What I've heard:
The network has remained incredibly stable following the Granite Upgrade (Nov 2025), with the cost for cross-subnet messaging hitting record lows just in time for the Fosun FUSD launch.
Infrastructure upgrades are boring until they are critical, right?? The smooth operation of Granite is exactly why giants like Fosun are comfortable launching now. The network can handle complex, high-frequency institutional stablecoins without congestion issues, cost issues, etc. Bullish.