Plasma's true competitor may not be Ethereum or Solana

but rather a combination of Tron + banking clearing systems + various gray intermediaries.

Plasma is not stealing on-chain users,

but rather those who are already using stablecoins, but have a poor experience, opaque costs, and unclear risks with real capital flows.

So this is a typical case of:

initially looking unsexy,

midway starting to be pushed along slowly by 'real usage',

and only in the later stage suddenly realizing 'oh, the position has already been taken'.

From a bullish perspective, a radical judgment:

if you believe that stablecoins will eventually have a dedicated settlement layer,

then Plasma is not an option,

but merely a matter of time.

Plasma does not need to explode,

it just needs to always exist, always be available, and always be chosen. Account @Plasma $XPL #plasma