0xLexter retweeted
What's crypto agility?
It's the combination of ingredients that allows crypto to evolve when needed in a flexible, seamless, and secure way.
The most important ingredient: Native account abstraction.
Mind you: not just account abstraction, but native account abstraction.
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0xLexter retweeted
🔥 NEW: Polygon quietly patched serious DoS flaws in its latest hard forks before they were publicly disclosed.
No exploits reported. Just a reminder that even major chains need constant security upgrades.
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0xLexter retweeted
LATEST: ⚡ StarkWare completed a quantum-resistant Bitcoin transaction on mainnet using Avihu Levy’s QSB method, showing it can work under existing rules but requiring up to $200 in off-chain computing.
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0xLexter retweeted
🔥 BIG: StarkWare successfully executes the first-ever quantum-safe Bitcoin transaction on mainnet.
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11.226m $POL($824.21k) was just deposited to Binance by wallet 0xcAC, and I have no idea what this guy is sending POL to Binance for or why he has so much POL in the first place, while retail holders are bleeding every single day holding $POL!
arkm.com/explorer/address/0x…
Institutional wallet (0x8Fa), which currently holds over $70m in crypto (primarily ETH), just transferred 10m $POL($755k) to Galaxy Digital OTC.
Strangely, these $POL tokens were withdrawn from CEXs—it is possible that liquidity on CEXs is low, so wallet 0x8Fa may have withdrawn them to execute an OTC trade!
arkm.com/explorer/address/0x…
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0xLexter retweeted
Marc has clearly explained Polygon Labs’ direction: become a profitable, blockchain-enabled payments company.
For $POL holders, the question is different. Holders have no equity in Polygon Labs and no claim on its profits. Their investment depends on POL and the network model built around it.
On January 9, Polygon said:
“The Polygon Foundation sets Treasury strategy.”
“Polygon Labs manages execution and publishes biannual reports.”
Reports would show how funds were prioritized and what they produced.
Results would be “measured against the goals we stated.”
“Maintaining transparency as a priority.”
POL traded around $0.156 that day. On July 19, it trades around $0.081, roughly 48% lower, while Polygon reports record network usage.
The price matters because the Community Treasury is funded through 1% annual POL emissions. A lower POL price means the same allocation has less purchasing power to fund builders, infrastructure, security and long-term network development.
As of July 19, the H1 report remains unpublished, with no communicated release date. I also cannot find a public 2026 Foundation strategy, budget or measurable Treasury goals.
So the central question for holders is:
Is the Foundation still building a sustainable future for Polygon and $POL?
How will the Treasury keep validator security sustainable, fund core infrastructure, support builders and help Polygon remain strong beyond any single company?
Polygon Labs has explained how the company plans to succeed.
The Foundation now needs to explain how the network and POL model become sustainable.
Holders cannot demand guaranteed returns. They can reasonably expect clear information, delivery on public commitments, and a clear explanation of how Polygon’s progress strengthens the long-term economic model for $POL.
@sandeepnailwal @0xPolygon @0xPolygonFdn @0xPolygonEco
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0xLexter retweeted
Without transparency, accountability is impossible.
The Polygon Foundation now needs a public plan for the assets, responsibilities and network it exists to support.
Polygon Labs has made its commercial direction clear: it is transforming into a blockchain-enabled payments company and aims to become profitable in 2027.
The Foundation’s direction remains much less clear.
On January 9, the Community Treasury Board moved from a governing role to an advisory role. Polygon Foundation became responsible for long-term Treasury strategy, while Polygon Labs took responsibility for execution and biannual reporting.
As of July 17, I could not find an H1 Community Treasury report or a communicated publication date. I also could not find a public 2026 Foundation strategy, budget or set of measurable Treasury goals.
Meanwhile, the Community Treasury forum still carries the earlier description of the Treasury as independent from Polygon Labs and other Polygon entities.
The latest explicit official ownership statement I found, published in January 2023, said that Polygon Foundation owned Polygon Labs entirely. The current ownership structure has not been publicly clarified.
That creates several important questions:
Does the Foundation still fully own Polygon Labs?
What Foundation or Community Treasury resources have supported Polygon Labs, its operations or acquisitions?
Who approves and independently reviews transactions between the Foundation and Polygon Labs?
What financial value does the Foundation receive if Polygon Labs becomes profitable?
How will that value support Polygon PoS, builders, public goods and $POL?
What are the Foundation’s own goals, budget and measurable outcomes for 2026?
The community should receive the H1 report, an updated ownership structure, related-party disclosures, conflict-of-interest rules, independent oversight arrangements and clear Foundation goals.
Polygon Labs has a commercial plan.
The Polygon Foundation now needs a public one.
@0xPolygonFdn @0xMarcB @sandeepnailwal @0xPolygon @0xPolygonEco
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So they’ve let go of the @Agglayer team lead as well, which was supposedly Polygon’s star product over the last 3 years.
This company is completely finished @0xPolygon
$POL #polygon
A little over two years at @0xPolygon , building the agglayer-node. I got there through the @Toposware acquisition.
Back then, agglayer already existed in a different form, in Golang, pretty basic. My job was to start from zero, in Rust, with one thing in mind: it had to last. The protocol was going to change, the product was going to change, and the architecture needed to absorb all of that without breaking. I got deeper into protocols I already knew, learned new ones I hadn't touched before, and put my technical expertise to use while still learning myself.
Today I'm one of the people affected by the restructuring @0xMarcB announced.
I started as a Rust engineer, then ended up managing the team I built. I was given room to push my ideas, backed in my choices, and trusted to decide and take responsibility, on the code and on how I ran the project and my team.
I got to work alongside talented, inspiring people, and @0xPolygon trusted me to build that team. I'm proud of that. Proud to have been their manager. Proud to have watched them grow. I have zero doubt they'll keep going and keep giving their best, even more with the support of @taylanpince.
Thanks to @praetorian and @0xWillButton, who I was lucky to work and learn with, you've been an example to me more times than I can count. There are probably others I'm forgetting, or whose handle I just don't have, but the gratitude is the same.
Thank you @0xPolygon. Good luck with agglayer and OMS going forward.
As for me, I'm taking a few days to process all this, then I'll start looking. If you've got something interesting, feel free to reach out.
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Let’s review Polygon's last few years
- Polygon dominates the NFT market in 2021-2022, and $MATIC hits its ATH in market cap.
- @sandeepnailwal & co use holders money to fund multiple spun offs, including the acquisition of Hermez and other ZK teams.
(1/3) 🧵
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- In 2024, they migrate to $POL, diluting the token to self-fund.
- They promise AggLayer will launch by late 2024 / early 2025.
Meanwhile, @MihailoBjelic only talented co-founder—leaves, and they lose the rest of their top tech talent in the Zisk and Miden spin-off
(2/3)
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Trust me, if you are $POL holder or even worst stake. You are on risk to be liquidated in a few months.
You have just an opportunity to be ready for an exit in the next 4-5 months
Polygon Labs Announces Layoffs, Shifts From Blockchain Foundation to Blockchain Payments Company
Polygon Labs CEO Marc Boiron said the company is in the final stage of acquiring Coinme and integrating its team. To achieve profitability in 2027, Polygon Labs is transitioning from a blockchain foundation to a blockchain payments company. Boiron said the layoffs are driven by the company's strategic shift rather than employee performance. Polygon Labs added that affected employees will receive severance packages and career placement support.
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WTF is this mentality ?? I know that this guys is receiving money from polygon. But anyway wtf is this:
"Honestly, I don’t think anyone will care five years from now how those 50–100 million POL tokens ended up being allocated"
Crypto have no sense at all 😅
#polygon $POL
Relax. Polygon moved away from that path about a year ago.
Quarterly reports, grants, and all that noise aren’t the point anymore.
Every major blockchain today has an organization behind it. Look at Base/Coinbase, Robinhood/Robinhood Chain, Binance/BNB, and others. Do you expect Coinbase or Binance to publish the kind of reports some people are asking Polygon for? That’s simply not the direction the industry is taking.
This direction has already been chosen. If you fundamentally disagree with it, then you probably should be holding a different token.
Sandeep and the team have been pretty clear about what POL is meant to be. Go read their posts. The thesis is straightforward:
1 Classic L1 token economics.
2 AggLayer fee capture if it succeeds.
3 Buybacks are probably the most likely additional value-accrual mechanism. Marc has already mentioned them as one of the possible paths, and they generally fit today’s regulatory framework much better than explicit revenue-sharing models.
4 Beyond that, there aren’t many realistic options. A lot of what people ask for is constrained by regulation because there’s a fine line between a commodity-like token and an investment contract.
Honestly, I don’t think anyone will care five years from now how those 50–100 million POL tokens ended up being allocated. It won’t determine POL’s price, it won’t change the long-term vision, and it won’t determine whether Polygon succeeds.
At this point, it’s pretty simple: either you believe Polygon can execute on its payments strategy - with Polygon Chain, AggLayer, and everything around it - or you don’t.
If you bought POL expecting another Ethereum, I have bad news.
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0xLexter retweeted
Everyone debates DePIN narratives.
Almost nobody checks who's actually collecting revenue.
Top 10 DePIN projects by 24H revenue 🧵
• $IO → $30.8K
• $GEOD → $27.2K
• $DBT → $16.4K
• $FIL → $15.5K
• Chutes ( SN64 ) → $11.8K
• $HNT → $8.7K
• $AKT → $7.4K
• $2Z → $7.3K
• $RENDER → $3.1K
• $ROVR → $1.3K
Compute and geospatial data are printing.
Legacy storage is lagging.
@GEODNET out-earning projects with 100x its market cap is the kind of signal that shows up in revenue before it shows up in price.
24h is a single-day snapshot, so the board reshuffles daily. Bookmark it and check back.
Found this useful? A like or RT helps it reach more people 🫡
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This message is for all $POL investors.
Not financial advice, but you have a 6-month window.
Unstake all your POL and exit before everything blows up.
You can thank me later.
And thank Sandeep and Marc Boiron for ruining the project.
@0xPolygon
#polygon #matic
Sandeep says investors are sleeping on $POL ...
@0xPolygon founder @sandeepnailwal shared his belief that "ppl still sleep on Polygon".
His comments came as a response to a post from @Dhee_xt who highlighted several bullish factors...
- The impressive price performance of $POL in recent days.
- Consistent chain revenue of $90,000 to $130,000.
- The deflationary nature of $POL in 2026.
- The growing role of Polygon in the stablecoin payments economy.
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Bookmark this tweet.
Because of the sheer amount of lies they feed their holders, Polygon is going to be the next black swan, right up there with Terra Luna or FTX.
The @0xPolygonFdn stuff is extremely shady.
Nobody ever seems to know anything
🚨POLYGON LABS TRANSITIONS FROM BLOCKCHAIN FOUNDATION TO PAYMENTS COMPANY!
Polygon Labs is shifting from operating as a blockchain foundation to a blockchain-enabled payments company.
The restructuring includes layoffs as part of the move toward profitability in 2027, alongside finalizing the Coinme acquisition.
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0xLexter retweeted
People are not sleeping on $POL. They need to understand the P(O)LAN.
@sandeepnailwal, as co-founder and CEO of the Polygon Foundation, is in the position to clearly communicate that plan.
There has been no Foundation forum thread since March. The H1 2026 Community Treasury report has not been published, while early onchain findings suggest that around 42–50M POL was used or distributed during the first half of the year.
The community needs to know:
-What is the Foundation’s mission today?
-What are its goals for POL and the network?
-How is the 1% Community Treasury allocation budgeted?
-Who approves and oversees the spending?
-Which builders, public goods and ecosystem initiatives are being funded?
-What measurable results should holders expect?
Polygon Labs communicates its contracts, products, adoption and revenue targets. The Foundation should communicate its own roadmap, budget, decisions and results with the same clarity — with a clear boundary between the two.
A clear next step would be to publish the H1 report, explain the Foundation’s current role and share measurable priorities for the rest of 2026.
This comes from a community member who cares about Polygon and wants to see the Foundation become a visible force for builders, POL utility and long-term network growth.
@0xPolygonFdn @0xPolygonEco
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