jakiro
Author: Haotian; Source: X, @tmel0211
Written on the eve of the explosion of x402 narrative, let me first popularize some basic knowledge.:
1) Both Ping and the upcoming Pong are just charges on the eve of x402’s explosion, which will accelerate the market’s recognition of the great narrative of x402., although x402 focuses on practical communication protocols (Fomo is not necessary at all), the market is always interested in games with engravings on gold;
2) x402 is not an isolated technological innovation, the connection capabilities provided by the previous MCP, the multi-model collaboration capabilities provided by A2A, and the payment capabilities provided by x402 are a complete closed loop.x402huo can revitalize the entire AI Agent track, including niche DeAI platforms, valuable AI Agent applications, etc.;
3) x402 is a Crypto payment component jointly planned by Google, Coinbase and the Ethereum Foundation. The goal is to allow AI Agents to seamlessly handle crypto assets such as stablecoins and ETH..In addition, it has also opened up 60 payment partners and Crypto business formats.undoubtedly,x402 will drive the integration of web2 and web3, which means that a number of related entrepreneurial projects will emerge, including those that issue coins and those that do not.;
4) The market is currently in a narrative vacuum and is too eager for new narratives to emerge..The continued decline in the popularity of MEME, the ineffectiveness of the Chinese Ticker hype, the passivity of RWA narratives, the lack of DeFi innovation, etc., all point to a narrative with greater imagination, not to mention the prediction market led by Polymarket, it must be.And x402 happens to be at the right time. If nothing else, Base Ecosystem will do its best to promote it;
5) Before every grand narrative is launched, there will inevitably be a number of hot speculative projects in the market., maybe just add a line about being compatible with the x402 protocol in the white paper and get on the narrative fast track, or maybe just fork a project that is serious about x402 related infrastructure and issue coins, etc. It is exactly the same as the hot script of the previous wave of AI Agent, but the good thing isWith the lessons learned from the previous round, pseudo-402 concept projects will also become fuel, and truly valuable projects will gradually emerge.;
6) There is no need to worry. It may take 1-2 years for the real value of the x402 protocol to be released, but fortunately there are already some good projects on the way., such as L1 @GoKiteAI specially designed for Agent payment, payment authentication protocol @trySkyfire, embedded payment channel @fluxA_offical, etc. I believe there will be more valuable projects coming out, waiting for them to bloom!
