What Agents Buy.

I ran our own report card. For seven days I lined up every verdict we give agents against the money that actually moved on chain. Sellers we cleared took 99.8% of every dollar. The 51 we told agents to abort on took nothing.

We give every x402 seller a pre-payment verdict: CLEAR, HOLD, or ABORT. The obvious question is whether that verdict is any good. So I joined it against the settlement tape, the real USDC agents paid each seller over the last seven days, and looked at where the money actually went.

• It sorted almost perfectly. Of the USDC agents settled in the window, 99.8% went to sellers we had marked CLEAR, along with 1,317 of the buyers. The 148 sellers we flagged (HOLD, ABORT or UNRATED) received $1,204 between them. The 51 we explicitly said ABORT on received exactly zero.
• This is agreement, not causation, and worth saying plainly. Agents mostly are not gating on us yet, so we are not claiming we sent the money anywhere. And CLEAR is not a promise of demand: only about 3% of cleared sellers got paid at all, because most sellers have no customers regardless. The signal is the filter, and it is clean: nothing we flag ever gets meaningful money. That is exactly what a pre-payment check should do.
• No probe-only checker can publish this. Grading your own verdict against reality means watching the money move after the payment, and a service that only pings an endpoint never sees that. It is the same edge as our delivery grades: we measure what actually happens, not just what a 402 claims.

green(CLEAR) -> 99.8% of USDC + 1,317 buyers; red(ABORT) -> $0 across 51 sellers