我理解大家对于龙头易主的焦虑,没有拉踩就是想说点真心话 1. $payai 我算是入股很迟的了,14M跑步入场 2. 研究了一圈后,40m的 $ping 我下不了手,但是看懂逻辑后的 $payai 我觉得性价比很高 3. Facilitator其实不难理解,你把它想成是中国移动,支付宝还有托管功能,那个说的太大了,移动这个例子到是好很多,没有他帮你校验,任何x402项目都无法做起来 4. 比喻是一方面,另一方面是参考去年的ai meme, $goat 是先行一步的,但是明显后期就被多个有真实落地的ai utility币给打败了,虽然大家都没有完善的经济模型,但是市场永远是对的(这里就不复盘了 太多例子了 比如市值打败 $goat 的 $swarms $zrc 等等) 综上,这一轮的 x 402 meme 只会比上一轮ai meme得迭代速度更快,龙一出来后就是百链开花🌼 - 3个月周期的叙事 可能会被压缩到一个月
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