People keep comparing @plasma to Ethereum L2s and Solana. Wrong comparison entirely. Open your eyes and look at where stablecoin volume actually lives right now. Tron.
Over sixty percent of all USDT transfers happen on Tron because it is cheap and it works. Nobody loves Tron. People just use it because the alternatives are worse for simple transfers.
That is the real battlefield and this is what makes the positioning interesting.
Tron is cheap but not free. Fast but not sub-second final. Was not built for stablecoins from day one it just ended up there by accident.
@Plasma was designed specifically around stablecoin movement. Zero fee USDT through the paymaster.
PlasmaBFT giving deterministic finality. EVM compatible so developers change nothing.
The question is not whether @plasma technology is better on paper. It obviously is. The question is whether it can peel real users away from a chain that already has network effects and habit on its side.
That is a distribution fight not a technology fight. And distribution fights take years not months.
$XPL at current prices reflects the market having zero patience for that timeline. I have more patience than the market does.
$XPL #plasma