I’ll be honest: most of the time when people say “mass adoption,” it sounds like a slogan. Because the moment you hand crypto to a normal person, reality hits fast—wallet setup, gas fees, network confusion, failed transactions, approvals that make no sense. It’s not that people are stupid. It’s that the experience is still built like a lab tool, not like something your cousin would use on a busy day.
That’s why @undefined has been sticking in my head. Not because it’s the loudest project, but because it feels like it’s aiming at the part of crypto that actually matters in the real world: moving stablecoins like it’s supposed to be easy.
Stablecoins are already the closest thing crypto has to a “daily habit.” People use them for saving, sending money home, paying someone across a border, protecting against currency swings, trading, even salaries in some places. The demand is real. The pain is also real—because the rails underneath still feel unnecessarily complicated.
And the biggest pain point is gas.
It’s wild how many onboarding conversations die at this one question: “Why do I need another token just to send my dollars?” You can explain it perfectly and it still feels ridiculous to someone who just wants to transfer money. In their head, it’s like being told you need to buy a special kind of battery before you’re allowed to use your phone.
That’s why the idea of sponsored transactions and paymaster-style flows isn’t some nerdy feature to me—it’s the difference between crypto being a hobby and crypto being a product. If a user can just press “send” and not get hit with an unexpected fee ritual, everything changes. If an app can cover the cost, or abstract the fee in a way that feels normal, you unlock a user experience people don’t have to learn.
And once the experience becomes simple, the business side becomes simple too.
Think about it: apps can actually run growth the way normal companies do. “First transfers are free.” “We’ll cover fees for merchants.” “Gas-free payouts for creators.” “Invite a friend and we’ll sponsor both of you.” That’s the kind of stuff that brings people in without forcing them to understand the plumbing first.
This is the part where I think Plasma’s direction has real weight: stablecoin rails are trust products. Nobody cares what consensus name is on the website when they’re sending money. They care about one thing—does it work every time, quickly, without drama? If Plasma can make stablecoin transfers feel boring and reliable, it earns something most chains never earn: habit.
And habit is stronger than hype.
If people start using Plasma because it’s simply the smoothest way to move stablecoins, the ecosystem loop starts to feed itself. Liquidity follows usage. Apps follow liquidity. More users follow better apps. More volume follows more users. That’s not a Twitter cycle—it’s an economic loop.
That’s also where $XPL becomes more than a chart to stare at. If Plasma succeeds in becoming a place where stablecoins actually move every day, then $XPL isn’t just tied to attention. It’s tied to activity. And activity is the kind of thing that survives market mood swings. Hype comes and goes. People moving money for real reasons tends to stick.
Of course, none of this is guaranteed. Payments infrastructure is unforgiving. Plasma has to prove it can stay stable under load, make the UX clean enough that users don’t feel “crypto stress,” and attract apps that solve real problems—not just incentive games. It also has to navigate the reality that stablecoins live close to regulation and compliance, which means execution and reliability matter even more.
But here’s my personal takeaway: the chains that win the next phase won’t necessarily be the ones with the loudest narratives. They’ll be the ones that quietly remove friction until sending stablecoins feels as natural as sending a text.
If @undefined can pull that off, it won’t need to fight for relevance every week. People will keep showing up because it works. And if that happens, $XPL stops being “just a token people trade” and starts becoming exposure to infrastructure people rely on.
