# Volume playbook — become a real x402 business (not a BlockRun clone)

Updated: **2026-08-07**. Sales truth from
`/var/lib/delx-agent-commerce/reports/latest.json` (all-time cut).

## What the numbers say (not the story)

| Metric | Value | Note |
| --- | ---: | --- |
| Unique external payers | **13** | Gate ≥3 **already passed** |
| External delivered sales | **27** | |
| External delivered revenue | **$0.126 USDC** | Tiny absolute $ |
| Repeat external (7d) | **2** | Recurrence path also green |
| Settled revenue (all class.) | **~$6.04** | Dominated by internal/self-buy indexing |
| Channel for external $ | **100% `direct_cli`** | Bazaar not yet a revenue channel |
| Governed products | **501** | |
| Bazaar indexed | **499 / 501** | Missing: `generate_image_budget` (await CDP settle), `agent_club_join` (PayAI-only exclusion) |

### External converters (by external delivered sales)

| Sales | Rev USDC | Payers | Tool |
| ---: | ---: | ---: | --- |
| 5 | 0.005 | 4 | `util_random_int` |
| 4 | 0.004 | 4 | `get_base_gas` |
| 3 | 0.003 | 3 | `util_random_choice` |
| 2 | 0.02 | 2 | `generate_image` |
| 2 | 0.02 | 1 | `util_dns_lookup` |
| 2 | 0.02 | 1 | `util_email_validate` / `util_http_headers_inspect` |
| 1 | 0.01 | 1 | `util_page_extract` + inspect utils |
| 1 | 0.001 | 1 | FX / QR / hash / url_health |

**Read:** volume today is **floor-price agent utils via CLI**, not LLM chat.
Media converts at higher ticket but fewer payers. BlockRun’s volume is
**chat + search + multi-model media** — different product mix and rights stack.

## What “like BlockRun” means for Delx (honest)

| BlockRun strength | Delx answer | Policy |
| --- | --- | --- |
| 71+ chat models | **Do not clone** until model rights, moderation, refund, margin | Blocked |
| Grok/Exa search | Extraction + open knowledge, never advertised as search | Blocked as search |
| Multi-model images | **Live:** budget $0.005 · standard $0.01 · HQ $0.06 (Replicate commercial only) | Expand markup, never mediagen |
| Modal sandbox | Scaffold fail-closed | Enable only with credential + smoke |
| Multi-chain RPC | Partial Base/static | Rights for live multi-RPC |
| Phone / PM | Not planned | Out of scope |

Delx wins where BlockRun is thin: **501 governed micro-utils**, Protocol
recovery (non-revenue), rights-clean extract/intel, explicit unit economics.

## North star (Commerce)

Not “SKU count.” Not “self-buy index volume.”

1. **External delivered revenue** (USDC) with known positive margin  
2. **Unique external payers** and **7-day recurrence**  
3. **Non-`direct_cli` channels** (Bazaar, AgentCash discovery, packs) ≥ 1 paid delivery  

Self-buy indexing is **distribution cost**, never customer evidence.

## Play that compounds volume (order)

### P0 — Make converters findable (this block)

1. **Budget image** live + product page + intent “cheap image” → `$0.005`  
2. **discover-now** capsule refreshed with live payers/sales + proven converters  
3. **Micro-utils pack** leads with converters + budget image  
4. **Bazaar:** first CDP settle for `generate_image_budget` (~$0.005) so agents can discover it in Coinbase search (owner-authorized spend)  
5. Skills (`delx-micro-utils`) teach budget → standard → HQ ladder  

### P1 — Channel expansion (next)

1. Rank audit: do Bazaar semantic queries for `dns`, `qr`, `fx`, `cheap image`, `page extract` return Delx in top N?  
2. AgentCash discover listing freshness  
3. x402scan / registry listings already registered — keep receipts, no paid placement  
4. Attribution: every public command keeps `x-delx-source` so channel mix is measurable  

### P2 — Product only with rights + margin

1. Sandbox public after Modal credential + abuse + smoke  
2. Search **only** with written engine rights + ≥25% margin  
3. Chat completions **only** with approved provider + refund path  

Until then: **no chat farm, no Grok search resale, no mediagen x402.**

## Anti-patterns (will not create business)

- Self-buy loops counted as “growth”  
- SKU spam without Bazaar/AgentCash path  
- Copying BlockRun categories that fail the rights gate  
- Expanding mediagen/SuperGrok into public pay  

## Immediate operator checklist

```bash
# Truth
cat /var/lib/delx-agent-commerce/reports/latest.md | head -80

# Bazaar residual (read-only)
node scripts/bazaar-coverage-audit.mjs

# Index budget SKU only (owner spend)
node scripts/bazaar-index-selfbuy.mjs \
  --confirm-spend --max-total-usdc 0.01 --authorized-by david

# Capsule after sales refresh
COMMERCE_SALES_REPORT=/var/lib/delx-agent-commerce/reports/latest.json \
  node scripts/build-discovery-capsule.mjs
```

## Success in 14 days (suggested, not automatic)

| Signal | Target |
| --- | --- |
| External revenue (14d) | ≥ $1.00 delivered (10× baseline rate) |
| Unique external payers (lifetime) | ≥ 20 |
| Channel mix | ≥ 1 external delivery with `x-delx-source` ≠ direct/selfbuy family |
| `generate_image_budget` | Indexed on Bazaar + ≥ 1 external delivery |

If none of the first three move: problem is **demand pull / packaging**, not more SKUs.