The actions of the Plasma project team have consistently revolved around the main theme of stablecoin settlement. They have not dispersed their energy into the narrative of 'doing everything,' but have repeatedly focused on making stablecoin transfers closer to everyday use. You can clearly feel that the project team is deliberately reducing friction on the user side, incorporating complexity into the system. The goal is to minimize user choices when using stablecoins, to avoid pitfalls, and to prevent interruptions in the process due to issues with fuel and rates. This trade-off sounds simple, but it places extremely high demands on the project team because the cost of a smoother experience is that the project team must bear more responsibility for budget, risk control, abuse prevention, and peak stability.

I am also more concerned about the Plasma project's attitude towards 'sustainability.' A lighter chain layer and a smoother entry point mean they do not want to rely on heavy taxes from basic transfers, but prefer to capture value at a higher level of service. If the project team indeed pursues this path, they must continuously strengthen the service layer, turning stablecoins from mere parking into circulation, allowing scenarios such as trading, lending, routing, and fund management to form a more normalized cycle. Otherwise, even a smooth entry could become a long-term consumption battle. In other words, the project team is not just competing for the popularity of a one-time event, but is striving to make the use of stablecoins a habit, using that habit to benefit the entire system.

Finally, I will be monitoring the execution consistency of the Plasma project team. On the entry side, can they continuously shorten the path and bring in more real users? On the rules side, can they stabilize the boundaries so that normal users remain unaffected and noise traffic finds it difficult to take advantage of the situation? On the product side, can they shape the stablecoin usage experience into one that ordinary people are willing to repeatedly engage with? As long as the project team continues to deliver on these three aspects, Plasma will increasingly resemble a stablecoin settlement network taking shape, rather than just a name mentioned once in the market.

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