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@0xSammy

Building: @khalaresearch
Advisor: @umia_finance I @urnetwork

Previous: CA, Ernst & Young
Join +7,500 → 0xsammy.com Joined December 2010
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0xSammy Verified account @0xSammy
I'm being asked what x402 is, so here's why you should care:

a) Background:

- The x402 protocol enables agents to make payments onchain

@a16zcrypto 2025 "State of Crypto" Report specifically mentioned x402 in the context of agentic payments, which is anticipated to hit $30 trillion in autonomous txs value by 2030

- It's dubbed the "Payments MCP" [Model Context Protocol];

I'll link my MCP article below so you have an understanding, but the "quick and nasty" is that MCP enables agents to interact with real world data, so payments MCP enables agents to transact with their own wallet

b) Backers: @coinbase + @Cloudflare

- So you'll see the bulk of this activity on @Base; But it's also cross-chain (Solana, Polygon, Near etc)

- It's why you've seen several @virtuals_io x402 agents pop off in the past few days - several of the ecosystem agents use the x402 protocol

- The acquisition of Echo by Coinbase took centre stage earlier this week; but this is Coinbase AI Agent baby; and IMO (I'm biased) far bigger. Sorry @icobeast

c) Relevant x402 protocols:

- @pingobserver - first token minted by x402
- @heurist_ai
- @virtuals_io
- @questflow
- @AnchorBrowser
- @GoKiteAI announced its partnership with @brevis_zk this week for privacy around payments with agents; it uses x402
- @Cloudflare Agents SDK + Google A2A payment protocol
- @PayAINetwork
- $DREAM (Virtuals)
- $SANTA (Virtuals)
- $GLORIA (Virtuals)
- $AURA (Virtuals)

Honestly the list could go on, so I'd advise researching before spraying and praying.

NFA on these - they're simply affiliated with using the x402 and it doesn't necessarily mean value will accrue to these tokens. If anything it'll accrue to the protocol backers itself - COIN.

You can check x402scan.com (see thumnail)

d) Other Insights:

1) @circle has an ongoing relationship with Coinbase and the main currency transacted by these agents is Stablecoins to pay for compute etc. So as you can imagine USDC will likely be the stable of choice

2) Neo Banks are gearing up for AI Agent payments:

- @tether launched its wallet development kit; the tagline is that there's anticipated to be trillions of wallets. These obviously won't be human wallets, so I'll let you connect the dots
- @useTria partnered with several AI protocols and this week with @billions_ntwk for zkKYC as privacy around payments comes to the forefront
- @Visa + @Mastercard announced their AI Agent programs a few months ago and are rolling out the infra for trillions of transactions. Almost all of these Cards from these Neo Banks are VISA/Mastercard.
- @PayPal ventures led the $18m Series A for Kite AI; PyUSD coming in hot here for agentic stablecoin usage?

Next step: Robots will have their own crypto wallets with virtual cards to make payments in the real world. Welcome to physical AI!

3) @a16zcrypto report on AI referenced x402 specifically when talking about AI Agents and payments, anticipating $30 trillion in agentic purchases by 2030

Interesting quote: "x402 is what the internet was supposed to be - payments via https" - @_imhamzah

4) @RibbitCapital released their 2025 "Token Letter" which discusses agents + payments (see "knowledge" tab on their website):

- Page 1/2: AI systems are economic participants that will earn and spend
- P33/34: Stripe and upstarts like PayOS will capture a lot of value building this infra for agents
- P33-35: Stablecoins and programmable money will be used by both humans and agents for payments and asset mgmt.
- P39/40: AI agent payments will become new financial rails for autonomous entities

TLDR: AI Agents + Payments is only going to get bigger. x402 is positioning itself at the enabler of this parabolic payment boom.

The cats out of the bag, so how would you capitalize on the upside?

Taking a cut in fees on trillions of txs isn't a bad idea.
0xSammy Verified account @0xSammy Oct 24, 2025
It's been an eventful week as the CSGO skins market falls into turmoil, Echo is acquired by Coinbase, CZ is pardoned and @a16zcrypto releases its 2025 "State of Crypto" report:

"Crypto may be the only viable payment rails for AI Agents...Gartner estimates that by 2030, $30 trillion in purchases will be made or influenced by AI Agents"

Keep an eye on those emerging Neo Banks and the associated integration of AI for payments... x402 season?

Here's the DeAI roundup since Monday:

- @GoKiteAI (tokenless) partners with @brevis_zk for (you've guessed it) AI Agent payments! This will enable a verifiable computation and payments system. We've seen a boom in privacy coins recently, so the intersect of these two could well be the catalyst for the next leg up for not just DeAI, but for crypto more broadly
- @AlloraNetwork (tokenless) releases information on its $ALLORA tokenomics, including 30%+ to community and network emissions
- @the_nof1 "Alpha Arena" continues to gain attention as Qwen's portfolio surges 60% in the past 24 hours; giving AI a portfolio of $10k to trade to see which model (grok, openAI, Qwen etc) has the best performance
- @surfai crosses 50k users following the reveal of its mobile app, this now offers a comprehensive AI crypto copilot as it partners with several prominent entities like UpBit + more
- @openservai partners with @getdomeapi (YC 2025 Batch) to push forward AI + prediction markets; the token rallies 30% on the news; why? It aggregates the best price and connects all the relevant markets (Kalshi, Polymarket, Limitless etc) - This goes beyond speculation... you can hedge real businesses e.g. farming crop production + weather
- @bluwhaleai token goes live, hitting $340m FDV and settling around the $220m FDV mark with $100m in volume in a 24 hour period
- @useTria (tokenless) churns a million USD in revenue, mostly through its "Best Path" AI swap solution; it also partnered with @billions_ntwk to bring zkKYC; privacy popping up again! AI Payments cropping up again...
- @eigencloud (verifiable AI) $EIGEN is LIVE on Google Cloud’s Faucet
- @hippius_subnet becomes the first TAO subnet to be listed on a CEX with @MEXC_Official
- @arbitrum's grant for the @USDai_Official Auto vault strategy will be distributed imminently
- @cookiedotfun delivers $12m+ in rewards for its cSNAPS campaigns with several users bagging 5 figures [soon to be 6 ;) ] from various rewards programs. What I don't think people realize is the product has a plethora of AI Agents amalgamating data on the crypto market - a top notch research tool as well as an infoFi platform
- @gaib_ai reveals that it has deployed $50.4m into AI & Robotics financing deals at avg ~16% APY; more than $700m to come!
- @FractionAI_xyz to launch 2,500 AI powered NFTs with @FOXX_NFT
- @farcaster_xyz has acquired Clanker. As a result 3% of the $BNKR supply has been burnt
- @sire_agent increases its alpha Vault to $500k which subsequently fills; think agentic oddsmaker as the ROI offers double digit returns
- @vooi_io (tokenless) uses AI to aggregate all the best pricing on Perp DEX positions. But the interesting part is that it initially raised through Echo (acquired by Coinbase) and is also backed by YZiLabs. Both these behemoths have a vested interest in the success of this protocol - step aside Aster...
- @ridges_ai sells some alpha tokens into its LP, bringing runway to $4m to launch their product w/o needing to worry about runway
- @almanak (tokenless) Founder @NeoAlmanak provides insights into its Bribe markets and associated token value accrual ahead of the token launch; Fees from vaults/AI compute accrue to veALMANAK via emissions, governance

Bonus (Trad AI to watch):

a) Amazon rolls out its smart glasses to all its delivery drivers; why is this significant? It is providing real world visual data that can be used to train Robots
b) Google Willow ran an algorithm (Quantum Echoes) computing a 150-year problem in 2 hours; 13,000x faster than the best classical algorithm on one of the world's fastest supercomputers; pay attention to tech that is trying to keep your assets secure (quantum resistance)

Let me know in the comments if I've missed anything and I'll append below!

Disclaimer: I hold several tokens and have partnerships with some projects mentioned in this post.
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0xSammy Verified account @0xSammy
This is getting way too much attention for being a prophet…

Before trusting the next prediction, read the details of the last one

This thread forecast a continued rally on 5 November. The Nasdaq fell 5.5%

The same account published an imminent crash call for 3 November 2025, when the S&P and Nasdaq both closed higher (see screenshot)

AI valuations and leverage deserve scrutiny, but a sell-off doesn’t validate moon cycles, an engineered collapse or a precise date for the bottom

The danger is giving a bearish headline enough credit that people trust the 9 November bottom call without checking the forecasts underneath it

There will be volatility, but also a good buying opportunity for assets you believe are high quality

Don’t trust everything you read online… if you post the same headline enough, it’s probable one will hit
MrBujok Verified account @BujokMr Oct 22
** IMMINENT STOCK MARKET CRASH OCTOBER 26, 2026-NOVEMBER 9, 2026 **

I am writing this message to give a detailed analysis, as to what I believe will be happening starting Monday October 26, 2026, and the main event to take place the following Monday November 2-3, 2026, with the bottom of the crash coming on November 9. I also want to explain what I believe the Federal Reserve is going to do as a means of trying to fix the crisis, and how it is going to lead to the end of the U.S dollar, bringing about a sovereign debt and currency crisis. This crisis will be the main focal point and issue that the Democratic Party is going to run on in the 26' midterms and the 28' elections, undermining the Republican Party and Donald Trump's populism, and eventually using it to try to usher in Communism, via a World Economic Forum/Black Rock policy and vision.
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0xSammy Verified account @0xSammy
I’ve just published my 200th consecutive weekly newsletter, marking almost four years of exploring crypto, AI and robotics

I didn’t expect to mark the occasion with Homer Simpson, but here we are

This edition connects Springfield’s blackout episode with the recent crypto hacks and attacks on supermarket refrigeration, then asks what happens as we give AI agents more control over our money + machines

In the episode, Lisa is still telling her family about the blackout 60 years later. We already talk about life during COVID lockdowns. I wonder which outages we’ll be explaining to our grandchildren

Thanks to the existing 7,500 who’ve read, shared or challenged something along the way. I’d love to hear which topics you’d like me to explore next

FREE to subscribe, I’ll link the newsletter edition below + link is also in my bio 👇
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0xSammy Verified account @0xSammy
I hope this is pure misinformation

Nuclear war would be catastrophic on all fronts and would put Trump down as the worst Presidential appointment in history

If true, this needs to be stopped
Tucker Carlson Verified account @TuckerCarlson 6d
Under pressure from Israeli prime minister Benjamin Netanyahu, the Trump administration may be within days of launching a nuclear strike on Iran. The target would be Pickax Mountain in central Iran, where Israeli intelligence claims the Iranian government has restarted its nuclear enrichment program. No conventional weapon in the American arsenal can penetrate 300 feet of solid granite to destroy the tunnels where enrichment is supposedly taking place. The only military option is a nuclear strike. Netanyahu has been pushing hard for one. “Bibi calls Trump about it every day,” says an informed observer.

Netanyahu is cornered and desperate. After last week’s election results, he can’t form a government unless Trump intervenes directly in Israeli politics and brokers a deal with other parties that gives Netanyahu 61 seats in the Knesset. Otherwise, he is out as prime minister and on his way to ignominy, investigations and possibly jail. Netanyahu must stay close to Trump. He needs this war.

To that end, he’s applied maximum pressure to his closest allies in the administration, including Secretary of Defense Pete Hegseth and CENTCOM commander Brad Cooper. Both oppose a negotiated settlement to the war they’ve so grievously mismanaged; both are pushing to restart major combat operations. Secretary of State Marco Rubio and CIA director John Ratcliffe are also following Netanyahu’s lead, as are leaders of the Democratic Party. In a recent meeting on the subject, former president Barack Obama said he opposes the current Iran peace deal being drafted in Doha.

The rest of America’s longtime allies in the Middle East are terrified by the prospect of more war. On September 27th, Netanyahu flew secretly to Abu Dhabi to enlist the UAE in his lobbying effort for a final attack on Iran. The Emiratis refused. After eight months of conflict, Gulf economies are teetering. So are global energy and fertilizer markets. They won’t recover soon. Globally, there are a total of about 850 supertankers used to transport oil from producers to the rest of the world. In October alone, 11 of them were badly damaged in Hormuz. At this pace, a global depression is imminent. A nuclear strike would radically accelerate the destruction. Fallout from a ground explosion at Pickax Mountain would contaminate the Persian Gulf, poisoning the water supply for 100 million people.

And those are just some of the immediate consequences for the region. The rest of the world is every bit as exposed. No country other than the United States has ever used a nuclear weapon in war. Some would like to. An American nuclear attack on Iran would set a new precedent. The Russians have already told at least two other governments that an American nuclear strike on Iran would free them to use nuclear weapons against Ukraine. Pakistan and India would be tempted to do the same against each other, as would North Korea against Seoul. After the first nuclear strike, World War Three is inevitable. That war would be short and final.

We’ve been sleepwalking toward this moment for months. Since February, the administration has quietly rewritten America’s nuclear doctrine to make first use of so-called “battlefield nukes” easier and therefore more likely. No one in Washington in either party seems bothered by this. Now we’re on the brink of it.

Close observers say Trump is likely to decide by next weekend whether or not to use nuclear weapons. That would be November 7, six days from now. To his credit, he’s hesitating. At the moment, Trump is listening to his vice president, JD Vance, and to his envoy and friend Steve Witkoff, both of whom argue a deal with Iran can be made.

They’re right, though it won’t be simple. The Iranians are famously frustrating to negotiate with under any circumstances, and elements of that government have become more radical since Ayatollah Ali Khamenei and his family were killed in February. After decades of isolation, even relatively moderate Iranian leaders seem confused by how decisions are made in the West. (There is a widespread belief in Tehran, for example, that the United States government controls Israel.) But overall, people who have spoken to decision-makers in Iran say there is consensus there that more war is bad for everyone and a deal is worth making.

One group that hasn’t been consulted so far is the global population — the hundreds of millions of people who will be killed along with their children if Trump is pushed by Netanyahu into launching a nuclear strike next week. Now would be the time for them to speak up.
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0xSammy Verified account @0xSammy
Feels more like November 2022 than November 2024

The worry is how far the damage to confidence spreads beyond the hack itself

I’m wary of assuming this is just another selloff that gets bought straight back up

There will still be pockets of outperformance, but easy mode may be in the rear-view mirror
tolks Verified account @_tolks Oct 29
i think in these situations you almost always buy the hack selloff but this one seems different

potential war resumption, earnings puke/ai trade popped, oil looking insane, gold still weak as shit, midterms, security/hack fears, etc it's endless & not an isolated event
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