Today, pay attention to X402 (http://axiom

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7 hours ago

Today, pay attention to X402 (http://axiom.trade/@dy)

What is the 402 ecosystem?

https://x.com/0xerosone/status/1981263482944364910

Like the 30 times larger Mingwen, what is the x402 protocol?

https://www.theblockbeats.info/news/59980

Interpretation of the x402 protocol: A new standard for internet payments in the era of AI agents and machines

https://x.com/KKaWSB/status/1981462753698287706

A brief introduction to Dayu:

An open protocol promoting AI and CRYPTO payments, with significant background and support, led by COINBASE and highly regarded by A16Z.

The protocol itself is still in its early stages, and many AI + CRYPTO projects based on this protocol are expected in the future.

For example, users can delegate AGENTS to do anything, such as helping you find a good pair of pants on Taobao, and AI can automatically use the digital currency in its wallet to make payments. This is indeed the future, and it is a certain future.

But what is X402 speculating on? I analyzed that there are mainly two things:

One is something with greater certainty, VIRTUAL, which is expected to have several times the return (unless there is a major crash in Bitcoin or a third world war, in which case I won't say anything). The project team is impressive, and they are currently transitioning, with many projects related to the aforementioned 402 protocol being launched, and more are expected in the future. Therefore, VIRTUAL can be considered a relatively stable target under the assumption that you agree that 402 will surge.

The second has much higher odds.

The first fair MINT MEME of the 402 protocol, $PING

0xd85c31854c2B0Fb40aaA9E2Fc4Da23C21f829d46

If you want to buy, you can directly use the OKX wallet to save on transaction fees by clicking the link below.

https://web3.okx.com/zh-hans/join/dy888

Copy it to your browser, and after signing with your wallet, the invitation code will be automatically filled in.

If you don't want to use the link, you can find the invitation in the more options of the wallet and manually enter the invitation code dy888.

Generally speaking, MEMEs in the AI field don't seem to be very popular, but this MEME is currently the most active in the X402 protocol ecosystem. If the momentum is good, for example, if more people buy it and join CX, this MEME will become a force for the popularization of the 402 protocol ecosystem, just like DOGE became a force for the popularization of digital currency.

AI + CRYPTO, how to combine? Perhaps starting from MEME is a good choice, so I have a positive outlook on this MEME.

Fortunately, the current market cap is over 20 million, which is still within an acceptable range. If it can drop by 50% to around 10 million, that would be even better.

The heat of the 402 ecosystem can be checked here, which can serve as a reference.

https://www.x402scan.com/

Currently, I feel that the market needs a new narrative, something new. Does everyone feel that the Chinese names are already losing steam? This is normal because the aesthetic fatigue of creating Chinese terms can happen faster than English MEMEs, and the inability of foreigners to search manually can also cause some resistance. Meanwhile, even a good SOL MEME like Solara only had a brief surge, and the market will need to speculate on new things.

In the speculation of new things, various new AIs under a market cap of 1 million going for VIRTUAL is definitely a high-odds opportunity, which we can also pay attention to. From the perspective of the general acceptance capacity of retail investors in the crypto space, it mainly revolves around VIRTUAL capturing BETA returns, while PING captures speculation and emotional support, which will be a good opportunity.

Currently, I have noticed that in many groups I joined, there aren't many discussions about PING yet, and those discussing it are considered early groups, but there are quite a few participating in the speculation.

If we make a simple comparison, there are two projects to reference:

One is ORDI in Mingwen.

This is easy to understand.

However, this AI + CRYPTO should be much larger than Mingwen, and I hope the first coin PING performs well. This coin is a fair MINT, and it has already gone through a wash cycle a few days ago, which is better as it provides more opportunities for others to get in.

The second is PANDORA.

Old fans know that I got in with 30 million alongside group friends, achieving a 10x return in two weeks.

But in comparison, the former is backed by NFTs, while this one is backed by AI + CRYPTO, which is a much larger field, ten times larger, with the former being a 300 million dollar market.

Additionally, PANDORA mainly relies on the narrative of being "the first," as a protocol coin.

This is minted under the mechanism of the protocol itself, and if it goes on to become a tipping currency in the AI + CRYPTO field, the potential could be even greater.

Finally, the BASE chain is the second chain to reach 100 million users, with many users from Europe and America, and they are more receptive to the AI + CRYPTO narrative. A16Z's latest article refers to it as a trillion-dollar field. In the context of traditional MEMEs not performing well, the market may be more interested in new MEMEs.

Of course, MEMEs have no intrinsic value, and the above is all speculation. Please assess the risks yourself.

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