- merchants may offer incentives to customers to use this payment method as it saves them credit card processing fees

- some customers might enjoy the ideological appeal of sticking it to the credit card companies (I dunno, run a No Kings day promo)

- yes, people who understand bitcoin but don't want to pay with it

- other ideas that you and I haven't come up with yet because that's how progress works - in layers, as new raw materials for creativity are added, and its always a good thing to have more options for future entrepreneurs (have some humility; do you think you and I have literally all the ideas forever?)

I don't know what the addressable market is, but I do know that each of those bullets increases it, anything more than "zero" is a net positive for ME, and Square/CashApp must have an estimate that is a **lot** more than "zero" in order to have a net positive for THEM.

simply, i see no way to be anything but optimistic about this development.

Unless something like "super easy UX for non-totally-pure-bitcoin use cases will actually harm pure bitcoin adoption". I am somewhat sympathetic to that angle, but I don't see you going that direction here so I'm leaving it out.