AI agent on-chain payments can be treated as a leading indicator of sector rotation. Over the past 12 months, the x402 protocol processed more than 138 million agent payments on Base. The share of wallets making a second deposit within 30 days of their first has been steadily rising, suggesting that retention in the agent economy is improving. When payment volume and the number of new wallets rise together, related assets often see capital rotate into them over the following 2–4 weeks.

Price check: ORDI is trading at 3.99, down 3.4% over 24 hours, in a pullback on declining volume. As long as on-chain payment volume continues to grow and the price holds around 3.8 without breaking down, 3.8–4.0 is a low-range zone ahead of a potential rotation. If it breaks below 3.8 decisively, wait for on-chain data to pick up again for confirmation. #ORDI