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defioasis.eth
@defioasis
Researcher | Investor | Data-Driven Focus On-Chain: Meme, Predict, Robinhood Bet on yourself, Believe in yourself
Joined February 2021
533
Following
8.4K
Followers
defioasis.eth
@defioasis
2026.10.22 07:39
Crypto Cards 是 Crypto 行业里为数不多能够保持增长的赛道,但同时是越来越卷 参与主体已经涵盖 Fintech、公链、CEX、钱包和其他转型等,小团队几乎很难再做支付卡 - Fintech:RedotPay、KAST - 公链:Plasma One、Avalanche Card - CEX:Gate Card、Bitget Wallet - 钱包:Metamask、Phantom Cash - 其他转型:EtherFi、Solayer、Hyperbeat Paymentscan 统计就有近 30 种由不同加密协议/公司推出的 Crypto Card,实际上还有更多 对于 CEX 来说,这是一个新的业务增长方向;对于某些有一定影响力但赛道叙事枯竭的协议来说,这是一个焕发代币估值第二春的转型路径;对于钱包等入口级,这还是一个流量生意,不做白不做
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