This rebranding move is really absurd. Token burning is just treating the symptom, not the disease. Ethereum upgraded itself—who needs pressure relief from you anyway?
POL is now stuck in the middle. Layer2s are all tangled up in competition, and its position is getting increasingly awkward.
It might work for short-term retail extraction, but long-term holding? I don't see any prospects.
There are too many variables in this track. You really need to keep your wits about you.
Honestly, the MATIC era still had some appeal. After the rebrand, it's pure hype.
Token burning is such an old playbook—the market is already immune to it.
Better to focus on ecosystem development. How are you supposed to attract developers just by burning coins?
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NftBankruptcyClub
· 01-06 12:48
Changing the name won't change destiny, and burning tokens is just the last desperate struggle before harvesting investors.
Polygon had its glory days too, but now there are tons of competitors, so a comeback would be a miracle.
Short-term hype is hype, but long-term it still comes down to technology and ecosystem—both of which are offline now.
Don't just listen to the burn data; what matters is whether the ecosystem still has people building on it.
If you really want to participate, you can, but be prepared to lose—not every L2 survives in the end.
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ser_we_are_early
· 01-06 12:41
Name change fiasco exemplar. Burning tokens to stop the bleeding? Laughable. Layer2 is already in a race to the bottom.
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Matic to POL is like thinking a name change can change fate, but it really did change things... just changed them downward.
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Token burning playbook is worn out. The real problem is ETH itself keeps iterating, so why should POL just sit back and count money?
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There are short-term trading opportunities, but anyone who goes all in better be ready to lose their shirt.
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Honestly, POL's space is already squeezed out. This round might really just come down to who picks up the hot potato last.
POL改名後の厳しい状況：時価総額が急落、プロジェクトチームはどんな手を打つのか？
POL（前身はMATIC）の改名以来、市場の反応は期待値を下回っている。高値から現在まで、下落幅はかなり大きく、プロジェクトチームも焦り始めている——最近、トークン焼却というカードを切り出し、供給量の調整を通じて局面を打開しようとしている。
しかし問題は、POLの元々の使命はイーサリアムの負荷を軽減することだったということだ。今、イーサリアム自体がアップグレードを進行中であり、Layer 2の競争もますます激しくなっており、かつての「唯一のソリューション」という地位が少し色褪せた感がある。エコシステム内に現れた様々な代替ソリューションも虎視眈々と狙っており、POLに残された空間は少しずつ圧迫されている。
短期的には、トークン焼却というこの施策は市場の注目を集め、取引機会を生み出す可能性がある。しかし長期的な見通しを評価する場合はどうか？技術ポジショニングの冷え込み、競争構図の再構築――これらはいずれも致命的な欠点である。参加する者は依然として自らのリスク許容度を見極める必要があり、短期変動に目をくらまされてはいけない――このトラックの変数は大きすぎるのだ。