The market has taken a severe hit these past few days, and even the cost line of MicroStrategy has been breached, causing everyone's mentality to crumble. But in times like this, don't focus on those empty promises of public chains; instead, look at who has real demand and can earn Web2 money.
I have turned my attention back to Plasma ($XPL). It doesn't aim to be an all-in-one solution, but rather focuses on stablecoin payments: transferring USDT with zero gas fees or using U directly, with no burden on users, making it as convenient as Alipay. Backed by Tether, it’s like building a dedicated highway for USDT.
XPL is the fuel for the underlying network; users being exempt from gas fees doesn't mean there are no costs. The larger the traffic, the stronger the demand for staking and consumption. Payments in this area are truly essential, and Plasma is spot on. I believe the bottom window at the end of the bear market is worth keeping an eye on and accumulating a bit more.