AI Agent Commerce - McKinsey 报告显示，AI agents 正在执行实际商业活动 [1] - OpenAI 的 Operator 可以完成预订和购买 [1] - Stripe 正在 ChatGPT 内部启用 agentic checkout（代理结账）[1] - Google 的 AP2 旨在让 agents 通过签名授权执行支付 [1] - AI agents 不仅仅是辅助，而是开始进行交易 [1]

Industry Collaboration & Standardization - Google's "Agent Payments Protocol" (AP2) is an open standard facilitating AI agent payments across platforms and crypto rails [1] - AP2 builds upon A2A & MCP, enabling seamless communication between agents and real-world data [2][3] Key Players & Integrations - MetaMask is potentially integrating agents to enhance user experience [1] - Ethereum is highlighting its intent to embrace AI [1] - Coinbase's x402 (Base's baby) supports payments via cards, bank transfers, local methods, and crypto [2] - EigenLayer provides validation/verification support [2] - Crossmint offers flexibility for agents to use fiat or crypto [3] - Mysten Labs' Sui infra could see deeper Sui AI agent rollout [3] Infrastructure & Connectivity - Mesh provides infrastructure connecting wallets, exchanges, and tokens [2] Future Outlook - The industry anticipates a surge in attention around AI within the next 12 months [3] - The future is Agentic and will happen permissionlessly on crypto rails [2]