Author: Haotian

I can already faintly sense the smoke of the x402 track:

1) The Launchpad battle is about to begin, with @pingobserver personally taking charge to create suspense for the c402 Market, aiming to empower the $PING token with a positive flywheel, but this is just the prologue to the great battle.

x420 Dev has abandoned the slightly disappointing launch method and actively embraced the innovative empowerment concept of "Pay to X" proposed by xEcho @agileadtodark; @memeputer.

It seems that a developer has standardized multiple scenarios such as shopping, NFTs, and trading through Agent + Pay, with similar types also including @awenetwork_ai… In short, many differentiated launchpads will emerge, challenging the Bounding Curve again and exploring fair, fun, and practical token launch methods.

2) The competition in the Facilitator track should not be underestimated. The migration of the $PAYAI token is underway, the Solana x402 hackathon is in full swing, and @star_okx has also entered the x402 track with the xlayer ecosystem. The Base ecosystem is also expanding globally with Coinbase CDP; @MetisL2 has introduced GMPayer and integrated technologies like ZKP and TEE to support Agents in cross-chain autonomous payments, among many others.

As I said, the threshold for Facilitators is not high, but the payment pipeline battle among Facilitators is comparable to the early aggregator and liquidity pool battles in DeFi, which will bring about a prosperous scene of multi-chain competition for Facilitators.

3) As the infrastructure role of the x402 track, Providers are not very prominent, but they may become a key force driving the x402 track forward due to their experience and solid reserves as veterans of the x402 track. @questflow is actively promoting multi-chain x402 Facilitators and collaborating with Mantle, Xlayer, and others; $dreams once had an FDV exceeding 40M and was hailed by the community as a new dragon one.

There are still many variables. I do not believe the Provider role will become the focus of speculation in the near term, but we should keep an eye on what they are doing for confidence building in the x402 track.

That's all.

In other aspects, competition among Scanners is also inevitable. The rapid iteration of @x402scan and the emergence of 8004scan, which is compatible with ERC8004, have been noted, and @yq_acc has been actively promoting. Although the competition around indexers is not as lively, it is crucial. I have long said that in an open x402 track without standards, a new "L2Beat" will emerge among Scanners.

As for the Agent application market, I won't elaborate. A large number of old Agents, especially those from @virtuals_io, are seeking new opportunities through new payment features. However, a batch of new Utility Agents, particularly in the GameFi and SocialFi directions, seem to be brewing something, and I look forward to their rapid emergence, which will open up some space for the ceiling of Agent applications.

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