Commerce Booking & Payment Networks

Own the platforms that arrange purchases, bookings and rides alongside the networks that authorize and settle spending. The basket links transaction origination with payment infrastructure rather than lending or proprietary trading. With market participation uneven, this is a selective exposure to established transaction businesses, not a broad consumer recovery bet. Launch basket (equal weight): BKNG, UBER, SHOP, V, MA, MELI, PYPL, TOST Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.