vote with their feet, and the stock price soars.
Finally, there’s @GoKiteAI.
This one is amazing. What they want to do is create a single global highway network, unify the standards for all vehicles on this highway, and all have ETC plugged in.
Because it is not a half-way journey, but a complete re-establishment, it is much easier to implement automatic driverless cars and car-to-car communications on this network than it is to unify the cars of various countries.
Of course, the cost is much higher, more difficult, and more expensive, but the current market is very promising (including me).
As a heavy user of AI, I have no doubts about the future world.From Web2 to Web3, there will be a world full of AI agents, and competition for important standards will naturally be part of the development of the industry..
Seeing Nofi.ai’s agents trading competition, I feel that it is not far away that the Web3 world will be further penetrated by AI agents. 402 is indeed an important step to help them break the dimensional wall., I hope I can catch high-quality targets in this wave.
The above metaphor may not be very appropriate. It is just for the purpose of better educating the market. I would like to ask all experts to come up with better and more appropriate metaphors and explanations.
