The current market has just experienced a pullback after a sharp decline. I believe it is still early to go long; we need to wait for it to stabilize and form a bottoming pattern before making any moves.

The market always overestimates short-term price fluctuations while underestimating long-term infrastructure changes.

Current public chains are competing on TPS and TVL, essentially comparing whose "casino" is more luxuriously decorated. But if you only focus on which chain can produce a hundredfold golden dogs, you are likely to only make money through luck.

The truly smart money has started to lay out plans in the payment sector of the "post-speculation era."

I am optimistic about @Plasma , because it does not tell vague ecological stories, but focuses on the core issue of "payment friction." This may not sound sexy and can even be a bit dull. But you have to understand, Visa is also very dull, and Swift is also very dull, yet they have monopolized global finance for decades.

$XPL is not betting on the next wave of Meme trends, but is betting that Web3 will eventually return to the essence of value transmission. Don’t be a gambler; be a partner in infrastructure.

(This is a personal opinion and does not constitute investment advice) #Plasma #大漠茶馆