$POL ‌polygon processed 493m stablecoin transactions in february. more than


solana, base, arbitrum, and ethereum combined. 30% of all onchain stablecoin
volume globally. burning 28.2m POL that month, monthly ATH. market is
pricing POL like polymarket IS the chain. strip out polymarket's 55%
transaction share and you still have 220m+ monthly transactions from pure
payments. stripe, revolut ($111m monthly volume), mastercard all settling on
polygon. 3.7m active USDC addresses. $3.3b stablecoin supply vs base's $5b.
but polygon moves 6x more USDC transaction volume than any other chain.
velocity matters more than static TVL for a payments rail. the market is
valuing liquidity pools when it should be valuing throughput. polymarket
leaving might be the best thing that happens to POL. forces the market to
reprice it on what it actually is: the global stablecoin settlement layer
running at 2,600 TPS with a roadmap to 100k
POL-3.94%
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