The true greatness of x402 lies not in its technology, nor in its products, but in its business vision.

Written by: Haotian

Many friends who claim to have an IQ of 50 always want a clear answer on how to select targets in the x402 track. They all want to ride the wave of "the wind is rising" to win effortlessly. I can only say, congratulations to those who have taken the lead in paying attention to the x402 track, but if you want to win effortlessly? The risks are too high:

1) At this stage, we are in a chaotic period for x402. Developers, VCs, CEXs, and Builders have not yet reached a consensus and cannot form an effective synergy. However, it is precisely at this time that projects taking advantage of the concept will emerge one after another, making investment at this stage extremely difficult.

You think you are panning for gold, but in reality, you are sweeping for landmines;

2) Many people wonder why such a sexy track has such scarce valuable targets?

Because the x402 track has suddenly become popular, pure x402 projects are hesitating through their mediocre existence, and the sudden influx of traffic has left them at a loss. Most projects have incomplete functions and look unremarkable; AI-related projects that have already issued tokens thought they would be down for the count but were suddenly revived by a jolt of energy. However, whether they can truly seize the x402 opportunity and come back to life or just experience a brief resurgence is completely unclear.

The real goods are not ready, while the fakes rush to take the stage;

3) The current x402 trend is different from previous surges in inscriptions and AI agents. Although both rely on alternative "asset issuance" expectations to gain popularity, compared to the expectations of gold engravings and chatbots, the hype around x402 is backed by AI payments:

An opportunity that can bridge the gap between Crypto and the internet, using blockchain infrastructure and stablecoin circulation to disrupt traditional internet advertising business models.

This prevents people from web2 from dismissing it with a single stroke of "web3 scams," and finally allows those in web3 AI to stand tall and say, "We have real use cases."

The old and new revolutionaries finally have a basis for equal dialogue;

4) The threshold for the x402 track is very low, especially the technical threshold, because it is too easy to associate with the x402 concept:

A project can simply transfer funds and issue tokens in the name of x402 to blatantly raise money; a hacker can easily mint a frontend and fish in the backend to steal money in the name of x402; many project teams can simply forward a contract to upgrade and claim to be x402 old OGs; some wallet service providers may just add a feature for AI to automatically initiate transfers and become x402 native…

I do not completely deny these projects that strive to integrate with the x402 protocol, but what is most feared in the early chaotic stage is the perfunctory approach with low thresholds, which disappoints the enthusiasm of retail investors.

Because the true greatness of x402 lies not in its technology, nor in its products, but in its business vision.

To enable AI agents to achieve quick and seamless payments, to allow AI agents to automatically and securely execute matching transactions according to predetermined conditions, to ensure that the underlying infrastructure can handle transaction loads comparable to VISA, and to adapt a series of upstream and downstream infrastructures, etc., this massive infrastructure construction, optimization, adaptation, and experience "demand" has forged a consensus among everyone: the track is about to take off.

This is the future of x402 that we all anticipate.

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