1 · Polygon stablecoins
QuietDollars on Polygon grew about 2.5x since 2024, slipping since May.
Data
| Date | USD stablecoins on Polygon |
|---|---|
| Jul 31 2026 | $3.57B |
| Aug 31 2026 | $3.53B |
| Sep 30 2026 | $3.42B |
| Oct 14 2026 | $3.31B |
No single dated event in the next 90 days.
A small mint every day. Big fee burns now and then.
POL is the gas and staking coin of Polygon: 10.63B circulate and all are unlocked. A small mint runs every day; fees are saved, then burned.
Sell pressure. The 2% mint, run once a day, made 52.24M POL in 90 days, half to stakers and half to the Community Treasury. Nothing vests.
Buy pressure. On Sep 23 2026 100.0M POL of saved fees was burned. Another 25M is promised soon, with no date.
Net. Net, supply fell about 0.45%; next, about +0.26%.
New POL is minted once a day at a fixed 2% a year. Half goes to the stakers' pool and half to the Community Treasury. In these 90 days the chain made 90 mints, 52.24M POL in all, about 580,000 a day. The next 90 days print about 52.50M on the same rule. A forum idea to end the 2% has had no vote.
Nothing vests. POL replaced MATIC one for one, and the old team, sale and foundation schedules finished years ago. Every POL that exists is already counted as circulating.
Tracked holders: the Community Treasury (97.52M POL, up 26.12M from its half of the mint, nothing paid out), the base-fee collector on Polygon PoS (21.62M) and its routing wallet (57.84M) waiting to be burned, and 27.33M POL of saved priority fees now being paid to stakers until Dec 1 2026. Foundation and Labs wallets are not published. All of these coins already count as circulating, so a move or sale adds nothing new.
No estate, trustee or long lock pays POL out. The coins still waiting to swap from MATIC belong to MATIC holders and are already counted.
No contract or treasury buys POL back. The fee money that leaves the market does so through the burn below.
Base fees on Polygon PoS are saved up, not burned at once. On Sep 23 2026 the first community-triggered burn sent 100.0M POL to a dead address on Ethereum, almost twice the new coins of the whole window. About 79.5M more is now waiting, and fees add roughly 0.42M a day. The founder says another 25M POL will be burned soon, with no date; the next 90 days count only that 25M.
No announcement or on-chain flow shows the Foundation, Labs or the Community Treasury buying POL in this window.
About 3.45B POL is staked, and stakers get a higher reward from Oct 1 to Dec 1 2026 paid from saved fees. Staked POL still counts as circulating, so staking takes nothing out of the float.
Two sides: how much people want POL right now, and how much buying could come later.
This part is based on social media. It shows how hot POL is right now. A better rank means more people are talking about it.
Today, people are talking about POL for two reasons:
On Oct 14 2026 Polygon Labs said it has completed its purchase of Coinme. This brings licenses in 37 U.S. states (and exemptions in 11 more) into its Open Money Stack payments product, and Tazapay, Mesh, Toku and Kira are among the first business customers. People ask if more payments on Polygon will mean more fees, and more POL burned.
Around Oct 11 2026 Polygon co-founder Sandeep Nailwal said about 22 million POL from network fees is ready for the next burn, about 0.2% of supply. It would follow the 100 million POL burn on Sep 23 2026, but no date has been set yet. People ask if the burns are big enough to beat the about 2% of new POL made each year.
Checked Oct 14 2026
Supply and demand point to a mixed long-run signal for Polygon (Oct 15 2026, score 5.5/10). Polygon adds +0.26% new supply in 90 days, and demand reads modest (2.5/5). Polygon's price drivers: 0 ▲ price up, 1 ▼ price down.
It looks alive but tired. Dollars on Polygon grew about 2.5x since 2024, though they have slipped since May, and Polygon Labs now sells payments even on TRON with no cut for POL. New supply is light (+0.26% in 90 days), so the weak part is demand at 2.5/5. Our supply-and-demand read for Polygon stays mixed.
Solana, by our numbers on Oct 10 2026: 6/10 against Polygon's 5.5/10. Solana's demand reads 4/5 vs 2.5/5 for Polygon, even though Solana adds more supply (+5.28% in a year vs +1.78%). Polygon has the lighter supply; Solana has the buyers. Supply and demand still read mixed for Polygon in the long run.
Polygon trades near 10.9 cents (Oct 15 2026). $1 a coin means a $10.6B market cap, 9.2 times today's $1.16B. Polygon's supply also grows +1.78% in the next year, so every extra coin needs buyers too. For Polygon, the supply-and-demand signal is mixed right now.
We would read Polygon differently if new supply jumps (today +0.26% in 90 days), or demand falls from modest, or Labs payments pivot keeps pointing down. Until then Polygon's signal stays mixed. Mark this date for Polygon: 2027 — Labs aims for profit.
Polygon scores 5.5/10 on our framework (Oct 15 2026): supply 3/5 (light), demand 2.5/5. Over the next year Polygon's supply changes +1.78%. The long-run signal is mixed.
Supply and demand favor Polygon most when little new supply is coming, demand is strong and the price drivers point up. Right now Polygon has +0.26% new supply in 90 days (light), demand modest (2.5/5), drivers 0 ▲ / 1 ▼.
Polygon's price drivers today: 0 pointing up, 1 pointing down, out of 2. • Polygon stablecoins: Dollars on Polygon grew about 2.5x since 2024, slipping since May. ▼ Labs payments pivot: Polygon Labs now sells payments, even on TRON; POL gets no cut.
Polygon: mixed signal, 5.5/10 · Bitcoin: positive signal, 8.5/10 (Oct 15 2026). By supply and demand, Polygon reads weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. POL supply grows +0.26% in the next 90 days, so it shows in red: more POL reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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