The x402 track is currently blowing up—'timing' and 'location' are ready, now we just need 'people': Timing: Signs of a 'truce' in the US-China tariff war, and BTC, ETH, and SOL—the three powerhouses—are starting to stabilize and recover. The market is holding steady, which is favorable for, and even catalyzes, the emergence of innovative on-chain tracks. Location: The x402 track is essentially an extension of the last AI Agent Wave. With foundational protocols like MCP, A2A, and AP2 contributed by web2 AI players like Google and Anthropic, plus x402 protocol's payment gateway support, and a slew of upcoming infrastructure and tech innovations waiting to be deployed, this track has the strongest foundation for explosive growth. People: First, Bs's 'mysterious infrastructure,' Bn's 'self-imposed dilemma,' and Ok's 'big move in the works' have become the biggest destabilizing factors for on-chain innovation. Looking at the broader discourse, it's a mixed bag—some think it's just a fleeting MEME-driven hype, others are nitpicking technical details like Devs, and then there are project teams jumping on the bandwagon to push ads... It all seems IQ250-level, but in reality, everyone is scattered on their own tracks. What's missing is a tidal wave to create synergy and sweep everyone into collective action.