RE:Why day to day price action doesn't bother me. Q1 MDA:i would think these guys might also qualify as a "primary coimpetitor".
https://www.footprintus.com/news/media-mention/footprint-selected-as-a-2021-cnbc-top-50-disruptor/
Good news is large TAM, lots of room to compete and these US players bring more attention and technology to the industry.