常樂 Crypto Insights

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On Thursday afternoon in Singapore, it may have just rained outside, and the air is not only humid but also has a refreshing calmness. Doing crypto in this orderly city always brings a strong sense of contrast: outside the window is a strict rule of law and an efficient financial center, while the screen is filled with fraud, hackers, and the chaotic wild west.
Many people ask me why, among so many quick money-making opportunities, I still insist on @Plasma ($XPL )?
The answer lies in this contrast.
You see, why does Singapore attract 'old money' from all over the world? It’s not because it’s the most exciting, but because it’s the safest and most predictable.
Similarly, when Web3 wants to embrace the real 'big money' – institutional funds, national sovereign funds, multinational payment settlements – they will absolutely not choose those unreliable chains that go down every few days and are riddled with code vulnerabilities. They need industrial-grade certainty.
This is the most attractive point of Plasma: its Reth engine written in Rust is as stable as a German precision machine; its security layer built with Bitcoin Anchoring is as unbreakable as a Swiss bank vault.
It doesn’t tell you stories of 'tenfold or hundredfold' returns; it only tells you: 'As long as Bitcoin is still here, your assets are here; as long as the internet is still here, your transactions can be confirmed in seconds.'
For those of us who have struggled in this circle, what we ultimately pursue is nothing but this sense of security that allows us to 'sleep soundly.'
While the market is still crazy about each MEME coin, Plasma is positioning itself as the 'Singapore' in the Web3 world – efficient, neutral, and absolutely safe.
Holding $XPL, I feel like I’m not gambling but investing in the future digital infrastructure. In this invisible city, we are the earliest 'landlords'. #Plasma

After the first phase xpl rewards were received, I didn't pay attention, and now it has risen so much. I will hold on to it until it returns to its peak. Whether it's the initial phase of going on alpha or the current distribution of writing rewards, the scale is very large. Thanks to @Plasma , it's awesome and that's all that matters #Plasma $XPL .

Brother, it's Wednesday, and this kind of indecisive market is the most frustrating.
Looking at the busy night scene in Singapore outside the window, I often wonder what we are really pursuing as we anxiously stare at the market, deal with the volatility, and change positions in the group every day. The noise in this circle is now too loud, so loud that it's easy for us to forget common sense.
We always overestimate the volatility of a day while underestimating the trend of three years.
I am doing less short-term trading now and spending more energy researching infrastructure like @Plasma ($XPL). Why? Because holding it gives me a rare sense of “certainty” in this casino.
This certainty comes from a logical closed loop: if you believe that Web3 will eventually reach hundreds of millions of ordinary people, then the current expensive and congested public chains cannot be the endgame. The future winners will be those platforms that completely obscure the existence of blockchain from users.
Plasma rewrote the Reth engine in Rust to solve the physical bottleneck of performance; developing Gasless seamless payments to address the psychological barriers to experience; anchoring to the Bitcoin network to solve the ultimate issue of trust. None of these points are just hollow marketing; they are all aimed at the endgame ten years from now.
While others are busy picking sesame seeds, Plasma is quietly planting watermelons. Holding $XPL is not about making a 20% gain tomorrow, but about securing a position in that inevitable future where anxiety is no longer needed. Calm your mind and let the bullets fly a little longer.🌆#Plasma $XPL @Plasma

Bro, today is Tuesday, let's daydream by the window in our office or café in Singapore.
Sometimes I think our circle is actually divided into two worlds: one is **"building shelters"** and the other is **"building cities"**.
You see those so-called "high-performance public chains" on the market, whether they are launching meme coins or running Ponzi schemes, their underlying logic is actually just a temporary **"shelter"**. In order to be fast, they sacrifice decentralization; for the sake of excitement, they ignore security. When the hype comes, everyone rushes in to celebrate; once the hype passes, the shelter is dismantled, leaving only a mess behind. How could such things possibly support the future digital civilization of humanity?
As for @Plasma ($XPL), I feel it's doing something very clumsy and slow, but only those who truly know how to **"build cities"** would do: it is laying underground pipelines.
You might think its Rust code is not as sexy as the marketing slogans of those meme projects, and its Bitcoin Anchoring mechanism sounds a bit dull. But if you think about it, in the real world, when you walk into an international metropolis like Singapore or Tokyo, what you first marvel at is not how tall the buildings are, but how stable its water, electricity, and gas networks are, and how smooth its transportation (payment) is.
Plasma is doing this set of "invisible infrastructure".
It does not pursue a temporary surge in TVL; it aims for the day when the real "big players"—like a national bond system, multinational corporate supply chain finance, or even the social networks of billions of people—decide to move into Web3, only then will Plasma, this city made of solid materials (industrial-grade code) and top-notch foundations (BTC security), dare to take orders.
In this restless casino, being a lonely architect is very difficult.
But please believe that when the hurricane comes, all shelters will be blown away, only those skyscrapers that have laid their hundred-meter deep piles will still stand on the skyline. What we hold now is the "land certificate" of this future city. $XPL #Plasma @Plasma

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

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

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

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

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

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