What could affect the price of POL?
The price outlook for POL (previously MATIC) balances promising network upgrades with ongoing market challenges.
- AggLayer Adoption – Upcoming improvements to scalability could boost demand (positive)
- Staking Trends – Nearly all tokens migrated, but selling pressure remains (mixed)
- Regulatory Environment – Compliance efforts face ongoing legal uncertainties (neutral)
Deep Dive
1. AggLayer Scalability Push (Positive Impact)
Overview:
Polygon’s AggLayer v0.2 testnet has been live since August 2025, aiming to connect liquidity across different blockchains. The main network plans to handle over 5,000 transactions per second (TPS) by October, with a long-term goal of 100,000 TPS by 2026 through the Bhilai upgrades.
What this means:
Faster transaction speeds and low fees (around $0.001 per transaction) make Polygon more attractive for real-world asset (RWA) projects and institutional users. If these upgrades succeed, Polygon could see growth similar to the 12% increase in total value locked (TVL) it experienced in August, reaching $1.23 billion (CoinJournal).
2. Migration Fallout & Staking (Mixed Impact)
Overview:
The migration from MATIC to POL tokens is almost complete, with 97.8% done (Polygon). However, daily selling of about $263,000 worth of tokens continues. The number of active weekly users has dropped 18% since June, now at 2.2 million.
What this means:
While the migration reduces selling pressure since most tokens have moved over, weak demand on the network remains a concern. The $0.23 price level has been tested four times; if it breaks, POL could fall another 15% (AMBCrypto).
3. Regulatory Crosscurrents (Neutral Impact)
Overview:
Polygon’s partnerships with traditional finance companies like BlackRock and Mastercard align with the U.S. GENIUS Act’s stablecoin regulations. However, the SEC is still reviewing whether POL should be classified as a security, which creates uncertainty.
What this means:
Clear regulatory guidelines could encourage more institutional investment—Tether’s recent gold-backed lending on Polygon shows this potential. On the other hand, unfavorable decisions might lead to POL being removed from exchanges. Currently, POL’s price is about 43% below its 2024 peak.
Conclusion
POL’s future depends on whether the AggLayer upgrades can drive adoption and offset weak network activity. The $0.23 price level is critical—holding it could signal strength, while breaking it might lead to further declines. Although these upgrades position Polygon well in the competition to scale Ethereum, regulatory risks and competition from other Layer 2 solutions like Arbitrum and Optimism require careful attention.
Will the 30% month-over-month increase in developer activity this September lead to sustained growth in total value locked?
What are people saying about POL?
The POL community is optimistic but cautious, balancing positive momentum with some technical challenges. Here’s what’s happening:
- Migration almost done – 97.8% of MATIC tokens have been upgraded to POL, boosting confidence
- Price breakout in sight – Traders are watching the $0.26 resistance level as price volatility tightens
- Growing ecosystem – With $1.23 billion in total value locked (TVL) and staking rewards, POL’s utility is expanding
In-Depth Look
1. Migration Nears Completion – Positive Signal
According to @Tokocrypto, 97.8% of MATIC tokens have been successfully migrated to POL, and the total value locked in the network has reached $1.23 billion.
Why it matters: This is a strong positive for POL because nearly all old tokens have been upgraded, reducing the risk of excess supply. The high TVL shows that decentralized finance (DeFi) activity on the network is healthy. Keep an eye on the remaining 2.17% of MATIC tokens yet to migrate, as their upgrade will complete this important transition.
2. Technical Indicators Suggest Possible Price Breakout
CoinMarketCap reports that POL is holding steady above $0.245 and could push toward $0.26 if buyers maintain control. The price has been consolidating between $0.245 and $0.255, while the Relative Strength Index (RSI) has rebounded 15% from oversold levels over the past week.
Why it matters: This suggests a potential breakout above $0.26, which could trigger automated buying and push the price higher.
3. Staking Supports Network Growth – Neutral to Positive
@0xPolygon highlights that 97.83% of MATIC tokens have been converted to POL, and users can stake POL to help secure the network and earn rewards like airdrops.
Why it matters: Staking reduces the number of tokens available for trading, which can support price stability. However, POL’s recent 24% price gain over 90 days compared to a 7% drop in Ethereum (ETH) suggests that some of this positive outlook may already be reflected in the current price.
Conclusion
Overall, the outlook for POL is cautiously optimistic. The near-complete migration and improving technical signals support a positive view, but resistance at $0.26 and a recent 19.67% drop in 24-hour trading volume suggest some uncertainty. Watch the $0.245 support level closely this week—if POL holds above it, the network’s large ecosystem of over 45,000 decentralized apps (dApps) could help drive sustained price growth. How POL manages the balance between legacy MATIC liquidity and new staking demand will likely shape its performance in the coming months.
What is the latest news about POL?
POL is facing mixed signals as its token migration nears completion and the price tests important support levels. Here’s the latest update:
- Migration Upgrade (September 7, 2025) – A new token migration feature was introduced to make the process more flexible.
- TVL Reaches $1.23 Billion (August 19, 2025) – Polygon’s Total Value Locked hits a yearly high, driven by growth in decentralized finance (DeFi).
- Liquidity Pressure (August 21, 2025) – Ongoing outflows are putting pressure on POL’s price near a critical support zone.
In-Depth Look
1. Migration Upgrade (September 7, 2025)
What happened: Polygon launched a new migrateTo function that lets users send upgraded POL tokens to any address they choose. This upgrade follows a 10-day waiting period starting August 31 and simplifies the switch from MATIC to POL tokens, which is now 97.8% complete.
Why it matters: This update makes it easier for the remaining MATIC holders to complete their migration, potentially speeding up the process. While this won’t immediately impact POL’s price, it strengthens the long-term health of the Polygon ecosystem as it phases out older tokens. (SuzzyDefi)
2. TVL Reaches $1.23 Billion (August 19, 2025)
What happened: Polygon’s Total Value Locked (TVL) increased by 43% year-to-date, reaching $1.23 billion. This growth is fueled by stablecoin use—July saw $2.56 billion in payments—and partnerships like Agora’s AUSD integration with Miomi Game.
Why it matters: This is a positive sign for POL, showing growing trust from institutions and expanding use cases. However, POL’s price has dropped 46% over the past year, which means the market price hasn’t yet caught up with the network’s strong fundamentals. (CoinJournal)
3. Liquidity Pressure (August 21, 2025)
What happened: POL is experiencing more outflows than inflows, with $263,000 sold on exchanges and $105,000 moved off the network daily. The price is testing a key support range between $0.23 and $0.226, which has held up three times since August.
Why it matters: Repeatedly testing this support could weaken it. Negative on-chain signals—like fewer new users and low interest in derivatives—might push POL below $0.22 if selling continues. (AMBCrypto)
Conclusion
POL’s ecosystem shows strength through rising TVL and progress in token migration, but these positives are challenged by liquidity issues and weak price performance. Watch the $0.23 support level and the rate of MATIC-to-POL conversions closely to understand where POL might head next.
What is expected in the development of POL?
POL’s roadmap is focused on expanding its usefulness within the growing Polygon ecosystem.
- Staking Hub Launch (2025) – Allows POL holders to stake their tokens to help secure multiple blockchains and earn rewards.
- AggLayer Integration (2025) – POL will support cross-chain liquidity and enable smooth transactions between different blockchains.
- Gigagas Scalability (2026) – Aims to handle 100,000 transactions per second, making Polygon suitable for large-scale business use.
Deep Dive
1. Staking Hub Launch (2025)
Overview: By late 2025, Polygon plans to introduce a staking hub where POL holders can stake their tokens to help secure various blockchains in the Polygon network. Stakers will help verify transactions, create zero-knowledge proofs (a privacy and security feature), and participate in committees that ensure data availability. This builds on Polygon’s recent transition from MATIC to POL, which began in September 2024.
What this means: This is good news for POL holders because it offers more ways to earn rewards and encourages holding POL long-term. However, there are risks like potential delays and competition from other staking platforms.
2. AggLayer Integration (2025)
Overview: POL will be the main token powering Polygon’s AggLayer, a technology that connects different blockchains within Polygon and beyond. AggLayer uses zero-knowledge proofs to securely link Polygon’s own chains and external ones, making it easier to move assets and liquidity across networks.
What this means: This could increase demand for POL as it becomes essential for cross-chain transactions. Still, its success depends on how well AggLayer competes with similar solutions like Arbitrum Orbit and Optimism’s Superchain.
3. Gigagas Scalability (2026)
Overview: The Gigagas plan aims to boost Polygon’s transaction speed to 100,000 transactions per second by 2026, a big jump from the current 1,000 TPS after the Bhilai upgrade in July 2025. It also aims to reduce transaction fees to less than a tenth of a cent and speed up transaction finalization to about one second.
What this means: If successful, this would make Polygon a top choice for handling real-world asset transactions and global payments. However, challenges include the technical difficulty of reaching these goals and competition from Ethereum’s own improvements.
Conclusion
POL’s roadmap focuses on making the network faster, more flexible, and better connected across blockchains—key factors for long-term growth. While projects like AggLayer and Gigagas could strengthen POL’s role in the Web3 space, their success depends on smooth execution and market acceptance. The big question remains: how will Polygon keep innovating while competing with other Ethereum Layer 2 solutions?
What updates are there in the POL code base?
POL’s latest software updates focus on making the network faster, more secure, and better at working across different blockchains.
- Heimdall v2 Upgrade (July 10, 2025) – Improved the core system to speed up transactions and reduce the time it takes for transactions to be finalized.
- Bhilai Upgrade (July 2025) – Boosted transaction capacity to over 1,000 transactions per second (TPS) and lowered transaction fees.
- MigrateTo Function (August 31, 2025) – Made it easier to move tokens to any address with a 10-day waiting period for security.
Deep Dive
1. Heimdall v2 Upgrade (July 10, 2025)
What happened: The network replaced its old consensus technology (Tendermint/Cosmos-SDK v0.37) with a newer version (CometBFT/Cosmos-SDK v0.50). This change cut the time it takes to confirm transactions from about 90 seconds down to just 4–6 seconds. Blocks are now processed roughly every 2 seconds, making the network faster and more secure. Removing outdated code also makes future improvements easier. Plus, faster checkpoint confirmations improve the reliability of moving assets between blockchains.
Why it matters: Faster transaction finality means a smoother experience for users and developers building apps on Polygon. This upgrade strengthens POL’s position as a competitive Layer 2 solution, potentially attracting more developers and institutional participants. (Source)
2. Bhilai Upgrade (July 2025)
What happened: The network increased its capacity to handle over 1,000 transactions per second and lowered gas fees. This is a step toward Polygon 2.0’s ambitious goal of reaching 100,000 TPS by 2026. The upgrade also improved how blocks are validated and introduced zero-knowledge (ZK) technology to enable smooth sharing of liquidity across different blockchains through AggLayer v3.0.
Why it matters: This upgrade makes Polygon more scalable and affordable, which could encourage more decentralized finance (DeFi) activity. However, the real impact depends on how widely these improvements are adopted, especially with competition from other Layer 2 networks. (Source)
3. MigrateTo Function (August 31, 2025)
What happened: Users can now move their MATIC tokens to POL and send tokens to any address. This update completed 97.8% of the token migration process. The 10-day timelock adds a safety buffer to prevent sudden disruptions for exchanges and wallets.
Why it matters: Completing the token migration reduces confusion and technical issues related to older tokens. This streamlines the ecosystem and strengthens POL’s role as the core token of the network. (Source)
Conclusion
These recent updates highlight Polygon’s commitment to building a scalable, secure, and interoperable blockchain network suitable for enterprise use. While technical improvements like Heimdall v2 and Bhilai boost POL’s capabilities, widespread adoption will be key to driving long-term demand. It will be interesting to see how AggLayer’s growth influences POL’s role in the expanding multi-chain ecosystem.