Ticker hub

$XPL

3 pieces · Jun 2025 to Sep 2026

Sectors

Stablecoins2 L1/L22 Privacy1 AI1 Perps1

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Coverage per year

22025

12026

Price and coverage

Plasma $XPL

Calls: 1 bullish
Since first call, bullish: −94%
vs BTC: −92%
Now: $0.0785

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $XPL

Map28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.Explainer09 Jun 2025Plasma four-stage lockdrop and public sale mechanicsWalks through Plasma's deposit, lock-up, public sale and mainnet distribution stages with caps and KYC rules. Sees FDV potential of $5B-$10B but flags competition for the $250M cap, Sonar load and gas wars.Explainer09 Jun 2025Plasma sale clarified: deposits vs Sonar ICO, unit allocation and lockupsClarifies that opening deposits is not the Sonar sale: units from deposit size and duration set the ICO allocation, with the sale itself requiring KYC and 10% of XPL supply sold.

Timeline · every piece, newest first

2026 1

28 Sep 2026Personal top 20 crypto watchlist grouped by narrativeTwenty watchlist assets in six groups: private compute and money, decentralized AI, machine economy, perp DEX and HL ecosystem, stablecoin and institutional rails, and physical infrastructure. Each gets a one-line thesis; ARX is the main privacy bet.MapPrivacyAIPerps

2025 2

09 Jun 2025Plasma sale clarified: deposits vs Sonar ICO, unit allocation and lockupsClarifies that opening deposits is not the Sonar sale: units from deposit size and duration set the ICO allocation, with the sale itself requiring KYC and 10% of XPL supply sold.ExplainerStablecoinsL1/L2

09 Jun 2025Plasma four-stage lockdrop and public sale mechanicsWalks through Plasma's deposit, lock-up, public sale and mainnet distribution stages with caps and KYC rules. Sees FDV potential of $5B-$10B but flags competition for the $250M cap, Sonar load and gas wars.ExplainerStablecoinsL1/L2

Often covered with

Plasma6 Arcium26 Zama17 Aztec28 Bittensor34 Venice5 NEAR Protocol73 Hyperliquid113

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