$AISERVICES - AI APIs are becoming the most valuable resources being monetized through micropayment infrastructure, with GPT-5 and similar APIs representing unprecedented value that users will spend tens of thousands of dollars on
$USDC - USDC has become the dominant payment method for X402 protocol micropayments, representing 99% of usage and serving as critical payment rails for the emerging agent commerce ecosystem
$BASE - Base L2 has captured 99% of X402 transaction volume due to its low fees enabling micropayments, making it essential infrastructure for agent commerce
$MSFT - GitHub is being transformed into a platform where every user and repo has a bank account, enabling autonomous software organizations to self-fund and pay contributors
Bearish:
$ADTECH - LLMs trained on the free internet have fundamentally disrupted the ad-based business model, as AI agents bypass ads entirely, threatening the $5 trillion advertising industry over the next 5-10 years
$STRIPE - Traditional payment processors cannot compete with crypto for micropayments due to fundamental economics - Stripe's 30-cent minimum transaction fee makes sub-penny transactions impossible