What could affect the price of POL?
POL is at a critical point with upcoming network upgrades and uncertain market conditions.
- AggLayer integration (2025) – Could reach 100,000 transactions per second (TPS), boosting POL’s usefulness
- 97.8% migration complete – Some leftover selling pressure from old MATIC tokens remains
- $1.23 billion in total value locked (TVL) – Shows strong institutional interest but faces Layer 2 (L2) competition
Deep Dive
1. AggLayer Scalability Push (Positive Outlook)
Overview: Polygon’s Gigagas roadmap aims to increase network speed to 100,000 TPS by 2026 using AggLayer v3.0. Test networks are already hitting 5,000 TPS. This upgrade supports real-world asset tokenization (partnerships with BlackRock, JPMorgan) and global payment solutions.
What this means: If these upgrades succeed, POL could see more transaction fees burned and higher demand for validators who help secure the network. For example, the Bhilai upgrade in July 2025 led to a 12% increase in TVL. POL’s price resistance at $0.26 matches a key technical level, and breaking above it could push the price toward $0.31 (CoinJournal).
2. MATIC Migration Hangover (Mixed Impact)
Overview: By September 2025, 97.83% of MATIC holders switched to POL, but about $263,000 worth of tokens are still being sold daily from those who haven’t migrated, mainly on Ethereum and zkEVM networks (AMBCrypto).
What this means: This leftover selling causes short-term price swings. However, wallet growth of 420% monthly shows new users are entering, balancing out the selling pressure. The $0.23 to $0.226 price range has acted as strong support, bouncing back three times since August.
3. Stablecoin Dominance (Positive Outlook)
Overview: In July 2025, Polygon handled $2.56 billion in stablecoin payments, a 30% increase from the previous month. USDC active users reached 3.16 million. The launch of Tether’s gold-backed XAUt0 token on Polygon expands options for collateralized lending.
What this means: As more transactions are for payments rather than speculation (63% are under $1,000), POL’s fee system becomes more stable even during economic downturns. At $0.249, POL’s price-to-sales ratio is 18x, lower than the sector average of 26x, indicating potential undervaluation.
Conclusion
POL’s future price depends on successfully rolling out its 2025 scalability upgrades while managing leftover MATIC token sales. The current price range of $0.23 to $0.26 shows some market doubt about beating competitors like Arbitrum and Base in the Layer 2 space. However, growing USDC payments and positive results from the Bhilai upgrade suggest POL’s fundamentals might be stronger than expected. The key question remains: can AggLayer adoption outpace improvements coming with Ethereum 2.0?
What are people saying about POL?
The POL community is feeling hopeful about the token migration but cautious about price movements. Here’s what’s happening right now:
- Nearly 98% of the migration is complete, pushing price targets between $0.26 and $0.31
- DeFi yield strategies are highlighting new uses for POL beyond just transaction fees
- Daily sell-offs of about $263K are putting pressure on key price support levels
In-Depth Look
1. Polygon Migration Almost Done 🚀 Positive Outlook
"97.83% of MATIC tokens have been upgraded to POL"
– @0xPolygon (3.2M followers · 42K impressions · August 20, 2025)
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What this means: This is good news for POL because nearly finishing the migration reduces the number of old MATIC tokens in circulation. It also shows that Polygon 2.0’s plan is moving forward as expected.
2. POL Gains Traction in DeFi Yield Farming 🌾 Positive Outlook
"Using POL in single-sided liquidity pools and Yearn vaults improves capital efficiency"
– @SuzzyDefi (89K followers · 11K impressions · September 1, 2025)
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What this means: This is positive for POL because new staking and farming options could encourage more people to hold and use POL, reducing the number of tokens being sold and helping support the price.
3. Liquidity Outflows Continue 🩸 Negative Outlook
"$263K in daily spot sales and weakening demand on the blockchain"
– @AMBCrypto (220K followers · 18K impressions · August 21, 2025)
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What this means: This is a warning sign for POL because steady selling on exchanges suggests many retail investors are cashing out near the $0.25 price level, which could push prices down if the selling continues.
Summary
The outlook for POL is mixed. Developers are optimistic about the migration progress, but traders are cautious as the price struggles near resistance levels. Keep an eye on the $0.245 to $0.255 price range — breaking above this could confirm a positive trend, while failing to do so might lead to a drop back toward the August low of $0.1773. The big question remains: will the last 2.17% of MATIC holders complete their upgrade before the end of the year?
What is the latest news about POL?
POL is moving forward with important upgrades and growing its ecosystem while testing key price points. Here’s the latest update:
- Migration Upgrade Completed (September 7, 2025) – A new token migration feature adds more flexibility.
- Total Value Locked (TVL) Hits 2025 High (August 19, 2025) – DeFi activity and stablecoin use push TVL to $1.23 billion.
- Leadership AMA Reveals Strategy (August 21, 2025) – CEO shares plans to scale Proof of Stake (PoS) and improve network performance.
In-Depth Look
1. Migration Upgrade Completed (September 7, 2025)
What happened:
Polygon introduced a new migrateTo function that lets users send upgraded POL tokens to any address. This upgrade, which started on August 31 and lasted 10 days, simplifies the process of moving from the old MATIC tokens to the new POL tokens. So far, 97.83% of holders have completed the migration.
Why it matters:
This makes it easier for remaining MATIC holders to switch to POL, reducing the supply of the older tokens and strengthening POL’s position. This upgrade fits into Polygon’s bigger plan, called AggLayer, which aims to connect multiple blockchains smoothly.
(Source: SuzzyDeFi)
2. TVL Hits 2025 High (August 19, 2025)
What happened:
Polygon’s Total Value Locked (TVL)—the total amount of assets held in its DeFi ecosystem—reached $1.23 billion in August, a 43% increase since the start of the year. This growth is driven by more users engaging with decentralized finance (DeFi) and stablecoins like USDC and Tether. USDC transactions involved 3.16 million active addresses, and Tether launched a gold-backed token (XAUt0) that supports lending across different blockchains.
Why it matters:
This shows growing confidence from institutions in Polygon’s technology, especially for payments and real-world assets. However, despite this growth, POL’s price has dropped 37% compared to last year, indicating the market might not yet fully value the network’s progress.
(Source: Bitget)
3. Leadership AMA Reveals Strategy (August 21, 2025)
What happened:
Polygon’s CEO, Sandeep Nailwal, held an Ask Me Anything (AMA) session where he shared plans to scale the network’s Proof of Stake (PoS) system to handle 5,000 transactions per second by September. He also announced plans to phase out older products like zkEVM. The CEO highlighted AggLayer’s role in connecting different blockchains and hinted at upcoming initiatives to increase POL’s usefulness.
Why it matters:
Focusing on faster PoS and better cross-chain connections could make POL a key platform for businesses. Still, there are risks, especially as Ethereum itself is working on scaling solutions that could compete with Polygon.
(Source: 0xPolygon)
Conclusion
POL is making steady progress with technical upgrades, growing institutional use, and clear strategic goals. However, its market price hasn’t caught up with these improvements yet. The rollout of AggLayer and PoS upgrades could be the turning point that aligns POL’s value with its growing ecosystem.
What updates are there in the POL code base?
POL’s latest code updates focus on making token migration easier and improving the network’s speed and reliability.
- MigrateTo Function Upgrade (August 31, 2025) – Users can now move tokens to any wallet address during migration, offering more flexibility.
- Heimdall v2 Mainnet Launch (July 10, 2025) – Transactions finalize much faster, and the network’s core technology was upgraded for better performance.
Deep Dive
1. MigrateTo Function Upgrade (August 31, 2025)
What happened: Previously, when users migrated MATIC tokens to POL, the tokens automatically went back to the sender’s wallet. This made it hard for institutions or anyone managing multiple wallets to move tokens efficiently. The upgrade now lets users send migrated tokens directly to any wallet address they choose.
There’s also a 10-day waiting period before this feature activates, allowing the community to review and ensure security.
Why it matters: This change makes it easier for big holders and exchanges to complete token migrations smoothly. It could speed up the remaining 2.2% of MATIC tokens that still need to be converted to POL. (Source)
2. Heimdall v2 Mainnet Launch (July 10, 2025)
What happened: The network’s transaction finality time—the time it takes for a transaction to be confirmed and irreversible—was cut from about 90 seconds down to just 4–6 seconds. This was achieved by upgrading the consensus technology from Tendermint and Cosmos-SDK v0.37 to CometBFT and Cosmos-SDK v0.50, which also removed outdated code for better maintenance.
Node operators had to update their software to version 1.2.5 to stay compatible. During the upgrade, there was a short delay of about three hours for transaction finality.
Why it matters: Faster transaction finality improves the experience for decentralized apps (dApps) and cross-chain bridges that rely on POL. This aligns with Polygon 2.0’s goal to offer enterprise-level scalability and reliability. After the upgrade, more validators joined the network, showing increased confidence. (Source)
Conclusion
POL’s recent updates focus on making the network more scalable and user-friendly. The improved migration tools and faster consensus process strengthen POL’s position in Polygon’s multi-chain ecosystem. The question now is whether these improvements will encourage more users to convert MATIC to POL and boost staking activity.
What is expected in the development of POL?
POL’s roadmap is focused on improving scalability, growing its ecosystem, and increasing the usefulness of its token.
- Scaling to 5,000 TPS (September/October 2025) – Finalizing upgrades to Polygon PoS to handle enterprise-level transaction speeds.
- AggLayer v3.0 Launch (Late Q3 2025) – Introducing smooth cross-chain communication using zero-knowledge proofs.
- Staking Hub Activation (2025) – Expanding POL’s role in securing the network and offering new services.
- 100k TPS Target (2026) – Ambitious long-term goal under the “Gigagas” plan to massively boost transaction capacity.
Deep Dive
1. Scaling to 5,000 TPS (September/October 2025)
Overview: Polygon PoS is being fine-tuned to reach about 5,000 transactions per second (TPS), up from the current 1,000+ TPS (Coinspeaker). This includes improvements from the Bhilai upgrade, which already cut transaction finality time to around 5 seconds as of July 2025.
What this means: This is positive news for POL’s use as a payment platform, especially for real-world assets and institutional clients. However, there are risks related to the technical challenges of scaling.
2. AggLayer v3.0 Launch (Late Q3 2025)
Overview: AggLayer v3.0 will enable “fast interoperability,” allowing different blockchains to share liquidity and data securely using zero-knowledge proofs (Polygon Blog). This update was delayed from mid-2025 to ensure it works smoothly.
What this means: This could be a game-changer by making it easier for developers to build across multiple blockchains. However, its success depends on widespread adoption, and the delay might affect short-term enthusiasm.
3. Staking Hub Activation (2025)
Overview: The Staking Hub will allow POL holders to participate in generating zero-knowledge proofs, validating blocks, and joining Data Availability Committees (DACs), expanding POL’s utility beyond simple staking (Polygon Blog).
What this means: This is a positive long-term development, as it ties POL’s value more closely to network security and services. However, the complexity of implementing this could slow down its rollout.
4. 100k TPS Target (2026)
Overview: As part of the “Gigagas” roadmap, Polygon aims to become a global settlement layer capable of handling 100,000 TPS. Partnerships with companies like Stripe and BlackRock suggest moves toward integrating with traditional finance (CoinCu).
What this means: If achieved, this would be a major milestone, but it remains speculative. Other projects like Solana and Sui are also competing to reach similar speeds.
Conclusion
POL’s roadmap balances near-term technical improvements (like reaching 5,000 TPS and launching AggLayer) with long-term ecosystem growth (Staking Hub and 100k TPS goals). Success will depend on smooth execution and adoption in a competitive Layer 2 environment. The big question is whether AggLayer v3.0 will drive the “Internet of Blockchains” vision forward or if delays in scaling will slow momentum.
Why did the price of POL fall?
POL (prev. MATIC) dropped 4.53% in the last 24 hours, underperforming the overall crypto market, which fell 2.04%. The main reasons are ongoing selling pressure, weaker activity on the blockchain, and technical price weaknesses.
- Liquidity outflows – $263K sold on exchanges, plus $9.88M in derivatives positions closed
- On-chain activity down – Active users fell 67% week-over-week, showing less demand
- Technical breakdown – Price is testing key support around $0.23 after failing to hold above the 200-day moving average at $0.26
Deep Dive
1. Liquidity Pressure (Negative for Price)
Overview: POL experienced $263K in net selling on spot markets and $9.88M in derivatives market closures within 24 hours (AMBCrypto). This continues a trend of a 46% drop over the past year, with investors pulling money out across all areas.
What this means: When investors keep selling both in spot and derivatives markets, it creates a cycle where falling prices cause more forced selling (especially from leveraged long positions), pushing prices down further. POL’s 24-hour trading volume is about 6.67% of its total supply, indicating moderate liquidity—so big trades can significantly impact the price.
What to watch: Keep an eye on exchange reserves and large wallet movements. For prices to bounce back, this selling pressure needs to be absorbed.
2. Declining Blockchain Activity (Negative for Price)
Overview: The number of active POL addresses dropped sharply from 6.7 million in July to 2.2 million recently. Meanwhile, new users stayed flat at around 99,000, even though the total value locked (TVL) on the network reached $1.23 billion (CoinJournal).
What this means: A high amount of locked capital without new users suggests that existing funds aren’t driving new demand. Lower network usage reduces interest from traders and stakers, making the token less attractive and creating what’s called a “value trap.”
What to watch: Polygon’s developer activity reports for Q3. If adoption remains stagnant, the downtrend could continue.
3. Technical Price Analysis (Mixed Signals)
Overview: POL’s price fell below its 200-day exponential moving average (EMA) at $0.26 and is now testing support between $0.23 and $0.23. The Relative Strength Index (RSI) is at 41.53, indicating oversold conditions, but the Moving Average Convergence Divergence (MACD) is negative (-0.0031), confirming downward momentum.
What this means: The price has tested the $0.23 support level four times since August, which risks running out of buyers. If the price closes below $0.23, automated selling could push it down to $0.20. However, the oversold RSI suggests there might be a short-term bounce if Bitcoin’s price stabilizes.
Key level: Holding above $0.23 is crucial for a short-term recovery; breaking below could lead to a drop toward $0.20.
Conclusion
POL’s recent price drop is driven by a combination of selling in spot and derivatives markets, weakening blockchain activity, and technical vulnerabilities. While the $0.23 support zone offers a chance for a bounce, a sustained recovery depends on increased developer engagement and the market absorbing current selling pressure.
What to watch: Weekly active addresses and exchange inflow/outflow ratios for Polygon. Improvements here could indicate that selling pressure is easing. Also, consider whether institutional partnerships (like with Starbucks and Disney) can offset the decline in retail investor interest.