Core Viewpoint - Solana is transitioning from a memecoin phase to a micropayments powerhouse, with a price forecast of $2,000 by 2030 according to Standard Chartered [1][10]. Group 1: Price Forecasts - Standard Chartered has lowered Solana's price target for 2026 to $250 from $310, while currently trading at $102 [2][10]. - Future price projections include $400 by the end of next year, $700 by the end of 2028, $1,200 by 2029, and $2,000 by the end of 2030 [3]. Group 2: Micropayments Potential - Micropayments, defined as small transactions allowing pay-per-use models, are seen as a key area where crypto can provide solutions [4]. - Traditional payment processors charge high fees, making micropayments economically unfeasible; for example, Stripe charges approximately $0.30 per transaction [8]. Group 3: Competitive Advantage of Solana - Solana's median transaction fee is $0.0007, significantly lower than Base's average gas fee of $0.015, making micropayments viable [7]. - The low transaction costs of Solana threaten traditional payment processors, as they enable micropayments that were previously not possible [10]. Group 4: Stablecoin Usage - The market value of stablecoins on Solana has grown rapidly, with about $13 billion currently in circulation, and they are used more frequently for payments compared to Ethereum [11]. - Increased micropayment activity using SOL-stablecoins on Solana is expected to drive up the price of SOL [11].

Superfluid Protocol Overview - Superfluid 处理了价值 13 亿美元的流支付交易量 [1] - Superfluid 是唯一拥有 4 年运营历史的生产级流媒体基础设施 [1] AI & Micropayments - Circle 正在规划 3-5 年的路线图，以满足数十亿需要持续小额支付的 AI 代理的需求 [1] - AI 代理无法等待每月发票，并且批量支付在规模上会崩溃 [1] Token & Market - SUP 代币刚刚在 Coinbase 上线，但 CoinGecko 尚未收录 [1] - 基础设施稀缺性交易将在变得明显之前出现 [1]

AI Trends & Market Analysis - Messari's Enterprise team analyzes the State of AI Report [1] - The report covers deAI, infrastructure, and the broader market implications [1] - Discussion includes AI Agents & Micropayments [1] - The analysis provides a Market & Cycle Outlook for the AI sector [1] Token Launches - Mentions token launches, specifically highlighting Monad [1]

Key Concepts of x402 Protocol - x402 is a new protocol designed to revive the "Payment Required" status code for crypto-powered microtransactions across the web [1] - x402 aims to transform how machines, AI agents, and humans pay for internet resources [1] - The protocol has the potential to reshape online business models beyond traditional advertising [1] - x402 could unlock a new economy of autonomous agents and programmable commerce [1] - Merit Systems is actively involved in the development and implementation of x402 [1] Micropayments and Internet Evolution - Micropayments were initially envisioned as part of the internet's infrastructure [1] - Technology to effectively implement micropayments has only recently become available [1] - x402scan is a resource for exploring x402 transactions [1] Bankless Sponsorship and Disclosures - Bankless was compensated by Bit Digital (NASDAQ: BTBT) to promote their company and BTBT [1] - Compensation was a one-time cash payment [1] - Investment disclosures are available on the Bankless website [1]

Old money waits for banks.x402 uses HTTP 402 + wallet addresses + blockchain to instantly settle micropayments onchain.Machine-to-machine commerce unlocked. Crypto wins. ...

RT Henry Lee (@Henryleemr)TLDR on Kite AI: Open Infrastructure for the Agentic Economy1/ AI is shifting from human-centric to human-system interactions with x402, A2A and AP22/ @GoKiteAI is the base layer for the agentic internet, enabling instant, sub-cent stablecoin micropayments3/ Solves delegation trust & scalability for the agent economy, bridging on-chain users with off-chain services4/ Stablecoin settlements, programmable constraints, agent-first wallets, audit trails, and pay-per-request logic5/ Tes ...

Neo Finance & AI Convergence - The report highlights the convergence of payments (Neo Banks/Stables), agents, and robotics, terming it "Neo Finance" [1] - The industry observes the potential spillover benefits from physical AI breakthroughs into Decentralized AI (DeAI) [1] Company Announcements & Developments - Coinbase's Q3 earnings report mentions Agentic Commerce and payments, signaling a directional trend for global payments [1] - Allora Network unveils its Allora Prime program with 33% of ALLO supply allocated over 9 months, rewarding stakers and prior participants, and releases its technical roadmap with focus on 'Phase 5' (Robotics) [1] - GoKiteAI reveals its $KITE tokenomics with 48% allocated to eco and community, totaling 10 billion tokens, and is featured on Binance Alpha [1] - SemanticLayer announces a Series A funding round led by Greenfield Capital, raising a total of $5 million to advance AI autonomy onchain [1] - Almanac reports $1 million in yield paid out from its AI swarm of agents, leading in Assets Under Agent (AUA) with over $150 million and 15% yields on its alUSD vaults [2] AI & Crypto Integration - Surf Copilot introduces "Evil mode" for AI crypto research models [2] - Virtuals partners with Infinit Labs to scale agentic DeFi, highlighting the potential for Base airdrop and AI potential with x402 [2] - Treasure DAO launches "AI Frens" on Base, enabling AI to become a virtual creator and earn onchain [3] - Velvet Capital partners with FalconStable and Olaxbt for AI-driven vault management on BNB using x402 for micro-transactions [3] - Pieverse brings x402 to BNB Chain, enabling micropayments by agents [3] Technological Advancements - Extropic AI reveals a thermodynamic computer that is 10,000x more energy efficient, impacting AI training possibilities [2] - Kaiko launches its ARCTERMINAL, an "autonomous reasoning computer" with an EQ-powered agent [2]

Neo Finance & AI Convergence - The report highlights the convergence of payments (Neo Banks/Stables), agents, and robotics, terming it "Neo Finance" [1] - The industry observes the potential spillover benefits from physical AI breakthroughs into Decentralized AI (DeAI) [1] Company Announcements & Developments - Coinbase's Q3 earnings report mentions Agentic Commerce and payments, signaling a directional trend for global payments [1] - Allora Network unveils its Allora Prime program with 33% of ALLO supply allocated over 9 months, rewarding stakers and prior participants, and releases its technical roadmap with focus on 'Phase 5' (Robotics) [1] - GoKiteAI reveals its $KITE tokenomics with 48% allocated to eco and community, totaling 10 billion tokens, and is featured on Binance Alpha [1] - SemanticLayer announces a Series A funding round led by Greenfield Capital, raising a total of $5 million to advance AI autonomy onchain [1] - Almanac reports $1 million in yield paid out from its AI swarm of agents, leading in Assets Under Agent (AUA) with over $150 million and 15% yields on its alUSD vaults [2] AI & Crypto Integration - Surf Copilot introduces "Evil mode" for AI crypto research models [2] - Virtuals partners with Infinit Labs to scale agentic DeFi, highlighting the potential for Base airdrop and AI potential with x402 [2] - Treasure DAO launches "AI Frens" on Base, enabling AI to become a virtual creator and earn onchain [3] - Velvet Capital partners with FalconStable and Olaxbt for AI-driven vault management on BNB using x402 for micro-transactions [3] - Pieverse brings x402 to BNB Chain, enabling micropayments by agents [3] Technological Advancements - Extropic AI reveals a thermodynamic computer that is 10,000x more energy efficient, impacting AI training possibilities [2] - Kaiko launches its ARCTERMINAL, an "autonomous reasoning computer" with an EQ-powered agent [2]

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...

RT s4mmy (@S4mmyEth)Payments (Neo Banks/Stables) + Agents + Robotics = Neo FinanceTele-operated robots stole the spotlight this week as 1X opened pre-orders for its humanoid helpers; reigniting the debate on just how close we are to the Physical AI breakthroughBenefits will spill into DeAI, so here's an update for the past week:- @coinbase publishes its Q3 earnings report, mentioning Agentic Commerce and payments (in light of x402 returning to focus). This may seem trivial to most but for a listed entity to ...