Everyone knows I’m extremely bullish on @Plasma | $XPL.
It’s my biggest spot bag and the only coin I don’t draw lines on or trade short term. I don’t care about local price action because I’m not planning to sell until it reaches at least the top 20 coins on the planet. Only then will I consider selling some.
Today, Plasma is being valued like an early experiment. In reality, it’s already operating as infrastructure.
2025 was about foundations: distribution, integrations, compliance, payment rails, validator decentralization, and chain hardening.
None of that pumps the price immediately, but all of it compounds.
By the time Plasma One exits private beta and starts onboarding real users at scale, the rails are already there. Exchange coverage is already there. Institutional payment partners are already there. The system is built to absorb growth instead of breaking under it.
2026 is different because that’s when the stack turns from preparation into leverage. Plasma One goes public. Stablecoins start being held, moved, and spent natively on Plasma.
Builders launch on top of rails that already work globally. Payments, savings, earn, and settlement all live on the same base layer. That’s when usage turns into sustained demand.
2026 is about everything clicking at once.
