Polygon (POL) 價格分析：POL（前身為 MATIC）今年迄今暴跌 38%，Aave (AAVE) 創辦人建議將 Polygon 從其借貸服務中刪除

Polygon（POL，以前稱為 MATIC）的價格今年迄今已暴跌 38%，因品牌重塑而遭受了高時間框架的打擊。

Polygon (POL, formerly MATIC) price continues to suffer a high-time frame hit with the rebranding, down 38% year-to-date. Recent developments related to Polygon’s and Aave’s (AAVE) governance proposals brought more turmoil to POL price this week.

Polygon（POL，前身為 MATIC）價格因品牌重塑而持續遭受高時間框架打擊，今年迄今已下跌 38%。與 Polygon 和 Aave (AAVE) 治理提案相關的最新進展本週為 POL 價格帶來了更多動盪。

Specifically, Allez Labs, Morpho Labs, and YearnFi joined forces to make a governance proposal for Polygon’s bridged stablecoins. As stated in the pre-PIP, these DeFi protocols aim to activate the $1.3 billion in stablecoin reserves of the PoS bridge.

具體來說，Allez Labs、Morpho Labs 和 YearnFi 聯手為 Polygon 的橋接穩定幣提出了治理提案。正如預 PIP 中所述，這些 DeFi 協議旨在啟動 PoS 橋的 13 億美元穩定幣儲備。

However, this proposal was met with fear, uncertainty, and doubt (FUD) from the community regarding the safety of users’ assets. Comments on the Polygon Foundation’s related post included statements like “not a good idea” and “the worst idea ever.” Chain Security auditor Torgin also remarked on the matter.

然而，這項提議遭到了社群對使用者資產安全的恐懼、不確定和懷疑 (FUD)。對 Polygon 基金會相關貼文的評論包括“不是一個好主意”和“有史以來最糟糕的主意”之類的言論。 Chain Security 審計員 Torgin 也對此事發表了評論。

“Sorry, this is actually not a good idea because the people who hold stablecoins on the Polygon PoS bridge have decided not to take risks with it. By putting it inside a vault, we’re forcing them to take risks and not rewarding them for it.”

「抱歉，這實際上不是一個好主意，因為在 Polygon PoS 橋上持有穩定幣的人已經決定不再冒險。通過將其放入金庫，我們迫使他們承擔風險，而不是為此獎勵他們。

Aave proposes removing Polygon from its lending services

Aave 建議將 Polygon 從其貸款服務中刪除

Apart from the immediate community backlash, other decentralized finance protocols have already begun to take action against Polygon's bridge proposal. AaveDAO founder Marc “Billy” Zeller made an Aave governance proposal as a direct response four days later.

除了社區的直接強烈反對之外，其他去中心化金融協議也已經開始對 Polygon 的橋樑提案採取行動。四天后，AaveDAO 創辦人 Marc “Billy” Zeller 提出了 Aave 治理提案作為直接回應。

Zeller stated that “Polygon is 1.5% of Aave DAO revenue,” ultimately deciding that the billion-dollar-worth bad debt risk is not worth it. The discussion was highlighted in a post by Ignas, explaining that it would result in a massive loss for Polygon.

Zeller 表示，“Polygon 佔 Aave DAO 收入的 1.5%”，最終認為價值 10 億美元的壞帳風險不值得。 Ignas 在一篇文章中強調了這一討論，並解釋說這將給 Polygon 帶來巨大損失。

“If @lemiscate [(Marc “Billy” Zeller)] proposal passes, LTV will [be] set to 0% (basically shutting operations), freeze multiple asset reserves on Aave V3 Polygon, and even migrate governance from Polygon. Such [an] L for Polygon.”

「如果 @lemiscate [(Marc “Billy” Zeller)] 提案通過，LTV 將被設定為 0%（基本上關閉營運），凍結 Aave V3 Polygon 上的多個資產儲備，甚至從 Polygon 遷移治理。這樣的 L 代表多邊形。

Polygon (POL) price analysis

Polygon (POL) 價格分析

Interestingly, Polygon's native token trades at $0.594, down 38.65% year-to-date, even though crypto is in a bull market. Moreover, since late September, POL (formerly MATIC) has seen a significant volume drop, indicating a lack of interest from investors.

有趣的是，儘管加密貨幣正處於牛市，但 Polygon 的原生代幣交易價格為 0.594 美元，今年迄今已下跌 38.65%。此外，自 9 月下旬以來，POL（原 MATIC）成交量大幅下降，顯示投資者缺乏興趣。

On the other hand, AAVE has surged by nearly 120% in the last 30 days, as reported by Finbold, with bullish potential for the year-end.

另一方面，根據 Finbold 報導，AAVE 在過去 30 天內飆升了近 120%，年底有看漲潛力。

Meanwhile, traders and investors speculate on the consequences of Polygon's proposal to use its bridge's reserves for DeFi yield farming. Aave's response could also drastically influence the demand and utility of POL, ultimately affecting its market price.

同時，交易員和投資者猜測 Polygon 提議將其橋樑儲備用於 DeFi 流動性挖礦的後果。 Aave 的反應也可能極大地影響 POL 的需求和效用，最終影響其市場價格。

This comes at a crucial time for the project, as analysts anticipate Q1 2025 to herald “the mother of all bull markets,” potentially leaving Polygon behind in the highly anticipated crypto bull run.

這對該項目來說是一個關鍵時刻，因為分析師預計 2025 年第一季將預示著“所有牛市之母”，可能會讓 Polygon 在備受期待的加密貨幣牛市中落後。