Hello everyone, I am Zhiming.
Today, there are two hot memes in the crypto space: 'The second generation Solana phone Seeker can airdrop a Tesla' and 'Binance's new coin SENT has a single order limit of 180U.' Brothers, when this 'wealth code' has become so popular that it is known to everyone, if you rush in, you will likely only pick up some crumbs, and you might even receive the last baton.
Let me ask a heart-wrenching question: When everyone's attention is drawn to the airdrop myth and the new coin feast, who is quietly building positions behind the scenes, laying out the next hundredfold track? I tell you, the real smart money is quietly betting in a severely undervalued corner—represented by Plasma, the next generation of stablecoin payment public chains.
You might scoff: "Plasma? That project that dropped 90%? Still making big promises?"
Don’t rush, let Zhiming clarify this with a few sets of data and the latest industry trends.
1. Solana airdrop and Binance new listings: What is the B-side of the feast?
Let’s talk about those two hot topics.
1. Solana Seeker mobile airdrop: 30% of SKR tokens are allocated for airdrop, with a total supply of up to 3 billion tokens, which is indeed tempting. However, you need to spend at least $450-500 to buy a phone, bear the risk of token pressure after launch, and as pre-orders exceed 150,000 units, competition has become exceptionally fierce. This is essentially a "hardware gamble," with considerable cost and extreme uncertainty.
2. Binance SENT new listings: Setting a personal limit of 3 BNB, using an oversubscription model. This means that when everyone rushes to this "golden shovel," ordinary users are likely to receive a pitifully small amount of tokens, while true large profits are divided among big players and whales. What you earn may just be a small reward.
Do you see the commonality? They are all highly centralized, with clear thresholds, and extremely competitive in stock games. You are using real money to gamble on an expectation that is carefully designed and increasingly diluted. This is not the main theme of the bull market; this is just an "entertainment project" in the bull market.
So, what is the main theme of the bull market? Look at the judgment of top institution ARK Invest (Cathie Wood) in the (Big Ideas 2026) report: By 2030, stablecoin trading volume will dwarf traditional payment giants like Visa and PayPal, while Layer 1 blockchains optimized for stablecoins are the core infrastructure supporting this grand narrative.
2. Why is Plasma the next "clear card" targeted by whales?
When retail investors are scrambling for phones and calculating new listing shares, what are the whales doing? On-chain data shows that whales are opening long positions worth millions of dollars on perpetual contract platforms, actively betting against and wagering on the future of Plasma (XPL). They are not betting on tomorrow, but on this deterministic industry trend:
Trend 1: Stablecoins are swallowing global payments.
By December 2025, the monthly adjusted trading volume of on-chain stablecoins has reached $35 trillion, more than twice the total of Visa, PayPal, and global cross-border remittances combined. This snowball is getting bigger, but the pain points are becoming increasingly evident: high fees, slow speeds, and fragmented experiences. Plasma's "zero-fee, second-level USDT transfers" is designed to target the critical pain point of this trillion-dollar market. This is not just a feature; it’s a necessity.
Trend 2: RWA (Real World Assets) and payment infrastructure explosion.
Institutional reports generally agree that 2026 will be a year of rapid acceleration for tokenized assets (RWA) and stablecoin infrastructure. Giants like BlackRock have already tokenized hundreds of billions of US Treasury bonds on-chain. In the future, stocks, bonds, and even real estate may flow on-chain. These massive assets require a fast, cheap, and compliant payment settlement track. Backed by top institutions like Tether, Plasma, from its compliance framework and bank-grade products (Plasma One), is vying for the role of the "future financial plumber."
Trend 3: Competition among public chains is shifting from "universal chains" to "dedicated chains."
Ethereum is the settlement layer, Solana is the high-frequency trading layer, so who will create a dedicated layer for trillion-scale stablecoin payments? Institutions like Galaxy Digital predict that stablecoins will account for over 10% of mainstream cross-border settlements. The champion of this niche track will be valued no less than today's second-tier public chains. Going all in on Plasma is betting on a leading player in a deterministic niche market.
3. Give you a "golden participation posture" that far exceeds new listings.
At this point, you may still feel that Plasma is too grand and distant. Let me give you a zero-cost, high-certainty way to directly share in the project's growth dividends—yes, it's Binance Square's "Plasma CreatorPad" creator activity.
Compared to the overcrowded new listings, this activity has three major crushing advantages:
· Excellent competitive environment: The prize pool is 1.75 million XPL, but currently only about 5,500 people are participating in the Chinese community. Compared to the tens of thousands of people scrambling for new listings, this is a blue ocean.
· Extremely high risk-reward ratio: New listings require locking up funds, and you may receive very little due to oversubscription. In this activity, you only need to pay "cognitive"—write a 500-word insight about Plasma every day (combining the trends and its technical characteristics I mentioned above, there is plenty of material), and you can steadily share the prize pool. This is knowledge arbitrage, not capital competition.
· Compulsory cognitive enhancement: To output daily, you will be forced to delve into the progress, ecology, and competitors of Plasma. By the time its Southeast Asian payment is implemented and the Bitcoin bridge matures, you will have become almost an expert. Use the tokens earned from activities as your "chips" for cognitive engagement.
Zhiming's conclusion
Brothers, what's most scarce in a bull market is not opportunity, but clear attention. Solana phones and Binance new listings are fireworks, dazzling but short-lived; while the stablecoin payment revolution is an erupting volcano, its energy will reshape the financial landscape of the next decade.
Stop using retail tactics to participate in institutional strategic layouts. Allocate part of your energy from scrambling for phones and calculating shares:
1. Immediately participate in the Plasma CreatorPad activity; this is one of the easiest "golden shovels" you can get in this bull market.
2. Force yourself to research Plasma's roadmap through activities, focusing on its progress in achieving QR code payments in Southeast Asia by the end of 2026.
3. Save the XPL earned from activities as your "observation position" for this track.
When everyone is staring at the fireworks in the sky, the real hunters have already prepared their bags and are heading towards the volcano filled with gold. The path is clearer this time.
