ATM Supply Dynamics: The circulating supply is expected to reach 9.8 million ATM by May 31, 2026, followed by a plateau. This means current sell-side pressure from token unlocks should ease by mid-year. #ATM
Polymarket is 77% of polygon's gas consumption and 67% of its fees. 493m transactions in february. - More than solana, base, arbitrum, and ethereum combined. polymarket just announced migration to its own L2 called POLY with no ship date. when that happens, polygon loses its single largest source of economic activity overnight.
The entire POL investment thesis is currently one protocol's roadmap decision away from evaporating. polymarket went from zero fees to $1.9m daily and #4 protocol by revenue in 3 months. that revenue is currently flowing to polygon validators. soon it won't be.
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