Just read the Polygon: S1 2025 Activity Report by OAK Research and it changed how I see Polygon. ---------- 1/ The Reboot Since 2023, 3 of the 4 founders have stepped back. Only @sandeepnailwal remains → now CEO of the Polygon Foundation. OAK’s report makes it clear: Polygon isn’t collapsing, it’s repositioning. From hype → to payments, stablecoins, interop. ---------- 2/ The Bright Spots - Stablecoins are booming: +45% in H1 2025 ($1.68B → $2.4B). Faster growth than the sector. - Stripe + fintech integrations show Polygon’s real-world payments angle is working. - Gigagas roadmap: Already hit 1k TPS + 5s finality with Bhilai + Heimdall v2. Targeting 100k TPS by 2026. - AggLayer goes multistack: Not just Polygon CDK chains anymore. OP Stack support is live. Polygon wants to aggregate, not compete. - Katana launch: Liquidity hub with Vault Bridge + AUSD (UST-bond backed stablecoin) + Chain-Owned Liquidity. Risky, but it could make AggLayer sticky. - Big partnerships:...
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