提着灯笼走夜路

Everyone has started selling stocks, are they all going to change careers?
Coinbase CEO VanEck has also started selling shares.
Currently, Coinbase's stock price has dropped by three-quarters.
Interestingly, this CEO has been selling and has never bought back in.

In February 2026, Wall Street is in chaos.

The S&P has been sliding down from last year's peak, tech stocks have halved, Bitcoin has plummeted from 125,000 to below 70,000, and the cryptocurrency market cap has evaporated by 40%. Private equity funds are being redeemed frantically, and YouTube bloggers are shouting “collapse warning.”

In social circles, stock trading experts are starting to show their resumes, programmers are complaining that the AI bubble has burst, and veterans are keeping an eye on Trump and the midterm elections. Everyone is asking: after selling stocks, where to put the money? Really going to change careers and open a café?

I think it's unnecessary. This wave of selling is a signal, not an endpoint. Money hasn't disappeared; it's just changing tracks.

The global circulation of stablecoins has broken records, far exceeding the peak of the last bull market. Institutions are using them, cross-border transactions are using them, even when the stock market crashes and the cryptocurrency market falls, the total market cap of stablecoins is still hitting new highs.

Projects like Plasma are emerging not by chance. It is specially designed for stablecoin settlements: gas-free USDT transfers, issuing U without leaving gas, and even allowing fees to be paid in USDT or BTC. Upon launch, it comes with over $2 billion in liquidity, with USDT supply surging to the $5 billion level.

This is not air; it's infrastructure.

Think about the remittances in Southeast Asia costing dozens of dollars, and spending a few dollars on gas on Ethereum — who can afford that? Plasma has turned “zero-friction payment” from a slogan into a viable business — cross-border, QR code scanning, Bitcoin asset settlements, there are indeed people building this.

Of course, there are risks. But when the market is cold, and valuations are low, good things won't be driven to the sky.

Those anxious to change careers after selling stocks might as well consider this direction. It's not about quitting your job; it's about upgrading your investment logic.

This round of selling is not the end of the world; it's a reshuffling. When the wind blows again, you will find that you are not the one packing up to leave, but the one standing at a new starting point.

Stay steady.

#plasma $XPL #Plasma @Plasma

The crypto dividends are fading, what should newcomers do?

I believe many people come into this circle to speculate
This is understandable
So this has caused a situation

That is, when the old hands leave, it's hard for newcomers to take over
Because the old hands have experienced the explosive rise of BTC and reaped the dividends
While newcomers (like us born after 2000) have few who have benefited
They only saw the price of $BTC rise from sixty thousand to one hundred twenty thousand
But currently, the price of BTC is already very high
If one has self-awareness and is not purely a believer, they would infer that the price won't skyrocket much higher
After regulation or if it will serve as a trading certificate in the future, it definitely can't have explosive rises and falls

At the same time, if you want to say what BTC is useful for right now
I think it is purely a belief, after all, it’s the big brother
In reality, it doesn’t serve much purpose
It merely acts as a facade for cryptocurrencies,
As a trading commodity, with such large fluctuations now, it’s very difficult
And if regulations become compliant in the future, it might be used as a trading commodity
But by then, the dividends should be very few

Actually, I am also a newcomer, I entered the circle at the end of 2024
At that time, I happened to catch the rise of Infofi and made a little bit of money

So what should newcomers do?

First, one must face the current situation of crypto compliance, as the dividends are quietly retreating
Secondly, if you want to stay in this industry, learning a skill is very important. If you want to do operations or BD, then learn English well; if you want to code, then learn Solidity well
Finally, keep up with recent hot topics, such as the recent popular prediction markets, artificial intelligence, and other projects that you can participate in

Lastly, a piece of advice for everyone: in this industry, you must have your own thoughts and not follow someone who claims to be an expert, as you never know when they might sell you out.

From fantasy to reality, how should cryptocurrency turn?
Currently, many projects are targeting artificial intelligence and predictive markets.
According to Bloomberg, relying solely on retail investors' faith is no longer sufficient to support the long-term development of cryptocurrency.
The most important thing is to give Web3 investment value.
Income is a crucial part of whether cryptocurrency can develop sustainably in the long run.

The narrative of the crypto world is quietly shifting: no longer pursuing the 'universal chain,' but focusing on solving real pain points.

Taking stablecoin payments as an example, fragmentation and inefficiency still plague the entire ecosystem. Against this backdrop, Plasma has chosen to break through vertically—focusing on efficient settlement of stablecoins instead of creating a general-purpose public chain.

The mainnet launch has integrated over $200 million in stablecoin liquidity, with its core highlight being truly zero-fee USDT transfers: the protocol layer pays Gas, so users do not need to hold native tokens. Sub-second confirmation, complete EVM compatibility, and strengthened neutrality through Bitcoin cross-chain bridges adapt to increasingly strict regulatory environments.

Real-world applications have been successfully tested: in regions like Southeast Asia and Latin America, small cross-border remittances are realized almost instantaneously and at nearly zero cost; at the same time, compliant payment service providers are beginning to adopt it for corporate settlements. Tether CEO Paolo Ardoino calls it the "payment track we need," and institutional funds are flowing in.

This gives a clear signal of direction:

1. Vertical depth is better than generalized narratives
Focusing on the essential need for stablecoin settlement, optimizing the entire process from consensus to fee models, creating an irreplaceable experience.
2. Solving real pain points is key
Users do not care how cool the technology is, but whether "the transfer is free and arrives instantly." Institutions require reliable, low-cost settlement channels.
3. Embrace compliance and connect with reality
Actively adapting to regulations and connecting with traditional finance can actually build a moat in the current environment.

If the cryptocurrency industry wants to go mainstream, it may be time to stop chasing the fantasy of "the next Ethereum" and instead accept professional division of labor: some chains handle payments, some handle settlements, and others ensure privacy. Making money flow more efficiently is itself worth a chain's full effort.

Plasma is just the beginning of this shift. Should we wait for the next bubble, or focus on perfecting the most practical matters at hand?

#plasma $XPL #Plasma @Plasma

Laughing to death 😂 Arthur VS Kyle
Old Black and Old White bet 100,000 dollars, who can win?
The cause is Old White criticized the Hype issue repeatedly
While Old Black firmly believes that the Hype increase exceeds all tokens with a market cap of over 1 billion, while mocking Old White's FWDI
But to be honest
I haven't seen Old Black win a few times so far

Then I want to mention
It seems that the creator rewards of Plasma have been distributed
I received over 1600
It's said that this time the average reward is over 100 U
Everyone can go and take a look

Binance's strong push @Plasma is not difficult to understand. Its mainnet went live in September last year, focusing on stablecoin payments: zero-fee USDT transfers, second-level settlement, fully EVM compatible, and using Bitcoin anchoring to enhance security. The TVL has reached several billion dollars, and its application in cross-border payments is increasing.

Binance has been deeply cooperating with Plasma since August last year, successively launching locking products, airdrops, and various incentives. This time the creator rewards essentially represent ecological co-construction—letting more people understand stablecoin payments, realizing that “USDT transfers can be free and fast.”

For creators, this wave is very practical. Writing a serious user experience article, along with some interactions, can earn hundreds to thousands of XPL. Although some complain about the delay in distribution and that the coin price hasn't risen, Plasma's technical strength is evident: high throughput, support for privacy payments, and provision of compliant channels. The rewards are more about attracting traffic, and the real value will depend on future adoption.

So you can participate more

#plasma $XPL #Plasma

The recent trend of AI-powered crayfish has been quite popular, and NFTs that can only be traded by AI agents have also seen significant price increases. Free mint has already risen to several Sol.

However, security should be prioritized. OpenClaw could be compromised, so caution is advised when using it.

Plasma is an AI-related project. Despite market fluctuations, the Plasma chain, operating for over six months, has unexpectedly become a key infrastructure for the AI ​​era due to its stablecoin settlement mechanism.

This chain is specifically designed for stablecoin payments: USDT zero-fee transfers, instant transaction confirmation, and compatibility with the Ethereum ecosystem. This allows for smooth fund flows, similar to mobile payments, unaffected by congestion or fee fluctuations.

With the current explosion of AI agents, on-chain AI requires frequent small payments and real-time settlements. The high fees and slow confirmations of traditional public chains cannot support the autonomous operation of AI. Plasma's near-zero cost and instant confirmation characteristics provide the deterministic payment environment needed by AI.

One AI provides services to another, with rewards of a few cents arriving instantly and privacy optional. This stable, low-friction settlement capability makes Plasma an ideal underlying layer for the AI ​​economy. While the official channels haven't explicitly promoted AI applications, projects are already exploring micro-payment scenarios on the platform. AI's biggest weakness is uncertainty, and Plasma's stability is precisely its greatest advantage. As AI becomes the norm on-chain, the value of chains focused on reliable settlement will become increasingly apparent—even the most intelligent AI needs a stable payment system to truly thrive.

#plasma $XPL #Plasma @Plasma

It's really a bear market with many layoffs, and another round of layoffs is here.
It is reported that Block, led by Jack Dorsey, plans to lay off 10%.
This is a BTC payment company.
Last year's revenue was over a billion.
However, this year it has begun to make significant layoffs.
Which company will be next to lay off?

Dusk has new things coming in February.

Dusk Network has recently moved from behind the scenes to the forefront, attracting attention in the blockchain field with its unique positioning of 'privacy + compliance'.

The project will officially launch its mainnet on January 7, 2026, introducing innovative features such as liquid staking, providing a smart contract platform that balances privacy and auditing for institutional users, demonstrating unique value in an increasingly stringent regulatory environment.

Its token $DUSK has recently performed well, with significant gains within a month and active trading. On the technical side, the Ethereum-compatible DuskEVM allows developers to easily migrate applications while maintaining the privacy features of zero-knowledge proofs. Collaborations with important partners like Chainlink and the Dutch NPEX exchange further expand its application scenarios in asset tokenization and cross-chain data.

Looking ahead, Dusk will continue to promote strategies such as RWA tokenization, and its design philosophy that balances privacy and compliance is expected to play an important role in the global digital finance process.

#dusk #Dusk @Dusk

Total loss of $688 million
Is it finally unbearable? 🤫
Yesterday, Hua transferred the last 500+ ETH to Binance
Currently, there are still 0.156 ETH remaining in the original address
This means he has fully liquidated his position
He is once again left with nothing

Stability and the importance of payment need not be elaborated upon
Plasma is precisely such a project

The importance of Plasma may be very simple: it enables stablecoins to be truly used for daily payments.

Today, the scale of stablecoins has exceeded one trillion dollars, but the user experience remains inconvenient — high fees and slow speeds. For many users who need to remit or spend, this is still a barrier.

Plasma is a chain specifically designed for stablecoin payments. It boasts zero-fee transfers: users can send USDT with almost no cost and without needing to hold other tokens. This makes small cross-border remittances as easy as sending a message — instant and free.

Technically, it is fast and compatible with Ethereum, allowing developers to easily migrate applications. It also supports using stablecoins to pay transaction fees, which is more aligned with real-world scenarios. Privacy payment features are also gradually being rolled out, suitable for commercial use.

In addition, Plasma is integrating into the Bitcoin ecosystem to enhance decentralization. It has received support from mainstream projects like Tether and Aave, ensuring ample liquidity.

For stablecoins to integrate into daily life, a dedicated chain that is cheap, fast, and reliable is needed. Plasma was born for this purpose — it transforms stablecoins from mere investment tools into usable “currency.”

As global payment digitization accelerates, chains like Plasma that focus on payments are likely to become a key part of future financial infrastructure. What it is doing is making stablecoin payments as simple and natural as scanning a QR code.

#plasma $XPL #Plasma @Plasma

Top trader Pigeon has liquidated BTC again
He stated he no longer wants to be a bag holder
This is a bit awkward
The day before yesterday he confidently said
"Buy when blood flows in the streets"
Today he has liquidated???

So why is privacy so important?

Dusk has been focused on one thing since its inception in 2018, leading up to its mainnet launch in 2026: building a privacy-compliant infrastructure for institutional finance. This is not just an enhancement, but a prerequisite for the tokenization of RWA and the realization of compliant DeFi.

The transparent ledger of traditional public chains is a fatal weakness for institutions. Placing real assets like private equity funds and bonds on a public chain is akin to broadcasting one's positions and strategies to competitors and hackers. At the same time, regulations like Europe's MiCA also require the protection of sensitive data, where excessive transparency could lead to violations.

Dusk chooses "privacy by default, controllable disclosure." By hiding transaction details through zero-knowledge proofs, it only proves its legality to the network; when auditing or regulatory needs arise, it can unlock information to authorized parties. This protects trade secrets while meeting compliance requirements.

For example, Dusk collaborates with the Dutch NPEX exchange to put regulated stocks and bonds on-chain. Without privacy protection, such operations would be impossible—no institution would allow its securities holdings to be exposed on a public ledger.

Despite the current wave of RWA being hot, there are few large assets actually landing, with the core obstacle being the lack of privacy. Dusk provides confidential smart contracts and a privacy-executing environment compatible with EVM, allowing developers to build applications that satisfy both confidentiality and compliance. Transactions can be settled instantly without disclosing details, while regulators can verify through zero-knowledge proofs without needing to see everything.

Ultimately, Dusk's privacy is not for anonymity, but to pave the way for traditional finance. Only when institutions can safely and compliantly put assets on-chain can blockchain move from the edge of experimentation to the financial mainstream. Without this link, RWA and compliant DeFi will ultimately remain empty talk.

#dusk $DUSK #Dusk @Dusk

Have you ever seen an exchange that airdrops 620,000 BTC?
You heard it right, 620,000 BTC
How come this immense fortune doesn't come to me? 🤯

Let's talk about stablecoins in detail
The Plasma project is known for its compliant stability
Plasma is referred to as the “stablecoin dedicated chain” because it only does one thing: makes stablecoins more usable.

The most attractive feature is zero fee USDT transfers. Users don't need to prepare native tokens; sending USDT is almost free. This relies on the built-in relayer system, which is cost-effective and provides a smooth experience, favored by payment institutions and merchants.

Compliance is its trump card. Plasma collaborates with Elliptic to incorporate monitoring at the base layer. Tether also publicly supports it, calling it a “necessary track.” Shortly after its launch, the on-chain stablecoin liquidity exceeded $20 billion, and the issuance of USDT0 reached billions. Exchanges and payment institutions are lining up to connect, drawn by its compliance and security.

The technology is sufficient: over 1000 TPS, fast block times, EVM compatibility, and easy contract migration. It also supports paying gas with USDT, and institutions can use privacy payment features.

Users are divided into two categories: individual users who want cheap and quick transactions, and institutional users who require compliant settlements. Plasma caters to both ends.

The ecosystem is still growing; DeFi applications are not as rich as Ethereum's, and the Bitcoin bridge is also under construction. But its advantages are clear: focused, compliant, and reliable.

While other chains are still struggling with gas fees, Plasma has already made stablecoin payments simple and reliable. If stablecoins are truly going to change payments, it is likely to be the smoothest path.

#plasma $XPL #Plasma @Plasma

Is this major drop caused by the market makers' liquidations?
Yesterday, an analyst indicated:
The drop in BTC may be due to the liquidation of positions by IBIT hedge funds
and the amounts are huge, to the point of being difficult to hide.
Indeed, the bear market brings many troubles.

Privacy is a very important thing.
Coincidentally, Dusk is a master of privacy.

Privacy is the most valuable asset of this era. No one wants to make their financial flows and consumption habits public, but blockchain often boasts "everything is transparent," which makes real funds hesitate. Privacy is not about concealment, but protection.

Dusk has focused on this since 2018. It doesn’t just talk about anonymity, but pragmatically states: privacy and compliance must coexist. To this end, it has built a unique chain that finds a balance between concealment and auditability. The core is zero-knowledge proof—nothing is hidden, but is assumed to be hidden, and can be proven when needed.

For example, in a Dusk transaction, the amount, parties involved, and purpose are all black boxes to the outside world. But if regulators need it, you can present a "compliance certificate" to prove that the funds are legal and meet the requirements, while the original data remains confidential. This kind of selective disclosure is exactly the sense of security that institutions need.

Its encrypted smart contracts deserve more attention. You can write contracts with familiar code to implement securities issuance, asset tokenization, etc.—business logic operates as usual, while sensitive information such as price, shares, and identity is encrypted throughout. Outsiders only see the surface, while authorized parties can verify as needed. This mechanism is especially suitable for on-chain physical assets; institutions in Europe have already migrated hundreds of millions of euros in securities here.

Unlike completely anonymous solutions, Dusk's privacy is adjustable. How much to disclose and how much to hide is controlled by you. After the mainnet launches in 2026, along with the trend of on-chain physical assets, its value will steadily increase—this is not hype, but reality.

Privacy is not a luxury, but the cornerstone of future finance. Those who can protect privacy while meeting compliance will earn trust. Dusk has been deeply engaged for eight years, not chasing trends, but doing solid work. In this era of fragile privacy, it truly gives weight to the word "protection."

#dusk $DUSK #Dusk @Dusk

Is there still a future for crypto?
Just yesterday, the founder of the top venture capital firm Multicoin left.
After leaving, he publicly stated that he no longer believes in the vision of web3.
Although the post has now been deleted,
it still caused quite a stir.

As we all know,
to see if crypto still has hope,
we first need to look at whether stablecoins will depeg.
Plasma is a related project.

Plasma is a Layer 1 blockchain focused on stablecoins. It does not aim to be all-encompassing, but is designed from the ground up for the smooth use of stablecoins, with the goal of making stablecoins like USDT as convenient as sending a WeChat red envelope, without fees and without needing to prepare native tokens in advance.

Its core feature is zero-fee USDT transfers. Users can send USDT without paying gas fees, as the network automatically covers the costs. The transfer experience is like sending a message: input the amount, send, and it arrives instantly with no additional costs.

Technically, it employs efficient PlasmaBFT consensus, achieving sub-second confirmations and thousands of TPS. It is fully compatible with EVM, allowing developers to easily migrate. It also supports customizable gas tokens, allowing direct payment of fees with USDT, thus lowering the entry barrier.

Security is enhanced through Bitcoin anchoring, improving censorship resistance. It mainly targets individual users and payment companies who frequently use stablecoins, having attracted over $2 billion in stablecoin liquidity.

Plasma is essentially a dedicated settlement layer designed for the stablecoin era. As stablecoins trend toward mainstream adoption, this payment-focused chain may become a key piece of infrastructure.

#plasma $XPL #Plasma @Plasma