Bought $XPL at $0.65 on pre-market waiting exit at $1-1.5+ and think it's smart unfortunately, missed sale, while was on a vacation accumulating it for mid-term let's figure out why i believe in it ⬇️ > "ronin, what's the @PlasmaFDN???" Plasma ($XPL) = stablecoin-first L1 chain built for payments near-instant finality, gasless UX for end users, EVM-compatible why is it needed? to be the new rails for USDT/USDC cheaper, faster, and simpler what's the value for retail? neobank UX + Plasma speed = easy deposits, cash-outs, and everyday spending in few words, common human (out of web3), just scan a code and pay with crypto (stables) the store gets their honest funds right away ---------- > GROWTH POTENTIAL (bullish points) "okay ronin, you have a nice target, but why you believe that this s**t should be at $10-15B FDV at least???" 1. [ decent % from stablecoin market ] stablecoin market is huge and compound ~$250–300B supply, $2–3T monthly transfers my calculations of which % Plasma can take from these numbers: - Year 1: 0.5-1% (bad scenario) of stablecoin transfer flow (if UX is truly gasless + a few solid integrations) - 12-24 months: 3–5% (base case) with major wallets/CEX on-ramps + merchant pilots - Bull case: 8–12% if it wins neobank/processor partnerships and captures TRON-style P2P flows and yeah, want to clarify that Tether already announced an official partnership with Plasma... all CEXs and so on, also on a board sooo, probably bad scenario has no chances to exist, but anyway it's still a monthly volume ~$20-30B via Plasma system 5% = ~$100B / monthly 2. [ product market fit ] a stablecoin-first L1 with: high TPS near-instant gasless UX EVM-compatible PoS-secured Exactly what payments need, perfect combo in one 3. [ zero-fees on stablecoins transfers ] gasless stablecoin transfers boost conversion/retention helping Plasma capture P2P, merchant, and treasury flows retention = bigger network affect = bigger inflows 4. [ can flip TRON's rails ] Plasma is positioned as alternative to $TRX (which is at $32B FDV now) and it works not only with USDT, but with a lot of others stablecoins too if we combine all rails to all stablecoins, it's going to be valued over $50B valuation so, Plasma already on practice shows via its integrations that they're ready to take a piece of this HUGE pie 5. [ basic metrics ] Early metrics: ~1.8B XPL circulating (10B total) strong funding, $7B+ FDV on pre-market, clear market appetite if they will implement stablecoin-L1 fully then ~$15B looks pretty realistic ---------- > CONCLUSION i take this deal only for mid-term (3-4 months) firstly, after the launch they should prove what they really cost btw, launch is going to happen in Sep 25th on Binance Alpha hope such as type of detailed explanation on my move you loved and will rate it accordingly dive in everything now.