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歪文
大家可能先喊支付革命来了,我却想看看:通道到底在谁手里?
9月稳定币支付卡消费额约12.31亿美元,超过2024年全年;RedotPay份额从早期约85%降至约33%。
反过来想一下,我认扩张,不认颠覆:份额下降不等于龙头业务萎缩;Visa仍处理绝大多数交易,规模增长没改变对传统通道的依赖。你觉得这是支付革命,还是旧通道的新生意?欢迎持相反意见来辩。

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