i've been saying it for several months now: people are overestimating how fast agentic payments will be adopted in the short term, but at the same time are wildly underestimating how big of a market it will become, and how fast the takeoff will be in the medium to long term while x402 activity has fallen since the end of 2025 highs, i'm encouraged by the steady growth we're seeing from @base & @solana -> to put a long story short, i don't think the seller/discovery layer is ready for mainstream adoption -- and until that moment comes, i see the growth of unique sellers as a better indicator of progress in the space (not txns and volume). + after the past few months tinkering w command-line commerce (h't @cuysheffield) and @openclaw (check out @nexus_x402), it's clear the blockers are: (1) too few useful x402 endpoints/merchants exist today (2) no proven discovery/aggregation layer for trustworthy endpoints so let's continue building, integrating, and aggregating endpoints that we can trust so that we remove the friction for agents even more. agentic commerce is coming.

btw here's the methodology for sellers: Running total of unique qualified sellers over time. A seller qualifies when they have more than 2 real (non-gamed) transactions AND at least 2 unique buyers. Each seller is counted once on the date they first meet these criteria, and the total accumulates from that point forward.