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
Under @0xPolygon’s PIP-85, 75% of a validator’s fee income is fixed — it doesn’t grow with more delegation. Zero reason to share it.
The remaining 25% is stake-weighted. That’s 12.5% of total fees. Too small for any validator to compete on.
Or a validator sets commission to 100% and earns from the 50% staker pool through self-stake. Delegators become irrelevant.
Result: no meaningful incentive to attract delegators through fee sharing. Delegation stays concentrated. Nothing changes. System centralizes not decentralize.
Under the community PIP, 100% of priority fee income depends on delegation. Set 100% commission and delegators leave. No delegators, no fees. Sharing isn’t charity — it’s how you earn.
The Base Reward PIP levels the playing field. Every performing validator covers infrastructure costs.
After that, you compete. Same starting line. Growth comes from earning trust, not from a guaranteed payout.
RT if you think this needs attention.
@sandeepnailwal@Smokey_@davidesilverman@0xPolygonFdn@0xPolygonEco
$BTC
Never celebrate the first bounce. It is usually a trap.
You almost always see a 50% bounce after any serious drop.
Look at this chart updated...
50% bounces twice then doom... so why am I mentioning this in hindsight?
Check the next tweet.
9. My Take
-Everyone's sleeping on Polygon because it's not "shiny new tech."
-But while others build hype, Sandeep's building infrastructure that billions of dollars already use.
-Boring execution > flashy marketing.
-This could be themost underrated L2 of the cycle.
-What do you think Is @sandeepnailwal the comeback story nobody saw coming?
-Drop your thoughts below 👇
#Polygon #POL #Layer2 #Ethereum #RWA #CryptoMarket
Jugando así, aunque nos clasifiquemos para Europa, la UEFA no nos debería dejar ni participar. Qué impotencia y sobre todo qué poca claridad en la idea de juego. Puff...#aupareal
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$XCHNG
🚀 Chainge & @getTransFi just changed the game:
In a historic first, you can now buy hundreds of tokens across 15+ chains directly with fiat on https://t.co/irlKzhGULa
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And catch the full scoop with @djqianfusion and @OneRajkamal in the interview below!
#XCHNG #FiatOnRamp
In the short term, xchng can return to $0.04 within two days. In the long term, xchng is at its historical bottom. As long as the trading volume increases, it is easy to make 10-100 times the profit. In my opinion, xchng is a seriously underestimated utility value token.
$XCHNG
Let’s be honest about $XCHNG @FinanceChainge :
If they continue like this, we will completely miss this bull run. ❗️
With the new tokenomics, scarcity has been wiped out, and there’s barely any utility left for $XCHNG.
But the hard rule in crypto is:
🔥 SCARCITY > UTILITY 🔥
❗️ Therefore, I’m requesting an upgrade to the token usage in the interest of the community. ❗️
Proposed model for gas payments in $XCHNG:
- 25% to Team/Development/Treasury
- 25% to Revenue Stakers
- 50% for instant burning
Only through burning can we restore the scarcity needed for the price to grow again.
Treasury and Team funds will help get us listed on exchanges and support further development.
❗️I’m calling on the XCHNG DAO❗️
Make some noise so this proposal gets created, allowing the community to have their say on it. ❗️
Retweet and share this post to spread the word.
The DAO was created to empower the community—now it's time to use that power! 🔥
Un pequeño vídeo-homenaje al único internacional de España que no ha jugado y que también sería campeón.
Olabe, Rubi, el Chimy, Ziganda, Moyá, su psicóloga, su hermana, amigos, familiares y compañeros arropan en @relevo a ÁLEX REMIRO. Un crack.