My core thesis for plasma:native when Plasma first launched was centered around PlasmaOne and the ability to capitalize XPL within the product to drive flows.
I was disappointed when it launched without PlasmaOne, but now you can buy the token tied to one of the most promising neobanks in the sector ~90% below where it launched, with value accrual flowing back to the token through lockups and a token model that isn't conflicted with equity (per the team).
Congrats to the Plasma team on building a banger product that users globally can spend and earn their stablecoins on. Excited to see what's ahead for Plasma.