@Plasma (XPL) early DeFi integrations like Pendle ecosystem depth versus retention risk
DeFi apps bolting awkward on chains fragments liquidity. Drains fast rewards dry.
Last week USDT bridge yield farm test. 2-min delay $4 fee other L1. Infra kills momentum reminder.
#Plasma like warehouse district reliable truck access. Specialized ops space no core disrupt.
Payment-optimized PoS. Stablecoin txns fee-free sub-1s blocks. No non-financial congestion.
Strips VM generality. Stablecoin focus low-latency load even integrations grow.
$XPL non-stablecoin fees. Stakes validate/secure blocks. Govs upgrades. Funds DeFi pool liq incentives.
Pendle integration recent $318M TVL spike 4 days launch. Quick depth shows—but yield chasers bounce skeptical retention incentives taper. Builder infra cements: settlement certainty app layers no tweaks.
