17 เม.ย. เวลา 11:47 • หุ้น & เศรษฐกิจ
- Block = Bank + Social Media + Retail Platform
- End-to-end ecosystem: Square (for merchants) + Cash App (for consumers) → Strong network effect
- High-potential target groups: Gen Z, Millennials, the underbanked, gig workers, SMEs, and freelancers
- Mega trends: Mobile-native, digital-first, Bitcoin adoption, and DeFi
- Founder & CEO – Jack Dorsey: Tech visionary who believes in “Open Source Finance,” prioritizing freedom and user-first design
- Hidden gem insight: Many believe Block’s revenue heavily relies on Bitcoin and see it as “high risk.” But if Bitcoin becomes the global monetary layer, Block could become a mass adoption version of Coinbase
- Bitcoin revenue = a long-term embedded call option
- Bridges: Fiat ↔ Bitcoin ↔ Web3
- Growth potential in other verticals: Afterpay / TIDAL / Bitkey / Proto / TBD
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