Recently re-evaluated the infrastructure of the stablecoin sector, and Plasma's chain is indeed quite interesting.

The core advantages are quite clear: USDT transfers with zero Gas fees, which is a necessity for payment applications. Sub-second finality confirmation combined with thousands of TPS concurrency capabilities can basically handle high-frequency trading scenarios. Fully EVM compatible means existing ecosystems can migrate without learning costs, and the Bitcoin security anchoring adds an extra layer of security.

From the application perspective, this combination covers several typical scenarios: cross-border remittances can achieve instant settlement, DeFi traders no longer need to worry about Gas fees, and merchant settlement costs are directly minimized.

On the token economy layer, XPL supports governance and staking functions. More importantly, the stablecoin market is still in the expansion stage. Real payment demands are growing, and the value of infrastructure will be released accordingly. This type of Layer 1 designed specifically for payments should be able to carve out a share in the long run.

Not blindly optimistic; mainly because the demand for the payment track is indeed there, and Plasma's design philosophy and current state are quite well aligned.