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Timo
Prev VC I On Chain Degen
Breaking up should be decent, no one should say sorry~

X Layer9 hours ago
During his tenure, Felix Fan, spokesperson of X Layer, engaged in activities that created a conflict of interest with the company.
Such conduct violated both his employment contract and the company’s professional code of ethics. After careful consideration, the company has decided to remove Felix Fan from his position as X Layer spokesperson with immediate effect.
Effective from the time of this announcement, any statements or actions by Felix Fan shall not be deemed to represent X Layer. The company will handle all related matters in accordance with applicable laws and regulations.
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Let's talk about my understanding of this wave of x402 AI:
1. It is biased to apply it in the era of pure inscriptions.
x402 is a payment docking standard, not an asset issuance protocol, which is the fundamental difference. And the inscription gameplay has been falsified, which is a very important point.
2. Infrastructure/app coins are larger than pure memes.
Last year's AI wave was hyped up first, followed by AI16Z (infrastructure) to App Coin. This wave has obviously accelerated directly to infrastructure/application coins, one is from Payai Flip Ping, and the other is that BSC has also released several 402 memes in the past few days, and the upper limit is very low, indicating that "big players/whales" are not particularly buyin 402 memes, but are more optimistic about infrastructure and application coins with products.
3. Background + product is important in judging the x402 project party.
In the next month, there will be a lot of messy x402 launches, and it is easy to lose money by rushing randomly. How to screen and judge is where everyone needs to learn. For someone like me who is IQ, I prefer to play this type of on-chain project and am looking forward to the trend returning to my comfortable hitting zone.
4. Will SOL revive, or will BSC catch up?
The problem of SOL is still unresolved, continue to observe, which is why I am reluctant to buy particularly high-cap coins. But the old projects built on SOL before were "first-mover advantage". I think if BSC allocates resources to on-chain projects, there will be many devs willing to build it for a period of time, not just lock the original alpha listing route, and give some on-chain launch projects the opportunity to launch alpha or even perp spots.
I hope that some potential projects can be screened out for everyone later.
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