What stands out to me about @Plasma is the decision to build infrastructure first, not narratives. In a market where many chains struggle the moment traffic increases, Plasma is clearly trying to solve performance and scalability at the structural level.
On the upside, the project feels designed for durability. The focus on stable throughput, developer experience, and long-term scaling makes sense if real adoption eventually shows up. If usage grows, $XPL has a chance to become a token tied to actual network activity, not just expectations.
The downside is that Plasma still has to prove it. Good infrastructure doesn’t automatically attract users or apps. Without visible adoption metrics, it’s hard for the market to price in real demand. Plasma also isn’t the type of project that generates fast hype, which means recognition may come slower.
For me, Plasma is a project worth watching through usage data, not sentiment. When throughput, fees, and on-chain activity start moving together, that’s when the story really changes.
