觀察驗證 - Bitcoin vs. Square and PayPal
Mizuho analyst Dan Dolev : “Our work shows that a dramatic positive inflection in user engagement helps ensure that SQ’s Bitcoin revenue should grow irrespective of Bitcoin price levels,” the 5-star analyst said. “We estimate that if Bitcoin reaches $100,000 by year-end, this could drive 9x growth in Bitcoin gross profit. However, if Bitcoin dropped to $10,000, its GP may still double, helped by growing user base & higher engagement.”
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二月SQ和PYPL的財報日便知分曉。
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