Last night’s drop probably wiped out a lot of people’s bull market hopes. I was reading chats and it felt like everyone was waiting for some huge “good news” tweet to magically fix everything. Honestly, that mindset feels risky. It means your portfolio lives or dies based on whether a team feels like posting that day.
What keeps my attention lately is Plasma, because it’s moving in a completely different direction. One detail really stood out to me. In the Southeast Asia YuzuMoney case, growth isn’t coming from announcements or hype. It’s coming from small business owners actually using the system. Every payment they process and every bit of value that flows through it exists because the tool is useful, not because someone promised a rally.
That kind of growth is slow, boring, and easy to miss. But it’s also sticky. This is what I mean by path dependence. It doesn’t chase your attention, it settles into daily routines. It doesn’t play with emotions, it quietly becomes a habit.
Once thousands of merchants start paying salaries and managing cash this way, Plasma stops feeling like a blockchain project and starts acting like a local financial standard. At that point, price charts matter less than behavior.
The current price just reflects how much the market ignores boring businesses. People want excitement and dopamine. I care more about irreversibility. Memes rotate fast. Payment rails don’t. Nobody goes back to expensive, slow transfers once they’ve used a zero fee system that works.
Instead of asking when the market will pump again, I’m watching the quiet systems that keep running in the background. That’s usually where long races are actually won.
