BelarusOK

$POL how are you shorts? It has become quiet somehow 😁

$POL Updates

My observations 👀

1. Aave restored 70% LTV for collateral assets USDT & USDC. Did they reconcile?
2. A new lending protocol Fluid has been connected. Supply ~14% / Borrow 0.26% 🔥
3. A new lending project from Compound & Morpho. Supply ~61% / LTV from 77%, lower % for liquidation.

They have given us various lending offers, now we are waiting for the influx of stablecoins?

Why choose $POL over $ARB or $OP?

Q1 2025 launch of Agglayer (https://www.agglayer.dev/) - a bridge to unite all networks into a single chain.
Additional instant liquidity for the network, profits that will likely be shared with token holders.
None of the other networks have offered such an option yet, only Superchain from Optimism has attempted.

The POL token is used to pay transaction fees - gas.
Other L2s - Arbitrum, Optimism only give us their coin for manipulation, I see no utility or practicality in them.

Many are concerned about the issuance of new coins, the math is simple 10% over 10 years (1% per year), inflation for the dollar is much higher.
Coins are issued as grants, for the development and stimulation of new projects! (Quickswap, Compound, Mantle, etc.)
$POL - all coins are in circulation.
Look at the upcoming unlocks of $ARB and $OP, imagine they hit the market and remember the utility of the token.

I wouldn't want to offend anyone, but I am just stating the facts and points we have.
My opinion is as follows, Polygon is the first in the list of L2 scaling solutions for Ethereum.
There have certainly been mistakes, but the network is developing (based on the analysis of active addresses and transactions), the main thing is that it continues to build ✊