Falcon has heavily participated, and I’ve had various issues with this project that led to a shallow involvement, so I consider it a missed opportunity. But now the stablecoin sector is really heating up, and I don’t know what Noble is still waiting for.
Currently, whether it’s Plasma or Stable, as long as the qualifications are good, the market performance can be promising. In the rising trend of native L1 chains for stablecoins, I now feel that to seize opportunities within the sector, we also need to pay attention to derivative opportunities like Kite AI. If we think of the stablecoin sector as a highway, then projects like Plasma are solving the infrastructure issues of stablecoin payment highways, but if there are no cars on the road, the value of the road cannot be realized.
So, who are the cars on the stablecoin highway?
Cars are actually a consumption scenario of the road. If we look for them based on the logic of reverse consumption, we will find that the ones generating high-frequency, repeat consumption scenarios are the currently exploding AI, and it’s an exponential explosion. In the future, almost all C-end consumption will be automatically executed by AI Agents.
Therefore, scenarios that can support Agents to operate at high frequency, high speed, and low cost will also become rigid demands. Kite AI, as the first stablecoin AI payment public chain aimed at the Agentic Internet, is not building another underlying chain, but rather creating an "AI payment operating system" that allows AI Agents to autonomously, safely, and strategically conduct consumption and settlement. Through unified identity verification, payment tracks like PYUSD, and strategy execution systems, it achieves a true "pay-as-you-use" commercial value closed loop.
Kite AI is the only stablecoin AI payment project in the Crypto field that has received $18 million in Series A funding led by PayPal Ventures (with total funding exceeding $33 million) and has the endorsement of global payment giant PayPal from its inception, essentially born with a golden key. I think the previous performances related to stablecoins have been good, and there are still participation opportunities in the Kite AI testnet, so it’s worth exploring.
Currently, the best directions to earn XP on the testnet are: daily quiz tests, faucet water collection, staking, swapping, and creating multi-signature wallets. By completing tasks seriously every day, you can earn over 1000 XP, and I will organize a participation tutorial later.
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