🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-19 17:15:53时区推断·⟳ 抓取 06-03 23:17:19回填·⚡ 决策 06-18 00:36:57·132.1 天前
KOL称AI代理微支付将颠覆传统卡网络，利好USDC及Coinbase
📄 原文Serenity↗ 原文
I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA. By $CRCL a…
不做 V.US
做空逻辑不成立。AI微支付体量(9个月4300万美元)相比Visa年交易量(15万亿美元)微乎其微，无法构成实质颠覆，属Crypto圈自嗨噪音，无做空edge。
不做 MA.US
做空逻辑不成立。同Visa，AI代理微支付对Mastercard基本面无实质威胁，纯情绪噪音。
不做 COIN.US
做多逻辑偏弱。AI代理支付对Coinbase实质营收贡献极小，纯蹭AI+Crypto叙事情绪；KOL清单帖逻辑跳跃，缺乏持续买盘支撑，不追。
不做 CRCL.US
Circle Internet Financial 尚未正式IPO或代码无法唯一确认，当前无法在公开市场交易。
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原文全文
展开原文 · 484 字
I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA.
By $CRCL and $COIN.
From Global Markets Head at Circle:
"Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 million US dollars.
Among these, 98.6% were settled in USDC, with an average transaction amount of only 0.31 US dollars."
Card networks and % fee payment processors like $PYPL are likely going to be cooked?
By $CRCL and $COIN.
From Global Markets Head at Circle:
"Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 million US dollars.
Among these, 98.6% were settled in USDC, with an average transaction amount of only 0.31 US dollars."
Card networks and % fee payment processors like $PYPL are likely going to be cooked?
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