Polygon销毁2590万枚POL:供应收紧叠加链上资金流入,价格拐点要来了吗?

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POL-0,26%

Polygon宣布完成新一轮代币销毁,永久移除约2590万枚POL,约占当前流通量的0.24%。项目方表示,如果该节奏持续,到2026年底累计销毁比例将接近3%。此举被视为Polygon强化代币经济、收紧供应的重要一步,意在在网络使用增长的同时,逐步改善POL的长期价值结构。

不过,短期市场反应仍较谨慎。受整体加密市场走弱影响,POL价格回落约6%,成交量也下降至约1.08亿美元,显示交易热度暂时降温。但这并未改变其基本面改善的趋势。Polygon创始人Sandeep Nailwal在社交平台表示,网络活动与代币价值之间存在直接关联,PoS链使用越频繁,被销毁的POL就越多,供给端将持续收紧。

链上数据正在提供更多支撑。过去24小时,Polygon网络日交易笔数升至约660万笔,创下一个多月新高,反映出区块空间需求回暖。与此同时,跨链资金流向也出现积极变化。Bridge Netflow数据显示,Polygon单日录得约700万美元净流入,主要来自以太坊生态系统,显示资金正向该网络聚集。

现货层面,同样可见吸筹迹象。过去一周,POL净流入资金约420万美元,最近24小时仍保持小幅流入。若整体市场情绪企稳,链上活跃度与资金积累的叠加效应,可能为价格提供中期支撑。

技术面上,POL已突破此前压制数周的下降趋势线,尽管随后出现回踩,但价格仍运行在关键阻力转支撑区域之上。只要该结构不被破坏,市场仍有机会尝试新的上行空间。

在供应逐步减少、网络使用增强与资金流动改善的多重背景下,POL正处于基本面转向的关键阶段,后续表现值得持续关注。

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