北岛_98
人生不过是各种体验的叠加 X:@beidao_98 $BNB $ETH $ASTER $SOL BTC坚定持有者
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6000 fans!!!
Today aiming for 7000 fans
Urgently arranging for the brothers
188u $BTC red envelope
🧧🧧🧧
Everyone, join in quickly
Today aiming for 7000 fans
Urgently arranging for the brothers
188u $BTC red envelope
🧧🧧🧧
Everyone, join in quickly
Starting from the trillion-level demand for stablecoins, understanding the development direction of Plasma
In the context where stablecoins are gradually becoming the underlying 'infrastructure assets' of the crypto market, projects with real long-term value are often not the ones that are the hottest in short-term sentiment, but rather those that can solve real problems at the underlying architecture level. @Plasma is a representative that is gradually showing advantages in this track.
The current market size of stablecoins has entered the trillion level, but the underlying infrastructure still faces issues such as settlement efficiency, fragmented cross-chain liquidity, and insufficient compliance scalability.
The positioning of Plasma is not simply to issue stablecoins, but to attempt to build a more efficient, secure, and composable stablecoin infrastructure layer, allowing funds to flow more smoothly between on-chain and real-world finance. This path of 'focusing on the foundation rather than the gimmicks' often requires time to settle, but it offers a stronger long-term moat.
The current market size of stablecoins has entered the trillion level, but the underlying infrastructure still faces issues such as settlement efficiency, fragmented cross-chain liquidity, and insufficient compliance scalability.
The positioning of Plasma is not simply to issue stablecoins, but to attempt to build a more efficient, secure, and composable stablecoin infrastructure layer, allowing funds to flow more smoothly between on-chain and real-world finance. This path of 'focusing on the foundation rather than the gimmicks' often requires time to settle, but it offers a stronger long-term moat.
In the current stage of the continuous evolution of stablecoin infrastructure, @Plasma is doing something that many people underestimate, but has extremely high long-term value: providing more efficient and more composable stablecoin settlement and circulation layers for on-chain funds.
Unlike projects that only stay at the narrative level, Plasma focuses more on real needs and landing scenarios, which is also the core reason I continue to pay attention to $XPL .
As the scale of stablecoins continues to expand, the value of the underlying infrastructure will be gradually magnified, and #Plasma is likely at the forefront of this trend.
Unlike projects that only stay at the narrative level, Plasma focuses more on real needs and landing scenarios, which is also the core reason I continue to pay attention to $XPL .
As the scale of stablecoins continues to expand, the value of the underlying infrastructure will be gradually magnified, and #Plasma is likely at the forefront of this trend.
What the hell is V God
Little V
V is a loser
Is this all the ambition
Damn it
Am I the one losing😭 $ETH
Little V
V is a loser
Is this all the ambition
Damn it
Am I the one losing😭 $ETH
Digital gold is not gold after all
In my lifetime
Will I see the moment when Bitcoin surpasses gold?
$BTC $XAU
In my lifetime
Will I see the moment when Bitcoin surpasses gold?
$BTC $XAU
Zero fees are not the end point, but rather the true test of Plasma's beginning
In the stablecoin payment space, one of the easiest misunderstandings is equating 'low cost' directly with 'competitiveness'. Zero-fee transfers sound great, but once the network scales up, the issue often isn't the cost, but rather the abuse: spam transactions, script-based volume manipulation, black market arbitrage, and bandwidth hogging. Whether one can control this noise determines whether a chain qualifies to be a global settlement layer.
The zero fees of Plasma are essentially not 'no cost', but rather shifting the costs from the user side to the protocol side. Protocol-sponsored payments lower the barrier to entry, allowing ordinary users to transfer using stablecoins without needing to buy native coins first, making the experience more like traditional payment applications. However, at the same time, the sponsored accounts themselves can become a system-level attack surface. If someone can generate a large number of requests at an extremely low cost, the network could be overwhelmed by noise. At that point, it’s not about TPS, but whether the anti-abuse mechanisms are robust enough: how to control limits, how to restrict frequency, whether risk control rules can be dynamically updated, and whether the blacklist is accurate and does not result in false positives. If not done well, zero fees can ironically become a vulnerability.
The zero fees of Plasma are essentially not 'no cost', but rather shifting the costs from the user side to the protocol side. Protocol-sponsored payments lower the barrier to entry, allowing ordinary users to transfer using stablecoins without needing to buy native coins first, making the experience more like traditional payment applications. However, at the same time, the sponsored accounts themselves can become a system-level attack surface. If someone can generate a large number of requests at an extremely low cost, the network could be overwhelmed by noise. At that point, it’s not about TPS, but whether the anti-abuse mechanisms are robust enough: how to control limits, how to restrict frequency, whether risk control rules can be dynamically updated, and whether the blacklist is accurate and does not result in false positives. If not done well, zero fees can ironically become a vulnerability.
This garbage $ZAMA A is not joking with me
The cost price of Binance's new listing is 0.025
It almost dropped below 0.025 yesterday
Even our esteemed Alpha users have to cut losses?
I really can't believe it
Still, @Plasma is amazing
Back then, depositing 1u could give you several thousand u
Definitely a super big profit
It's a pity that I perfectly missed it
I don't know when I can encounter such a big profit again
I also believe that $XPL will definitely take off later
The background is here, the project team is very strong
I am preparing to start buying in batches
There are so many altcoins now
I can only buy the ones with real application scenarios
#plasma $XPL
The cost price of Binance's new listing is 0.025
It almost dropped below 0.025 yesterday
Even our esteemed Alpha users have to cut losses?
I really can't believe it
Still, @Plasma is amazing
Back then, depositing 1u could give you several thousand u
Definitely a super big profit
It's a pity that I perfectly missed it
I don't know when I can encounter such a big profit again
I also believe that $XPL will definitely take off later
The background is here, the project team is very strong
I am preparing to start buying in batches
There are so many altcoins now
I can only buy the ones with real application scenarios
#plasma $XPL
This $ZAMA A and $SENT
are the last 2 major projects I worked on
SENT has been issued less, but the token price has increased later
Although ZAMA has been generous with its NFT new issuance
this token price is really disappointing
ZAMA has raised about $185 million
Now the circulating market value is 71.5 million, and the FDV is only 350 million
Sentient has raised less than $100 million
Now the circulating market value is 250 million, and the FDV is 1.2 billion
What exactly went wrong
that caused such a large difference in FDV between these two projects
Is ZAMA undervalued, or is SENT overvalued? 🤔
However, ZAMA has not yet gone live on Upbit; launching on this exchange is much stronger
I think this reason accounts for a large part of it
I still hold it, also hoping to see if it can go live on the Korean exchange
are the last 2 major projects I worked on
SENT has been issued less, but the token price has increased later
Although ZAMA has been generous with its NFT new issuance
this token price is really disappointing
ZAMA has raised about $185 million
Now the circulating market value is 71.5 million, and the FDV is only 350 million
Sentient has raised less than $100 million
Now the circulating market value is 250 million, and the FDV is 1.2 billion
What exactly went wrong
that caused such a large difference in FDV between these two projects
Is ZAMA undervalued, or is SENT overvalued? 🤔
However, ZAMA has not yet gone live on Upbit; launching on this exchange is much stronger
I think this reason accounts for a large part of it
I still hold it, also hoping to see if it can go live on the Korean exchange
Let's take a look at the strength behind Plasma
@Plasma 's strength can be considered above average among L1 contenders in the current (February 2026) crypto ecosystem, especially in the niche of stablecoin-specific chains, where its performance and moat are among the best. However, its overall strength is still far from being at the 'top-tier dominator' level (like Solana or Ethereum L2s); it is more of a 'potential stock + hardcore executor', with obvious shortcomings and risks. Below, we will use the latest data and multi-dimensional analysis to break down its true level:
1. On-chain data hard strength (most indicative)
DeFi TVL: Approximately $2.98B (latest from DefiLlama, fluctuating between 2.9-3B), ranking around 15-20 across all chains.
1. On-chain data hard strength (most indicative)
DeFi TVL: Approximately $2.98B (latest from DefiLlama, fluctuating between 2.9-3B), ranking around 15-20 across all chains.
Looking at the simple reasons for the performance of 2026 and @Plasma $XPL (based on current data and trends):
1️⃣ The stablecoin sector continues to explode
The global stablecoin market value has exceeded 200 billion+, expected to break one trillion by 2028. Plasma specializes in "zero-fee USDT instant payments," with the most precise positioning. Once real payments/cross-border settlements are implemented, the network effect will be strong.
2️⃣ On-chain data is robust, real stickiness is strong
TVL remains at the 3-7B USD level (pools like syrupUSDT have broken 1 billion+), and after cutting off the vast majority of incentives, it hasn't collapsed. Protocols like Aave have the highest utilization in the industry. This indicates that the funds are genuinely used, not purely reliant on mining.
3️⃣ Ecosystem & integration acceleration
By 2026, NEAR Intents (cross 25+ chain settlements), Binance CreatorPad activities, and more payment cards/merchant access have been integrated. The mainnet upgrade + DeFi revenue introduction can boost transaction volume and XPL demand.
4️⃣ Institutional & compliance endorsements are strong
Deep binding with Tether/Bitfinex, support from big names like Peter Thiel, and compliance cooperation with Elliptic. When regulation tightens, these types of "compliance-friendly + privacy + efficiency" chains are most in demand.
5️⃣ Current valuation is low, may reverse after unlocking
Price ~0.10-0.12, high cost-performance ratio of market cap/TVL. There is significant unlocking pressure in 2026, but if transaction volume/revenue rises (daily fees exceeding ten thousand dollars+), XPL, as a gas/staking asset, will naturally appreciate. Many predictions see the end of 2026 reaching 0.2-0.75+ (or even higher).
If you believe stablecoins will replace part of traditional payments in the future, Plasma is an undervalued "infrastructure ticket."
#plasma $XPL
1️⃣ The stablecoin sector continues to explode
The global stablecoin market value has exceeded 200 billion+, expected to break one trillion by 2028. Plasma specializes in "zero-fee USDT instant payments," with the most precise positioning. Once real payments/cross-border settlements are implemented, the network effect will be strong.
2️⃣ On-chain data is robust, real stickiness is strong
TVL remains at the 3-7B USD level (pools like syrupUSDT have broken 1 billion+), and after cutting off the vast majority of incentives, it hasn't collapsed. Protocols like Aave have the highest utilization in the industry. This indicates that the funds are genuinely used, not purely reliant on mining.
3️⃣ Ecosystem & integration acceleration
By 2026, NEAR Intents (cross 25+ chain settlements), Binance CreatorPad activities, and more payment cards/merchant access have been integrated. The mainnet upgrade + DeFi revenue introduction can boost transaction volume and XPL demand.
4️⃣ Institutional & compliance endorsements are strong
Deep binding with Tether/Bitfinex, support from big names like Peter Thiel, and compliance cooperation with Elliptic. When regulation tightens, these types of "compliance-friendly + privacy + efficiency" chains are most in demand.
5️⃣ Current valuation is low, may reverse after unlocking
Price ~0.10-0.12, high cost-performance ratio of market cap/TVL. There is significant unlocking pressure in 2026, but if transaction volume/revenue rises (daily fees exceeding ten thousand dollars+), XPL, as a gas/staking asset, will naturally appreciate. Many predictions see the end of 2026 reaching 0.2-0.75+ (or even higher).
If you believe stablecoins will replace part of traditional payments in the future, Plasma is an undervalued "infrastructure ticket."
#plasma $XPL
666666
Nothing more to say
Those who participated in the public sale can defend their rights now
I thought I might perform poorly
I didn't expect it to be this bad
Lower than the contract price
What a joke
I won't sell anymore
If you have the ability
Smash my NFT to create new ones
Cost
Show me! $ZAMA
Nothing more to say
Those who participated in the public sale can defend their rights now
I thought I might perform poorly
I didn't expect it to be this bad
Lower than the contract price
What a joke
I won't sell anymore
If you have the ability
Smash my NFT to create new ones
Cost
Show me! $ZAMA
Why I Remain Optimistic About XPL
Optimistic
and
the core logic, mainly focusing on its unique positioning and actual progress in the trillion-dollar stablecoin infrastructure sector.
Currently (February 2026), market sentiment is low, with prices hovering around $0.1, but the underlying fundamentals are actually continuing to accumulate momentum. Below, I will break down from several dimensions why I remain optimistic in the long term:
1️⃣Specializing in stablecoin payments with a 'killer' positioning, the ceiling for this sector is extremely high
The global stablecoin market value has exceeded $200 billion (with USDT accounting for a large portion), but the transfer experience has always been hindered by high gas fees, slow confirmations, and cross-chain friction. Plasma directly makes USDT the 'first-class citizen': protocol-level zero-fee transfers of USDT, sub-second confirmations, customizable gas tokens (even allowing gas fees to be paid with USDT), essentially aiming to make on-chain stablecoin transfers as seamless as WeChat/Alipay.
and
the core logic, mainly focusing on its unique positioning and actual progress in the trillion-dollar stablecoin infrastructure sector.
Currently (February 2026), market sentiment is low, with prices hovering around $0.1, but the underlying fundamentals are actually continuing to accumulate momentum. Below, I will break down from several dimensions why I remain optimistic in the long term:
1️⃣Specializing in stablecoin payments with a 'killer' positioning, the ceiling for this sector is extremely high
The global stablecoin market value has exceeded $200 billion (with USDT accounting for a large portion), but the transfer experience has always been hindered by high gas fees, slow confirmations, and cross-chain friction. Plasma directly makes USDT the 'first-class citizen': protocol-level zero-fee transfers of USDT, sub-second confirmations, customizable gas tokens (even allowing gas fees to be paid with USDT), essentially aiming to make on-chain stablecoin transfers as seamless as WeChat/Alipay.
Today, February 2, 2026!
It's also my first time creating content in the square.
I looked at the items that can be written in the square.
The one I'm most familiar with is @Plasma .
I'm still exploring XPL.
Although I've lost a bit, I believe it will come back sooner or later.
Let's take a look at what it's mainly doing:
In simple terms:
A high-performance public blockchain designed specifically for stablecoins like USDT (Tether).
Focusing on global instant payment scenarios: zero fees to transfer USDT, sub-second confirmation, low costs.
Supports EVM compatibility (can be directly integrated using familiar tools like MetaMask).
Allows payment of Gas fees with custom tokens (like USDT, BTC), not forcing the use of native tokens.
Built-in privacy transaction features (under compliance conditions).
Uses PlasmaBFT consensus for ultimate speed and stability.
Currently, the TVL (Total Value Locked) has reached tens of billions of dollars, mainly due to the inflow of stablecoin funds.
@Plasma aims to make USDT transfers as fast, cheap, and seamless as WeChat/Alipay, but running on a decentralized blockchain.
#plasma $XPL
It's also my first time creating content in the square.
I looked at the items that can be written in the square.
The one I'm most familiar with is @Plasma .
I'm still exploring XPL.
Although I've lost a bit, I believe it will come back sooner or later.
Let's take a look at what it's mainly doing:
In simple terms:
A high-performance public blockchain designed specifically for stablecoins like USDT (Tether).
Focusing on global instant payment scenarios: zero fees to transfer USDT, sub-second confirmation, low costs.
Supports EVM compatibility (can be directly integrated using familiar tools like MetaMask).
Allows payment of Gas fees with custom tokens (like USDT, BTC), not forcing the use of native tokens.
Built-in privacy transaction features (under compliance conditions).
Uses PlasmaBFT consensus for ultimate speed and stability.
Currently, the TVL (Total Value Locked) has reached tens of billions of dollars, mainly due to the inflow of stablecoin funds.
@Plasma aims to make USDT transfers as fast, cheap, and seamless as WeChat/Alipay, but running on a decentralized blockchain.
#plasma $XPL
Another crash 😭
What the hell, it's falling again
Fall, fall, fall
Will it only fall and never rise?
Lost a lot
Gone into the sea
$BTC $SOL $ETH
What the hell, it's falling again
Fall, fall, fall
Will it only fall and never rise?
Lost a lot
Gone into the sea
$BTC $SOL $ETH
Gold rises
Cryptocurrency falls
Silver rises
Cryptocurrency falls
Gold falls
Cryptocurrency falls
Silver falls
Cryptocurrency falls
Trading cryptocurrencies is too difficult 😭
Do you brothers think there will be light at the end of the tunnel in February?
Cryptocurrency falls
Silver rises
Cryptocurrency falls
Gold falls
Cryptocurrency falls
Silver falls
Cryptocurrency falls
Trading cryptocurrencies is too difficult 😭
Do you brothers think there will be light at the end of the tunnel in February?
可以
67%
不可以
33%
9 votes • Voting closed
As long as I think of it
I will go to
@MagicEden
for a lucky buy
with a cost of 0.025sol
just betting on that 1% probability
I've drawn it countless times
Today
I finally got it！！！！
Earned 0.9sol angrily
Although overall it's definitely still a loss
But I'm really excited
Finally TMD
I hit the jackpot!!!
I will go to
@MagicEden
for a lucky buy
with a cost of 0.025sol
just betting on that 1% probability
I've drawn it countless times
Today
I finally got it！！！！
Earned 0.9sol angrily
Although overall it's definitely still a loss
But I'm really excited
Finally TMD
I hit the jackpot!!!
It's the last day of January
Another month has passed like this
I didn't expect that in the last few days
The market would drop like this
Additionally, I only have
The earnings from the last mouth-lifting project that haven't arrived yet
That is $ZAMA
I have 3 NFTs
I hope it will surprise me after the opening
Although the pre-opening contract price has already dropped significantly
But I plan to hold a few more days after the opening
At least wait until it's listed on upbit before selling
I just don't believe that such a big project won't be listed on upbit
I sold half of $SENT at the opening
Then waited until it was listed on upbit to sell the rest
I gained about 3000u
But I'm really not satisfied with this
I've talked about so many things
If it weren't for having a dc role
I would have really lost out
After the mouth-lifting project ended
I saw many acquaintances
Now having a great time playing in Binance Square
I also got lazy
Didn't keep up
Is there a big shot who can guide me?😍
Another month has passed like this
I didn't expect that in the last few days
The market would drop like this
Additionally, I only have
The earnings from the last mouth-lifting project that haven't arrived yet
That is $ZAMA
I have 3 NFTs
I hope it will surprise me after the opening
Although the pre-opening contract price has already dropped significantly
But I plan to hold a few more days after the opening
At least wait until it's listed on upbit before selling
I just don't believe that such a big project won't be listed on upbit
I sold half of $SENT at the opening
Then waited until it was listed on upbit to sell the rest
I gained about 3000u
But I'm really not satisfied with this
I've talked about so many things
If it weren't for having a dc role
I would have really lost out
After the mouth-lifting project ended
I saw many acquaintances
Now having a great time playing in Binance Square
I also got lazy
Didn't keep up
Is there a big shot who can guide me?😍
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