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$POL

6 pieces · Jul 2023 to Dec 2025 · 2 flagship

Sectors

L1/L26 Ethereum3 ZK2 Solana1 DeFi1

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Coverage per year

32023

22024

12025

Start here · the strongest pieces on $POL

Thesis26 Jul 2023L2 guide: which ecosystems stand out (Arbitrum, Scroll, Polygon zkEVM, zkSync)Assesses leading L2 ecosystems by tech, decentralization and growth drivers, with Arbitrum (Orbit, Stylus), Scroll (type 2 zkEVM), Polygon (plonky3, interop layer) and zkSync (Boojum, ZK Stack, zkPorter). Holds zk as the endgame.Thesis26 Oct 2023The Stack Wars: OP Stack, Polygon CDK and Arbitrum Orbit comparedArgues builders now choose tech stacks rather than chains. Compares OP Stack (optimistic, Superchain), Polygon CDK (zkEVM with proof aggregation layer and POL security) and Arbitrum Orbit (L2s need DAO approval, L3s permissionless), with adopters.Data27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCompares 3-month new vs returning wallet trends. Real growth is new-wallet gains followed by rising returning wallets; Solana's new wallets rose while returning fell, and Sui's both declined, reading as churn.

Timeline · every piece, newest first

2025 1

27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCompares 3-month new vs returning wallet trends. Real growth is new-wallet gains followed by rising returning wallets; Solana's new wallets rose while returning fell, and Sui's both declined, reading as churn.DataL1/L2EthereumSolana22 likes

2024 2

25 Oct 2024Most transactions in 24h by chain: Aptos 326M vs Sui 67M, Solana 56MRanks chains by transactions processed in 24 hours, with Aptos far ahead of Sui and Solana. Cites it as evidence that MoveVM is leading on throughput two years after Aptos mainnet.DataL1/L2260 likes

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/L2ZK14 likes

2023 3

26 Oct 2023The Stack Wars: OP Stack, Polygon CDK and Arbitrum Orbit comparedArgues builders now choose tech stacks rather than chains. Compares OP Stack (optimistic, Superchain), Polygon CDK (zkEVM with proof aggregation layer and POL security) and Arbitrum Orbit (L2s need DAO approval, L3s permissionless), with adopters.ThesisL1/L2Ethereum77 likes

26 Jul 2023L2 guide: which ecosystems stand out (Arbitrum, Scroll, Polygon zkEVM, zkSync)Assesses leading L2 ecosystems by tech, decentralization and growth drivers, with Arbitrum (Orbit, Stylus), Scroll (type 2 zkEVM), Polygon (plonky3, interop layer) and zkSync (Boojum, ZK Stack, zkPorter). Holds zk as the endgame.ThesisL1/L2EthereumZK127 likes

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/L2DeFi16 likes

Often covered with

Polygon29 Solana60 Sui24 Polygon CDK7 Optimism61 zkSync41 Ethereum36 NEAR Protocol73

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