Polygon (prev. MATIC) (POL) Price Prediction

Deep Dive

1. AggLayer & Throughput Upgrades (Bullish Impact)

Overview: Polygon aims to process 5,000 TPS by October 2025 via AggLayer v0.3, enabling cross-chain liquidity unification. Recent partnerships with Revolut and Stripe processed $690M+ in stablecoin volume on-chain.

What this means: Higher throughput attracts institutional use (e.g., BlackRock’s tokenized funds). Successful execution could position POL as a core settlement layer, driving demand for gas fees and staking.

2. MATIC-to-POL Branding Crisis (Bearish Impact)

Overview: 95% of surveyed users outside crypto circles still associate Polygon with MATIC (CoinTelegraph). Co-founder Sandeep Nailwal acknowledged “confusion harms grassroots adoption” in a November 2025 X poll.

What this means: Rebrand friction may delay retail reinvestment. POL’s 82% drop since March 2024 aligns with declining Google searches for “POL crypto” (-73% YoY).

3. Stablecoin Payment Dominance (Bullish Impact)

Overview: Polygon handles 61% of sub-$1,000 stablecoin transfers, with Stripe and Flutterwave driving $1.82B Q3 volume (+49% QoQ). USDC supply on-chain hit $2.8B in November 2025.

What this means: Real-world payment flows create steady buy pressure. Each 10% rise in stablecoin TVL historically correlated with 6-9% POL appreciation (Dune Analytics).

Conclusion

POL’s trajectory hinges on balancing enterprise adoption against retail skepticism. While AggLayer and payment growth provide fundamentals, reclaiming the MATIC brand’s mindshare remains critical. Can Polygon’s institutional deals offset the 34% drop in active wallets since rebranding?