Core Insights - OwlTing is integrating with the x402 ecosystem to enable merchants to accept payments from AI agents, addressing a gap in the market for compliant payment processing for AI-initiated transactions [3][4][5] Group 1: Company Overview - OBOOK Holdings Inc. operates as OwlTing Group, a global fintech company with a diversified ecosystem across payments, hospitality, and e-commerce [10] - The company is headquartered in Taiwan and has subsidiaries in multiple countries, including the United States, Japan, and Singapore [10] - OwlTing was ranked among the top 2 global players in the "Enterprise & B2B" category in the digital currency sector as of 2025 [10] Group 2: Product and Technology - OwlTing's OwlPay Checkout solutions are designed to verify AI-initiated payment requests and settle transactions instantly in regulated digital or fiat currencies [4][6] - The x402 standard allows AI agents to initiate payments, while OwlTing provides the necessary infrastructure for merchants to receive these payments [5][7] - The integration aims to facilitate a seamless transition from digital instructions to recognized revenue with minimal human intervention [6][7] Group 3: Market Opportunity - AI-driven traffic to retail websites in the U.S. surged by over 4,700% over the past year, indicating a significant shift towards AI-driven commerce [7] - McKinsey estimates that the transition to Agentic Commerce could represent up to US$1 trillion in the U.S. B2C retail sector by 2030, with a global opportunity of US$3 to 5 trillion [7][8] - Trust and compliance are critical for capturing this market volume, and OwlTing holds Money Transmitter Licenses in 39 U.S. states and other regulatory licenses in Europe and Japan [9]

阅读原文 吴说获悉，据 @hashed_official 数据面板，自 12 月中旬以来，Dexter 已逐渐取代 Coinbase 成为 x402 每日处理交易笔数最大的 Facilitators，占据约 50% 的市场份额。目前 x402 Facilitators 已有 4 家累积处理超过 1,000 万笔交易，依次为 Coinbase、Dexter、PayAI 和 DayDreams。 （来源：吴说） ...

RT OpenMid (@OpenMid_)🚀 Big update for x402 developers today at OpenMid.OpenMid Facilitator is now live on Base Mainnet!You can now register an agent to the ERC-8004 registry directly inside the x402 payment flow, and run everything for free with sponsored facilitation.More details below 🧵 ...

Core Viewpoint - Coinbase is undergoing its largest transformation to reposition itself as a mainstream trading and financial platform, expanding beyond cryptocurrency into broader retail investment areas [2][12]. Group 1: New Product Offerings - Coinbase announced the launch of significant new products aimed at creating a "one-stop financial app," which will include stocks, advanced trading tools, and prediction markets [2][12]. - The company is also increasing its investment in its on-chain ecosystem and providing new tools for enterprises, developers, and automated finance [2][12]. Group 2: Market Competition - The prediction market space is becoming crowded, with competitors like DraftKings, FanDuel, and Polymarket entering the market, highlighting the competition between regulated channels and crypto-native liquidity [4][14]. - Coinbase's CEO emphasized that the appeal of prediction markets lies not only in trading but also in insights into public sentiment and future developments [4][14]. Group 3: Tokenization Strategy - Coinbase is developing a tokenization roadmap to bring more traditional assets, including stocks, onto the blockchain, with the launch of Coinbase Tokenize aimed at supporting real-world asset tokenization [5][15]. - The CEO stated that trading stocks is a "good first step," but the ultimate goal is to enable tokenized stocks, democratizing access to markets [6][16]. Group 4: Business Expansion - Coinbase is broadening its narrative to include not just retail trading but also services for enterprises and developers, with Coinbase Business opening to qualified clients in the U.S. and Singapore [8][18]. - The company is launching an expanded API suite covering custody, payments, trading, and stablecoins [8][18]. Group 5: Industry Perspective - The CEO argues that cryptocurrency is not a niche category but part of an upgrade cycle for the financial system, suggesting that all major asset classes will eventually transition to the blockchain [9][19]. - Coinbase is positioned as a central platform in this transformation, with signals from major asset management firms indicating a desire to move funds onto the blockchain [9][19]. Group 6: Strategic Focus - The overarching strategy for Coinbase is "retention" and "diversification," aiming to keep its large crypto-native audience engaged across all asset classes, even as cryptocurrency trading volumes decline [10][20].

Core Viewpoint - Coinbase is undergoing its largest transformation to reposition itself as a mainstream trading and financial platform, expanding beyond cryptocurrency into broader retail investment areas [1] Group 1: New Product Launches - Coinbase announced the launch of significant new products aimed at creating a "one-stop financial app," expanding its offerings to include stocks, advanced trading tools, and prediction markets [1] - The company is also increasing its investment in its on-chain ecosystem and providing new tools for enterprises, developers, and automated finance [1] - The CEO, Brian Armstrong, aims to make the platform a place where users can trade "everything," including stocks and tokenized traditional assets [1][4] Group 2: Competitive Landscape - The prediction market space is becoming crowded, with competitors like DraftKings acquiring their own exchanges and FanDuel collaborating with CME [2] - Armstrong highlighted the appeal of prediction markets not just for trading but for insights into public sentiment and future developments [2] Group 3: Tokenization Strategy - Coinbase is launching Coinbase Tokenize, a technology stack aimed at supporting the tokenization of real-world assets (RWA) [3] - The ultimate goal is to democratize access to tokenized stocks and unlock new market structures, including more robust futures markets linked to stocks [4] Group 4: Broader Financial System Integration - Armstrong emphasized that cryptocurrency is not a niche category but part of an upgrade cycle for the financial system, suggesting that all major asset classes will eventually transition to on-chain [6] - Coinbase is positioning itself as a central platform in this transformation, with signals from major asset management firms indicating a desire to move funds on-chain [6] Group 5: Retention and Diversification Strategy - The overarching strategy for Coinbase is to retain its large crypto-native audience while diversifying across asset classes, even as cryptocurrency trading volumes cool and trading revenues compress [7]

RT Coinbase Developer Platform🛡️ (@CoinbaseDev)Don't miss @programmer's introduction to x402 and learn how AI agents can trigger @chainlink CRE workflows using x402 for payment processing. 🔥 ...

⚡ NEW: Coinbase’s x402 rolls out V2, evolving its internet-native payments standard with enhanced multi-chain support and expanded protocol capabilities. https://t.co/Iynbi15qxa ...

x402 released V2, expanding the protocol beyond single-call payments into a more general payment layer. The update adds wallet-based identity, automatic API discovery, dynamic payment recipients, and broader chain and fiat support via CAIP standards, along with a modular SDK for custom networks. x402 is an open-source payment protocol from the Coinbase Developer Platform built on the HTTP 402 status code. https://t.co/NvX57S8VDV ...

If the internet-of-value is where #crypto is ultimately headed, then #x402 is one of those small-but-crucial steps that gets us there.📖 Dive into the BitMart Academy breakdown to see why: https://t.co/uguG2DlBM3 https://t.co/flh7dQeWud ...

Core Insights - The article discusses the evolution of payment systems in the context of AI, highlighting a shift from traditional user-interface-based payments to AI-driven, context-aware transactions [2][3][14] - It emphasizes that AI is becoming a new economic participant, capable of understanding intent and executing transactions autonomously, which could redefine the internet economy [3][4][5] Group 1: AI Payment Evolution - The concept of "Embedded Payment 2.0" is introduced, where payments are triggered by AI understanding user intent rather than manual clicks [2][14] - AI is expected to act as an individual agent, managing tasks and making purchases autonomously, thus transforming the shopping experience into a more efficient process [5][6] - The traditional internet economy, which has been based on human interaction, is facing a paradigm shift as AI becomes a primary consumer of web content [7][9] Group 2: New Economic Models - The article outlines a potential transition from "attention economy" to "access measurement economy," where AI's content access could generate new revenue streams for content providers [7][10] - Companies like FluxA are working to bridge the gap between AI capabilities and existing economic structures, creating a network that allows AI to engage in economic activities legally [10][11] - The need for a new payment infrastructure that accommodates AI's unique operational characteristics is highlighted, with various companies exploring standards for AI payment protocols [12][17] Group 3: Future of Financial Services - The integration of financial services into AI's operational framework is anticipated, leading to a more seamless and personalized user experience [16][17] - Financial activities are expected to become more dynamic and context-aware, moving away from static products to real-time, personalized services [16] - The role of traditional financial institutions may evolve, with a shift towards AI and agents becoming the primary interface for financial transactions [16][17]