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$MATIC

6 pieces · Mar 2023 to Mar 2024 · 1 flagship

Sectors

L1/L25 Ethereum4 ZK3 DeFi1 Tooling1

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Coverage per year

52023

12024

Price and coverage

MATIC (migrated to POL) $MATIC

Calls: 1 bullish
Since first call, bullish: −81%
vs BTC: −88%
Last trade: $0.19

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $MATIC

Explainer24 Mar 2023Polygon zkEVM tech deep dive: Proof of Efficiency and plonky2Technical walkthrough of Polygon zkEVM: Proof of Efficiency with sequencers and aggregators, bytecode-level EVM equivalence versus zkSync's language-level approach, and the recursive plonky2 proof system. Condensed from a 60 page report co-written with Louround.Breakdown14 Jul 2023Polygon POL proposal: multi-chain validation, emissions and MATIC upgradeSummary of the POL proposal: a hyper-productive token letting validators secure multiple chains and take multiple roles, with emissions for validators and a community growth fund, and a 1:1 MATIC to POL upgrade.Breakdown22 Mar 2023Immutable x Polygon: MATIC-staked zkEVM rollup for gamingUnpacks the Immutable and Polygon partnership: Immutable X, a StarkEx validium with a DAC, will launch its own MATIC-staked Polygon zkEVM rollup using IMX as gas, adding smart contracts and potential game-specific L3s.

Timeline · every piece, newest first

2024 1

22 Mar 2024Polygon as Type 1 zkEVM plus CDK plus AggLayerShort thesis that Polygon is converging on Type 1 zkEVM equivalence with faster parallelized provers, a modular CDK and the AggLayer, with zkSVM, zkWASM or zkMove provers likely added later.ThesisL1/L2ZK

2023 5

14 Jul 2023Polygon POL proposal: multi-chain validation, emissions and MATIC upgradeSummary of the POL proposal: a hyper-productive token letting validators secure multiple chains and take multiple roles, with emissions for validators and a community growth fund, and a 1:1 MATIC to POL upgrade.BreakdownL1/L2DeFi

24 May 2023GasPay: paying gas in any token without new walletsIntroduces GasPay, an ETHDenver 2023 DeFi track winner that lets users pay gas in any token from existing wallets via a browser extension and gasless signed message, as an alternative route to account abstraction. Walks through a Uniswap swap on Polygon.BreakdownToolingEthereum

16 Apr 2023Arbitrum valuation vs Polygon and Optimism on price-to-feesUses P/F (FDV over annualized fees) from Token Terminal to argue Arbitrum still looks undervalued relative to Polygon and Optimism, and links a longer piece on ARB value.DataL1/L2Ethereum

24 Mar 2023Polygon zkEVM tech deep dive: Proof of Efficiency and plonky2Technical walkthrough of Polygon zkEVM: Proof of Efficiency with sequencers and aggregators, bytecode-level EVM equivalence versus zkSync's language-level approach, and the recursive plonky2 proof system. Condensed from a 60 page report co-written with Louround.ExplainerZKL1/L2Ethereum

22 Mar 2023Immutable x Polygon: MATIC-staked zkEVM rollup for gamingUnpacks the Immutable and Polygon partnership: Immutable X, a StarkEx validium with a DAC, will launch its own MATIC-staked Polygon zkEVM rollup using IMX as gas, adding smart contracts and potential game-specific L3s.BreakdownL1/L2ZKEthereum

Often covered with

Polygon29 Polygon zkEVM17 Polygon CDK7 Uniswap27 Arbitrum65 Optimism61 Token Terminal9 zkSync41

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