Is a use-case specific chain a moat or more fragmentation? @PlasmaFDN is such a single-purpose chain built for stablecoins, every design choice optimized for one thing: winning stablecoin settlement globally I watched the interesting interview with founder @pauliepunt, got some answers👇 Why stablecoins? It is crypto’s most proven use case They already move ~$250B and will pass $1T soon The trillion-dollar opportunity = taking real share of global payments & settlement POV: But can’t we just use a general purpose chain like Ethereal, Solona, Base, Tron etc? When you only optimize for stables, you can make very different choices: – Tech architecture – Go-to-market – Liquidity & incentives That edge is impossible for a generalist chain to match Tech architecture .@PlasmaFDN's focus: • Permissionless and verifiably neutral (better than Tron) • Fast zero-fee for USDT transfers (better than Tron, Solona, Base etc) • EVM-compatible so existing dev tooling just works • Seamless on/off-ramps where real flows happen Go-to-market Plasma is NOT chasing US or EU retail payments, they’re mostly solved. They're targeting cross-border, high-notional settlement in places where stablecoins already dominate: Middle East, LatAm, Turkey Plasma go-to-market = B2B at the origin of flows: exchanges, local hubs, payment rails. Real users benefit, but by proxy, because no one 'uses' a blockchain directly POV: USDC and USDT WERE like two parallel universes. USDC = US/regulated/fiat on-ramps USDT = everywhere else, non-US The only place they really meet is on Curve & Uniswap DEX pools 😂 ⁉️Is this what the arena will be like going forward: US/EU = USDC on @circle's @arc rails Rest = USDT on Bitfinex’s Plasma rails Traction Plasma’s ambition is to become the #1 chain for stablecoin settlement. It pulled in over $1 billion deposits in a matter of minutes 📌 one more building block in the stablecoin stack #stableFi