Polygon

POLRating A
Infrastructure""Layer22017 成立

Polygon is a decentralized Ethereum scaling platform that enables developers to build user-friendly, scalable dApps with low transaction fees without compromising security.

流通市值$1.01B
日均交易量$115.73K
01

Project Profile

Project Profile

Overall AssessmentA- · 智能合约平台头部项目

Polygon(前身为 Matic Network)是以太坊生态中最具代表性的 Layer 2 扩容解决方案之一。其核心优势在于多元化的技术矩阵(包括 PoS 侧链、zkEVM 及 CDK 模块化开发套件)和极强的商业拓展能力。尽管当前面临 Arbitrum、Optimism 等强劲 L2 的竞争,且代币由 MATIC 升级为 POL 后市场表现承压,但其庞大的生态基础和企业级合作仍具韧性。主要风险在于 L2 赛道流动性割裂、技术升级复杂性以及代币经济学调整后的市场接受度。

AI Bull Case· 3
  • 强大的企业级合作 - 与星巴克、耐克等主流 Web2 巨头深度合作,具备极强的商业拓展能力。
  • 多元化技术矩阵 - 提供 PoS、zkEVM 及 CDK 开发套件,满足不同应用场景的扩容需求。
  • 代币升级 POL 赋能 - POL 作为下一代代币,支持多链质押与验证,大幅提升代币实用性。
AI Bear Case· 3
  • L2 赛道竞争白热化 - 面临 Arbitrum、Base 等强劲对手的流动性蚕食,市场份额有所下滑。
  • 技术升级复杂性 - 从 PoS 向 zkEVM 及多链架构过渡的技术实现难度高,升级周期较长。
  • 代币抛压与通胀 - 代币迁移与新的通胀激励机制可能在短期内对 POL 价格造成持续压制。
4.20/ 5.0 Overall
技术架构4.5
市场表现3.8
社区活跃4.6
代币经济4
团队背景4.7
代币集中度3.5
02

Funding History

Funding History
Funding rounds4
Total funding$455M
Latest roundOTC
Latest funding date2022-02-07
03

Team

Team

Sandeep Nailwal

Co-Founder & Foundation CEO

Co-founder and Chief Executive Officer of the Foundation of Polygon

Marc Boiron

CEO

Polygon CEO

Mudit Gupta

CTO

Polygon CTO

Jacob W.

Chief Legal Officer

dYdX General Counsel

Sanket Shah

VP & Head of Growth

Vice President and Head of Growth at Polygon

David Silverman

Senior VP of Strategic Product Planning

Senior Planning Vice President, Polygon Strategy Products

Jamal Raees

Payments Lead

Serena Leung

RWA Tokenization Lead

Polygon RWA Tokenization Lead

smokey

Community Lead

Polygon community manager

Olga Fetisova

Head of Data & Analytics

Polygon Data and Analytics Director

Will Macfie

Marketing Manager

Polygon Marketing Manager

Mattie Fairchild

Founder Community Manager

Polygon Founder Community Manager

Joe Hamade

VP of Finance

Polygon Financial Vice President

Shreyansh Singh

Investment Lead

Polygon Investment Manager

Adam Dossa

Senior VP of Engineering

Senior Vice President of Polygon Engineering

Oxford

Michael Sanders

Senior Director, Partnership & Investor Relations

Co-founder of Horizon Blockchain Games

Oxford
04

产品代币

Product & Token
FDVFully Diluted Valuation (FDV) is the total market value after all tokens are unlocked: current price × maximum supply. A larger gap from circulating market cap implies greater future unlock pressure.$1.78B
24h 交易量$115.73K

POL 是 Polygon 生态系统的原生代币,由 MATIC 升级而来。它在网络中扮演着多重角色,包括支付交易手续费(Gas)、通过质押参与网络共识与安全维护,以及参与社区治理提案投票。Polygon 打造了包括 PoS 侧链、zkEVM、CDK 模块化套件在内的多元产品矩阵,POL 作为核心纽带,通过多链质押机制实现价值捕获与生态激励的闭环。

Gas 支付、质押验证与治理highrootdatacryptorank

Polygon PoS

高效、低成本的以太坊兼容侧链,承载了庞大的 DApp 生态与交易量。

high

Polygon zkEVM

等效于 EVM 的零知识证明 Rollup 扩容方案,兼顾安全与高性能。

high

Polygon CDK

模块化区块链开发套件,支持开发者快速构建定制化的 Layer 2 网络。

high

Polygon Portal

官方跨链桥与资产管理门户,提供便捷的多链资产转移与质押服务。

high
05

Token Unlock Details

Token Unlock
No unlock schedule available
06

Ecosystem Network

Ecosystem

Native

Cambrian Network

PWN

LimeWire

ORIGIN

Chronicle Protocol

Tally

Gains Network

Polymarket Analytics

07

链上数据

On-chain Data
日均交易量$1.29M90D -41.5%
协议锁仓 TVL$5.24B
活跃交易地址469.4K
衍生品市占率不适用

从链上数据来看,该网络展现出极强的生态韧性。尽管市场波动剧烈,其协议总锁仓量依然稳居行业前列,每日活跃交易地址数和交易笔数也保持在健康水平,反映出真实用户的持续活跃。整体链上资金流向平稳,生态内的去中心化应用依然具备较强的吸金能力和用户粘性,整体链上生态呈现稳健发展的态势。

08

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