This morning, I browsed the news and found an overwhelming number of reports about the domestic manufacturing industry's 'digital transformation' entering deep waters. Especially regarding the new energy and cross-border e-commerce sectors, the wind direction has completely changed; it's no longer about blindly scaling but rather focusing on details, competing on whose supply chain reacts faster and whose capital turnover costs less.
Looking at these news articles, I suddenly have a strong sense of déjà vu. The current state of our crypto industry is actually quite similar to traditional industries. Two years ago, everyone was issuing memes and creating various schemes; that was the 'scale expansion' phase, lively but lacking retention. By 2026, the market has clearly calmed down, and people are starting to look for projects that can truly carry value and run a complete business loop. This is why I have recently shifted many of my positions from popular tracks to @Plasma .
I want to talk to you all about my thoughts on why I am optimistic about Plasma.
First, we must admit an awkward fact: after so many years of blockchain development, aside from trading coins, very few people are willing to use it for daily payments. Why? Because it’s too expensive and too troublesome. When you buy a coffee, you have to calculate whether the gas fee is more expensive than the coffee and worry about whether the blockchain is congested. This is common knowledge for Web3 natives, but it's a joke to outsiders.
What impresses me most about Plasma is its 'counterintuitive' design philosophy. It uniquely hides the concept of gas fees from end users. When you transfer stablecoins on the Plasma network, you don’t even feel the existence of the blockchain. This 'invisibility' is precisely the highest level of technology. It’s like when we use 5G networks to stream videos; who cares how the base stations switch signals behind the scenes? We only care about whether it runs smoothly. What Plasma is doing is transforming blockchain into an invisible yet indispensable infrastructure, like electricity and the internet.
Let's also talk about the value logic of $XPL . Many people ask me, since transfers are free of gas, what’s the use of tokens? This shows they don’t understand its economic model. Precisely because the network is extremely user-friendly, it attracts a massive amount of traditional capital (such as the cash flow of cross-border e-commerce and the settlement of instant retail) into it. Behind these enormous transaction volumes are node validators maintaining network security through holding and staking $XPL and earning profits from it. In other words, the value of XPL does not come from retail investors rushing into this chain, but from the value capture generated by real commercial activities.
Moreover, let’s not forget the security anchoring behind it. Plasma periodically submits the state root to the Bitcoin mainnet. In 2026, a year still full of uncertainties in the global macro economy, Bitcoin's status as digital gold is unshakeable. The combination of Plasma's 'EVM flexibility + Bitcoin security' is tailor-made for traditional enterprises that want to try crypto payments but remain conservative and cautious.
Recently, I saw someone in the community discussing its new banking plan, Plasma One, and I think this is the real killer feature. If it can connect one card directly to on-chain assets and offline consumption, that picture would be truly beautiful.
Investing sometimes doesn't require overly complex models. Just ask yourself one question: in the next three years, will more people play with on-chain monkey pictures, or will more people need a cheap, fast, and secure global payment network? If your answer is the latter, then you should understand why I am positioned to ambush #Plasma .
Finally, I want to share a thought with everyone: in this noisy market, occasionally slow down the pace and listen to the real demands of the physical economy. Projects that can help traditional industries save money and solve headaches for business owners are often the hard currency that can weather bull and bear markets. $XPL may not be sexy, but it is sufficiently practical.
