Written on the eve of the narrative explosion of x402, let's first popularize some basic understandings:

1) Whether it's Ping or the upcoming Pong, they are merely the clarion call before the explosion of x402, which will accelerate the market's recognition of this great narrative. Although x402 focuses on practical communication protocols (there's no need for FOMO), the market always delights in games that embellish gold.

2) x402 is not an isolated technological innovation. The connection capabilities provided by the previous MCP, the multi-model collaboration capabilities offered by A2A, combined with the payment capabilities of x402, form a complete closed loop. The rise of x402 can invigorate the entire AI Agent track, including DeAI platforms with ecological niches and valuable AI Agent applications.

3) x402 is a Crypto payment component jointly strategized by Google, Coinbase, and the Ethereum Foundation, aimed at enabling AI Agents to seamlessly handle stablecoins, ETH, and other crypto assets. In addition, it has connected with 60 payment partners and various crypto business formats. Undoubtedly, x402 will drive the integration of web2 and web3, meaning a wave of related entrepreneurial projects will emerge, both those issuing tokens and those not, in a dazzling array.

4) The current market is in a narrative vacuum, desperately craving new narratives. The continuous decline of MEME popularity, the ineffectiveness of Chinese Ticker speculation, the passivity of RWA narratives, and the lack of innovation in DeFi all point to a narrative with greater imaginative space. The prediction market led by Polymarket is certainly one of them. x402 happens to hit the right timing, and not to mention, the Base ecosystem will do its utmost to promote it.

5) Before every grand narrative kicks off, the market inevitably sees a batch of speculative projects trying to ride the wave. They might just add a line in their white paper claiming compatibility with the x402 protocol to hop on the narrative express, or they might fork a legitimate project working on x402-related infrastructure to issue tokens, etc. This is exactly the same script as the previous wave of AI Agent hype. Fortunately, with the lessons from the last round, pseudo-402 concept projects will also serve as fuel, and truly valuable projects will gradually emerge.

6) There’s no need to be anxious; the true value release of the x402 protocol may take 1-2 years. However, there are already some promising projects on the way, such as KiteAI, designed specifically for Agent payments, the payment authentication protocol Skyfire, and the embedded payment channel FluxA, among others. I believe even more valuable projects will emerge, so let’s wait patiently for the flowers to bloom!

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