Currently, the tradable asset of @GoKiteAI is NFTs, and from the price fluctuations of NFTs, you can see the pre-market valuation of the market. Let me briefly analyze why there has been such a large fluctuation during this period, and why it has recently reached a peak. As mentioned last time, KiteAI is led by PayPal, but recently PayPal announced that it invested in Tether's child @stable, which has caused concerns in the market about the previous role of Kite as the core path for PayPal's entry into the payment chain. As a result, it quickly became apparent that this stablecoin would not issue tokens at all. This approach of using USDT as the native currency is much more decisive than the so-called non-planned token issuance of Base, and it is still in the very early stages of email whitelist registration. In addition, one is a leading investment and support, while the other is a stake partnership. There is a difference in closeness, so KiteAI has become one of the targets that can intervene in Tether in the short term, with greater odds and probabilities. Originally, it was a compensation for PYUSD (PayPal), and now an additional stable (Tether) concept has been added, which is a positive development. A similar case is Plasma, which has directly leveraged its relationship with Bitfinex to become the so-called child of Tether, while GoKiteAI, as the AI new public chain led by PayPal, will be the market's most certain choice for the narrative of stablecoins + AI. So this time PayPal's entry into stablecoins is actually a good thing, equivalent to @GoKiteAI furthering its relationship with Tether through its investors. It can be said that both Web2 and Web3 have top-tier backers, and with the application of AI, overall, we can use XPL + 0G as a reference for the valuation model. That said, who doesn't know a few big players? Having big players is not enough; you need to have competitiveness for them to want to play with you. Currently, Kite's main focus is on nailing down the execution of AI agents for consumer transactions. Payments have evolved from barter to general equivalents, then to cash, checks, credit cards, and now to QR code payments, tap payments, and digital fiat... It has not yet fully reached its final form. Clearly, the NFC approach that Web2 is currently promoting has encountered bottlenecks because it is merely a change in form. How much time can tapping save compared to scanning? This level of change is far from enough to justify the learning cost. Most ordinary people in China have transitioned from cash payments to a cashless life in just seven years, bypassing checks and credit cards, relying on QR codes because this model is much more convenient than cash. Agent payments are the next QR code moment. Kite AI is an operating system that allows AI agents to autonomously and securely conduct transactions and settlements. The so-called PayPal prince relies on real innovation, not merely on relationships for profit transfer. Capital speculation by pulling tiger skins cannot be sustained.
The successful launch of @Plasma proved one critical thesis: Stablecoins are emerging as the essential infrastructure for the next-generation global payment system. Kite @GoKiteAI is building the foundational layer for this future—the world's first stablecoin blockchain for the agentic internet. We are here to power the biggest users in stablecoin payments: AI Agents. Kite differentiates from other payment blockchain: ✅Instant, stablecoin-native transactions with near-zero gas fees, purpose-built for AI-to-AI interactions. ✅A Trusted Agent Layer: Beyond transactions, agents acquire verifiable identities and participate in programmable governance systems. ✅Supported by the biggest e-commerce payment network backed by our leading investor: PayPal Today, consumers use an iPhone to browse and shop, and a credit card to pay. In the future, they will use AI Agents to act, pay, and coordinate—all on Kite.
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