The explosive popularity of Mltbot/Clawdbot coincided with the release of ERC8004. Perhaps the previous X402 + ERC8004 investments were still too early-stage, lacking both catalysts and hype, and without sufficient data to support their claims. However, from an industry development perspective, the best application of AI + crypto that I can think of (not a meme) is X402 + ERC8004. Once AI assistants become widespread, the best payment method will be crypto (with identity verification).

The Ethereum ecosystem has reached its culmination of a decade of hard work.

Hopefully, AI + crypto can bring about a more sustainable narrative, rather than just a daily PvP frenzy.