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Finding certainty in an uncertain market, the next two "unfalsifiable" major trends:



1) RWA, traditional assets on-chain: The US government strongly promotes it, and the trend of stablecoin globalization is clear; DeFi needs real income sources, while TradFi requires integration with on-chain infrastructure; New products like Neo Bank and PayFi bridge traditional interest from government bonds and on-chain collateralized wealth management.

2) x402, Agent Payment: Web2 giants such as Google and Cloudflare participate in protocol formulation, with a complete technology stack and ecological resource investment; in the future, AI Agents will replace humans as the new consumer entities, enabling high-frequency small transactions, real-time settlement, and seamless cross-border payments, requiring traditional payment channels to innovate; the practical implementation of AI Agent applications from "chatting" to "paying" will drive a comprehensive refresh of on-chain payment infrastructure.

RWA is being pushed by the money and policies of the traditional world, somewhat passively, while x402 will actively output capabilities to the web2 internet.

One is to undertake off-market increments, and the other is to build new supporting infrastructure, both are deterministic opportunities. $BTC $GT
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