I still think major changes are coming for the POL token - and for Polygon itself. The token’s whitepaper was written in a completely different era, for completely different goals. A lot has changed since then.
The only question is what changes are coming, and when.
Not fudding but upon the news, $POL reached a new 6-year low on CMC ranking (since 2020)
Surprisingly @0xPolygon chain is very much alive. In terms of chain activity is top 10 chain in the world. Tokens trading worse than many ghost/dead chains ($ETC $LTC $BCH $XLM $CRO $DOT $ATOM) this is a bad look and only destroys value of the chain
@sandeepnailwal let me help bro. Your current PR are not working.
I’ll ONLY focus on:
1) token investor relations
2) increasing volume/market making
3) exchange partnership
In the past, I’ve tried rallying holders to change tokenomics/etc. but I won’t need to change any fundamentals this time. Fundamentals are already there.
In 3 months, I promise to deliver $800m of token value/double $POL token mc without doing anything unethical. I also consulted with a securities/token lawyer to ensure all my things I proposed to work on are perfectly fair & legal. Everything I do will be open for examination by all token holders.
Best part, I’d it for free.
I know your team is busy with so many more important things. So let me help @0xMarcB give $POL token the value it deserves.
Top 10 chain = top 10 token in theory
With $POL trading at 8 cents on the dollar. What we gotta lose?
Reshare, like and comment. We need to have a meeting about this Sandeep. I’ll fly to Dubai to meet you
I am absolutely qualified to do this, with a background in investment banking, VC and have been the CFO for many tech companies (raised a lot of $$)
I bought $POL because of the goal to transform it into “the value layer of the internet.”
POL is at a 5-year low. Usage is at all-time highs. The value isn’t reaching the token yet.
I’m in favor of every performing validator receiving a base reward that covers infrastructure costs. But the value layer should come from holding POL — not from operating it.
Until PIP-85, 40M POL was allocated to 105 validators — the same entities that also serve as block producers. 89.8% of it flows to just 20 of them. 47 earned less than estimated infrastructure costs last payout. 30,656 delegators providing 99.66% of stake received 0%.
Coinbase: 1,709,782 POL ($167K). Performance: 99.86%.
Pier Two: 280 POL ($27). Performance: 99.86%.
Similar work and uptime. 6,106x difference in pay.
The team says “validators need money to keep the lights on.” That’s true — under economics where small validators deliver similar performance but get paid 6,000x less. That’s not a cost problem. That’s a distribution problem.
Millions of POL sit unclaimed by validators and block producers who can ask commission on top of the 63% distributed. They don’t even use what they already have.
The team is working on a lot of things. We know that. But answers come in scattered articles, DMs, and community calls. Then they fade.
Then you study the chain for six months. Next to the team. Watch POL lose 50%+ of its value.
First, chain revenue grows. Real money. But 89.8% flows to 20 validators. Delegators get nothing.
Then PIP-85 comes. Finally, delegators share in fees. 37%. Progress.
But at the same time, the next upgrade makes gas cheaper. The chain earns less revenue. The pie everyone now shares is shrinking. Meanwhile, infrastructure costs go up.
Less revenue. Higher costs. Shrinking pie.
You cannot build a value layer narrative on these facts. No investor reads this and thinks: let me hold Polygon.
The roadmap that makes the chain better is making the token worse.
If PIP-85 doesn’t break the cycle, it’s not enough.
I still believe in the tech. The chain works. But as a $POL holder — more than using Polygon and the Open Money Stack, I’m no longer going to advocate holding POL under these economics.
What’s next?
@0xMarcB@sandeepnailwal@0xPolygon@Smokey_@davidesilverman
If the current price level isn't $POL bottom, it will likely go down to $0.04-$0.05 soon. Every pump (however little) gets sold off right away
$0.093 (near-term bottom for months) had become resistance.
However the project isn't dying. The team just has the most disastrous market making abilities I have ever seen. @0xPolygon CFO should be fired.
@sandeepnailwal I can fix this chart for you in 3 months. Pay me nothing just let me help. This is just sad bro. From #9 on CMC to #60 in 4 years. $MATIC was one of the strongest tokens in 2022 bearmarket while FTX was on fire
Here's what I would focus on:
1) token investor relations
2) professional market making
3) increase trading volume
4) exchange partnership
If @0xPolygon is truly pro-community, it’s time to listen to the holders. 🗣️💎
PIP-85's plan to "recycle" 50% of priority fees to validators is just moving water from one side of the pool to the other. To fix $POL price action, we need Total Extraction, not redistribution. 📉➡️🔥
My 3-point Proposal for True Scarcity:
1️⃣ Kill the "Recycle": 100% of ALL fees (Base + Priority) must be PERMANENTLY BURNED. Validators already earn from protocol emissions; they don't need to dilute the burn.
2️⃣ AggLayer Interop-Burn: Every cross-chain jump via the AggLayer must trigger a mandatory $POL burn. As the hub for Base, OKX, and more, the AggLayer should be the world’s largest supply-shrinking machine. 🚢💨
3️⃣ Yield through Scarcity: We don't want "recycled" crumbs. We want a supply shock. By burning 100% of revenue, we reward holders by making every remaining $POL more valuable.
If you want to see $POL break out of this $0.09 range, we need to speak up. Like and Share if you agree that the community's voice matters! 🧱📈
@sandeepnailwal@MihailoBjelic@0xPolygon #Polygon #POL #AggLayer #PIP85 #HardMoney
@DianaChimes@DelliBabu_POL@sandeepnailwal do something man. You can’t keep ignoring the community and be silent on this matter. Please provide an update on $POL token and what you plan to do fix the tokenomics and the price.
@dark_analysis@0xPolygon@arbitrum@sandeepnailwal , do something man. You can’t keep ignoring the community and be silent on this matter. Please provide an update on $POL token and what you plan to do fix the tokenomics and the price.
A sad story about a staking player on Polygon after 10 months of giving it their all, which just came to an end today:
> Strategy: Buy POL -> Staking -> Sell POL, repeat.
> Net Buy: 7.495M POL over 10 months, with the first purchase starting on June 11, 2025, on Coinbase.
> Total Tokens Purchased: $1.454M, at an average price of $0.1939.
> All POL were staked.
> Staking Profit: 132K POL.
> 1 day ago: Withdrew the majority of staked POL.
> 13 hours ago: Withdrew all remaining staked POL in a state of boredom, after many sleepless nights and long-term stress, finally ending that pain on Coinbase.
> Total Sold: 7.628M POL, valued at $996K, with an average price of $0.1301.
> Realized Loss after 10 months: -$457K.
Every month, this player shouldered a loss of approximately ~$50K.
Sometimes we should accept our losses and look for new opportunities rather than blaming ourselves!
https://t.co/VWFTEOWI0z
This is why $POL price just keeps going down.
Stakers are your biggest believers and when a staker who bought POL token at $0.19 still loses 50% in 10 months, you’ve got a huge issue.
Instead of raising $100m on payment, should just focus on improving tokenomics, delivering agglayer (v0.4 was supposed be released Sep 30, 2025 and no update since for missing this target) and you won’t even need to raise anymore.
10% of $MATIC was worth billions before the trash inflationary tokenomics was released. And investor relations is also non-existent
@0xMarcB@sandeepnailwal
@venturefounder@sandeepnailwal Thanks for the great work man! Really glad that someone out there is talking and actually concerned about the price of POL token
0xPolygon $POL Token Holders' Manifesto
I want to be an activist token investor for $POL and here is my manifesto, pls rt/share so @sandeepnailwal@0xMarcB can see this.
The goal is to have a radically transparent and NO-EXECUSE conversation. Full disclosure I own $MATIC with an average cost of $1.12 (I know, big bag holder here)
First of all, let's normalize token price discussion about @0xPolygon project because although the tech is cool, without the token we all wouldn't be here on CT. SEC already said it's not a security anymore.
Second of all, $MATIC being -46% in 1-Year return and 23% lower than 2022 bearmarket cycle bottom ($0.30) in the middle of a bullmarket is just UNexcusable, you’d have to be fumbling so hard for your token to perform like this. We need to admit this.
I don't want to hear the excuses of why it's ok for POL to be underperforming like this.
"MATIC will pump when ETH pumps" -> ETH already at ATH, POL is 92% below its ATH
"MATIC will pump when L2 pumps" -> just look at $MNT
"MATIC will pump when altcoin pumps" -> $POL is -94% against $OTHERS since Feb 2023, CMC ranking dropped from top 10 to almost being out of top 50 (#47 now)
These excuses are NOT VALID. There is nothing wrong with the market, there is something SERIOUSLY wrong with POL, and it's DOWN BAD.
At the moment without any changes, $POL belongs to the group of dino tokens (like $NEO) that's forever trapped in a death spiral.
Let me highlight to you what's most likely to happen. BTC and ETH tops out in a few months, $POL meanwhile struggles to reach $0.30, bearmarket comes, BTC and ETH have over -50% correction, $POL dumps another 90% to $0.02-$0.03 and falls off from CMC page 1 (out of top 100). Next bull cycle comes, it's officially a dino token, even reaching $0.30 would be a stretch. Less interest about the token = less users for the chain, eventually it's buried on page 10 of CMC and nobody even cares anymore. From $MATIC to $POL the number of holders already went down -84% (from 640k to 106k). You want to have a more lively chain? Pay attention to the token price.
There are a lot of strategic "mistakes" the team made from 2022 to today, I don't want to spend any time talking about it, because the past is the past. The only thing productive we can do is to learn from them and it seems like Sandeep has (hence he took over as CEO again in June 2025). The only thing I want to add here is about @agglayer, the only thing that Polygon Labs is betting on that supposedly will make Polygon great again, still hasn't been delivered. We have yet to see a working product and seeing real users adopt to this. v1 was originally supposed to launch in Feb 2024 but almost 2 years later, v0.4 with sub 10 second finality is still not released (the revised release deadline of "end of Q3" has recently passed). Be good if we have a update on this. PLEASE, NO MORE EXECUSES.
Here I want to take a moment to acknowledge the good work the team has been delivering, we do see that. However, $POL token price is still DOWN BAD. So we need to ask us a lot of WHYs here.
What could be the reason? Well, because more people want to sell than people want to buy. What’s the reason? Well, 2% token inflation creates 200,000,000 more tokens to be sold every year. That’s $200m of selling pressure if POL is $1. If POL is $5, that’s $1B worth of token being created and sold per year. Clearly, $POL doesn't have enough buyers who can absorb this many new tokens per year, so price goes down. The greatest crypto bearmarket in history (post FTX) took MATIC/BTC down -68% from the top to bottom. But since the 2% inflation was added, MATIC has been down -91% against BTC.
You may say, $SOL has a higher token inflation. Sure, if the token keeps going up, you can get away with ANYTHING. Solana inflates by 5% a year but it’s going up, so bullish speculators push it higher and absorb the 5% supply increase. It's not a big deal. But $POL is in a 3-year beartrend (lower high/lower low). There are no bullish speculators anymore. They all got burned and got out.
I want to give you guys some solutions here. Because if nothing is done, $POL is most likely to continue sliding down, the current equilibrium price with the 2% inflation could be $0.08-$0.10, even in the middle of a bull market.
The solution: do whatever you can to pump $POL to $0.71, which would mark the first higher high and the first macro downtrend reversal in 3 years. And bullish speculators will find whatever reason they can find (such as all the growth stats @0xPolygon had been posting) to pump the price even higher. at least $1-$2 is still possible by the end of this cycle. And after the next bearmarket, this project still has a chance for new ATH.
How to execute this is up to you. But I have some ideas.
1) Revise tokenomics. You don't need the 2% inflation anymore. The whitepaper where you outlined the 2% increase no longer applies, @Agglayer wasn't even in that whitepaper. The original plan changed, so should tokenomics. Change it back to fixed supply cap or taper it off. DO SOMETHING ABOUT THE 2%, ANYTHING.
2) Token burn/buybacks. Do you think $POL token is undervalued? If so, stop selling from the treasury. If so, burn or buy them back from the market. TALK WITH YOUR WALLET. FYI your CFO or whoever is managing polygon treasury should be fired.
Getting from $0.23 to $0.71 (3x) isn't hard. The old $MATIC did it in 48 days. As long as you restore token holder confidence and make people believe $POL isn't one of those dino coins, and can still go up, it should happen quite easily. Many such cases ( $ZEC recently 3x in 30 days and now ranking higher than $POL)
Whatever you choose to do, I urge you to do it ASAP. This bull cycle is on a timer here and could explode anytime. I don't have to tell you how painful crypto bearmarket is. If $POL doesn't pump soon, it never will. See you on page 10 of CMC by 2030. Dear @sandeepnailwal, you used to be the CEO of a $30B project, bet it felt a lot better than now right ($2.5B)? Just imagine how it would feel to be the CEO of a $200M project. If not managed carefully, that's precisely where POL is going to end up.
If you need help, I am all ears, hands and feet. Pls reply or DM. I am also a professional CFO in the tech & finance industry, and I will do anything to help you pro bono.
Lastly, If this post gets 500 engagements (likes, share, bookmark in total), I will give away 1000 $POL tokens to someone who interacted with this post.