Mahone Defi(@MahoneDeFi):A useful tool for tracking onchain neobanks and card payments. @Glasscade_xyz standardizes onchain data to show how the market is growing, how market share is shifting, and how competition is evolving. A few data points stand out: - Top 5 market share: 96.1% → 89.3% - Effective competitors: 1.3 → 3.1 - RedotPay: 87.1% → 52.8% - KAST: +11.3pp - Etherfi Cash: +9.9pp Across 21 tracked programs, 14 are expanding, and 5 are contracting. Market share seems to be moving away from one dominant player and spreading across more emerging programs.

2026.08.31 06:12

A useful tool for tracking onchain neobanks and card payments. @Glasscade_xyz standardizes onchain data to show how the market is growing, how market share is shifting, and how competition is evolving. A few data points stand out: - Top 5 market share: 96.1% → 89.3% - Effective competitors: 1.3 → 3.1 - RedotPay: 87.1% → 52.8% - KAST: +11.3pp - Etherfi Cash: +9.9pp Across 21 tracked programs, 14 are expanding, and 5 are contracting. Market share seems to be moving away from one dominant player and spreading across more emerging programs.