I thought your writeup was very good, and have subscribed for future notes. You asked for feedback, so I would perhaps suggest a followup with a more detailed assessment of the potential competitive threats to the Visa/Mastercard duopoly, whether from emerging defi credit options, Plaid and its long term plans, or collateral token/networks, like Flexa/AMP token. Overall, well done.
Excellent write-up and analysis Ram. Very helpful.. Thanks a ton!
I thought your writeup was very good, and have subscribed for future notes. You asked for feedback, so I would perhaps suggest a followup with a more detailed assessment of the potential competitive threats to the Visa/Mastercard duopoly, whether from emerging defi credit options, Plaid and its long term plans, or collateral token/networks, like Flexa/AMP token. Overall, well done.