Plasma (XPL)

We also think Plasma has a very promising neobank business and will likely grow exponentially in users and revenue in the coming years.

Neobank wars, you could say, but really I see an expanding pie.

The reality is finance is coming on crypto rails, and neobanks will eat a lot of fintech. Plasma has the chance to be one of the largest accelerators for this inevitable shift in fintech.

For now, it’s a longer term horizon with these assets/ideas from our fund POV — beaten down assets have a ways to go to turn bullish technically speaking.

The token economics for XPL will eventually scale very well, it’s just a matter of time in our view.

We also think Plasma has a very promising neobank business and will likely grow exponentially in users and revenue in the coming years.

Neobank wars, you could say, but really I see an expanding pie.

The reality is finance is coming on crypto rails, and neobanks will eat a lot of fintech. Plasma has the chance to be one of the largest accelerators for this inevitable shift in fintech.

For now, it’s a longer term horizon with these assets/ideas from our fund POV — beaten down assets have a ways to go to turn bullish technically speaking.

The token economics for plasma:native will eventually scale very well, it’s just a matter of time in our view.

We also think plasma:native has a very promising neobank business and will likely grow exponentially in users and revenue in the coming years.

Neobank wars, you could say, but really I see an expanding pie.

The reality is finance is coming on crypto rails, and neobanks will eat a lot of fintech. Plasma has the chance to be one of the largest accelerators for this inevitable shift in fintech.

For now, it’s a longer term horizon with these assets/ideas from our fund POV — beaten down assets have a ways to go to turn bullish technically speaking.

The token economics for XPL will eventually scale very well, it’s just a matter of time in our view.