← Feed

u/Evening_Butterfly247

2 theses · first seen Sep 9, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d——————
3d——————
1w——————
1m——————
3m——————
6m——————
1y——————

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$Vr/wallstreetbetsDDbearish
u/Evening_Butterfly247 · 1h ago1 prior · awaiting results
Short 200 shares of V

The Visa/Mastercard Death Thesis: How the Middlemen Get Middlemanned

Visa faces structural decline as alternative payment ecosystems (CBDCs, sovereign rails, UnionPay, UPI) shift transaction volume away from private card networks. The geopolitical moat protecting Visa's unipolar dominance is eroding in a multipolar world where states are building parallel infrastructure independent of American financial infrastructure.

original post →
$MAr/wallstreetbetsDDbearish
u/Evening_Butterfly247 · 1h ago1 prior · awaiting results
Short 100 shares of MA

The Visa/Mastercard Death Thesis: How the Middlemen Get Middlemanned

Mastercard's moat is collapsing as sovereign CBDCs, state-backed payment rails (digital euro, CIPS, UPI, Pix), and dedollarization efforts render the duopoly obsolete. Governments are nationalizing payment infrastructure to escape American financial hegemony and geopolitical capture, eliminating the interchange fee extraction that powered MA's business model.

original post →

End of results.