Polygon

Polygon的發展歷程以策略性技術升級與企業採用為標誌。7月29日的Ithaca硬分叉透過自動容錯轉移與交易保護機制提升了支付可靠性，延續了一系列主網快速迭代。此前，Polygon zkEVM主網測試版已於7月1日下線，預示著擴容架構的轉變。在企業採用方面，非洲支付巨頭Flutterwave選擇Polygon作為跨境支付的預設區塊鏈，而Mastercard則推出AI代理支付協議，初期與Polygon整合，提供鏈上記錄權限。生態系統亦推出原生流動性質押代幣sPOL，強化其DeFi基礎設施。這些里程碑凸顯了Polygon對支付可靠性、機構合作及可擴展基礎設施的重視，使其成為現實世界金融應用的領先區塊鏈。

Buyback and burn: on September 18, Foundation CEO Sandeep Nailwal announced a burn of 100 million POL (about 1% of total supply) funded by accumulated fees, structured as a quarterly mechanism any community member can trigger; completion was confirmed on October 12, with another 22 million POL queued for the next phase. POL has been net deflationary since January 2026, though roughly 2% annual issuance continues.

Staking rewards: PIP-92, passed on September 28, directs 27.33 million POL of accumulated priority fees into staking rewards, more than doubling the annualized staking rate from about 3% to 7.7% (October 1 to December 1, 2026) without minting new tokens.

Business progress: on October 14 Polygon closed its acquisition of Coinme (gaining 37 U.S. state money transmitter licenses), expanding Open Money Stack regulatory coverage to 48 states, with its annualized transaction volume topping $1 billion for two straight weeks; on July 1 it shut down zkEVM and cut staff, targeting profitability in 2027.

On April 28, 2026, Visa partners could settle stablecoins on Polygon; on April 29 Meta began paying USDC creator payouts on Polygon and Modern Treasury integrated the same day; on May 26 Mastercard extended settlement to nights, weekends and holidays; on June 10 Mastercard's Agent Pay ecosystem included Polygon; on June 17 Polygon Chain said it supports 5,000 payments per second; on June 22 PayPal USD launched on Polygon Chain; and on July 9 Uquid integrated the Open Money Stack for checkout across 178 million products. On October 12 co-founder Sandeep Nailwal confirmed 100 million POL, about 1% of supply, had been burned using accumulated base fees, with another 22 million queued.

On October 14 Polygon completed its acquisition of Coinme, adding 37 state money-transmitter licences and 11 exemptions covering 48 states into the Open Money Stack. Future strategy and roadmap: shift from Layer 2 scaling to a regulated payments operator, using the Open Money Stack to combine acceptance, accounts, conversion, settlement and payouts, with Agglayer's pessimistic proofs preserving cross-chain security.

Polygon's Future strategy and roadmap: Polygon is placing the next stage of its payments chain on two new demand pools: machine payments and private enterprise blockspace. In late January 2026 it overtook Base in daily x402 transactions and led for eight straight days; as a founding member of the x402 Foundation and a founding partner of Mastercard's Agent Pay for Machines, it earmarked up to $1 million of protocol fee revenue in the Lisovo upgrade to subsidise x402 costs, effectively buying the entry point for agent payments. On the enterprise side it trades default privacy and priority blockspace for settlement migration by regulated institutions. The gap is throughput: Gigagas targets 100,000 TPS against a measured peak near 5,000 TPS in mid-2026, and that pace decides whether it carries institutional volume rather than only stablecoin acquiring.

桑迪普·奈爾瓦爾（共同創辦人兼執行長，Polygon Foundation） 馬克·博伊倫（執行長） 大衛·西爾弗曼（策略產品副總裁） 亞當·多薩（工程資深副總裁） 穆迪特·古普塔（技術長） 桑凱特·沙阿（成長副總裁） 雅各布·W.（法務長） 喬·哈馬德（財務長） 威爾·巴頓（平台總監）

Polygon 近期經歷了重大團隊變動。2026年4月，Will Button 加入擔任平台工程總監。同時，幾位關鍵成員離職：Michael Sanders（合作夥伴與投資者關係資深總監）於6月離職（僅任職4個月）；Mattie Fairchild（創辦人社群主管）與 Thamilla Talarico（巴西鏈上金融成長總監）於4月離職；行銷團隊成員 smokey 於7月離職。根據公開資訊，Polygon 正從區塊鏈基金會轉型為支付公司，並伴隨多輪裁員，影響超過200人。這些人事變動與公司的戰略轉型密切相關。