BHI 3.0·Q1 2026 Bulletin
Last computed 14:32 UTC, Apr 29 2026·Spearman ρ = 0.83·Validation: preliminary
Today's bulletin →
Movers · since 14:32 UTC, Apr 29 2026
PLATFORM PROFILEPYPL

PayPal

$42B400M+ accountsFintech & Payments
1.14
B-index (V3.1)
TRANSITION
Capture0.725
Escape0.638
Key Structural Insight

Lock-in erosion in real time. From dominant to commodity as s rose from 4 to 7.

Eleven-Parameter Profile

5DATAMEMACTPROCNETCLOSEPORTSUBFALLORGMOM
Data Depth6/10
Memory5/10
Action6/10
Process5/10
Network7/10
Closeness6/10
Portability6/10
Substitutability7/10
Human Fallback7/10
Org Depth5/10
Momentum4/10
Capture Escape Extended

V3.1 Decomposition

ComponentValueFormula
CES₄ capture core0.5489CES(d, m, a, p)
Knowledge synergy σₖ0.5477√(d · m)
Operability synergy σₒ0.5477√(a · p)
Synergy boost1.16431 + 0.3·(σₖ + σₒ)/2
Org-depth multiplier1.25001 + 0.5·o
Momentum multiplier1.12001 + 0.3·t
Total Capture0.7247c·(1+0.5n)·core·syn·org·mom
CES₃ escape core0.6658CES(x, s, h)
Feedback attenuation0.8079max(0.3, 1 − 0.35·core)
Total Escape0.6379ε + escCore · feedback
B = Capture / Escape1.140.725 / 0.638

Scoring Rationale

Consumer checkout commoditizing. Braintree backend higher lock-in. Venmo has social graph for P2P. But Apple Pay, Google Pay, Shop Pay all compete.

Parameter Sensitivity

MARGINAL B-INDEX CHANGE PER ±1 SCORE SHIFT
CLOSE6
+0.38
MEM5
+0.15
PROC5
+0.15
DATA6
+0.13
ACT6
+0.13
PORT6
-0.10
SUB7
-0.09
FALL7
-0.09
ORG5
+0.09
NET7
+0.08
MOM4
+0.06
+ raises B (deepens lock-in) lowers B (aids escape)

Comparable PlatformsFintech & Payments (7 peers)

#PlatformTickerB-indexZone
01VisaV8.82BLACK HOLEProfile →
02MastercardMA8.14BLACK HOLEProfile →
03NubankNU5.21BLACK HOLEProfile →
04StripePrivate3.67BLACK HOLEProfile →
05RevolutPrivate2.87BLACK HOLEProfile →
06Block (Square)XYZ2.81BLACK HOLEProfile →
07RobinhoodHOOD1.16TRANSITIONProfile →