The payment circle and the crypto circle are actually two extremely isolated circles. If you delve into the front lines and visit a large number of domestic and foreign merchants, you will find that @trondao is the true underlying payment layer. The fact that Tron is the "underlying infrastructure" that all cryptocurrency payment companies must connect to is unlikely to be shaken in the short term. This is a hard truth. At the same time, it is important to realize that seizing Tron’s position is not as simple as how Blur sucks blood from OpenSea. It is difficult to immediately take away Tron’s users through token subsidies. Because most of the bottom-tier consumers are simply too far from the crypto circle. XPL has likely fattened farmers through tokenization strategies, and congratulations to everyone for being able to single-coin and A8, but these tokenized strategies are really too far from the implementation of payment business. However, the good news is that more and more...
With the launch of @PlasmaFDN approaching, there has been a lot of Pros & Cons, Shill, and Fud. What the market is most concerned about is - is the stablecoin public chain a highly imaginative track, and can it overturn Tron? Compared to @trondao, Plasma has two obvious advantages - Pros 1. Faster and cheaper, transferring USDT incurs zero fees, forcing Tron to recently "lower prices" by 60%, but there are still fees, it's not zero. 2. EVM compatibility, making it easy for blue-chip projects like AAVE and Curve to come over; the DeFi ecosystem on Tron basically only has Justlend with a TVL worth mentioning. As for the underlying consensus technology architecture, it really doesn't matter. The security of the BTC sidechain still relies on its own POS, and while it has some relation to BTC, it's not significant; seeing it as Merlin is also reasonable. Of course, the disadvantages are equally obvious - Cons 1. Although Tron’s USDT TVL has dropped from a high of 83B to 76B, it is...
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