The law of the first level being too good and the second level about to collapse still couldn't be avoided... Just finished praying for $ETH to drop 5%... In addition to the nationwide #BNBCHAIN Binance wind, let's also supplement some other concepts on @Solana and @Base, pairing them for trading without flipping 🙏 I organized this with @kecasual 🔽 🤔❓Why x402? Recently, the on-chain focus has started to shift from "speculating on coins" to more foundational and basic application infrastructures. For example, SWTCH on Alpha, and Toly has repeatedly mentioned x402. They might be quietly laying the groundwork for the next stage. I compiled a list of some key projects and quickly summarized their respective advantages. Daydreams ★★★★☆ AI supermarket saves subscription fees, easy entry for gaming/e-commerce, smooth Router tools (20+ models). It is the most "consumer-oriented" among several projects, simply put, like buying AI services on Taobao. Core team: Loaf @lordOfAFew is a veteran from Starknet's "Class of 21", and the entire team currently looks more like independent developers + crypto nerds, with no mention of VC or seed rounds in their background, more of a bootstrapped + community-based project. CA:GMzuntWYJLpNuCizrSR7ZXggiMdDzTNiEmSNHHunpump @PayAINetwork ★★★★☆ Infrastructure King x402 cross-chain "courier" 1-second settlement with no gas fees, easy API integration (starting from Solana, multi-chain). Most "fundamental": pure payment rails, helping others build micro-payments; someone on Twitter said it is "rails for AI transact", small market cap but practical, buying it = buying the future of x402, and it has been performing well recently, can be collected while attention is dispersed to build positions. Core team: @postmanode: core builder, Solana OG, loves to create AI payment demos. @notorious_d_e_v: x402 technical promoter. @defido: collaboration guest, Solana DeFi player. Overall: leaning towards Solana ecosystem contributors, mostly around Eliza Labs. CA:E7NgL19JbN8BhUDgWjkH8MtnbhJoaGaWJqosxZZepump @santavirtuals ★★★☆☆ x402's practical swarm focuses on crypto analysis, 13 agents collaborating + ERC-8004 identity. "Specialized": intelligence/task automation. The swarm uses it to buy intelligence and sell services, future on x402 Bazaar (open-source discovery market). Can be used for crypto research, KOL monitoring, on-chain automated tasks. Core: Questflow + Virtuals team. Bob Xu (@Bobbxu): founder of Questflow, UC Berkeley graduate, frequent attendee at HashKey summits. Overall team: Questflow core (based in Singapore, focusing on on-chain multi-agent layers) + Virtuals Protocol builder. The parent company Questflow raised $6.5 million in seed round in July 2025, led by CyberFund. Bootstrapped through the Virtuals ecosystem ($VIRTUAL token pool + VC network), looking forward to x402 mainstreaming + AP2 integration. CA:0x815269D17C10f0F3dF7249370E0c1B9efe781aa8 @GoKiteAI ★★★★★ Long-term champion Full-stack L1 chain (PoAI mining + identity/payment) @PayPal raised $33M, teaching x402 to land, the strongest ecosystem partners. Most "comprehensive": agency internet infrastructure, covering everything from passports to settlements; unlike PayAI's pure payment or Bankr's bot. Funding is strong (it occupies a large share of the total $516M in AI crypto). But looking at the background, this one is the most impressive, but the odds feel average, NFTs at 0.7e seem a bit expensive for now. In fact, it provided a long low-buy window, and I missed it due to poor tracking habits 🤦 I'll keep an eye on other opportunities. @bankrbot ★★★☆☆ AI agency wallet. You trade (swap/NFT) with the AI wallet bot @ on X, x402 API social payments. Backed by Coinbase, most "down-to-earth": just post and play, degen-friendly; Supports limit orders, copying top traders, meme fair launch, social sentiment analysis, technical charts. Also earns 8.21% APY on USDC staking. Team @0xDeployer is a public dev, loves to create AI agents + memecoins, speaker at Hashed/Gradient summit in 2025. Funding: In July, Coinbase Ventures invested, total funding not disclosed. CA:0x22aF33FE49fD1Fa80c7149773dDe5890D3c76F3b The second wave of x402 will be supplemented + will also update predictions on market-related tokens/news soon. As for the Binance system, if you don't have the insight to find it, you need the courage to follow 🥹 Be brave to buy! Continuing to sit idly, remember to hit follow ❤️