主要洞察：
- Polygon Foundation CEO outlines a 100M POL burn, pending final council signatures.
- Nailwal cites $24.5M in Polygon revenue, but the figures lack independent verification.
- Polygon plans community-triggered quarterly burns while retaining 2% annual emissions.
Sandeep Nailwal, CEO of the Polygon Foundation, announced that Polygon intends to permanently destroy 100 million POL via a permissionless contract.
The proposed token supply reduction was shared alongside his report of $24.5 million in 2026 revenue. Nevertheless, these contracts currently reside on a testnet, and their launch on the 主网 hinges on receiving final signatures from the Polygon Security Council.
According to Nailwal, once the deployment goes live, any member of the community will be able to execute the initial burn. Furthermore, the proposed framework will enable community participants to trigger additional base-fee burns once every quarter.
Consequently, his statement detailed both an upcoming token destruction event and a structured, recurring routine for future burns.
Polygon Community Access Follows Security Council Signatures
The scheduled burn will draw its tokens from a base-fee collector contract holding approximately 121 million POL, as noted by the Polygon Foundation CEO.
Every network base fee deposits additional POL into this collector, directly tying the accumulated reserve to overall transaction activity. The initial burn will permanently eradicate 100 million tokens from this total pool.
This specific quantity represents 1% of the original 10 billion POL supply. However, that initial supply functions merely as a historical baseline rather than a permanent cap. Even as Polygon prepares its burn mechanism, POL maintains a continuous annual 流通中 supply.">emission rate of 2%.
Pointing to transaction base fees, Nailwal stated that POL has operated in a deflationary phase starting in January 2026. This assertion accompanies the upcoming burn plans rather than confirming that the 100 million tokens have already been removed from circulation.
Before anyone can execute this token removal, the underlying contracts still require the remaining authorizations and a successful 主网 rollout.
Although Nailwal outlined the approval sequence, his social media post omitted references to any specific governance proposal or Polygon Improvement Proposal number.
Those specifics remain absent from the disclosure, which places the contracts firmly on the testnet. The Polygon Foundation CEO highlighted that obtaining the final Security Council signatures remains the last prerequisite before deploying to the 主网.
Polygon 基金会首席执行官指出与竞争对手的营收差距
在提及代币销毁策略的同时，Nailwal 还将 Polygon 的财务表现与他提供的 NEAR Protocol 和 Arbitrum 相关数据进行了对比。
在相同的年初至今期间，他报告 Arbitrum 的营收为 841 万美元，NEAR 为 560 万美元。Polygon 报告的 2450 万美元营收大约是 Arbitrum 生成金额的三倍，且超过 NEAR 的四倍。
不过，Nailwal 将这些营收指标归功于“ChatGPT 的分析师”。这些统计数据在他的公告相关报道中缺乏独立验证。他对 Arbitrum 的计算考虑到了 Robinhood chain，而 NEAR 的统计数据则纳入了 NEAR Intents。
Nailwal 提出这一对比时，正值竞争对手代币在各自的市场反弹中获得势头。他在祝贺这两个竞争对手社区的同时，将自己对 POL 滞后市场表现的沮丧描述为“无谓的心理安慰”。
这一言论将营收评估置于对比鲜明的代币市场表现背景下，同时发布了他关于 Polygon 计划中代币销毁的最新消息。
网络活动与销毁公告同步增长
此外，Nailwal 声称 Polygon 将其交易处理能力扩大了十倍，达到每秒 5,000 笔交易。他指出支付、交易平台和消费级应用是利用该网络的关键领域。
他还暗示后续的交易处理能力升级即将到来，不过他的公告省略了具体细节。
与此同时，来自 CoinMarketCap News 的报道指出，在公告发布后不久，POL 的价格上涨了 6.5%。这一报道中的上涨行情紧随销毁机制细节和 Nailwal 的营收数据发布之后出现。
Arnold Kirimi 
