A few days ago, I had dinner with an old childhood friend who runs a cross-border e-commerce business. He looked distracted the entire time, constantly answering calls. After a few drinks, he finally opened up: his company’s bank account had been frozen because a payment came from Southeast Asia, and the source was considered “high risk.”
“I’d rather make 5% less profit,” he said, crushing his cigarette into the ashtray, “but use a system that avoids traditional banks and settles instantly. USDT is fine to receive, but you’re always worried about holding it—what if something breaks?”
That conversation suddenly made the recent “silence” make sense to me.
If you only follow Plasma on social media, you’d think the project disappeared—no big announcements, no AMAs, not even memes. But if you look at Southeast Asia and examine YuzuMoneyX data, you see a completely different picture:
In just four months, TVL climbed to around $70 million.
This isn’t fake hype or inflated metrics. This is real capital flowing through the system, built by real small and medium-sized business owners who actually need a working financial rail.
The business-first strategy behind the silence
Crypto has trained us to expect constant noise, marketing, and daily excitement. Plasma is doing the opposite. It’s ignoring retail attention and going straight for enterprise and merchant adoption.
YuzuMoney’s neobank is essentially turning Plasma into invisible infrastructure for everyday business transactions in Southeast Asia. Merchants don’t care about Layer 1 debates or token price charts. What matters to them is simple:
No gas fees
Instant settlement
Funds that feel safe and usable
Once a company integrates such a system into its operations, switching away becomes extremely costly—just like changing accounting software after a decade of use. Even if the interface is bad, the inertia keeps you locked in.
This is Plasma’s long-term play:
Less noise, more lock-in.
They’re not trying to entertain traders on X. They’re working with banks, compliance layers, and real-world on/off-ramps to build institutional pipelines.
Why the current price makes sense
Seeing XPL hovering around $0.09 feels logical. The market hates boredom and uncertainty, so it punishes projects that aren’t constantly hyped.
But this is exactly what makes this phase interesting—it’s a quiet accumulation period.
What are we really betting on?
We’re betting that by 2026, chains that rely purely on hype will collapse when real revenue doesn’t show up. And at that moment, Plasma could resurface as a critical settlement layer processing hundreds of millions in real commercial flows.
This is a patience game.
If you’re chasing today’s pumps, go trade memes.
But if you want an asset that businesses might still use even if crypto sentiment crashes to zero, then this silence could be the most valuable opportunity of all.