Last night, the US stock market suffered a bloodbath! The three giants of global payments, Visa, Mastercard, and PayPal, collectively plummeted by 5%, with a market value evaporating by $130 billion in an instant—only because Walmart and Amazon suddenly revealed a trump card: a self-developed stablecoin plan! The walls of traditional finance have been breached by e-commerce giants!
Three consecutive strikes recorded.
First strike: Visa shot in the knee.
• Intraday flash crash of 7%, the largest single-day drop in two years.
• Analysts lament: 'If Walmart's stablecoin connects 6,500 stores, Visa's fees will be cut in half!'
Second strike: PayPal becomes a meat sandwich.
• Plummeted 5.2%, falling back to pre-pandemic levels.
• Users rushed to transfer cryptocurrency assets overnight (outflow of $1.2 billion in a single day).
Third strike: Mastercard suffers collateral damage.
• Partner merchants urgently call to ask: 'Can we still compete with Amazon Coin?'
• Insiders reveal: They are frantically acquiring blockchain companies to fill gaps.
The nuclear arsenal of e-commerce giants.
Walmart's killer weapon:
Building an offline consumption network based on 4,800 stores in the U.S.
Stablecoins directly pegged to the consumer price index (anti-inflation artifact).
Users get 3% tokens back on purchases (cutting into credit card rewards).
Amazon's space plan:
Stablecoins connect to AWS cloud computing ecosystem (2 million enterprise customers).
Plan to launch 'buy satellite data with tokens' service (overwhelming traditional payments).
Integrating Twitch live streaming tipping (capturing Generation Z).
Countdown to the end of traditional payments?
Three fatal blows:
Fee hegemony collapses: Visa takes 1.5%-3.5% per transaction, while stablecoin costs approach zero.
Data gold mine changes hands: 250 million user consumption records will be exclusively owned by Walmart and Amazon.
Revolution in cross-border payments: Amazon Coin can instantly pay global suppliers, traditional SWIFT system faces dimensional reduction strike.
Survival chance:
Visa urgently allies with Coinbase to issue stablecoins (already two years behind).
PayPal's cryptocurrency trading volume surges by 300% (the last escape pod for retail investors).
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