The x402 track at the forefront of the trend: gold rush or mine sweeping?

Many people who claim to have an IQ of 50 are always looking for a definitive answer on how to choose a stock in the x402 market. They all hope to capitalize on the "wind" and easily win. I can only say, congratulations to those who are already paying attention to the x402 market, but the risks of easily winning are enormous: 1) Currently, the x402 market is in a period of chaos. Developers, VCs, CEXs, and builders haven't reached a consensus or formed an effective synergy. However, precisely during this period, projects capitalizing on the market's hype are popping up one after another, making investment extremely difficult. You think you're panning for gold, but you're actually clearing mines. 2) Many wonder why, in such a promising market, valuable stocks are so scarce.

Because the x402 track became popular suddenly, the pure x402 projects were hesitating and living a loser life. The sudden traffic made them overwhelmed. Most of the projects were incomplete in function and looked like fake projects. The AI-related projects that had already issued coins were thought to be on the verge of collapse, but were suddenly revived by electrotherapy. However, it is completely unclear whether they can really seize the x402 opportunity to revive or it will be a last gasp. The real thing isn't ready yet, and fakes are already vying for the top spot. 3) The current x402 trend differs from previous crazes like inscriptions and AI agents. While both were fueled by the promise of alternative "asset issuance," compared to the promises of gold engraving and chatbots, the x402 hype is fueled by AI payments: a massive opportunity that transcends the barriers between crypto and the internet, disrupting the traditional internet advertising business model with blockchain infrastructure and stablecoin circulation. This eliminates the "web3 scam" narrative for web2 developers and allows web3 AI developers to finally stand up and declare, "We have real use cases."

The new and old 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 rely on the x402 concept:

The project party can simply collect money and issue coins through a simple Transfer, and blatantly make money in the name of x402; hackers can steal money in the name of x402 with a simple Mint front-end + back-end phishing; many project parties can claim to be x402 old OGs with an ordinary contract forwarding, jump and upgrade; some wallet service providers may just add an AI automatic transfer function, and become x402 native...

I don’t completely deny these projects that are working hard to access the x402 protocol, but the biggest fear in the early days of chaos is to use a low threshold to perfunctorily and disappoint the enthusiasm of retail investors. Because the true greatness of x402 lies not in its technology or its products, but in its business vision. Enabling AI agents to deliver fast, seamless payments, enabling them to automatically and securely match transactions according to pre-defined conditions, enabling the underlying infrastructure to handle transaction loads comparable to those of VISA, and requiring a comprehensive suite of upstream and downstream infrastructure—all these massive demands for infrastructure construction, optimization, adaptation, and user experience have led to a unanimous consensus: this race is about to take off. This is the future we all envision for x402.