plasma mainnet beta launches at 1pm UTC • current price on pre-markets: 0.79$ • implied FDV of $7.9b and market cap of $1.4b (8x less than Sui) • key day one projects: Aave, Ethena, Axis, etc. • stable chain / tether / paolo proxy play • tier 1 CEX/DEX listings right away: binance, bybit, hyperliquid, extended • traders hungry for quality liquid plays (e.g. aster) • most ICO participants want MORE exposure • most crypto natives are sidelined (only ~3k wallets participated in the ICO) • $2b+ of stables live day one, will propel plasma to top 5 chain in tvl fast • plasma one neobank launching soon (10% yield + 4% XPL cashback) • heavy XPL incentives during the Veda vault → Aave USDT market migration period (5 days) with 48h cooldown, then 24h once market stability is reached • planned to have lowest USDT borrow rate across all chains • think anything below $7.5b is a longer term buy trillions
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