@racer
PayAI captured 10% of all x402 transaction volume in just two weeks, becoming Solana’s only functional gateway. It’s sitting at a $60M market cap, while comparable infrastructure plays like Eigen trade at $440M.
Coinbase’s market share dropped from 88% to 80%, and now every AI agent on Solana relies on PayAI to access the $830M x402 ecosystem.
In crypto, infrastructure enables, but gateways monopolize — and monopolies print harder.
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