🔥 Concise Opinion Zero-Fee USDT Makes All Other L1s Payments-Obsolete
I was scrolling X at 3am and one thought hit me like a train: Zero-fee USDT on Plasma doesn't compete with other L1s for payments; it makes them fundamentally obsolete.
Fr, this isn't hyperbolic trading jargon; it's an economic truth. What if the market finally acknowledges that the core function of a stablecoin is payment, and any friction (gas fee, slow finality) is a penalty? Plasma removed the penalty. Ngl, the moment a user realizes they can send $100,000 USDT instantly and for free on Plasma versus paying $10-$50 on an L2 or waiting minutes on a legacy chain, the decision is irreversible. Obsolete.
This changes everything for capital allocation—why would any high-volume user or institution utilize a payments chain that actively taxes their transfers? Creative spin: it's like comparing a high-speed fiber optic data transfer (Plasma) to a fax machine (Tron/Eth L1). Both move data, but only one is viable for trillions in volume. The EU VASP license ensures this "obsolescence" is legal and compliant, securing the kill shot.
Roast time: Tron is the king of low-cost, but $0.001 is infinitely more than $0. Solana is fast until it breaks—and a broken payments rail is useless. Ethereum's L2s still charge something and require complex bridging. Plasma's protocol-level zero-fee smart contract is the final execution.
2025 macro: BTC at $110K, stables at $307B. Obsolescence is the next market theme. Fresh data digs: $4.055B TVL holding strong, fueled by 75M monthly txns and 2.2M users—proof that utility is already flowing away from obsolete rails. XPL at $0.278 is still pricing in the competition, not the obsolescence; that discount won't last.
What if obsolescence is predatory? It optimizes for market capture. Details: The zero-fee feature is engineered via custom gas tokens and protocol design, making it a sustainable competitive advantage. It forces rivals to either try to match it (which breaks their current tokenomics) or yield the payments sector entirely. I'm not speculating on price; I'm analyzing economic warfare.
Flipping the risks: The biggest risk to XPL's dominance is regulatory action, but the VASP compliance is the anti-fragile armor. The zero-fee model is protected by anti-spam mechanisms, ensuring the payments rail doesn't break under its own success.
Zero-Fee USDT is the economic kill shot.
Payments competitors rendered obsolete.
XPL price still discounting dominance.
Name one L1 that will completely exit the stablecoin payments race by 2026 due to Plasma's dominance. Let's get savage.
