$500B valuation. #Plasma has played its hand with $XPL being an exposure bet on Tether’s dominance.

There’s now an asymmetric bet placed on the performance of both sides, and both sides benefit.

$TANSSI is an asymmetric bet on the self-sustaining demand of:

👉 More L1s


That leads to more fees, and that leads to stronger security, which leads to even more L1s launching