Can x402 still play when its market value skyrockets to over 100 million US dollars in a week? 】 Let's start with the conclusion, you can play! Why can we play? Let me analyze this idea slowly. 1. x402 concept X402 has actually been out for some time, and I believe that the countless KOLs and media science popularization this weekend have made everyone very familiar with this concept. Simply put, it is a protocol for AI+payments that helps coordinate and connect different stablecoins from different chains with traditional merchants, as shown in Figure 1. This protocol direction was proposed by Coinbase as early as May, and the recent cooperation with traditional companies such as Cloudflare also means that it has accelerated adoption. It's good to have a general understanding of this concept. If you're not a dev, you don't need to understand it too deeply. Knowing too much can affect making money, which is not good. 2. Speculation logic After this concept was proposed, I had two ideas. One is a new concept that definitely needs to be hyped. The logic of speculation in the cryptocurrency industry is to speculate on the new rather than the old. So, what I saw as a new target for speculation was PayAI. The other is that there were no other targets to speculate on at that time. PayAI was a x402 facilitator, and I think this direction did work. At that time, it was about 10m, and I bought some lottery stocks with Danggui Zero. I also called Mr. Mai @ Michael_Liu93 at that time. Later on, it was the logic of ping. After checking the timeline, accounts were established on October 20th and minting began on October 22nd. Domestic KOLs such as 0x AA and Nai Zi Ge were minting or early buying at the second level. I didn't pay attention to Mint for the first time. It wasn't until I was 30 meters away that I saw domestic KOLs start shouting. At that time, I was a bit hesitant to accept the offer and bought a small position. I still hold it today, so I haven't made much profit. Reviewing the hype opportunity of Ping, why is it Ping -Compared to VC projects or low market value community projects, meme and asset launches clearly have more speculative attributes. The chips do not need to be given to VC, but to Chetou and MM, making it easier to control the market; -This wave of Base series ecological coins is generally rising, and x402 is a good card. The funds behind the Base series hope to heat up the ecology before Base coins are issued. Therefore, it is necessary to find a new concept, issue new assets, and form a wealth effect. The points of AI and x402 are clearly successful. -Behind Ping, there must be a large amount of funds and strong resources, and the relationship with Base should be good, even possibly with an Asian background, because Base's white circle is accustomed to early European and American people clustering together, and it is rare for domestic car owners to board so early. Of course, this gameplay is understandable. In the early stages, those who organized the game found a good narrative and funding, contacted the official public chain and CheTou, and CheTou participated in the early stages with free chips to place orders. In the early stages, the community participated to make money, and later FOMO players provided liquidity. This model at least provides more opportunities for retail investors than opening new deals with VC coins. My operation was also very poor this time. Although I saw the x402 protocol early on and bought some related tokens, I neither infiltrated the circle of the group nor followed the leader in the first place (in fact, there were opportunities for the community when I was at 3m, and Rhythm even wrote an article). In the future, we still need to work hard and immerse ourselves in the game, striving to succeed, and asking the bosses to lead us. 3. Future prospects Why do I think this concept can still be played with? The first point is that the concept of AI Payment, A2A Payment, is the hottest concept in the AI protocol layer this year, led by Google's AP2, with participants including Circle, Eigen and other cryptocurrency projects; Last year's AI boom was due to the popularity of the AI industry, where the cryptocurrency industry was struggling with concepts and could easily take off with a ride; Since the trend of AI remains unchanged, the cryptocurrency industry can still ride on it. IQ200 experts, don't worry about whether actual crypto and AI can be combined. Are you here to make money or explore the progress of human civilization? The second point is that Base has not yet been released, so it needs to continue to heat up the market. Platform coins like Virtual and Zora will be closely integrated with x402, creating new assets one after another and benefiting loved ones who are willing to buy coins in bulk; Thirdly, hasn't BNB followed up yet? Do you think the universe shouldn't be played with? What is CZ most anxious about? The most anxious thing is not how much money he makes, but one day Binance falls behind. Once any new thing arises, the universe will inevitably be in a defensive position and must keep up with it, never allowing the hyper liquid event to happen again (here, disciples of the Lu school can focus on this). For now, let's learn and practice. The experts in asset management will guide me.