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.
That's why I placed my bet on @Plasma ($XPL). It is not another 'faster, cheaper' copy; it is a necessity for the industrial upgrade of Web3. The Plasma team is very clear that patching things up will not support the financial system of the future. They chose the hardest path: rewriting the underlying Reth engine from scratch using Rust.
What does Rust mean in the programmer community? It means 'memory safety' and 'zero logical vulnerabilities.' For a public chain meant to carry trillions in assets, this is not optional but a necessity. It's like completely replacing a rickety cart with a precision-engineered industrial-grade engine. No matter how much concurrency and traffic impact it faces, it can operate stably and efficiently. This is the confidence that allows you to sleep well during extreme market conditions.
With this powerful industrial engine, Plasma can achieve that truly killer feature: Gasless (feeless payment). Stop talking to me about 'low Gas fees'; for users outside the circle, as long as the concept of Gas fees exists, it is an insurmountable chasm. Imagine having to go to the bank to exchange for another currency to pay a fee before buying a cup of coffee; would you use this payment method?
What Plasma aims to do is make blockchain technology as 'invisible' as the underlying TCP/IP protocol of the internet. Users don't need to know what chain is running in the background when using applications, nor do they need to care about Gas; everything happens naturally. This is the only way for Web3 to achieve true mass adoption. The future winner will be the one who hides the technology the deepest.
So, stop focusing on those false TVL and noisy airdrop activities. When the 'big filter' is activated, these bubbles will burst instantly. True investment is not about betting on who runs faster, but on who can survive. Plasma holds an industrial-grade foundation and a future-oriented user experience, which is its survival kit across bull and bear markets. Before 2026 arrives, think clearly about whether you want to stand on a precarious bridge or sit beside a solid engine.#Plasma $XPL @Plasma
