I examined Polygon's current situation and noticed something quite interesting. Looking at valuation metrics is enough to understand how the market views this project. In the 90-day fully diluted P/S ratio, Polygon is trading at 36.4. Comparing this to other Layer 1 and Layer 2 solutions makes the picture even clearer. Solana is over 50x, BNB and Ethereum are at much higher multiples, and Avalanche and Aptos are similarly valued at over 100x, so why is Polygon so far behind? Also, consider this: Polygon is fully circulating, has a deflationary mechanism, and generates real revenue. This combination is a strong fundamental that many projects do not have. From a basic data perspective, it doesn't make sense for Polygon to have such a low valuation multiple. Regarding the Polygon coin, it's almost certain that this gap will close someday. The question is: will the market reprice these fundamental data, or does Polygon need to stay in this position? Personally, I think the former is more likely. Such valuation anomalies are usually corrected in the long term. Especially for a project with real revenue and a deflationary structure, remaining at this level could be an opportunity the market hasn't seen.

I've been paying close attention to a recent development, it seems that major US banks have officially started using USDC for payments on Solana. According to the head of Visa's cryptocurrency division, Lead Bank and Cross River are already conducting real-world settlement transactions with USDC on Solana. Honestly, I think this is a pretty significant turning point. It means traditional banking systems, blockchain technology, and stablecoins like USDC are beginning to truly merge. This isn't just an experimental phase; they're starting to function as actual payment infrastructure. The expansion of USDC payments on Solana also indicates a new use case for institutional investors within the payment ecosystem. Up until now, blockchain payments have mainly been centered around individual users, but now legitimate financial institutions are seriously entering the space. If this trend continues, blockchain-based payment infrastructure will become even more mature. I’ve also noticed recently on Gate.io that there are trading pairs for Solana and USDC, and with this background, liquidity and demand are likely to change moving forward. The fact that financial institutions are seriously adopting Solana is a big positive signal for the entire market.

I really like what Wanchain is doing because it addresses the issue of separate blockchains in Web3, which has remained unresolved all along. The problem is that different blockchains operate independently like disconnected islands, but Wanchain has come to change the game. Through WanBridge, you can seamlessly transfer assets between Bitcoin, Ethereum, Solana, Base, Cardano, XRP, and Tron, which means you no longer need to lock assets within a single network. What attracts me most is the XFlows feature; it's truly excellent because it allows you to perform cross-chain transactions. For example, you can use ETH or USDC to directly access BTC or ADA, or vice versa, without going through complicated conversion steps anymore. In summary, Wanchain is transforming blockchains into truly interconnected networks instead of isolated islands. And this is absolutely essential for Web3 to work together seamlessly.