Crypto cards are bullish crypto as they use blockchain blockspace as P2P payments do:

You buy a banana via Ready card? That’s a tx on Starknet.

The card finally gave Ready wallet (ex-Argent) a PMF but as Pavel points out they need to lock-in card users into their ecosystem.

But most cards have no moat and will fade. No biggie: you can withdraw funds as many support self-custody.

Etherfi is indeed unique and the one with the moat. Mantle’s UR is promising too.

But also those that manage to build underlying networks for payments could succee.

Like @payy_link privacy based network.

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