Polkadot ecosystem status: Hydration, Mythos, peaq, PolkaVM, JAM and DOT ETFs
Post205 words
Snapshot of Polkadot catalysts: Hydration >$290M TVL, Mythos wallet growth, peaq with 2M users and 3M machine accounts, PolkaVM mainnet expected October, elastic scaling, JAM, and DOT ETF decisions in Nov 2025.
Key claims
Hydration >$290M TVL
PolkaVM smart contracts mainnet expected in October
DOT ETF decisions (Grayscale, 21Shares) in Nov 2025
Polkadot ecosystem is clearly heating up:
- @hydration_net (DeFi appchain) taking off with >$290m in TVL
- @EnterTheMythos (gaming chain) wallets skyrocketing with @FIFARivals (Pudgy Party is up next)
- 2M user & 3M machine accounts on @peaq (DePIN)
- Smart contracts mainnet (RISC-V based PolkaVM) expected in October
@Uniswap will launch on said PolkaVM (PVM), which has an EVM compatibility layer to enable simple migration of Solidity apps
- PVM already deployed on Kusama innovation network
- $DOT as a gas token will improve token utility (ongoing)
- Polkadot-native rollups (via @PolkadotDeploy), which are also supported by @alt_layer's RaaS framework
- Unified addresses format to improve UX (some chains and wallets already implemented)
- Elastic scaling coming to Polkadot later this year (which will for example allow @peaq to scale up to 100k TPS)
- 500ms blocks (BASTI blocks) PoC ahead, could go live in 2026
- JAM will turn Polkadot into a trustless supercomputer (basis of a "Web3 cloud").
- JAM CoreChains are coming (currently in private testnet) and official JAM Testnet expected in 2026
- $DOT ETFs (Grayscale & 21Shares) decision in Nov 2025, which could drive demand from investors & institutionals (especially if "Web3 Cloud" narrative hits)
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What came next · since 11 Jul 2025
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