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Haotian | CryptoInsight
Independent Researcher | Advisor @ambergroup_io | Special Researcher @IOSGVC| Hardcore Science | Previously:@peckshield | DMs for Collab| The community is only open to Twitter subscribers
Come, let me teach the vast number of project teams, Builders, how to "elegantly" ride the 402 concept:
1) First, be confident; this is not about riding a concept, but embracing a brand new Agent Pay paradigm.
Because x402 is an open protocol framework, currently only a small part of the technical framework has been defined, including EIP3009 and the compatibility with native USDC. The programmability of interaction processes, interactive expansion, technical implementation paths, and other aspects are waiting to be defined, extended, and contributed to, giving everyone a chance to catch up;
2) Understand the logic behind the momentum of x402; it is not MEME, but the "singularity" of technological innovation.
If you still try to quickly push tokens related to x402 to the market, then attach a rough webpage and cx-style promotional copy to find KOLs for a wave of publicity, if this is the endgame for x402, wouldn't it be more advantageous to play xx life? x402 is the technological innovation singularity that re-navigates the technical narrative; MEME is merely a condiment. If you enter with a purely MEME mindset, the journey begins with an end;
3) The x402 payment track covers a wide range, but you must find the core ecological niche.
From the upstream Cloudflare to the base ecosystem x402, then to key components like Facilitator, Provider, and so on, as well as Scanner indexing and data indexing service websites, all are in urgent need of a refresh. This includes the upcoming Launchpad competition, with Facilitators blooming everywhere, the integration of the ERC8004 identity verification standard, and cross-chain services and batch settlement optimizations provided by various relay layers, etc. x402 is likely to replicate the situation where @VitalikButerin shouted zk-rollup back in the day, leading to the birth of numerous projects and opportunities, which is self-evident;
4) The technical threshold of x402 is not high, but there is a deep engineering capability moat.
Building a Facilitator can be done in one night, but achieving millisecond-level response and handling hundreds of thousands or millions of concurrent requests is not a one-day job. Similarly, operating a Provider can quickly deploy Agents, allowing users to quickly get hands-on experience, but a seamless payment experience and feedback are the core competitiveness. Simplicity does not mean roughness, and complexity does not equate to a high threshold.
5) The application prospects of x402 are limitless, and the logic of the bubble's starting point is "scene first."
After several rounds of infrastructure booms, many have fallen into difficulties due to the inability to land scenes, but the goal of Agent Pay is to solve actual "payment" needs. The business model can be small enough to upgrade the infrastructure of Crypto to meet the demands of high-frequency, small, automated payments, and large enough to disrupt traditional web2 advertising business models. Therefore, from the beginning, applications with specific landing scenes and infrastructures that can truly generate sustainable value will be favored.
That's all.
Teaching project teams to catch the x402 express train, you must ask, what about retail investors? It's simple; those who flood the screen with to the moon, shouting first but lacking technical content, are basically targeting IQ50 for harvesting.
In the technology-intensive track of x402, "not understanding" is precisely the best filter. True Builders are quietly building a technology stack that you don't understand, and true innovation challenges your cognitive boundaries. Follow me, study hard, that's the hard truth! (shy)
Note: A series of x402 knowledge popularization, scam debunking, technical breakdowns, business sketches, project interpretations, and other comprehensive content is continuously being updated. Friends who are afraid of missing out can ring a little bell 🔔. Thank you all for your attention! Thank you.
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I have to say, the golden age for builders in the SocialFi and GameFi sectors has arrived!
x402's settlement consumption model, which focuses on payment, can help some SocialFi projects escape the Ponzi trap of pure Tokenomics incentives, and it can also enhance the sustainability of Play to Earn in GameFi.
Why? I'll just mention one point: the game logic of Person to Person is vastly different from Agent to Agent. People need continuous incentives, they always want to arbitrage, and they can experience aesthetic fatigue, while Agent interactions can provide real service value, allowing for a longer-term engagement with lower expectations... Agents take the lead, and Tokenomics can achieve "dehumanization," making the entire system more stable and sustainable.
In the past, the reason for the failure of SocialFi and GameFi was simple: they did not meet the foundational infrastructure for "micro-payments" that is native, frictionless, high-frequency, and low-cost.
Now, x402 has arrived!
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Friends always ask me, which project is the leader in the x402 track? It's really a headache of a question, so let me share my thoughts👇👇👇
If we consider the last wave of AI Agent hype based on the beginning of GOAT, then $PING should be the leader, as it ignited a hot narrative track; however, if we look at the practical > MEME attribute positioning of AI Agents, then it should be the later emerging $PAYAI.
But I think there are still several variables before a true "leader" emerges:
1) We just experienced a brutal black swan event, and during the market liquidity drought, there hasn't been a "collective" fund that can truly support a new king to rise;
2) The current Crypto consensus is fragmented, including the consensus that altcoins are worthless, the consensus of money flowing from the crypto circle to the US stock market, and the technical narrative being overshadowed by the MEME consensus. Everyone has their own agenda and is fighting their own battles, unwilling to help others. A "leader" born in such an environment is at best a lame duck, far from a unified super consensus across the network;
3) A large number of x402 projects are still in a silent build phase, and I've recently observed over a dozen. This is actually a good thing because the memory of a single developer buying some stars on GitHub to issue tokens is really bleak. Let's give these teams that have real substance but need time to refine their products a little time. Those purely opportunistic "appetizers" are not appealing to anyone; the main course is still being simmered by the devs;
4) The x402 track needs some time for educational costs. Currently, observing the overall public opinion situation, most people’s understanding of x402 is still not systematic. There hasn't been a leading figure in x402 like Vitalik from the layer2 era or Tom Lee from the DAT track. The devs of the x402 protocol and ERC8004 are still too engineering-focused. The entire track lacks standards, direction, and goals; everyone is half-understanding and shouting. The excitement is quite extraordinary, but that's about it;
5) The "orthodoxy" advantage of the Base ecosystem hasn't been fully realized. They hold native USDC + EIP-3009 + Google resources, but they still can't deliver a knockout punch. They need to give @jessepollak and their team a bit more time. It's understandable that x402 became popular too suddenly, disrupting many project teams' plans. But fortunately, x402 is open enough, and who takes the lead is still undecided. Building up energy, when a product explosively launches, it could ignite the whole scene;
6) What about the CEX camp that controls massive liquidity and users? I have indeed seen OKX steadily injecting product strength into the x402 track, and bybit is also eager to try. As for Bn, they are probably still cleaning up the mess left by the MEME Rush. However, what the market needs now is the determination of CEX to go all in. Perhaps we need to wait a bit longer?
That's all.
Instead of getting tangled up in who the leader is, it's better to focus on who is truly building.
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