X402 Protocol Overview - X402 protocol enables agents to make payments onchain, anticipated to hit $30 trillion in autonomous transactions value by 2030 [1] - X402 is dubbed the "Payments MCP" (Model Context Protocol), enabling agents to transact with their own wallets and interact with real-world data [1] - Coinbase's acquisition of Echo and Cloudflare Agents SDK + Google A2A payment protocol are affiliated with using x402 [1][2] Key Players and Partnerships - GoKiteAI partnered with brevis_zk for privacy around payments with agents using x402 [2] - Circle has an ongoing relationship with Coinbase, with USDC likely being the stablecoin of choice for agent transactions [4] - Neo Banks are gearing up for AI Agent payments, with Tether launching its wallet development kit and Visa/Mastercard rolling out infrastructure for trillions of transactions [4] Market Trends and Predictions - A16zcrypto report referenced x402, anticipating $30 trillion in agentic purchases by 2030 [1][5] - RibbitCapital's 2025 "Token Letter" discusses AI agents as economic participants that will earn and spend, using stablecoins and programmable money for payments and asset management [5] - PayPal Ventures led the $18 million Series A for Kite AI, potentially utilizing PyUSD for agentic stablecoin usage [5] Relevant X402 Protocols - Pingobserver is the first token minted by x402 [3] - Heurist_ai, virtuals_io, questflow, AnchorBrowser, and PayAINetwork are relevant x402 protocols [3] - $DREAM, $SANTA, $GLORIA, and $AURA are Virtuals tokens [3]

Crypto x AI Developments - Crypto x AI 领域发展迅速，AI + 支付领域呈现类似加速趋势，涉及 Neo 银行、稳定币和 DeFi [1] - 行业内存在数十甚至数百个协议，拥有巨大的资金储备，机构资本正被用于创建下一代支付系统 [1] Disintermediation and Threat to Traditional Systems - 传统金融系统在国际交易中效率低下且成本高昂，行业面临被颠覆的风险 [2] - 传统支付体系被迫转型以应对挑战，否则可能被取代 [2] AI Integration and Future Implications - 增强的支付体系与物理 AI 结合，将使机器人能够融入社会，尽管这需要较长时间 [2] - x402 只是颠覆性变革中的一环 [2] Key Players and Initiatives - Tether 推出 Wallet Dev Kit + Plasma [3] - Visa 推出 "Intelligent Commerce"，构建 AI 代理购物的未来 [3] - Mastercard 推出 Agent Pay，与 VISA 竞争 [3] - Coinbase 推出 x402 (HTTPS & payments) [3] - Circle 与 Coinbase 合作，将受益于 x402 的下游效应 [3] - Cloudflare 专注于 AI 代理的稳定币 NET Dollar，用于计算等 [3] - Tria 是一家利用 AI 进行最佳交换的 Neo 银行 [3] - Revolut 收购了汉莎航空孵化的 AI 旅行代理初创公司 "Swifty" [3] - Almanak 提供稳定币收益优化和 Pendle 策略的自主流动性金库 [3] - Gizatechxyz 提供自主稳定币策略 + Pendle [3]

Data Dashboard: Kaito ...

Market Analysis - The total DeRobo Market Cap (MC) is $420 million [1] - DeRobo Market Cap accounts for only 1.5% of the DeAI Market Cap, which is $273 billion [1] - The robotics sector presents a medium-term asymmetric investment opportunity [1] Emerging Trends - There's a growing trend involving AI + payments, including Neo banks, stablecoins & DeFi [1]

RT s4mmy (@S4mmyEth)A year ago I began writing daily posts on crypto x AI developmentsThat compounded into twice daily as the rate of development hit escape velocityI’m getting the same feeling specifically with AI + payments, but this time it involves Neo banks, stablecoins & DeFi:- @Tether_to: Recent Wallet Dev Kit + Plasma (XPL: God forbid we break even)- Visa: “Intelligent Commerce”: building a future where AI Agents shop for you- Mastercard: Agent Pay (VISA rival) announced within 2 days of VISA- @coin ...

Investment Focus - The industry is observing projects similar to ERC404 with added utility, exemplified by x402 [1] - Payment rails and stablecoin networks are key sectors of interest [1] - Identity, reputation, and verification projects (like legiondotcc, echodotxyz, buidlpad) are attracting attention [1] - Agent marketplaces and robotics are emerging as significant sectors [1] - Privacy sector projects, such as Aztec Network, are gaining traction [1] Partnerships and Investments - Notes Paypal's investment in GoKiteAI [1] - Highlights Brevis_zk's partnership with KiteAI for agent payment privacy [1]

AI + Payments Landscape - The industry observes a rapid development in AI + payments, similar to the earlier crypto x AI developments, involving Neo banks, stablecoins & DeFi [1] - The industry identifies hundreds of protocols within this vertical, supported by substantial capital [1] - Institutional capital is being heavily invested in creating the next generation of payment systems [1] Disruption of Traditional Finance - Incumbent financial systems face disintermediation due to their cumbersome and expensive international transaction processes [2] - Traditional payment rails are compelled to adopt new technologies to avoid being displaced [2] - Enhanced payment rails integrated with physical AI will enable robots to integrate into general society in the long term [2] Key Players and Initiatives - Tether is developing a Wallet Dev Kit + Plasma (XPL) [3] - Visa is building "Intelligent Commerce" for AI Agents to shop for users [3] - Mastercard announced Agent Pay, a VISA rival, within 2 days of VISA [3] - Coinbase is involved with x402 (HTTPS & payments) [3] - Circle's partnership with Coinbase will benefit from the downstream effects of x402 [3] - Cloudflare is developing NET Dollar, specifically an AI Agents focused stablecoin for compute [3] - Tria is a Neo Bank leveraging AI for optimal swapping using "Best Path" [3] - Revolut acquired AI travel agent startup "Swifty" incubated by Lufthansa [3] - Almanak offers autonomous liquidity vaults for stablecoin yield optimization and Pendle strategies [3] - Giza provides autonomous stablecoin strategies + Pendle [3]

X402 Protocol Overview - X402 协议旨在实现链上支付，被誉为“支付模型上下文协议 (MCP)”，使代理能够与真实世界数据交互并进行交易 [1] - Coinbase 收购 Echo 凸显了其在 AI 代理领域的重要性，可能比其他项目更具潜力 [1] Backers and Partnerships - Coinbase 和 Cloudflare 是 X402 的支持者，预计该协议将在 Base 上活跃，并支持跨链操作 (Solana, Polygon, Near 等) [1] - GoKiteAI 与 Brevis 合作，利用 X402 协议增强代理支付的隐私性 [2] - Cloudflare Agents SDK + Google A2A 支付协议也与 X402 相关 [2] Relevant Protocols and Tokens - 与 X402 相关的协议包括 @pingobserver, @heurist_ai, @virtuals_io, @questflow, @AnchorBrowser, @PayAINetwork [3] - 与 X402 相关的代币包括 $DREAM, $SANTA, $GLORIA, $AURA (均为 Virtuals 代币) [3] Stablecoin and Neo Banks - Circle 与 Coinbase 保持合作关系，USDC 稳定币可能成为代理交易的首选 [4] - Tether 推出钱包开发工具包，预计将出现数万亿个钱包，主要用于 AI 代理 [4] - useTria 与多个 AI 协议以及 Billions 合作，为支付提供 zkKYC 隐私保护 [4] - Visa 和 Mastercard 几个月前宣布了 AI 代理计划，并正在推出支持数万亿交易的基础设施 [4] Market Predictions and Insights - A16zcrypto 报告预测到 2030 年，AI 代理的自主交易价值将达到 30 trillion 美元 [1][5] - RibbitCapital 认为 AI 系统将成为经济参与者，进行收入和支出 [5] - Stripe 和 PayOS 等公司将在为代理构建基础设施方面获得巨大价值 [5] - 稳定币和可编程货币将被人类和代理用于支付和资产管理 [5] - AI 代理支付将成为自主实体新的金融轨道 [5]

RT Sandra 🌊 (@sandraaleow)2) @S4mmyEth 's roundups are always concise and easy to understandkeep track of the relevant x402 protocols:https://t.co/f2uWXtMWdS ...

RT s4mmy (@S4mmyEth)I'm being asked what x402 is, so here's why you should care:a) Background:- The x402 protocol enables agents to make payments onchain@a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030- It's dubbed the "Payments MCP" [Model Context Protocol];I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to intera ...