目前x402赛道的爆火,“天时”、“地利”已备,只差“人和”了:
天时:中美关税大战有“握手言和”的迹象, $BTC 、 $ETH 、 $SOL 三驾马车开始企稳回暖。大盘稳住了,利于甚至催化链上创新赛道的涌现;
地利:x402赛道只是上一波AI Agent Wave的延续,谷歌、Anthropic等web2AI贡献的MCP、A2A、AP2等协议基础+x402协议的支付网关支撑+未来一大批待就位的基建补位和技术创新,成了赛道爆发最强根基;
人和:首先,Bs的“迷之基建”,Bn的“自囚之困”,Ok的“憋之大招”,成了链上创新最大的不稳定因素。纵观整个舆论众生相也是,以为只是MEME一波流的车头,盯着技术细节挑刺的Devs,以及趁机蹭概念发广告的项目方...
看似IQ250,实际上都在各自为战的分散轨道上,只差一股洪流形成“合力”将全部人集体卷入了。
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