The co -founder of Polygon, Sandeep Nailwal, has consolidated the power at the Polygon Foundation, assuming the role of its inaugural executive director. After previously operated through a governance driven by consensus, the leadership of the Foundation has changed significantly, now under the clear direction of Nailwal itself, which indicates a complete commitment to execution, innovation and renewed impulse.
“Now, it is time to move again quickly, aggressively and with a complete conviction and approach,” Nailwal said in the announcement, framing his ascension as a return to the starting energy that ignited the increase of Polygon.
A strategic restart: from exploration to product speed
Polygon has resisted the competitive torrent of the Ethereum layer 2 in recent years. Once the dominant lateral chain, Polygon Pos has witnessed a precipitous drop, from a maximum TVL of $ 9.79 billion in June 2021 to approximately $ 1 billion today. Meanwhile, modern rivals such as optimism and the referee have captured the developer and capital Mindshare, with Polygon’s own Zkevm in TVL 27 position between layers 2.
Nailwal’s immediate agenda is the recent polygon in the product driven by the product: Liquidation Aglayer, Polygon Pos transition to a gigagas power, closing low performance verticals and a slight liquidity of the ecosystem. It is a bold pivot of an anterior phase of “study and exploration” to what Polygon calls a “zero to one” mentality.
The five -point plan: agglayer, gigagas, seizures, shoots, liquidity
Aglayer deployment per year
The modular interoperability protocol, Aglayer, moves to V0.3 and is intended to achieve production preparation in December. It promises a perfect liquidity and composability in the compatible and compatible battery chains, with chains such as Katana adapted as agglayer defy native concentrators. The consolidation of liquidity under Tokens Pol is essential for Nailwal’s vision.
Polygon Pos becomes a gigag chain
Polygon Post has prosecuted more than 514 billion in Stablecoin flows and $ 3.7 billion in volume of P2P only in April, and houses $ 271 million in RWAS, Blackrock, Apollo, JPMorgan and Hamilton Lane. With that spine, POS will undergo updates in stages from the Julio Bhilai update (aimed at 1,000 tps, purpose in ~ 5 seconds), then climb 5k TPS for the year.
Sunsetting Polygon Zkevm for 2026
The low performance of Zkevm Mainnet Beta will be in disuse, with the availability of guaranteed output sequencer for 12 months after the prediction. The projects that migrate to Polygon Pos will receive subsidy support. The decision reflects the limitations: Lack of EIP -4844 Support, Low developer participation and rolled architecture limitations.
Empower the founders through Aglayer’s rupture
Polygon is spinning projects directed by founders under the Post of Agglayer. Private id (~ 5%token airdrop to pol stakers), measure (~ 10%), katana (~ 15%) and the next Zisk (built by Jordi Baylina) serve as visible incentives. These outbreaks are aimed at strengthening the usefulness of the ecosystem, tokenomics and decentralized innovation.
Liquidity reinforcement with Falconx
A new program in association with Falconx and other institutional market manufacturers seeks to support the liquidity pol in Dexes, CEXES and OTC trade desks, while hardening communications around the “Mática Evolution → Pol”.
Governance review: led by the founder and with founders
The dramatic change of governance occurs in the middle of a wave of executive items. The co -founders Mihailo Bjelic and Jordi Baylina have left or turned, resigning Bjélico of the Board of the Foundation on May 23, with Nailwal now the only co -founder remaining to the helm.
Baylina, Polygon’s ZK lead, will lead Zisk. The acquisition of Nailwal, the first of its kind, marks a return to the cohesion directed by the founder after a period of institutional layers that had clouded strategic clarity.
Competitive repositioning in the landscape of layer 2
For several years, Polygon stole competition when the urgent need for Ethereum scale took off. But the optimism and the referee’s rollups, with a more tight Ethereum alignment, moved away with Polygon’s domain. Repair of a central controller of Nailwal’s strategy. By focusing on the optimization of high performance transaction, liquidity between chains and product speed, this pivot is aligned with historical polygon adoption peaks experienced in 2020-21.
Polygon’s path is a reminiscence of a “Phoenix Rising”; Experts often see this phase as a calculated transition from exploration to execution. Now, Nailwal’s roadmap focuses on speed, clarity and delivery of tangible yields.
Ecosystem perspective: risks, rewards and calendar markers
The timeline ahead establishes critical contact points: Agglayer V0.3 In December, Bhilai update in July, 5k TPS at the end of 2015, deprecation of ZKEVM in 2026. Each milestones entails substantial implications of the community and the developer:
- Agglayer: Often seen as a layer of promising unifying infrastructure, its success or failure could make or break the composability between chains.
- Pos Gigagas transition: real world asset capabilities and payments volume scales depend on the stability of the network and validity performance.
- ZKEVM deplory: While dismantling can release resources, risk is a reputation and potential developer wear if not handled without problems.
- Rupture projects: Early stages scenes (private, measure, katana, zisk) need execution and adoption to validate the air incentive structure.
- Liquidity programs: Falconx’s participation could improve the institutional, vital depth as POL migration is completed.
What they said: The market response has been cautiously optimistic. Bloomberg news described The acquisition as a “sharp strategic approach”, while Coendesk described it as a “strategic shaking” and highlighted the compensation surrounding Zkevm deprecation.
Analysts point out that Polygon’s ability to rekindle the effects of the network depends on the delivery of high performance cases of the real world. As Messari reported earlier this year, Polygon prosecuted more transactions defi in the last 12 months than the referee, the base and optimism, illuminating his central force in the chain.
Nailwal foresees a unified and reliable polygon
With the base now under the definitive control of Nailwal, the narrative has changed, since decentralization as a diffusion of power to decentralization as a decentralized infrastructure. Nailwal argues that faster decision making allows a clearer alignment between products and the economy.
“This strategic movement marks a decisive moment for the polygon ecosystem, one rooted in clarity of vision, decisive leadership and a commitment to the creation of long -term value,” says the announcement.
The next Polygon chapter is now firmly in mode of execution. Polygon enters a critical trial phase with its short -term products updates and ambitious scale objectives. The bold power consolidation of Sandeep Nailwal restores clarity, but increases bets. Each point of reference: Aglayer V0.3; Bhilai update; Pollo rewards linked to the traction of the real world; ZKEVM Phase-Down: Try if Polygon is likely to reaffirm the domain in the web3 increasingly full of people.
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