x402

整理完上篇 #a16z 融资 15B 的新闻后，又刷到他们 crypto 部门最新发布的这篇 2026 年 AI：三大趋势，今天继续来学习充电！

这篇文章介绍了 #A16z 对 AI 与 crypto 结合的看法。
到 2026 年，AI 代理会成为能独立完成科研、签署合同、处理支付、发布论文的经济主体。要支持这些功能，需要加密技术提供互操作性、身份信任和微支付这三个基础设施。

a16z 在文章中指出了这三个方向作为发展趋势和投资重点。目前生态中，x402 对应微支付部分，#ERC-8004 对应身份信任部分。

下面先回顾文章的三大趋势，然后介绍这两个协议，以及它们如何对应 a16z 的观点

#x402 → 解决纳米支付 / 实时使用付费问题

ERC-8004 → 解决 KYA（Know Your AI）身份与信任问题
下面简单复盘一下原文三大趋势，再重点聊聊这两个协议到底在干嘛，以及它们怎么完美接上 a16z 的愿景。

A16z 三大趋势快速回顾（2026 AI 版）

AI 变成真正严肃的研究协作者
到 2026 年，顶级 AI 能独立解 Putnam 难题、提出可实验的癌症新疗法、发现新材料。
但瓶颈在于：不同 #AI 之间怎么安全协作？谁贡献了数据/算力/验证，谁该拿多少奖励？
→ a16z 直指只有加密（区块链 + ZK + 可验证计算）才能提供原子级、自动化的贡献追踪和价值分配。

从 KYC → KYA（Know Your AI）
当 AI 代理能自主花钱、签合同、打官司时，光知道背后是人是远远不够的。
需要知道：这个 AI 的能力边界、对齐方式、授权范围、可审计性。
→ 这将催生 AI 护照、链上模型卡、零知识能力证明等新身份基础设施。a16z 认为这是 AI 真正融入社会经济的入场券。

开放网络的“隐形税”与纳米支付革命
AI 大量爬取/使用内容却不给创作者补偿，等于对开放互联网收“隐形税”。

解决方案：实时、原子级纳米支付，每次有价值使用就自动几分之一美分上链给创作者。
→ 这能让内容生产在 AI 时代反而比 Web2 更好变现。

目前生态最对标的两个协议：
x402 和 ERC-8004x402：互联网原生的纳米支付协议（完美对应趋势3）x402 是 Coinbase 主导、Cloudflare/Visa 等巨头支持的开放标准（2025 年火起来的），核心就是把 HTTP 里一直闲置的 402 Payment Required 状态码重新激活。

简单说：
你访问一个付费 API、内容、AI 服务时，服务器直接返回 402 + 支付要求（价格、支持的稳定币等）
客户端（人类或 AI 代理）签名支付（通常 USDC on Base 等），facilitator 帮你结算 全程嵌入普通 HTTP 请求里，几乎零额外交互，费用极低（甚至可以做到 gasless 用户侧）

这套机制天生适合 AI 代理时代：
机器对机器的支付速度跟发 HTTP 请求一样快
支持任意链、任意稳定币，真正“互联网原生”
a16z 在多份 2026 展望里反复提到 x402，就是因为它让“价值像信息一样快地流动”成为可能，解决开放网络内容被 AI 白嫖的痛点。

一句话总结：
x402 = 让 AI 时代的内容/算力/API 真正能“按使用付费，按贡献分账”。

ERC-8004：以太坊的 Trustless Agents 标准（完美对应趋势2）ERC-8004 是 Ethereum Foundation dAI 团队 + Coinbase/MetaMask/Google 等多家联合推进的 EIP（2025 年 8 月提出，年底已进入热议阶段），全称 Trustless Agents。

它本质上是给自主 AI 代理建了一个链上信任层，核心是三个轻量级注册表：
▪️Identity Registry（ERC-721 NFT 形式）：每个 Agent 都有一个可转移、可浏览的链上身份（像“AI 护照”），指向它的能力描述文件（模型卡、端点、支持的信任模式等）

▪️Reputation Registry：链上反馈/评分系统，只有真正付费使用过的人才/代理能留评（可结合 x402 支付证明防刷）

▪️Validation Registry：第三方验证记录（zk proof、TEE 证明等），证明这个 Agent 确实干成了活

一句话总结：
ERC-8004 = KYA 的基础设施骨架，让 AI 代理有身份、可发现、可审计、可建立信任，而不需要中心化平台当中间人。

它和 x402 是绝配：ERC-8004 管“谁是谁、靠不靠谱”，x402 管“用了就付费、付费才可信”。

小结：a16z 为什么这么看好这条路？
a16z 的底层逻辑其实就一句话：2026 年的 AI 是“有钱、有身份、能自主创造价值”的经济主体，而 crypto 提供的正是让这一切去中心化落地的唯一可行路径。

趋势1 → 加密激励 + 可验证计算
趋势2 → ERC-8004 这样的 KYA 身份标准
趋势3 → x402 这样的纳米支付原语

2026 年不是 AI 有多强，而是 #crypto 能不能让这些强 AI 安全、经济、可信任地跑起来 — — 而 X402 + ERC-8004 这两条基础设施，正是他们当前最看好的落地路径。你觉得 2026 年最先落地的会是哪个？欢迎留言讨论～
#BTC #ETH

Introduction: A New Economic Layer for Artificial Intelligence
The digital economy stands at a transformative crossroads. As artificial intelligence agents become increasingly autonomous, a fundamental question emerges: How do machines pay each other? Enter x402—a groundbreaking payment infrastructure that's redefining how APIs, AI systems, data services, and computational resources exchange value.
Imagine a world where your AI assistant autonomously purchases data subscriptions, pays for compute power, and settles transactions—all without human intervention. This isn't science fiction. It's the reality x402 is building today.
What Makes x402 Different?
Think of x402 as the financial nervous system for the AI economy. It combines three powerful concepts:
Payment automation meets artificial intelligence meets blockchain technology
The result? A seamless infrastructure where:
Application interfaces transform into revenue-generating productsAutonomous agents function as paying customersInformation access operates on usage-based billingDigital currencies work invisibly in the backgroundConsumption directly converts to income
The Building Blocks: Understanding the x402 Ecosystem
Oracle Networks and Data Infrastructure
Chainlink ($LINK) serves as the backbone for reliable information feeds. This decentralized oracle system enables cross-chain settlements through CCIP technology, providing trustworthy data streams that power micropayment systems and AI-driven applications.
Switchboard ($SWTCH) delivers verifiable oracle information specifically designed for real-time decision-making systems. It supports AI-powered services with instant data verification.
Unibase ($UB) creates a unified access layer that simplifies data consumption. It abstracts technical complexity, making it effortless for AI applications to access pay-per-use APIs.
Codex Flow ($CODEC) monetizes code and workflows through pay-per-execution developer tools, introducing native resource billing into the x402 framework.
Scaling Solutions and Cross-Chain Technology
SKALE ($SKL) eliminates transaction fees while delivering high-throughput blockchain networks optimized for agent-based economies. This makes x402 transactions in decentralized applications completely frictionless.
Meridian ($MRDN) functions as settlement middleware, handling escrow and routing for gasless USDC payments. It's the behind-the-scenes coordinator for agent commerce.
Cellframe ($CELL) provides Layer-0 interoperability with post-quantum encryption, securing cross-chain micropayments against future computational threats.
Decentralized Physical Infrastructure and Privacy
EigenCloud ($EIGEN) secures shared AI infrastructure through restaked trust mechanisms. Previously known as EigenLayer, it provides the security foundation for x402 applications.
peaq ($PEAQ) pioneers machine-to-machine payment systems with DePIN-first architecture, enabling devices to autonomously settle transactions with native x402 integration.
Aurra ($AURA) introduces shielded payment capabilities for autonomous agents, integrating with Virtuals to create a privacy layer for AI financial flows.
Intelligence Providers: Pay-Per-Query Data Services
Real-Time Information Feeds
Gloria AI ($GLORIA) delivers customized data streams and breaking news feeds accessible through micropayment models, perfect for agents needing current information.
Otto AI ($OTTO) specializes in market signals and token analysis, providing trading agents with actionable intelligence delivered via x402 payment rails.
AInalyst ($AIN) combines blockchain analysis with messaging capabilities, offering verified tooling for agents with x402-powered access controls.
Hive Intelligence ($HINT) creates agent-friendly data query systems with consumption-based billing models.
Heurist ($HEU) functions as an analyst replacement layer, providing pay-per-report research through USDC settlements via x402.
Computational Power: The Inference and Processing Layer
Daydreams ($DREAMS) operates language model inference systems with agent execution capabilities, charging per query through x402 infrastructure.
Orbofi AI ($OBI) generates media content on demand using pay-per-use pricing models that align perfectly with x402's micropayment philosophy.
Alphakek AI ($AIKEK) builds agentic workflows with pay-per-inference pricing, making AI capabilities accessible without upfront commitments.
Avo ($AVO) simplifies agent deployment with x402-compatible API calls, streamlining the integration process.
Laika AI ($LKI) handles data processing and agent operations with native x402 payment support built directly into the platform.
Specialized AI Solutions: Niche Intelligence Tools
Treasure ($MAGIC) introduces AI character tokens called Frens, enabling x402 staking, tipping, and service monetization in gaming and entertainment contexts.
Autonolas ($OLAS) orchestrates task coordination with agent-to-agent payment capabilities and x402 reward mechanisms.
ArAIstole ($FACY) deploys intelligent research agents that share data through x402 payment channels.
Ethy AI ($ETHY) focuses on ethical agent coordination with autonomous payment systems ensuring fair compensation.
Dexter AI ($DEXTER) provides market insights and automation tools powered by x402 micropayment infrastructure.
ZARA AI ($ZARA) offers fashion and content intelligence with pay-per-insight models via x402.
ROBA ($ROBA) coordinates agents with hardware integration, all settled through x402 payment rails.
MOSS AI ($MOSS) models environmental systems, granting compute access through x402 billing mechanisms.
Commerce Infrastructure: Tipping and Marketplaces
PayAI Network ($PAYAI) enables live tipping across AI conversations, combining MCP with x402 payment infrastructure for seamless value transfer.
VPay ($VPAY) focuses on social and content payments with native x402 user experience design.
Universal Payment Solutions
Anyspend ($ANY) removes gas fees from stablecoin transfers, simplifying x402 API and service payments.
BankrCoin ($BNKR) automates agent settlements, providing the financial rails that x402 applications need to operate smoothly.
AdEx ($ADX) brings pay-per-impression and pay-per-click models into the x402 ecosystem, revolutionizing digital advertising.
OpenServ ($SERV) monetizes pay-per-request services with native x402 integration from the ground up.
0xGasless ($0XGAS) eliminates ETH friction entirely, enabling truly seamless x402 payment flows.
The Cultural Layer: Memes and Community
The x402 ecosystem recognizes that liquidity and adoption require more than technology—they need culture and community engagement.
Amiko ($AMIKO) drives community narratives around AI development.
FLOCK ($FLOCK) coordinates community agent initiatives.
Ping ($PING) holds the distinction of being the first x402 mint meme on Base, establishing cultural momentum.
SANTA by Virtuals ($SANTA) serves as a gateway meme introducing newcomers to x402 services.
PRXVT by Virtuals ($PRXVT) builds privacy-themed agent culture.
Trust Me Bro ($TRUST) combines humor with trustless payment mechanisms.
Loky by Virtuals ($LOKY) creates locked content experiences that demonstrate x402 capabilities.
Replicat-One ($RCAT) explores AI cloning and agent duplication concepts.
Why x402 Matters: The Bigger Picture
x402 isn't merely another cryptocurrency narrative. It represents a fundamental payment primitive—the infrastructure layer that enables the autonomous economy.
The Paradigm Shift
Traditional payment systems were built for humans. Credit cards, bank transfers, and even most cryptocurrency solutions assume human decision-makers initiating transactions. But what happens when AI agents need to purchase services from other AI agents thousands of times per second?
x402 solves this by creating:
Programmable money flows that respond to code logic rather than manual authorizationMicropayment capabilities that make fraction-of-a-cent transactions economically viableCross-chain settlement that eliminates blockchain silosGasless transactions that remove friction from the user experiencePrivacy options for sensitive agent-to-agent transactions
Real-World Applications
Consider these scenarios already possible with x402:
An AI research assistant automatically purchasing academic papers from multiple sources, paying only for what it readsAutonomous trading agents subscribing to real-time market data feeds, with usage-based billingMachine learning models paying for compute resources dynamically based on workload demandsAI content creators compensating data sources and inference engines per generationAutonomous vehicles settling micropayments for parking, charging, and toll services
The Technical Innovation
x402's architecture solves several critical challenges:
The Micropayment Problem: Traditional payment systems lose money on small transactions due to fixed processing fees. x402's design makes even tiny payments economically viable.
The Interoperability Challenge: Agents operate across multiple blockchains and platforms. x402's cross-chain capabilities ensure seamless value transfer regardless of underlying technology.
The Privacy Dilemma: Some agent transactions require confidentiality. x402's privacy layers enable shielded payments when needed.
The Speed Requirement: Autonomous agents need instant settlement. x402's infrastructure processes transactions at machine speed, not human speed.
Looking Forward: The Future of Autonomous Commerce
The x402 ecosystem represents more than technological innovation—it signals a fundamental shift in how economic value flows through digital systems.
As AI agents become more sophisticated and autonomous, they'll need robust financial infrastructure. x402 provides that foundation, enabling:
Autonomous business models where AI agents operate as independent economic actorsMetered resource consumption that aligns costs directly with usageComposable financial services that agents can combine in novel waysDemocratic access to computational resources and data servicesEmergent economic behaviors as agents optimize their spending patterns
The Investment Perspective
For those considering participation in the x402 ecosystem, several factors merit attention:
Utility over speculation: These projects solve real technical problems rather than existing purely as speculative assets.
Network effects: As more agents adopt x402 infrastructure, the value proposition strengthens for all participants.
Infrastructure plays: The foundational layers (oracles, scaling solutions, privacy infrastructure) capture value across the entire ecosystem.
Application diversity: From research agents to trading bots to content generators, the breadth of use cases indicates robust demand.
Conclusion: Building AI's Economic Operating System
x402 transforms how we think about digital payments. It's not about replacing human payment systems—it's about creating the financial infrastructure that AI agents need to function as autonomous economic participants.
The projects within this ecosystem each contribute essential capabilities: reliable data feeds, computational resources, privacy protection, cross-chain communication, and seamless user experiences. Together, they form something greater than the sum of their parts—a comprehensive economic layer for artificial intelligence.
As we move toward a future where autonomous agents handle increasingly complex tasks, the importance of robust payment infrastructure cannot be overstated. x402 isn't just preparing for that future—it's actively building it.
The revolution won't be centralized. It will be automated, autonomous, and powered by x402.

#x402 #AİPayments

Vous vous souvenez de mon article sur le protocole x402, ce code secret qui permet enfin aux machines de payer ? Aujourd’hui, votre Éclaireuse passe à la vitesse supérieure. Le futur n'est plus seulement dans le paiement, il est dans l'autonomie totale. 🏹✨
​Le Quatuor de Choc : Qui domine l'Économie des Machines en 2026 ?
Pour que l'IA devienne un acteur économique, elle a besoin de quatre choses : une voix, un portefeuille, un passeport et un cerveau. Voici la panoplie complète que j'ai sélectionnée pour vous :
​🚀 La Panoplie de Choc (Les 4 Piliers)
​1. Fetch.ai - Le Cerveau & Le Paiement 🧠💳
​▪️L’actu : Lancement de leur système de paiement agent-to-agent via des cartes Visa virtuelles (identifiants à usage unique).
​▪️L’usage : Leurs agents réservent déjà des restos et des vols en payant de machine à machine.
​▪️Tokenomics : 2,71 milliards de jetons.
​2. Kite AI (@gokiteai) - Le Passeport & L'Infrastructure 🛂🦾
​▪️La pépite : Première L1 dédiée à l'identité des IA. Sans identité, pas de confiance. Kite donne un "passeport" cryptographique à chaque agent.
​▪️Le plus : Intégration native du x402 et Mainnet imminent après un testnet couronné de succès.
​▪️Tokenomics : 10 milliards de jetons.
​3. Virtuals Protocol - La Monétisation Sociale 🎭💰
​▪️L’innovation : Création d'agents de divertissement qui gagnent leur vie sur les réseaux. L'IA devient sa propre entreprise et génère son propre PIB.
​▪️Tokenomics : 1 milliard de jetons.
​4. Écosystème Base (Coinbase) - L’Autoroute 🛣️🏦
​▪️La fondation : Le protocole x402 est né ici. Base est le terrain de jeu idéal : des frais quasi nuls (< 0,0001), permettant des millions de micro-transactions d'IA.
​🏹✨️ La vision de votre Éclaireuse :
​En combinant ces quatre forces, nous assistons à la naissance d'un PIB généré par les machines. Dans la Citadelle, nous ne sommes pas des spectateurs, nous sommes ceux qui comprennent la structure avant les autres.
​Et vous ? Quel projet vous semble le plus prêt à changer votre quotidien ? "Team Vétéran" avec Fetch ou "Team Infrastructure" avec Kite et Base ? 💬
​"Le futur appartient à ceux qui donnent les outils aux bâtisseurs, qu'ils soient humains ou artificiels." 🏛️🌅✨
​Ceci est une analyse basée sur mes recherches personnelles. #DYOR 🤓
​#AI #KİTE #FET #VIRTUAL #x402

#内容挖矿升级 #X402 #Ping
看了一圈简中区对X402的介绍，各位老师都写的很详细了

但对于我这种文科狗而言技术部分还是有点难了

HTTP/API这些第一次看真的有点懵

对不起，我是技术白痴

我来写一篇X402的帖子，包括这个协议是做什么的、为什么这么拽、风险和难度在哪里、以及相应的投资标的


1⃣X402是什么

X402是一个由 @base 团队推出的开放性协议

协议的开发初衷是因为他们发现

“HTTP 让信息自由传输，但金钱仍被困在旧体系。”

Coinbase 想让互联网本身就能识别付款请求，而不需要在依赖信用卡、支付网关或中心化账单系统。

看不懂这两句话没关系，先继续往下看👇


这里简单科普两个概念——HTTP和API

HTTP可以把他理解为你每天上网时，浏览器 和 网站 对话的语言

就是类似于英语，汉语，只不过这里的语言是浏览器和网站之间交流的语言

而API可以理解为程序和程序之间交流的语言

比如你打开手机自带的天气APP，他并不会直接自己测天气，而是去找“中央气象局 API”去要数据

在这里，App 不是人类用户，而是“一个程序”在访问另一个程序的接口

把上面两个概念结合，就能明白：

现在整个互联网都是通过 HTTP 和 API 传输信息的

但这种模式存在的问题是，在付款方面

传统互联网的付款逻辑是「账号驱动、中心化、人工参与」


1️⃣机器人（或人）访问网页或 API。

2️⃣网站要求先注册账号。

3️⃣绑定信用卡或充值。

4️⃣才能使用／订阅服务。

这样的话就会导致

对AI代理来说操作成本、时间成本和操作复杂度都有点高

AI 代理如果想访问一个需要付费的服务，就必须通过人类先注册账号，绑定账单，在把token、API key 手动分配给 AI

这对 AI 来说，这等于“被拴住了”——它无法自主决策与结算

而X402就是让机器可以直接在 HTTP 层直接付钱，无需人工介入

不需要注册、不需要绑卡 AI、机器人、API 都能像人一样自然地在互联网上“用钱”。

以上是X402技术的部分，但协议本身与链无关，只不过X402是活在链上的协议，失去了区块链X402就没法传递价值了

他的设计目标是让“任何区块链支付方式”都能被网页理解和触发

由此我们才能看出X402的真正价值👋


X402要在Crypto 和Web2 之间构起一座化桥梁

让所有网站都能“接入加密支付”
—— 就像 HTTPS 让网站能安全通信，X402 可以让所有网站能安全收款。

举个栗子，做个对比：👇


没有 X402：人帮 AI 注册账号→绑卡→生成 API Key→配额用完再人工充值。

有了 X402：AI 发起请求→收到 402（需 0.01 USDC/次）→AI 自动支付→立刻拿到数据。

这样的话，请求即结算，AI/机器可以自主消费服务，不需要人力介入。

可以将X402对价值粗略的理解为AI+Crypto

它是 AI+Crypto 世界里「让机器能花钱」的关键标准

下一条更新X402的应用场景价值（主要三个场景）、赛道难点和投资标的
X402协议的应用场景及产业链逻辑

A new narrative is taking the market by storm: x402. Tokens related to this trend on Base and Solana are surging, the CEO of OKX is publicly promoting it, and Binance Wallet has already added a dedicated section for it.
This isn't just hype. It's a fundamental protocol that could change how machines and humans interact with the web.
Part 1 - The Context: What is x402?
At its core, x402 is an open protocol developed by Coinbase. It brilliantly repurposes the long-forgotten "HTTP 402 Payment Required" status code into a mechanism for on-chain payments.
In simple terms, x402 allows websites, applications, and AI agents to execute tiny on-chain payments (micropayments) for services without needing user accounts, API keys, or monthly subscriptions.
Part 2 - The Deep Dive: AI Paying its Own Way
The true power of x402 is its potential to fuel a new economy run by autonomous AI agents.
🔹 How it Works:
An AI agent (or a user) requests a piece of data or an API call from a service.The service responds with "402 Payment Required."The AI agent automatically pays the small fee with crypto on-chain.Once confirmed, access is granted instantly, and the AI continues its task.
🔹 The Game-Changing Example: Imagine an AI designed to analyze market data. Instead of requiring a human to subscribe to services like TradingView or Messari, the AI can independently find the best data source, pay a few cents for that specific query via x402, and continue its analysis seamlessly.
🔹 The Heavy Hitters: This is not a niche experiment. The x402 protocol is backed by an alliance of titans, including Coinbase, Cloudflare, Google, Visa, Mastercard, and AI firm Anthropic (Claude). Just last month, Coinbase and Cloudflare launched 'The X402 Foundation' to drive adoption.
Conclusion: The Future is Automated
The x402 protocol is a foundational step towards a future where AI-driven transactions are the norm. Venture capital firm a16z estimates that the volume of transactions executed by AI could reach $30 trillion by 2030, and x402 is the technology making that vision a reality.
However, caution is advised. While the trend is powerful, the ultimate value may accrue to foundational entities like Coinbase ($COIN) rather than the new, highly volatile low-cap tokens. This is a critical narrative to watch, but risk management remains paramount.
#x402 #AI #CryptoTrends #micropayments #BenNguyenX