> Visa is also strengthening its account-to-account payment capabilities. While regulators blocked Visa from acquiring Plaid, the company went on to acquire Plaid’s European competitor, Tink, and brought it to the U.S.
One way in which their runway is not infinite is if regulators lose patience for the duopoly between Visa and MasterCard, and do more than just blocking acquisitions. It is possible as well that the US administration’s pro crypto stance leads to some development that greatly disturbs that duopoly.