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Tanaka
@Tanaka_L2
DeFi Researcher | Strategic Advisor Founder @Kollab3dotcom – Content & research layer for Web3 creators Amb: @Mantle_Official | 🦅 TG:
加入 November 2021
2.4K 正在关注    39.7K 粉丝
Polygon has processed 1.97B transactions in 2026. Could this be a signal that ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is coming back? We’ve recently seen older coins/chains like $AVAX, $ZEC and litecoin:native getting attention again. ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is also being mentioned more often lately. The onchain numbers are still strong: – ~$2.96B stablecoin supply – ~$7.8B bridged TVL – ~$787M DeFi TVL – ~$285M RWA active AUM – ~4.9M daily txs – ~412K daily active addresses – ~1.97B txs processed in 2026 as of Sep 25 Meanwhile, ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 is sitting at only around $1.17B MC. So what could drive ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 from here? [1] STABLECOINS + payments Polygon is expanding deeper into stablecoin settlement and payments, with PYUSD, Revolut EURR and multiple payment rails already using the network. [2] RWA Polygon has ~$285M RWA active AUM, while its broader tokenization dashboard tracks $800M+ represented asset value. Apex Group’s T-REX Ledger is also targeting $100B tokenized assets by June 2027. [3] Agglayer Agglayer connects liquidity and users across different chains, potentially adding more utility and staking demand for ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 as adoption grows. [4] sPOL More than 3.6B POL is currently staked. sPOL makes this capital liquid and usable across DeFi while retaining staking-related rewards. [5] VALUATION ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 has a ~$1.17B MC vs ~$2.96B stablecoins on Polygon and billions of yearly txs. There are also several Polygon ecosystem plays I’m watching: – $QUICK | @QuickswapDEX – Polygon-native DEX, ~$141M TVL with a relatively small token MC. – solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu | @GEODNET_ – DePIN built on Polygon with 20K+ active devices. – $DIMO | @DIMO_Network – vehicle data DePIN with 160K+ connected vehicles/devices. – $LUMIA | @BuildOnLumia – RWA-focused chain built with Polygon CDK and connected to Agglayer. But there’s still one key issue: More txs ≠ higher ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 price. Polygon needs to turn growth in stablecoins, payments, RWA and Agglayer into actual fees, staking demand and value accrual for ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6. I don’t hold ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 atm, but I’ve started following Polygon again. The ecosystem has continued to build and the onchain numbers are still solid. Now I want to see whether that activity can flow back into ethereum:0x455e53cbb86018ac2b8092fdcd39d8444affc3f6 and Polygon-native tokens. Are you watching Polygon again?
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