Polygon co-founder Sandeep Nailwal has a combined power in the Polygon Foundation, assuming the role of its inaugural chief executive officer. The existence of the previously operated by the management driven by the consensus, the foundation leadership changed dramatically under the clear direction of Nailwal itself, stating a full promise of promise to implement, change, and modified momentum.
“Now, it’s time to re -move quickly, aggressively and with full faith and focus,” Nailwal said in an announcement, which framped his climb in return to startup energy that ignored Polygon’s rise.
A strategic reboot: from exploration to product speed
Polygon has weather the competitive torrent of the Ethereum layer-2 rollup in recent years. When the dominant sidechain, the Polygon POS witnessed a massive collapse – from a peak TVL of $ 9.79 billion in June 2021 to nearly $ 1 billion today. Meanwhile, modern rivals such as optimism and arbitrum are captured by developer and capital mindshare, with its own ZKEVM polygon sitting on TVL’s 27th in layers – 2S.
Nailwal’s immediate agenda is the latest product implementation of the product-driven-driven-blaming the agglayer, shifting polygon POS to a Gigilas Powerhouse, Shutting of the under-performing vertical, and stimulating liquid ecosystems. It is a bold pivot from a previous “study-and-explanation” stage in the so-called polygon that is a “zero in one” thinking.
The five plan plans: agglayer, Gigilas, Decommissions, Breakout, Liquidity
Agglayer rollout by year – end
The Modular Interoperability Protocol, Agglayer, is moving to V0.3 and is off to reach production readiness in December. It promises seamless liquidity and composability in both polygon and compatible op-stack chains-with chains such as Katana that are revoked as agglayer-native defi hubs. The integration -with the liquidity under the POL tokens is central to Nailwal’s vision.
Polygon POS becomes Gigilas chain
Polygon POS processes more than 514 billion in Stablecoin Flow and $ 3.7 billion in P2P volume only in April, and has raised $ 271 million in RWWA – from Blackrock, Apollo, JPMorgan, and Hamilton Lane. Using that spine, the POs underwent phased upgrades starting with Bhilai upgrading July (target 1,000 TPS, end of ~ 5 seconds), then measure at 5k TPS by year, and reach 100k TPS to 2026, aimed at positioning the polygon as “internet -level” payment and layer of asset.
Sunsetting Polygon Zkevm by 2026
The underperforming ZKEVM Mainnet beta will be removed, with the existence of an exit sequencer that ensures for a 12 -month post – deprecation. Projects moving to Polygon POS will receive the support of the Give. The decision reflects the limits – presented by EIP support – 4844, low developer interaction, and rollup architecture barriers.
Strengthening the founders by Agglayer Breakout
The Polygon is rotating projects led by the founder under the Agglayer umbrella. Privado ID (~ 5%token Airdrop in POL stakers), Miden (~ 10%), Katana (~ 15%), and upcoming Zisk (built by Jordi Baylina) serves as visible incentives. These breakouts aim to strengthen the utility of ecosystem, tokenomics, and decentralized changes.
The boost of liquidity with falconx
A new collaboration program with Falconx and other institutional market manufacturers aims to support POL’s liquidity throughout Dexes, Cexes, and OTC Trading Desks, while preventing communications around “Matic → Pol Evolution.”
Overhaul of Management: Leading the founder, enabled by the founder
The dramatic management shift comes in the middle of a wave of executive removal. Co-founders Mihailo Bjelic and Jordi Baylina both came out or pivoted away-Bjelic resigned from the Foundation Board on May 23, with Nailwal today the only remaining co-founder on the helmet.
The Baylina, the lead of the ZK of the polygon, left to lead Zisk. Nailwal’s acquisition-the first of its kind-will stand a return to the cohesion led by the founder after a period of institutional laying with oily strategic clarity.
Competitive Repositioning to Layer – 2 landscapes
For many years the Polygon has stopped the competition while Ethereum’s urgent need for scale has taken place. But the optimization and arbitrum rollups – with a lighter alignment with Ethereum – is far from Polygon’s dominance. Redressing that is a major driver of Nailwal’s approach. By focusing on optimizing the high-throughput transaction, inter-chain liquidity, and product speed, this pivot aligns with the historic peaks of polygon adoption experienced in 2020-21.
The Polygon path is reminiscent of a “Phoenix Rising” – Siexperts often view this phase as a calculated transition from exploration to implementation. Today, nailual roadmap centers on speed, clarity, and delivery of tangible returns.
Ecosystem outlook: risks, rewards, and calendar markers
The Timeline ahead puts critical touchpoints: Agglayer V0.3 In December, the Bhilai upgrade in July, 5K TPS at the end of 2025, the removal of ZKEVM in 2026. Each milestone brings great community and developer implications:
- Agglayer: Often viewed as a commitment that combines infrastructure layer, success or failure can make or break inter-chain composability.
- POS Gigilas Transition: Real-World assets and payment volume of scale-ups hinge in network stability and validator performance.
- ZKEVM’s removal: While decommission can be free resources, the risk is reputation and potential attraction of the developer if not handled properly.
- Breakout projects: Early stages of spinout (Privado, Miden, Katana, Zisk) require implementation and adoption to verify the airdrop incentive structure.
- Liquidity programs: Falconx’s involvement can enhance the depth of grade-institutional-vital as the polf transfer completed.
They said: The market response is carefully optimistic. Bloomberg News described the acquisition as a “strategic focus”, as CoinDesk called it a “strategic river” and emphasized the trade-offs surrounding ZKEVM’s recession.
Analysts note that the polygon’s ability to reign network effects depends on the delivery of real-world use cases, high-throughput. As Messari reported earlier this year, Polygon has been processing more transactions to the DeFI over the last 12 months than arbitrum, base, and optimism – which has high light in chain strength.
Nailwal described a united, unstable polygon
Through the foundation today under Nailwal’s specific control, the narrative has moved – from decentralization as a diffusion of power to decentralization as decentralized infrastructure. Nailual argues that faster decision making enables a clearer alignment between products and economics.
“This strategic transition marks a time of polygon ecosystem-which has rooted in the clarity of vision, decisive leadership, and a promise to long-term value creation,” the announcement said.
Polygon’s next chapter is now stable in implementation mode. Polygon enters a critical test phase along with close product upgrades and ambitious scaling targets. The bolder integration of the sandeep nailwal of power restores clarity – but raises the stakes. Per benchmark – agglayer v0.3; Upgrading Bhilai; Pol staking reward tied to real-world traction; The ZKEVM phase-down-will continue if the polygon is likely to redefine the dominance in the tight web3 space.
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