Scroll just lost 28K daily spend transactions and over 25% of all crypto card volume (per Dune) to OP Mainnet — that's not a minor reshuffling. OP Mainnet's been bleeding mindshare to Base on pure DeFi, so leaning hard into payments infrastructure is a smart way to carve out a lane. 70K non-custodial cards pushing $2M/day in real spend is the kind of sticky activity that yield-farming TVL never produces.

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