Recently, the market is still at hell-level difficulty. Altcoins have zero value, and for secondary altcoins, if you don’t know how to short them, just don’t play (except for the privacy sector, which has been surging against the trend). Meme coins are tough to pump unless you’re an insider or the leader. x402/AI agent has huge potential and is bound to explode. Focus on projects with practical use cases. Among the projects I’m watching, I prioritize payai, santa, sam (infrastructure), and PING (the meme leader in x402). 1. PAYAI **Fundamentals:** Decentralized AI agent marketplace, positioned as a B2B/B2C agent hiring platform, serving as the foundational infrastructure for the AI agent economy. **Highlights:** x402 gasless USDC settlement, supports Solana/Base, 42K+ transaction volume, unlocking autonomous AI agent transactions. **Founder/Team:** Core developers from the Solana ecosystem, a team of 10+ focused on AI payments. **Market Cap:** Current circulating market cap is $15M. **Conclusion:** Top choice for infrastructure projects. 2. PING **Fundamentals:** The first meme token in x402, positioned as an experimental payment primitive test, combining meme + agent payments. **Highlights:** Launched on Base chain, driving the spread of x402 narratives. **Market Cap:** Current circulating market cap is $17M. **Conclusion:** Entry-level x402 meme project with high narrative heat, long-term growth tied to ecosystem integration. 3. SANTA **Fundamentals:** x402 multi-chain router, positioned as a bridge for agent collaboration (A2A/AP2), serving as cross-chain infrastructure. **Highlights:** Supports Solana/BNB/SUI, 3M+ verifications, Questflow integration unlocking agent task markets. **Founder/Team:** Founder @questflow Team (AI expert background) **Market Cap:** Current circulating market cap is $20M. **Conclusion:** Outstanding cross-chain potential, a core component for x402 expansion. 4. DREAMS **Fundamentals:** TypeScript agent framework + router, positioned for LLM inference payments, serving as an application-layer development tool. **Highlights:** x402 micropayments for model calls, integrated with MCP. **Founder/Team:** Founder @daydreamsagents (Former AI16z developer). **Market Cap:** Current circulating market cap is $16M. **Conclusion:** Developer-friendly, low FDV with high growth potential, bounty mechanisms accelerating adoption; strong AI tool narrative. 5. SAM **Fundamentals:** Solana Agent Middleware framework, positioned as an AI agent automation tool (trading, DeFi, memecoin management), serving as AI agent infrastructure + Solana ecosystem. **Founder/Team:** Founder @prfa **Market Cap:** $1M **Conclusion:** Ultra-low market cap entry-level x402 project.