Readers often ask in the comments at the end of articles:

What good projects are available for investment in the current crypto ecosystem?

This question is difficult to answer because everyone's situation is different, leading to vastly different perceptions.

Recently, I came across an article by Deep Tide titled "Google and Visa are both laying out plans; what investment opportunities are hidden in the undervalued X402 protocol?" (full text can be found in the reference link at the end). The "investment opportunities" mentioned in this article resonate well with my current thoughts and situation.

Some time ago, I shared in an article about the payment protocol for AI Agents released by Google. This protocol has generated significant buzz not only in the AI field but also in the crypto ecosystem. Riding this wave, Coinbase has launched the X402 protocol.

This protocol is not originally from Coinbase; it is a payment protocol that has existed in the HTTP standard but has not been implemented for various reasons. Coinbase's biggest contribution is that they have taken this opportunity to refine the protocol, allowing payments based on crypto assets to completely fill this gap.

In addition to Coinbase, other well-known giants are also involved in this protocol, including Google, Amazon, Anthropic…

Even the payment giant Visa announced shortly after the protocol's launch that it would support it.

All of this sounds great, so Deep Tide's article categorically lists the opportunities hidden in this major track.

Let's take a look at the opportunities listed in the article:

The infrastructure section lists three projects: Coinbase, Cloudflare, Visa.

All three projects have publicly traded stocks in the U.S. stock market. Among these three, I have looked into them, but I only feel I have a slightly deeper understanding of Coinbase.

So I automatically excluded Cloudflare and Visa.

When it comes to Coinbase, there is another issue: I believe that the valuations of AI and crypto stocks in the U.S. market are generally not low right now. Comparing Coinbase's current price to its current revenue and its potential future revenue, I don't see much attractiveness in Coinbase's stock at this price point, so I won't buy Coinbase stock at this level.

Next, the article lists six projects in the crypto ecosystem: @AEON_Community, @PayAINetwork, @daydreamsagents, @GoKiteAI, @questflow, and @peaq.

Generally speaking, these six projects are more application-layer oriented. The competition at the application layer will definitely be quite fierce in the future. Currently, known giants in this field include Circle, Stripe, and Paypal, and I believe more giants will enter this track in the future. Therefore, whether these six projects have any particularly unique advantages that warrant investment right now requires careful consideration.

So, from the perspective of the track, their overall attractiveness to me is not particularly high.

Now let's look at the specific projects:

@AEON_Community and @PayAINetwork have not issued tokens. For projects that have not issued tokens, unless I particularly like them, I will quickly exclude them if I don't find anything impressive after a glance.

So I excluded these two projects.

@questflow has not issued tokens, but it has a Virtual AI Agent @santavirtuals that it initiated and supports. I bought some @santavirtuals earlier and have been observing it. From a risk-reward perspective, I won't buy more now, and even if I consider reinvesting, I wouldn't buy this project but would consider buying into the overall ecosystem's mainstay, Virtual.

@daydreamsagents has issued tokens. My consideration for it is similar to @santavirtuals; I won't buy this project alone, and if I do buy, it will be for ecosystem projects.

So I also excluded these two projects.

@GoKiteAI is a layer 1 blockchain specifically built for payments and has not issued tokens. @peaq is a layer 1 blockchain that has issued tokens.

Whenever I see new layer 1 blockchain projects, a sense of fatigue arises within me. For such projects, I prefer to observe for a while to see if they can truly grow an ecosystem; otherwise, they can easily become "empty cities" with only a name but no substance.

So I currently have no strong desire to participate in these two projects either.

Adding it all up, none of the nine opportunities listed in the article are ones I am willing to spend money on right now.

These views are merely my personal thoughts and do not imply that these projects are bad.

I am just sharing my genuine feelings when I see a bunch of so-called "opportunities" at this moment.

In fact, from a track analysis perspective, the projects listed in this article comprehensively summarize the important projects closely related to this track in the current ecosystem.

However, for various reasons, they do not hold particular appeal for me. This feeling of fatigue is not only from the payment track but also from many other sub-tracks.

So, while it may seem bustling with various so-called "opportunities," the actual viable ones are few and far between, or even nonexistent.

Reference link: https://www.techflowpost.com/article/detail_28602.html

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