Interested in the thoughts about general BNPL impacts on Z1P...

Interested in the thoughts about general BNPL impacts on Z1P chart. I read this thread each and every day with interest and am learning a lot. There is often talk about the impact of NASDAQ on the share price and I get that has a bit impact, what I don't hear much of is the general BNPL players in the market and how they are acting very similar (big exception APT). Chart below shows SZL (line) and Z1P (candles), yes impact on Z1P has been greater but perhaps could be explained by the bigger evaluation perhaps (valuation concerns).

What are the thoughts of company vs industry performance impacts here? How much of Z1P SP fluxuations are really to do with specific announcements by Z1P and more to do with how the industry is now being seen (perhaps one view, not that I agree, is APT is the winner, all others losers)