Recently, the market has been fluctuating, and seeing a screen full of MEME and AI shitcoins flying around, many people are very anxious. But I think it is the best time to return to value and look for those 'seriously undervalued infrastructures.' After going through my watchlist, I decided to talk about @Plasma which I have been dollar-cost averaging into recently.
Why choose it?—: The threshold for DeFi is still too high, and Plasma is breaking down this barrier.
Everyone is shouting about the large-scale application of Web3, but there are not many projects that can make complex on-chain operations as simple as using Alipay. I believe the core logic of $XPL is here—it is not just an aggregator; it is more like a super gateway. Whether it's its gasless transaction feature or the extremely smooth fiat deposit and withdrawal channels, both are addressing the biggest pain point: 'outsiders can't get in.'
Imagine the next peak of a bull market when a large number of new users flood in; they won't read the code, they'll just use the simplest tools. Products like Plasma, which integrate DEX, lending, and cross-chain functionality into a single dashboard, are naturally a reservoir for traffic.
From the market perspective, the current position compared to its already established product ecosystem, I believe it has been mistakenly undervalued. It's not as noisy as those tens of billions market cap air coins, but its fundamentals are very solid. As the core token of the ecosystem, with the increase in platform trading volume and the cultivation of user habits, the use cases and destruction logic of the token will become the fuel to drive up the price.
The current market style is switching; funds will eventually rotate to application layer projects that have real income and essential products. Embedding yourself before it takes off, holding onto your chips and waiting for the wind to come, is the strategy with the highest risk-reward ratio.
Don't wait until the K-line is straightened out to ask if you can chase it; the current opportunity is rare.
