Brothers, the wind of XPL in the square is strong lately, blowing what 'tech is awesome' and 'W bottom breakthrough'.
Today we won't talk about K-lines, nor will we discuss any grand narrative about Web3, let's just talk about a very practical question: Are you annoyed when you transfer U using Tron (TRON)?
1. That 'disgusting person's' pain point
In the past, using Sun's Tron for transactions was really nice, but now? Transferring 100 U sometimes has Gas fees that can deduct 1-2 dollars from you. The most annoying part is, if you don't have TRX in your wallet, you can't transfer this U! To transfer U, you have to specifically buy some TRX to keep on hand, it's like going to the supermarket to buy a bottle of water, but first, you have to get a supermarket membership card to check out, isn't that inhumane?
This is the real place where Plasma ($XPL ) wants to steal the tower.
That technology called Paymaster simply means: transfer U directly deducts U, no need for you to have XPL.
This thing may not matter to us old investors, but imagine those doing business in the Middle East and Southeast Asia, or the newcomers; this kind of 'invisible payment' is simply a dimensionality reduction strike.
2. Is it Tether's 'spare tire'?
Another detail to note is that Tether (the issuer of USDT) is the lead investor in XPL.
Think about it. Now USDT is running on Tron, is Tether worried? What if something goes wrong with Tron, what will happen to USDT? Tether definitely needs a chain that it can fully control, is compliant, and cheap to serve as a 'spare tire.'
XPL's current market value is only over 200 million, while Tron is in the hundred billion club. If XPL can grab 5% of the market share from Tron, calculate the price space for yourself.
3. Don't get too carried away! There's a 'ghost story' in July.
Although the logic is sound, I must pour cold water on everyone. Don't use 'value investing' as an excuse to hold on forever.
Remember a date: July 28, 2026.
That day, 1 billion coins were unlocked. What does that mean? The current circulating supply is directly diluted. The main players are not philanthropists; their current market pump, ecosystem building, and staking are most likely just to heat up the market so they can offload their goods to the next buyer in July.
So my strategy is very sneaky:
The reason I dare to buy at 0.12 now is that I think the main players have to work (pump the market) in the coming months, otherwise they won't be able to offload their goods in July. I'm just hitching a ride.
But! Even if it skyrockets, by May and June, I will definitely liquidate and leave.
Treat it as a 'better Tron' to hype, no problem; but never treat it as a family heirloom. We are here to make money, not to accompany the project team for life.