On September 16, the news of Google's release of the AP2 protocol went viral.
Familiar faces from Web3 such as the Ethereum Foundation, EigenLayer, and Coinbase are collectively appearing on Google's partnership list. This is not just a technological upgrade, but a trillion-dollar ownership revolution.

Why is this said to be a trillion-dollar opportunity?
The traditional internet transfers information, while Web3 transfers value.
Data speaks: Currently, the global digital advertising market size is about $700 billion, and the social media market is $230 billion. This money is essentially the value created by users being intercepted by platforms.
What Web3 aims to do is redistribute this cake.
For example: an influencer with a million followers can earn 500,000 in a year on traditional platforms. But if their content is directly tokenized, fans can purchase, trade, and collect their works, this value could multiply by ten.
The true intention of the Google AP2 protocol is here: when AI Agents become the main consumers, the traditional 'click-to-pay' model will fail. A new value distribution mechanism is needed so that every decision made by AI can be traced, verified, and paid for.
This is the power of native payments. It's not about technical showmanship; it's a fundamental restructuring of business models.
Three opportunities in this revolution
Layer One: Infrastructure
Ethereum Ecosystem: Layer 2 scaling solutions, processing power determines value flow.
EigenLayer: Providing verifiable computation for AI Agents, solving trust issues.
Stablecoin track: USDC, USDT, the blood of the digital economy.
Layer Two: Application Protocols
DeFi Protocol: Decentralized Finance, restructuring traditional banking.
NFT Infrastructure: Not just profile pictures, but the tools for certifying all digital assets.
Social Protocol: A platform where users own their relationships and content.
Layer Three: User Entrance
Wallets: Metamask, Coinbase Wallet, the Alipay of Web3.
Exchanges: The main channel for users to purchase digital assets.
AI Agent Platform: Google AP2 is just the beginning; more giants will follow.
The essence of Web3 is not technology, but the redistribution of benefits.
When your data truly belongs to you, when your creations can be directly monetized, and when AI helps you make money instead of replacing you, the logic of the entire digital economy changes.
Google has hit the accelerator; Apple and Microsoft will not sit idly by.
This process will be quick but bumpy. However, the direction is certain.
The next decade belongs to those who own their digital assets.
