Everyone debates stablecoins.
Very few look at where settlement actually breaks.
XPL isn’t interesting because it’s faster or cheaper.
It’s interesting because it treats uncertainty as a bug.
While most chains optimize for optionality and composability, XPL optimizes for state discipline. Sync doesn’t move data. It reconstructs it. That single design choice changes everything once real money starts flowing.
Here’s the uncomfortable part:
~$3.38B in capital already lives in the ecosystem XPL is built for.
The network securing that settlement layer is priced at ~$227M.
That’s not a narrative gap. It’s a structural one.
When infrastructure works this quietly, markets usually ignore it—right up until they can’t.
