多数人没看明白吧。
1. 2022 年崩盘以来 crypto 圈内卷，行业增量主要靠传统金融圈注入。
2. BTC ETF 和支付距离传统金融圈最近。
3. 大家都在喊 RWA，RWA 必从支付场景开始。
4. 拿人家的钱，就得按人家的规矩办事。

Stripe 收购 Bridge，这此收购不知为何讨论尤其少
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一个精彩的 Thread  x.com/yashhsm/status…

fangjun

Twitter

1. Since the 2022 crash, the <crypto> industry has been in a state of intense competition, with the industry's growth mainly driven by the injection of capital from the traditional financial sector.
2. BTC ETF and payments are closest to the traditional financial sector.
3. Everyone is calling for <RWA>, and <RWA> must start from the payment scenario.
4. If you take someone else's money, you have to play by their rules.

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