Plasma (XPL)

$XPL just made fresh lows kek

INSIGHT: $XPL had the largest inflows in the past 24 hours with $64.38 million. $ETH saw the highest amount of outflows yesterday with $95.58 million. https://t.co/D8X5sYVSrU

THANK YOU TO THE $XPL AND $WLD VENTURE CAPITALISTS FOR CONTINUING TO DUMP THEIR COINS WHILE I SHORT THESE TO ZERO! HAD A STRONG POSITIVE DAY EVEN THOUGH I STUPIDLY GOT STOPPED OUT IN PLATINUM TRADE IN LESS THAN 2 HOURS. I AM SELF BANNED FROM METALS TRADING NOW!

Don't view Plasma as just a chain; see it as a "financial lubricant". Recently watching on-chain data, I noticed a severely overlooked detail: The proportion of large transactions on @Plasma is quietly rising. syrupUSDT pool has broken 11亿, and StableFlow's big orders are also starting to run. What does this indicate? It shows that smart money is already smelling the opportunity. ———————— In this circle, there are two kinds of money. One is blind money, chasing rallies and dumps, loves hype, goes wherever the crowd is. The other is savvy money, extremely averse to risk and wear, goes wherever efficiency is high. Plasma clearly doesn't want to earn the former's money (too tiring, too competitive); it aims to earn the latter's money. ———————— It reduces friction to zero and slippage to zero, essentially turning itself into a financial lubrication layer. This may not sound sexy, not as thrilling as a hundred‑fold meme. But think about it: lubricants are the most indispensable thing in an industrial system. The faster the machines run, the greater the demand for lubricants. ———————— Plasma is betting on a future where stablecoins become the gears of global finance. In this high‑speed gear‑driven era, whoever provides the best lubrication is in demand. Its current low price is actually a market valuation lag for this "ToB infrastructure". Once this lubrication system is adopted by global payment gateways and market makers, its value capture ability will far exceed that of public chains that only issue casino tokens. This is a narrower, deeper, but also longer ski slope. If you have patience, consider staying at this position and slowly grow rich together with it. #plasma $XPL

$XPL would much rather buy this thing on the way up than try to knife catch down here. I actually think this is mostly bottomed (have said that a lot about this shitcoin) but still, would rather wait to buy later. https://t.co/LEpZkysfpm

Plasma doesn't want to be a lake, it wants to be an ocean. Recently, watching on-chain data, I noticed that @Plasma's strategy has changed. Before, it was like a diligent farmer, deeply cultivating its modest plot (optimizing DeFi depth, increasing APY). But now, it has become an ambitious hydraulic engineer, aiming to divert others' water into its own fields. Integrating StableFlow was a bold move, executed with great sharpness. It targets the stagnant water on Tron worth several hundred billion USD. Through a 1M zero‑slippage channel, it is siphoning this water into its own ecosystem. This is a game at the level of a “hydraulic engineering” battle. As long as the channel is built wide and flat (zero wear), the water will naturally flow towards the lower (higher yield) end. When capital gets used to this “lossless flow”, Plasma ceases to be just a simple public chain; it becomes the “gateway to the sea” for the stablecoin world. I also reflect on why we didn't see this step before. Because we habitually focus on “ecosystem prosperity”, thinking that Plasma lacks memes or native tokens. But for the real “capital flow”, those don't matter. What matters is “resistance”. Whoever can minimize cross‑chain resistance can siphon liquidity from the entire network. Currently, $xpl price is still oscillating at low levels, and many think it lacks explosive power. In my view, this kind of “infrastructure‑level penetration” is often irreversible. Once large capital's path dependency forms, making it move elsewhere becomes extremely difficult. Whoever controls the gateway controls pricing power. In this war over liquidity ownership, Plasma has already quietly taken the lead. #plasma $XPL

$XPL/USDT Update\n\nXPL, shared One day ago, is now up 19% from our entry.\n\nTake-profit levels:\n\nTP1: Hit\n\n#XPL https://t.co/KthVzGVw2x

$XPL potential double bottom. https://t.co/lWLiF5T58p

This week I kept watching $XPL’s price, it’s stuck around $0.12 with no movement. Many group members complain: “There are so many positive developments in the ecosystem, why isn’t the token price rising? The logic is simple: its internal power is so intense it scares everyone, while the “external” side hasn’t been deployed yet. Let me break down @Plasma’s current situation from a different angle. Its current strategy is extreme internal competition. On‑chain, it has no rivals. Ethena provides credit, Aave supplies the market, USDT offers liquidity. It has pushed the efficiency of “capital staying and appreciating” to the ceiling. Once capital comes in, it doesn’t want to leave because there’s no other place with such smooth and high‑yield returns. This results in one outcome: Plasma has become a massive capital black hole. But that’s only one side of the coin. The other side is that it tries to use this extreme internal efficiency to force change in the external world. Look at its aggressive moves to integrate Rain cards and Holyheld. It’s betting on a logic: when on‑chain capital costs are low enough and turnover is fast enough, real‑world merchants will be forced to join out of “greed”. It’s not asking merchants to use it; it’s luring them with profit differentials. If using Visa costs a 3% fee, receiving payments with Plasma costs zero wear and can generate instant yield. Any rational merchant will eventually gravitate toward the more efficient option. But this takes time. The current stalemate is that the on‑chain ammunition (DeFi depth) is ready, but the off‑chain targets (compliant payment scenarios) are still insufficient. It’s a tug‑of‑war between a perfect model and chaotic reality. I’m bullish not because it’s currently making huge profits, but because it’s doing something hard yet correct. Most L1s cater to users’ gambling nature (meme drops), while Plasma caters to capital’s nature (pursuing efficiency). If this forcing‑logic works by 2026, it will no longer be just a public chain; it will be the only wormhole connecting two parallel universes. At that point, don’t rush to judge price moves. Understand the “internal competition forcing external change” logic, and you can hold your position. #plasma $XPL