🌋 The Turning Point: the quiet accumulation before the explosion
🔥 The most interesting thing about Plasma is the shift in narrative: from "universal smart contract chain" to "specialized rails for stablecoin payments".
🎯 Specialization is an advantage because the market has a huge need for payment infrastructure, not just applications.
🌍 If you believe that global money flows are migrating on-chain, rails are needed: fast, cheap, sustainable, and compliant with regulations.
📦 Plasma aims to achieve precisely this.
👁️ In the short term, watch: volumes of stablecoins on the chain, active payment corridors, and a breakthrough at ~$0.32.
💥 A single deal with a large remittance provider or payroll partner can change the entire trajectory.
🏛️ In the long term, value comes from the network effect: the more money flows, the stronger the infrastructure becomes.
🔮 If Plasma becomes the standard payment chain in emerging markets, the potential is enormous.
🤫 Major infrastructure victories often happen quietly.
