Cash App Pay
It’s still early but I feel like cash app pay could potentially be a very important development. I’m sure it would be generating a lot of excitement if we were in a bull market. The potential is there to create a fourth payment network alongside Mastercard, Visa and AmEx. And the recent link up with Adyen expands the seller network a lot.

It might never reach scale but just struck me how little attention it is getting, whereas I could imagine double digit moves in the stock in a different macro environment.

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