Increase in computer use effectiveness and general trust of agents has me semi-bearish x402/MPP.
The pushback on agentic commerce being off chain was that it wasn't made for them (name, ID, having UI for data entry, trust over funds, etc)
All of that is eroding very quickly the last 6mo.
People are increasingly fine giving credentials and funds to agents to act on their behalf, and theyre getting REALLY good at using computers traditionally.