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

1) RWA, traditional assets on the chain: The U.S. government is strongly promoting this, and the trend toward the globalization of stablecoins is clear; DeFi needs real income sources, while TradFi needs to integrate on-chain infrastructure; new products like Neo Bank and PayFi connect traditional interest from government bonds with on-chain staking and wealth management.

2) x402, Agent payment: Web2 giants such as Google and Cloudflare participate in protocol formulation, with a complete technical stack and ecological resource investment; in the future, AI Agents will replace humans as the new consumption主体, enabling high-frequency small amounts, real-time settlement, and seamless cross-border transactions, traditional payment channels must innovate; the practical application of AI Agents will evolve from "chatting" to "paying," driving a comprehensive refresh of on-chain payment infrastructure.

RWA is driven by the money and policies of the traditional world, being somewhat passive, while x402 will actively output capabilities to the web2 internet in the Crypto space.

One is to undertake off-site incremental growth, and the other is to build new supporting infrastructure, both of which are certain opportunities.