ADA jumped 11 points today, hitting a four-month high. It’s now connected to a payment rail for AI. But the transaction volume running on that rail is all happening on other chains. That rail is called x402, built by Coinbase last year. It’s now under the Linux Foundation. The council includes Google and Visa. Base has processed 85 million transactions, Solana 67 million. As for its own system, Masumi, it’s been running since November 2024 and has processed 38,000 transactions. In August, it collected $39,000 in fees. Same time last year, it was $312,000. Even if x402’s entire payment history went to it, that’s only $41.8 million— against a market cap of over $9 billion. Adding one more name to the list doesn’t justify an 11-point jump. When I link another chain to this list, we’ll see another 11-point jump like this— and then it’ll give it all back.