Any thoughts of buying xpl here have been abandoned. The zionist curse is here
Plasma (XPL) thesis:
-You’re not hoping for a monopoly here - payments aren’t winner-take-all. They’re fragmented networks that interoperate (Swift, ACH, SEPA, Zelle, etc)
-Plasma is well positioned to be one of those, especially with Tether/Bitfinex backing driving gasless core USDT flow from day1
-There’s no “Swift token,” but if there were, every bank + business would hold some. That’s XPL.
-Each Tether transfer builds gravity, and financial products will follow that money. Over time, activity = demand for gas = value accrual.
-Multiple winners will exist (Tempo, Stable, etc.), but Plasma’s first-mover status + Tether integration give it the critical mass to survive the stablecoin wars.
-XPL is a long bet that global payments increasingly settle on-chain, and Plasma becomes one of the rails money actually moves on.
-Eventually, Plasma will dominate the chart below and the y-axis will be measured in billions or trillions of txns per day
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