🚨 July 28, 2026 — 1B XPL unlocks.
That’s 10% of total supply hitting the market in one event.
Forget hype. This is Plasma’s real test.
@Plasma is positioning itself as a stablecoin-focused Layer 1 with ~$2.1B native stablecoin TVL and ~39% of cross-chain USDT flow via NEAR Intents. It runs PlasmaBFT (33% validator fault tolerance) and anchors state to Bitcoin for historical verification.
But between 2026–2028, ~42% of supply enters circulation.
If stablecoin velocity and custom gas usage scale, demand absorbs dilution.
If growth slows, inflation pressure dominates.
2026 won’t test the narrative.
It will test liquidity depth.


