Primary targets
1
Entities that deserve account briefs, owner assignment, and concrete outreach or follow-up.
SecondaryMissing laneGTM / Payments
Lightning, L2 & payments infrastructure
Lightning and L2 infrastructure is the payments/adoption lane: liquidity, payouts, merchant flows, wallets, and Bitcoin-native settlement infrastructure.
Weekly question
Which Lightning, L2, or payments operators can validate Lunar Rails’ payments and liquidity infrastructure wedge this week?
Accounts
7
Primary
1
Freshness
Live board
Next visible action
Joint technical scoping on settlement rail integration.
Lead list
Reachability is derived from outreach evidence. Market size is each company's own estimated revenue, computed from monthly Bitcoin production by industry vertical. LR contract value is our expected take — 50% of their Bitcoin trades at a 30 bps OTC spread — not their whole output.
Companies
7
Already talking
1
Can continue
0
Can contact
1
No path yet
5
0 unreachable
Market size / yr
Not sized yet
3 live rows
LR contract value / yr
Not sized yet
50% of trades · 30 bps
Account pipeline
Daily driver
The full mining lead list: company, vertical, reachability, contact owner, scale, conversion potential, and the next move. Filter by any of them; select a row for the supporting Atlas context.
7 of 7 accounts
Lightning / L2 | United States | TBD - qualify | — | — | Joint technical scoping on settlement rail integration. | |||
Lightning / L2 | United States | High / benchmark | — | — | Schedule product architecture conversation. | |||
Lightning / L2 | United States | Research signal | — | — | Track Strike merchant product launch. | |||
Lightning / L2 | — | No path yet | GTM / Payments | TBD - qualify | — | — | Medium | Write the account brief: payout rails, liquidity partners, user segments, and concrete LR wedge. |
Lightning / L2 | — | No path yet | GTM / Payments | Research signal | — | — | Medium | Map SDK/business model, partners, and where Lunar Rails could complement rather than compete. |
Lightning / L2 | — | No path yet | GTM / Payments | Benchmark | — | — | Low | Track corridors, partner stack, and business-payment positioning. |
Lightning / L2 | — | No path yet | GTM / Payments | Research signal | — | — | Low | Watch for production adoption and issuer/liquidity proof, not protocol hype. |
Segment totals
How much of the industry this board adds up to: companies engaged, their combined market size, share of each vertical, and who owns what. Shares and industry totals are estimates from the sized companies.
Engaged accounts
1
talking + can continue
Market represented / yr
Not sized yet
Share of industry
—
of ~$10.4B/yr mining
Companies on board
7
1 verticals
By vertical
| Vertical | Companies | Market represented / yr | Share of vertical |
|---|---|---|---|
| Lightning / L2 | 7 | — | — |
By contact owner
GTM / Payments6GTM / Research1
Segment brief
What this page is for
Secondary targets
1
Useful opportunities to keep warm without letting them steal the week's focus.
Watching
1
Benchmarks and market signals that should inform the segment, not become the GTM list.