Payments are blowing up—this month, $XPL isn’t doing nothing
First, the conclusion: this payment track isn’t just empty talk this year—the product is actually getting deployed. Stablecoin market caps have been steadily piling up, but what’s missing is an on-ramp that can truly be transferred, spent, and won’t have your fee layer eat away at your value. Plasma is aimed exactly at this. 💸 A few things that have been more tangible this month. Circle has put native USDC and EURC on-chain—regulated dollars and euros no longer need to be routed through a wrapped detour. Plasma One’s Visa card is still in the works; global card payments, yield, and rewards are bundled together. To get access to better tiers, you need to lock \u003cc-11/\u003e in—meaning real people are actually locking the coins off the board. Travel spending can get up to a 20% cashback—at least it’s not just issuing announcements. ✈️
$TRUMP **September official Trump coins in an unfinished rally: big volume, few clear directions.** At the beginning of the month, it was around $2.27, ranging from $2.15 to $2.52, down about 4% for the month. After rebounding more than fifty percent from the August low, it shifted into consolidation. On the 18th, 28.7 million tokens were unlocked, with supply arriving on schedule.
**Bullish view** While the unlock is like a monthly tax payment, the market has already demonstrated its ability to digest in August. If the $2.15 level holds, there is still a chance in the short term to retest $2.50. Political topics, meme rotation, and Solana’s heat could all serve as amplifiers for the next rally.