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In this noisy and bubble-filled circle, we seem to have gotten used to anxiety. Waking up in the middle of the night to check the market, monitoring a large asset transfer for several minutes on the chain, fearing that something might go wrong. We entrust our trust to one centralized exchange after another, to one single point server that could crash at any moment. Frankly, this feels more like gambling than building the future.
I recently started to concentrate my positions on @Plasma Plasma ($XPL ), not because it has risen the fastest, but because it makes me feel 'secure'.
In this turbulent digital ocean, the vast majority of projects are like building blocks on the beach, scattered as soon as the waves come. But Plasma did the simplest yet most critical thing: it 'anchored' itself to the Bitcoin network.
What does this mean? It means the security of Plasma no longer relies solely on its own few nodes, but borrows from the Bitcoin network, the most powerful and immutable computing power network in human history, for final endorsement. As long as the Bitcoin network is still producing blocks, the asset base on Plasma is unbreakable.
What we need is not just faster speeds and lower fees; we need a 'stabilizing needle' that allows us to sleep peacefully when the storm comes. In the illusory Web3 world seeking certainty, Plasma gave me the only answer. #Plasma
I recently started to concentrate my positions on @Plasma Plasma ($XPL ), not because it has risen the fastest, but because it makes me feel 'secure'.
In this turbulent digital ocean, the vast majority of projects are like building blocks on the beach, scattered as soon as the waves come. But Plasma did the simplest yet most critical thing: it 'anchored' itself to the Bitcoin network.
What does this mean? It means the security of Plasma no longer relies solely on its own few nodes, but borrows from the Bitcoin network, the most powerful and immutable computing power network in human history, for final endorsement. As long as the Bitcoin network is still producing blocks, the asset base on Plasma is unbreakable.
What we need is not just faster speeds and lower fees; we need a 'stabilizing needle' that allows us to sleep peacefully when the storm comes. In the illusory Web3 world seeking certainty, Plasma gave me the only answer. #Plasma
【Deep Metaphor】Web3 is still in the 'Nokia Era', who can bring about the real 'iPhone Moment'?
Sometimes when I think back, the current Web3 industry is very similar to the mobile market before 2007.
Back then, we were using Nokia or Motorola phones. Although we could go online and send emails, the experience was simply inhumane. You had to press physical keys countless times, stare at a screen with extremely low pixels, and endure the painfully slow 2G network. At that time, everyone was asking: why are there no fun apps on phones? Obviously, what good apps can run on such broken infrastructure?
Isn't the current public chain just like that? The vast majority of L2 are still using the Geth architecture from ten years ago, which is slow and congested. Users want to play a blockchain game or use a social app, but every action requires a pop-up signature and Gas fees, and it often gets stuck. How can such an experience give birth to the next WeChat or Douyin? It can only be used for speculating on coins.
Back then, we were using Nokia or Motorola phones. Although we could go online and send emails, the experience was simply inhumane. You had to press physical keys countless times, stare at a screen with extremely low pixels, and endure the painfully slow 2G network. At that time, everyone was asking: why are there no fun apps on phones? Obviously, what good apps can run on such broken infrastructure?
Isn't the current public chain just like that? The vast majority of L2 are still using the Geth architecture from ten years ago, which is slow and congested. Users want to play a blockchain game or use a social app, but every action requires a pop-up signature and Gas fees, and it often gets stuck. How can such an experience give birth to the next WeChat or Douyin? It can only be used for speculating on coins.
Here's a blunt truth that might offend some: the current Layer 2 landscape is very much like the "battle of a thousand groups" in 2017 or the early bike-sharing market.
If you observe carefully, you'll find that among the dozens of public chains that are well-known today, aside from their different names, the underlying tech stacks are almost identical. Everyone is using Ethereum's Geth client from a few years ago, making fixes here and there, then frantically issuing tokens, creating incentives, and pulling TVL data. This has led to an extremely adverse consequence: liquidity is severely fragmented, and user experience is highly broken.
Do we really need 50 L2s that are functionally identical? Absolutely not.
The rules of the business world tell us that any market with excessive competition will ultimately move towards "unification." The future of Web3 will inevitably require only one or two top-tier underlying networks to carry the majority of value.
And my only criterion for predicting who will survive until the end is this: who is doing the hardest, but most correct thing?
The vast majority of project teams, in order to chase trends, chose the simplest path of "forking (copying) code." But @Plasma a ($XPL L) chose the most foolish, slowest, and hardest route: rewriting the underlying execution engine (Reth) from scratch using Rust. #Plasma
If you observe carefully, you'll find that among the dozens of public chains that are well-known today, aside from their different names, the underlying tech stacks are almost identical. Everyone is using Ethereum's Geth client from a few years ago, making fixes here and there, then frantically issuing tokens, creating incentives, and pulling TVL data. This has led to an extremely adverse consequence: liquidity is severely fragmented, and user experience is highly broken.
Do we really need 50 L2s that are functionally identical? Absolutely not.
The rules of the business world tell us that any market with excessive competition will ultimately move towards "unification." The future of Web3 will inevitably require only one or two top-tier underlying networks to carry the majority of value.
And my only criterion for predicting who will survive until the end is this: who is doing the hardest, but most correct thing?
The vast majority of project teams, in order to chase trends, chose the simplest path of "forking (copying) code." But @Plasma a ($XPL L) chose the most foolish, slowest, and hardest route: rewriting the underlying execution engine (Reth) from scratch using Rust. #Plasma
[Deep Warning] The 'Big Filter' of Web3 is About to Activate: Can Your Public Chain Survive Until 2026?
After spending a long time in this circle, you will discover a cruel rule: every bull market eliminates 90% of the star projects from the previous round. This is not a coincidence; it is the industry's 'big filter' mechanism at work. The last round eliminated ICO projects that could only make empty promises, and in the next round, I dare say, it will be those seemingly glamorous yet fundamentally weak 'toy public chains.'
The L2 track we are currently on is like a precarious bridge built with rusty gears and chains. It is packed with crowds eager for wealth, each person praying that it doesn't collapse while they are crossing. Most existing L2s still use Ethereum's old code Geth from ten years ago, which is like fitting a rocket booster onto an old cart; the faster it runs, the quicker it falls apart. When the next wave of real hundreds of millions of users arrives, the infrastructure built by these 'makeshift teams' will collapse instantly.
The L2 track we are currently on is like a precarious bridge built with rusty gears and chains. It is packed with crowds eager for wealth, each person praying that it doesn't collapse while they are crossing. Most existing L2s still use Ethereum's old code Geth from ten years ago, which is like fitting a rocket booster onto an old cart; the faster it runs, the quicker it falls apart. When the next wave of real hundreds of millions of users arrives, the infrastructure built by these 'makeshift teams' will collapse instantly.
Let's talk about something real. We spend all day discussing K-lines and trading ranges, while actually ignoring the original and most appealing mission of Crypto—"inclusive finance".
You sitting in an air-conditioned room complaining that Uniswap's fees are a few dollars too high, thinking that it's a "loss".
But in Africa, in Latin America, and in those countries with an inflation rate of 100%, this few dollars could be someone's daily meal money.
This is why I am bearish on those aristocratic public chains and bullish on @Plasma ($XPL ).
In this industry, "cheap" is the greatest justice, and "zero threshold" is the greatest compassion.
You ask a Nigerian guy who can't even get a bank card to understand what it means to "top up ETH for Gas to transfer USDT"? That's simply absurd.
Plasma's Gasless (seamless payment) is an "experience upgrade" in our eyes, but for them, it is a "ticket for survival".
It means that as long as there is a thousand-yuan smartphone, anyone does not need to hold any native tokens to directly use stablecoins for payments and savings. #Plasma
You sitting in an air-conditioned room complaining that Uniswap's fees are a few dollars too high, thinking that it's a "loss".
But in Africa, in Latin America, and in those countries with an inflation rate of 100%, this few dollars could be someone's daily meal money.
This is why I am bearish on those aristocratic public chains and bullish on @Plasma ($XPL ).
In this industry, "cheap" is the greatest justice, and "zero threshold" is the greatest compassion.
You ask a Nigerian guy who can't even get a bank card to understand what it means to "top up ETH for Gas to transfer USDT"? That's simply absurd.
Plasma's Gasless (seamless payment) is an "experience upgrade" in our eyes, but for them, it is a "ticket for survival".
It means that as long as there is a thousand-yuan smartphone, anyone does not need to hold any native tokens to directly use stablecoins for payments and savings. #Plasma
[Future Scenario] When AI Starts Learning to Spend Money, Which Chain Will They Choose?
Recently, ChatGPT and various AI agents have grown explosively, and everyone is discussing how AI will replace jobs.
But very few people notice a deeply concerning issue: in the future, if your AI assistant needs to help you buy a plane ticket, order a coffee, or if two AIs need to exchange data, how will they settle it?
Using Visa? That's for humans, too slow, and requires KYC.
Using Ethereum? Think about it, an AI might have to process ten thousand tiny 'data purchase' requests in one second. If each one requires a $2 gas fee and waits 12 seconds for confirmation, that AI will just freeze up.
But very few people notice a deeply concerning issue: in the future, if your AI assistant needs to help you buy a plane ticket, order a coffee, or if two AIs need to exchange data, how will they settle it?
Using Visa? That's for humans, too slow, and requires KYC.
Using Ethereum? Think about it, an AI might have to process ten thousand tiny 'data purchase' requests in one second. If each one requires a $2 gas fee and waits 12 seconds for confirmation, that AI will just freeze up.
To judge the quality of a public blockchain, it is not about looking at the beautiful PPTs it presents during calm times, but rather observing whether it 'drops the chain' when the market experiences an epic surge or crash, and the entire network's traffic is suddenly maxed out.
In recent years, we have seen too many public blockchains that are 'gods in sunny weather and demons in rainy weather.' At critical moments, they either crash (I won't name a certain high-performance chain), or the Gas fees skyrocket to the point where you want to smash your computer, leaving your assets unable to move while you watch helplessly. This is a typical 'fragile system.'
The reason I heavily invested in @Plasma ($XPL ) is that I see it as a **'anti-fragile system'** in the Web3 world.
Its underlying Reth (Rust) engine was designed from the outset to handle extreme concurrency and massive data throughput. It is like a heavy armored vehicle; while it may not show advantages when driving on city roads, when the bullets start flying (massive transaction requests), other fragile vehicles fall apart, and it can still move steadily forward.
Investment is about investing in certainty.
True certainty does not come from the promises of project teams, but from the engineering capability that remains **'error-free'** under extreme pressure.
Plasma is the kind of chain you would dare to entrust with your life and fortune to make critical transactions during a market crash. #Plasma
In recent years, we have seen too many public blockchains that are 'gods in sunny weather and demons in rainy weather.' At critical moments, they either crash (I won't name a certain high-performance chain), or the Gas fees skyrocket to the point where you want to smash your computer, leaving your assets unable to move while you watch helplessly. This is a typical 'fragile system.'
The reason I heavily invested in @Plasma ($XPL ) is that I see it as a **'anti-fragile system'** in the Web3 world.
Its underlying Reth (Rust) engine was designed from the outset to handle extreme concurrency and massive data throughput. It is like a heavy armored vehicle; while it may not show advantages when driving on city roads, when the bullets start flying (massive transaction requests), other fragile vehicles fall apart, and it can still move steadily forward.
Investment is about investing in certainty.
True certainty does not come from the promises of project teams, but from the engineering capability that remains **'error-free'** under extreme pressure.
Plasma is the kind of chain you would dare to entrust with your life and fortune to make critical transactions during a market crash. #Plasma
The Trillion-Dollar Flood Before RWA: Who is Qualified to Carry the World’s “Physical Assets”?
If 2024-2025 is the carnival of “inscriptions” and “Meme”, then 2026 is destined to be the year of RWA (Real World Assets).
Everyone is shouting RWA, but everyone is ignoring one deadly infrastructure issue:
Do you really dare to put the property deed of your house, or the equity of your company, on a public chain that often goes down or may roll back at any time?
This is different from buying a few hundred dollars' worth of Shitcoin.
When the asset scale rises to the level of “hundreds of millions”, and involves offline legal entities, the weight of **“security” and “certainty”** will infinitely outweigh “speed” and “cheapness”.
Everyone is shouting RWA, but everyone is ignoring one deadly infrastructure issue:
Do you really dare to put the property deed of your house, or the equity of your company, on a public chain that often goes down or may roll back at any time?
This is different from buying a few hundred dollars' worth of Shitcoin.
When the asset scale rises to the level of “hundreds of millions”, and involves offline legal entities, the weight of **“security” and “certainty”** will infinitely outweigh “speed” and “cheapness”.
Currently, 90% of L2s on the market are just manipulating data.
The tens of billions of TVL (Total Value Locked) that you see are mostly funds deposited by the project team themselves, or a group of opportunists turning the funds over. This kind of data, aside from looking good, provides zero long-term support for the coin price. This is why many 'heavenly doomed' projects collapse as soon as they issue coins—because there are no real users, only speculators.
Why have I recently started to heavily invest in @Plasma ($XPL )?
Because I am betting on a change in logic: the market valuation model will shift from 'capital accumulation' to 'high-frequency interaction'.
Plasma's approach is quite clever. It doesn't compete with those giants on who has more money; it competes on 'who is more user-friendly'.
Gasless (seamless payment) feature is seriously underestimated.
Think about it, if there really is a breakout of Web3 games or payment applications in the future, users will not accept having to pay gas fees for every click.
Whoever can eliminate this barrier will capture that massive traffic.
Current Plasma is like Meituan or Didi back in the day; it is doing the hardest and most labor-intensive 'grassroots' infrastructure (Reth engine + BTC pegging).
Once the application layer runs smoothly, the value generated from these high-frequency, low-value, massive transactions will far exceed those public chains where only a few big players are engaged in staking.
Don't be a slave to data.
Feel the 'tactile sensation' of the product. Those with a smooth tactile sensation are the winners of the future.#Plasma
The tens of billions of TVL (Total Value Locked) that you see are mostly funds deposited by the project team themselves, or a group of opportunists turning the funds over. This kind of data, aside from looking good, provides zero long-term support for the coin price. This is why many 'heavenly doomed' projects collapse as soon as they issue coins—because there are no real users, only speculators.
Why have I recently started to heavily invest in @Plasma ($XPL )?
Because I am betting on a change in logic: the market valuation model will shift from 'capital accumulation' to 'high-frequency interaction'.
Plasma's approach is quite clever. It doesn't compete with those giants on who has more money; it competes on 'who is more user-friendly'.
Gasless (seamless payment) feature is seriously underestimated.
Think about it, if there really is a breakout of Web3 games or payment applications in the future, users will not accept having to pay gas fees for every click.
Whoever can eliminate this barrier will capture that massive traffic.
Current Plasma is like Meituan or Didi back in the day; it is doing the hardest and most labor-intensive 'grassroots' infrastructure (Reth engine + BTC pegging).
Once the application layer runs smoothly, the value generated from these high-frequency, low-value, massive transactions will far exceed those public chains where only a few big players are engaged in staking.
Don't be a slave to data.
Feel the 'tactile sensation' of the product. Those with a smooth tactile sensation are the winners of the future.#Plasma
A Late-Night Reflection of an Old Speculator: Why I Saved My Last Bullet for XPL
It's late at night and I can't sleep. Watching the balance in my account shrink from six figures to this embarrassing number, to be honest, I feel quite uneasy about it. The market has been up and down these past few days, and not many people in the group are talking anymore; everyone seems to have been worn down to the point of losing their temper. Just now, I flipped through my trading records from the past few years and realized that I really am like a headless fly, rushing wherever it’s hot. In the end, all I've done is pay a pile of fees to the exchange, and what's left in my hands is just a bunch of zeroed-out small images and a few altcoins that I can never go back to.
I used to think that technology was nothing, and that being able to pump prices was the real deal. But that restless mindset completely changed after I missed a crucial trade due to on-chain congestion and high gas fees in the last round. The sense of despair of watching the coin price plummet while your actions are stuck on-chain, unable to move, is something that those who haven’t experienced it really don’t understand. It was from that day on that I forced myself to study those things that are truly usable, rather than just things that can boast and brag.
I used to think that technology was nothing, and that being able to pump prices was the real deal. But that restless mindset completely changed after I missed a crucial trade due to on-chain congestion and high gas fees in the last round. The sense of despair of watching the coin price plummet while your actions are stuck on-chain, unable to move, is something that those who haven’t experienced it really don’t understand. It was from that day on that I forced myself to study those things that are truly usable, rather than just things that can boast and brag.
Reviewing the history of Web3, you'll find that each cycle's "on-chain dominant player" has solved a specific economic problem.
In the last bull market, Ethereum ($ETH) became a legend because it addressed the **"asset issuance" problem.
Whether it's ICOs or NFTs, Ethereum is like a perfect "world factory," making token issuance unprecedentedly simple.
However, today, the new crisis we face is no longer asset scarcity, but rather "asset congestion."
We've issued too many tokens, but they all lie idle in wallets.
Why? Because the "cost of circulation" is too high.
You can't drive a hundred-ton heavy truck (Ethereum mainnet) to the convenience store to buy a bottle of water. Expensive gas fees and a congested network lock up asset liquidity.
This is the ecological niche that @Plasma ($XPL ) is seizing: Web3's "global logistics network."
The logic of Plasma is very clear: it does not compete with Ethereum for the "manufacturing" segment; it focuses on "transportation."
The Reth engine provides high-speed capacity (high throughput);
Gasless flattens the transportation toll (zero threshold).
There is a famous formula in economics: Economic prosperity = Total money supply × Circulation rate.
With the total asset volume already saturated, whoever can enhance the "circulation rate" becomes the new economic engine.
What Plasma is doing is to "speed up" the economic entity of Web3.
It transforms assets from dead numbers lying on balance sheets into "living water" flowing rapidly on-chain.
The logic of investment is very simple:
In the industrial era, you invest in factories (Ethereum);
But in the trading era, you invest in logistics (Plasma).
Don't let your thinking linger in the old dream of "coin manufacturing"; wake up, it's now the era of "circulation." 🚚#Plasma
In the last bull market, Ethereum ($ETH) became a legend because it addressed the **"asset issuance" problem.
Whether it's ICOs or NFTs, Ethereum is like a perfect "world factory," making token issuance unprecedentedly simple.
However, today, the new crisis we face is no longer asset scarcity, but rather "asset congestion."
We've issued too many tokens, but they all lie idle in wallets.
Why? Because the "cost of circulation" is too high.
You can't drive a hundred-ton heavy truck (Ethereum mainnet) to the convenience store to buy a bottle of water. Expensive gas fees and a congested network lock up asset liquidity.
This is the ecological niche that @Plasma ($XPL ) is seizing: Web3's "global logistics network."
The logic of Plasma is very clear: it does not compete with Ethereum for the "manufacturing" segment; it focuses on "transportation."
The Reth engine provides high-speed capacity (high throughput);
Gasless flattens the transportation toll (zero threshold).
There is a famous formula in economics: Economic prosperity = Total money supply × Circulation rate.
With the total asset volume already saturated, whoever can enhance the "circulation rate" becomes the new economic engine.
What Plasma is doing is to "speed up" the economic entity of Web3.
It transforms assets from dead numbers lying on balance sheets into "living water" flowing rapidly on-chain.
The logic of investment is very simple:
In the industrial era, you invest in factories (Ethereum);
But in the trading era, you invest in logistics (Plasma).
Don't let your thinking linger in the old dream of "coin manufacturing"; wake up, it's now the era of "circulation." 🚚#Plasma
【Pattern Unfolding】As L2s are 'mutually cutting stock' in the 'red sea', Plasma is quietly opening the door to the 'incremental' blue ocean.
The current L2 track resembles a crowded gladiatorial arena.
Arbitrum, Optimism, Base, zkSync... dozens of public chains, no matter how advanced their technology is touted, are fundamentally doing one thing: 'competing for users'.
Competing for whom? Competing for those hundreds of thousands of seasoned veterans who have been struggling in this space for years.
This is a typical example of 'stock game'. Funds are transferred from one hand to another, and apart from creating a temporary false prosperity, the whole Web3 pie hasn’t actually grown.
This is also why, after in-depth research, I decided to place my bets on @Plasma ($XPL).
Arbitrum, Optimism, Base, zkSync... dozens of public chains, no matter how advanced their technology is touted, are fundamentally doing one thing: 'competing for users'.
Competing for whom? Competing for those hundreds of thousands of seasoned veterans who have been struggling in this space for years.
This is a typical example of 'stock game'. Funds are transferred from one hand to another, and apart from creating a temporary false prosperity, the whole Web3 pie hasn’t actually grown.
This is also why, after in-depth research, I decided to place my bets on @Plasma ($XPL).
Have you noticed a strange phenomenon in the cryptocurrency world:
We manage assets worth hundreds of billions of dollars, yet the infrastructure we use feels like it's built by a "makeshift crew".
Chains frequently go down (Solana), nodes often fail to synchronize (a common issue with the Geth client), and cross-chain bridges are often hacked.
This is hardly the future of finance; it's simply an "open-air repair shop".
This is why I highly admire @Plasma ($XPL).
What it is doing is the "industrial upgrade" of Web3.
1. Engine iteration: from Geth to Reth
The vast majority of L2s are still using Ethereum's old code (Geth) from ten years ago for patches. It's like putting a Ferrari shell on a horse-drawn carriage; it will fall apart at high speeds.
Plasma is among the first public chains to fully embrace Reth (Rust Ethereum).
This is not just switching to a different programming language; it's a leap from "handcrafted workshops" to "precision manufacturing".
The memory safety and extreme performance brought by Rust allow Plasma to remain stable even when handling tens of thousands of concurrent transactions per second.
This is the foundation that should support "hundred million users".
2. Safe dimensionality reduction
What did previous L2s rely on for security? On the integrity of the project teams.
What does Plasma rely on for security? On the BTC network.
By anchoring the final state on the Bitcoin blockchain, Plasma raises the security level directly to the **"nuclear shelter"** level.
This is not just a technical victory; it is the utmost respect for user assets.
Summary:
In this industry, only "new infrastructure" can support "new capital".
While other public chains are still praying for "no downtime", Plasma has already established the industrial standards for the next generation of public chains**.
Stop clinging to the remnants of the old era; embrace the real industrial revolution.
$XPL #Plasma
We manage assets worth hundreds of billions of dollars, yet the infrastructure we use feels like it's built by a "makeshift crew".
Chains frequently go down (Solana), nodes often fail to synchronize (a common issue with the Geth client), and cross-chain bridges are often hacked.
This is hardly the future of finance; it's simply an "open-air repair shop".
This is why I highly admire @Plasma ($XPL).
What it is doing is the "industrial upgrade" of Web3.
1. Engine iteration: from Geth to Reth
The vast majority of L2s are still using Ethereum's old code (Geth) from ten years ago for patches. It's like putting a Ferrari shell on a horse-drawn carriage; it will fall apart at high speeds.
Plasma is among the first public chains to fully embrace Reth (Rust Ethereum).
This is not just switching to a different programming language; it's a leap from "handcrafted workshops" to "precision manufacturing".
The memory safety and extreme performance brought by Rust allow Plasma to remain stable even when handling tens of thousands of concurrent transactions per second.
This is the foundation that should support "hundred million users".
2. Safe dimensionality reduction
What did previous L2s rely on for security? On the integrity of the project teams.
What does Plasma rely on for security? On the BTC network.
By anchoring the final state on the Bitcoin blockchain, Plasma raises the security level directly to the **"nuclear shelter"** level.
This is not just a technical victory; it is the utmost respect for user assets.
Summary:
In this industry, only "new infrastructure" can support "new capital".
While other public chains are still praying for "no downtime", Plasma has already established the industrial standards for the next generation of public chains**.
Stop clinging to the remnants of the old era; embrace the real industrial revolution.
$XPL #Plasma
[In-depth Analysis] Are your assets running naked on 'on-chain islands'? Plasma is building the 'central station' of Web3.
Brothers, open your wallets and take a look.
Have you noticed a frustrating phenomenon: this little ETH, that little SOL, and a few scattered shitcoins across various Layer2s.
Our assets are forcibly divided across dozens of disconnected 'islands'.
Want to cross a chain? Either the fees are ridiculously high, or you have to worry about the cross-chain bridge being hacked.
This is the biggest pain point of the current Web3: liquidity fragmentation.
Whoever can connect these isolated islands will be the king of the next cycle.
I have searched through all the white papers and found that only @Plasma ($XPL) provides the most perfect engineering solution.
Have you noticed a frustrating phenomenon: this little ETH, that little SOL, and a few scattered shitcoins across various Layer2s.
Our assets are forcibly divided across dozens of disconnected 'islands'.
Want to cross a chain? Either the fees are ridiculously high, or you have to worry about the cross-chain bridge being hacked.
This is the biggest pain point of the current Web3: liquidity fragmentation.
Whoever can connect these isolated islands will be the king of the next cycle.
I have searched through all the white papers and found that only @Plasma ($XPL) provides the most perfect engineering solution.
In this circle, there are two ways to make money.
The first type is the "hunter": staring at the K-line every day, chasing highs and cutting losses, rushing wherever there is a hotspot. If you're lucky, you can indeed profit, but more often than not, you are the one being eaten by the beast (market fluctuations).
The second type is the "landlord": they never care whether today's coin price has risen by 5 points or fallen by 3 points. They only care about one thing: is this piece of land prosperous?
This is the core logic behind my holding @Plasma ($XPL ): I am not buying a token, I am "buying land" in the core area of Web3.
Why choose this piece of land, Plasma?
Anyone who has dealt with physical properties knows that the three elements of prime real estate are: safety, foot traffic, and low cost.
The foundation is the most stable: some chains are like building on swampy ground (frequent outages), but Plasma has its foundation laid on the rock layer of BTC. As a "landlord", I am not worried about the building collapsing.
The facilities are the strongest: it uses the Reth architecture, like laying the most advanced underground pipeline network. No matter whether AI, games, or finance run on it in the future, this high-performance infrastructure can support it.
It comes with a "rent-free period": this is the killer feature of Gasless. Have you ever seen a mall grow by "charging admission"? Only with free entry can foot traffic explode. Plasma reduces the user threshold to zero with seamless payments, which is attracting investment for future ecological prosperity.
While others are still killing themselves over dozens of points in fluctuations, smart money has already started hoarding chips on Plasma.
Because they know that when the skyscrapers (Dapps) rise up, the $XPL in their hands is the "deed" to this prime location.
True windfall profits never belong to busy hunters, but to patient landlords. 🏙️#Plasma
The first type is the "hunter": staring at the K-line every day, chasing highs and cutting losses, rushing wherever there is a hotspot. If you're lucky, you can indeed profit, but more often than not, you are the one being eaten by the beast (market fluctuations).
The second type is the "landlord": they never care whether today's coin price has risen by 5 points or fallen by 3 points. They only care about one thing: is this piece of land prosperous?
This is the core logic behind my holding @Plasma ($XPL ): I am not buying a token, I am "buying land" in the core area of Web3.
Why choose this piece of land, Plasma?
Anyone who has dealt with physical properties knows that the three elements of prime real estate are: safety, foot traffic, and low cost.
The foundation is the most stable: some chains are like building on swampy ground (frequent outages), but Plasma has its foundation laid on the rock layer of BTC. As a "landlord", I am not worried about the building collapsing.
The facilities are the strongest: it uses the Reth architecture, like laying the most advanced underground pipeline network. No matter whether AI, games, or finance run on it in the future, this high-performance infrastructure can support it.
It comes with a "rent-free period": this is the killer feature of Gasless. Have you ever seen a mall grow by "charging admission"? Only with free entry can foot traffic explode. Plasma reduces the user threshold to zero with seamless payments, which is attracting investment for future ecological prosperity.
While others are still killing themselves over dozens of points in fluctuations, smart money has already started hoarding chips on Plasma.
Because they know that when the skyscrapers (Dapps) rise up, the $XPL in their hands is the "deed" to this prime location.
True windfall profits never belong to busy hunters, but to patient landlords. 🏙️#Plasma
[Dimensionality Reduction Attack] While you are still debating whether TPS is 10,000 or 100,000, Wall Street's top funds only care about one thing: is the ledger clean?
The biggest illusion in the crypto world is the belief that the Old Money guys in suits from Wall Street are here to see the shitcoins and memes.
Don't be naive. The institutions that truly control trillions of dollars are most afraid not of missing out, but of 'uncontrollable risks'.
The current public chain track has become obsessed with the illusory TPS data, sacrificing safety for speed with various modifications. And the result? Chains frequently crash, transactions often roll back, and the ledger can even show 'confusing accounts'.
How can those top funds that need to be accountable to LPs (limited partners) dare to put billions of dollars into such 'shoddy projects'?
Don't be naive. The institutions that truly control trillions of dollars are most afraid not of missing out, but of 'uncontrollable risks'.
The current public chain track has become obsessed with the illusory TPS data, sacrificing safety for speed with various modifications. And the result? Chains frequently crash, transactions often roll back, and the ledger can even show 'confusing accounts'.
How can those top funds that need to be accountable to LPs (limited partners) dare to put billions of dollars into such 'shoddy projects'?
The biggest lie of Web3 is telling users: "It's hard to use because it's decentralized."
Every transfer requires a pop-up signature, calculating gas fees, and switching networks; this kind of "anti-human" interaction directly drives away 99% of outsiders.
As long as this barrier exists, Web3 will forever be just "geeks' self-indulgence," with no possibility of large-scale explosion.
This is also the only logic behind my heavy investment in @Plasma ($XPL ).
It is doing something seemingly insignificant but actually highly disruptive: eliminating the presence of blockchain.
Through Gasless (feeless payment) and the underlying Reth engine, it wraps all complex technical details in a black box.
Users do not need to know what gas is or understand what L2 is; just like using WeChat Pay, scan, confirm, and leave.
This is Web3's "iPhone moment."
While Nokia (traditional public chains) is still competing for keyboard feel, Apple (Plasma) just threw the keyboard away.
Stop being a scientist on those complex chains.
In this era of attention scarcity, whoever makes users feel "good" will be the next trillion-dollar giant. 💎#Plasma
Every transfer requires a pop-up signature, calculating gas fees, and switching networks; this kind of "anti-human" interaction directly drives away 99% of outsiders.
As long as this barrier exists, Web3 will forever be just "geeks' self-indulgence," with no possibility of large-scale explosion.
This is also the only logic behind my heavy investment in @Plasma ($XPL ).
It is doing something seemingly insignificant but actually highly disruptive: eliminating the presence of blockchain.
Through Gasless (feeless payment) and the underlying Reth engine, it wraps all complex technical details in a black box.
Users do not need to know what gas is or understand what L2 is; just like using WeChat Pay, scan, confirm, and leave.
This is Web3's "iPhone moment."
While Nokia (traditional public chains) is still competing for keyboard feel, Apple (Plasma) just threw the keyboard away.
Stop being a scientist on those complex chains.
In this era of attention scarcity, whoever makes users feel "good" will be the next trillion-dollar giant. 💎#Plasma
[Cold Eye on the Market] When all public chains are vying to be the 'largest casino', I am optimistic about Plasma making 'invisible high-speed trains'.
Recently opening Twitter has been quite surreal.
Solana is full of golden dogs, and Base is full of plates. Everyone seems to have reached a consensus: public chains are meant to open casinos; whoever has more tables is the best.
But if you slightly lift your head from that intoxicating K-line chart, you will discover a cruel fact:
Web3 has been around for over a decade, yet we still can't smoothly buy a cup of coffee with Crypto.
Why? Because the 'friction' is too great.
You have to pay Gas, you have to wait for confirmation, and you have to worry about chain congestion. This experience, let alone compared to Alipay, is even a dimensionality reduction attack compared to credit cards.
Solana is full of golden dogs, and Base is full of plates. Everyone seems to have reached a consensus: public chains are meant to open casinos; whoever has more tables is the best.
But if you slightly lift your head from that intoxicating K-line chart, you will discover a cruel fact:
Web3 has been around for over a decade, yet we still can't smoothly buy a cup of coffee with Crypto.
Why? Because the 'friction' is too great.
You have to pay Gas, you have to wait for confirmation, and you have to worry about chain congestion. This experience, let alone compared to Alipay, is even a dimensionality reduction attack compared to credit cards.
The current market really has everyone working as 'on-chain laborers'. 😰
Every day, I wake up to do tasks, check in, and cross chains, all for that bit of uncertain airdrop, making my wallet address look like a public restroom.
To be honest, I've had enough of this kind of life.
That's why I've recently been so into @Plasma ($XPL).
It feels to me like not the kind of 'scam project' that wants to trick you into data farming, but a real 'tech guy' who wants to get things done.
You can see it from the technical route it has chosen:
Instead of using the ready-made Geth, it insists on tackling Reth to solve the long-standing problem of transaction congestion;
To make your experience smooth, it directly implements Gasless (no gas), even saving you the transaction fees.
This product logic of 'keeping the complex for itself and leaving the simple for the user' is a rare find in today's crypto world.
Stop using those junk public chains as fuel.
We need to invest our money and energy in projects that truly see us as 'people'. Only the outliers like $XPL , who do not take shortcuts, deserve the premium in a bull market. 💎
#Plasma
Every day, I wake up to do tasks, check in, and cross chains, all for that bit of uncertain airdrop, making my wallet address look like a public restroom.
To be honest, I've had enough of this kind of life.
That's why I've recently been so into @Plasma ($XPL).
It feels to me like not the kind of 'scam project' that wants to trick you into data farming, but a real 'tech guy' who wants to get things done.
You can see it from the technical route it has chosen:
Instead of using the ready-made Geth, it insists on tackling Reth to solve the long-standing problem of transaction congestion;
To make your experience smooth, it directly implements Gasless (no gas), even saving you the transaction fees.
This product logic of 'keeping the complex for itself and leaving the simple for the user' is a rare find in today's crypto world.
Stop using those junk public chains as fuel.
We need to invest our money and energy in projects that truly see us as 'people'. Only the outliers like $XPL , who do not take shortcuts, deserve the premium in a bull market. 💎
#Plasma
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