jakiro
Author: Haotian; Source: X, @tmel0211
I can already vaguely feel the smoke of the x402 track:
1) The Launchpad war is about to begin. @pingobserver personally takes charge of the c402 Market and is full of suspense. However, the goal is to empower the $PING token in a positive flywheel, but this is only the prelude to the war.
x420 Dev gave up the slightly failed launch method and actively embraced xEcho @agileadtodark, who proposed the innovative empowerment concept of “Pay toThere will be many differentiated launchapds emerging to challenge the Bounding Curve again and explore fair, fun and practical ways to launch tokens.;
2) The competition on the Facilitator track should not be underestimated. The $PAYAI token migration is ongoing, the Solana x402 hackathon is in full swing, @star_okx has also entered the x402 track with the xlayer ecosystem, and the Base ecosystem is also expanding Coinbase CDP globally; @MetisL2 has also introduced GMPayer and integrated ZKP, TEE and other technologies to support Agents in cross-chain autonomous payments, etc., and there are many more.
Still the same sentence,The threshold for Facilitator is not high, but the payment pipeline war of Facilitator is no less than the war of aggregators and machine gun pools in the early days of DeFi., will bring about a prosperous scene of multiple chains competing to join the Facilitator;
3) Provider, as the infrastructure construction worker of the x402 track, is not very prominent to begin with, but it is likely that they will become the key force pulling the x402 track forward by relying on the experience and perfect reserves of the veterans of the x402 track.@questflow is also actively promoting the multi-chain x402 Facilitator and cooperating with Mantle, Xlayer, etc. to integrate; $dreams once exceeded 40M FDV and was hailed as the new dragon by the community.
There are still big variables, IDon’t think the Provider role will be the center of the hype in the near future, but the x402 track is a lot more confidence building and look what they’re doing.
above.
In other aspects, Scanner competition is also indispensable. @x402scan’s rapid iteration, 8004scan is also compatible with ERC8004, and @yq_acc’s boss has been preaching.The competition around indexers is less lively but critical. As I have said long ago,On an open x402 track without standards, a new “L2Beat” will be run in Scanner.
As for the Agent application market, I won’t go into details. A large number of old Agents, especially the @virtuals_io system, are seeking new opportunities by paying for new features.However, a batch of new Utility Agents, especially in the direction of GameFi and SocialFi, seem to be brewing. We look forward to their rapid appearance and open up some space for the ceiling of Agents applications..
