# Сопутствующие статьи по теме Blockchain

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Blockchain", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Base MCP, The Next Step for x402

Base has officially launched Base MCP, allowing users to connect their Base Account to AI Agents to perform actions like swaps, transfers, portfolio tracking, and transaction history queries through conversational commands. This move aligns with Base's strategic focus on AI, driven by the broader competition in the emerging Agent-to-Agent payment sector. The evolution of Agent payments has accelerated. In late 2024, the primary method involved insecure browser automation. By 2025, solutions like Coinbase's x402 (providing crypto wallets for Agents), Google's AP2, and Visa's token-based system emerged. x402 has since processed 176 million transactions totaling over $70 million, with a median value between $0.01 and $0.10. Stablecoins, particularly USDC, dominate these settlements due to their negligible transaction costs compared to traditional payment fees, which are prohibitive for micro-payments. Coinbase faces competition from Stripe, which has built a comparable infrastructure for Agent payments with its Tempo blockchain, Privy wallets, Bridge routing (acquired for $1.1B), and the recently launched MPP protocol. Both companies are now competing at the application layer. The core reason AI is central to Base's strategy is to expand the scenarios for Agent payments, ensuring more transactions occur on its network. By securing a dominant position and scale advantage in this nascent field, Coinbase aims to capture the future commercial potential of Agent-driven payments. The launch of Base MCP is thus a strategic step in this larger ambition.

marsbit05/28 08:26

Base MCP, The Next Step for x402

marsbit05/28 08:26

Justin Sun’s Interview with Hurun Report: A New Order and Certainty for Value Flow in the Era of Transformation

In an interview with *Hurun Report*, Justin Sun, founder of TRON, discussed the evolution of the Web3 industry as it moves from initial exploration to large-scale adoption. He emphasized that the core value of blockchain lies in building an open and inclusive internet of value, enabling anyone globally to transfer and use funds efficiently and at low cost, regardless of location or access to banking. Sun highlighted that projects with lasting impact are those built on genuine demand and real-world usage. He pointed to the stablecoin payment ecosystem as the most mature and scalable application currently, noting that TRON has rapidly become one of the world's largest stablecoin networks. The circulation of USDT on TRON has surpassed $86.3 billion, driven by actual use cases such as cross-border transfers and daily payments, demonstrating strong network effects. Regarding strategy, Sun outlined a methodology combining data-driven iteration, rapid execution, and user-centric focus. He cited the decision to partner with Tether to launch TRC-20 USDT as a key strategic move, based on an assessment of market trends and long-term potential, which has become a significant growth engine for the TRON ecosystem. On globalization, Sun stressed the importance of local compliance and cultural adaptation, noting that success in different markets depends on deep understanding and local partnerships. He also addressed the convergence of AI and blockchain, describing it as a transformative direction where blockchain provides decentralized infrastructure for AI, while AI enhances the intelligence and user experience of blockchain systems. For industry participants and young entrepreneurs, Sun advised continuous learning and adaptability in a fast-changing environment, focusing on building irreplaceable core strengths rather than spreading resources too thinly. Through infrastructure development, global strategy, and technological foresight, TRON aims to advance the practical implementation and evolution of the value internet.

marsbit05/28 07:47

Justin Sun’s Interview with Hurun Report: A New Order and Certainty for Value Flow in the Era of Transformation

marsbit05/28 07:47

Who Will Make Money in the Age of Agents?

In the Agents era of blockchain, traditional value capture theories face challenges. The "Fat Protocol" theory, dominant since 2016, suggested protocols capture most value as their tokens are essential for network use. However, the proliferation of interchangeable L1s, L2s, and modular layers has eroded protocol scarcity and pricing power. Conversely, the "Fat App" theory posits that applications capturing user relationships (like wallets and exchanges) become the primary value layer by controlling distribution and transaction flows. This aligns with the current "Great Repricing" cycle. Agents disrupt this logic. As software users, they lack brand loyalty, prioritize cost and efficiency, and switch between platforms seamlessly. This undermines the front-end UX moats that "Fat Apps" rely on. The article explores several potential futures: 1. **Headless Applications:** Current leading apps could strip their front-ends and become backend API infrastructure for Agents, preserving their role. 2. **Protocol Resurgence:** If integration becomes trivial, Agents might bypass aggregators and interact directly with protocols, reviving "Fat Protocol" dynamics. 3. **Pricing Power Collapse:** Agents' rational, frictionless routing could commoditize the entire stack, compressing margins toward cost and leaving little profit for intermediaries. 4. **Unprecedented Activity:** Agents may enable new, high-frequency, machine-to-machine economic activities, expanding the total value pie even if margins are thin. 5. **A New, Unnamed Model:** Historically, major tech shifts (like the internet's attention economy) create unforeseen business models. The Agents era may spawn entirely new ways to capture value. The most likely outcome is a coexistence where "Fat Apps" continue to serve human users valuing UX, while a separate, Agent-driven economy emerges governed by different rules—where loyalty is based on factors like liquidity, latency, and settlement guarantees rather than brand.

marsbit05/27 14:05

Who Will Make Money in the Age of Agents?

marsbit05/27 14:05

Who Will Make Money in the Age of Agents?

Who will capture value in an era where AI Agents become the primary blockchain users? Existing crypto value capture theories assume human users. "Fat Protocols" (2016) posited that protocols capture the most value as applications commoditize on open data, but this weakened as blockchain infrastructure proliferated and became interchangeable. The emerging "Fat Apps" theory argues applications capturing user relationships (like wallets and aggregators) win by controlling distribution and monetizing user flows. Agents fundamentally disrupt this logic. They don't value UX, brand, or convenience, bypassing the front-end moats of fat apps. This leads to several possible futures: 1. **"Headless" Apps**: Current app leaders (e.g., wallets) strip their front ends and become API infrastructure for Agents, preserving their value capture. 2. **Protocol Renaissance**: If integration is easy, Agents skip aggregators and interact directly with protocols, reviving the fat protocol thesis. 3. **Pricing Power Collapse**: Agents' rational, frictionless price shopping could commoditize the entire stack, compressing margins toward cost. Value flows to Agent owners or end-users. 4. **Unprecedented Activity**: Agents could enable entirely new, high-frequency economic activity (e.g., machine-to-machine commerce), expanding the total value pie. 5. **A New, Unnamed Model**: As with the internet's attention economy, a novel, unforeseen business model may emerge. Likely, human and Agent ecosystems will coexist with distinct value capture dynamics. For builders in the Agent realm, the key question shifts from UX to competitive advantages like liquidity, latency, or settlement guarantees that retain automated users.

链捕手05/27 13:51

Who Will Make Money in the Age of Agents?

链捕手05/27 13:51

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