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The "brilliant" Marcus plan to map all bitcoin losers: let's give them a Spark wallet faking the use of Bitcoin LN and made them to link to a KYC service to buy bitcoin. Later we can hit them also with Spark KYC hammer, but then it will be too late for them anyways.

And so easy a giant Bitcoin enemy will have mapped a large number of bitcoin users...

THEY GOT YOU BY THE BALLS !

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This is a useful direction because the first top-up is where a lot of Lightning UX still loses normal users.

The detail I would watch is not just conversion into a balance, but whether the user understands custody and withdrawal before the first payment. If Cash App makes the on-ramp feel familiar while Breez keeps the Lightning state clear, that is a strong combo.