Polygon (POL) 价格分析：POL（前身为 MATIC）今年迄今崩溃了 38%，Aave (AAVE) 创始人建议将 Polygon 从其借贷服务中删除

Polygon（POL，以前称为 MATIC）的价格今年迄今暴跌了 38%，因品牌重塑而遭受了高时间框架的打击。

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，前身为 MATIC）价格因品牌重塑而继续遭受高时间框架打击，今年迄今已下跌 38%。与 Polygon 和 Aave (AAVE) 治理提案相关的最新进展本周给 POL 价格带来了更多动荡。

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.

具体来说，Allez Labs、Morpho Labs 和 YearnFi 联手为 Polygon 的桥接稳定币提出了治理提案。正如 pre-PIP 中所述，这些 DeFi 协议旨在激活 PoS 桥的 13 亿美元稳定币储备。

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，该提案引起了社区对用户资产安全的恐惧、不确定和怀疑 (FUD)。对 Polygon 基金会相关帖子的评论包括“不是一个好主意”和“有史以来最糟糕的主意”之类的言论。 Chain Security 审计员 Torgin 也对此事发表了评论。

“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，这实际上不是一个好主意，因为在 Polygon PoS 桥上持有稳定币的人已经决定不再冒险。通过将其放入金库，我们迫使他们承担风险，而不是为此奖励他们。”

Aave proposes removing Polygon from its lending services

Aave 建议将 Polygon 从其贷款服务中删除

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.

除了社区的直接强烈反对之外，其他去中心化金融协议也已经开始对 Polygon 的桥梁提案采取行动。四天后，AaveDAO 创始人 Marc “Billy” Zeller 提出了 Aave 治理提案作为直接回应。

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 占 Aave DAO 收入的 1.5%”，最终认为价值 10 亿美元的坏账风险不值得。 Ignas 在一篇文章中强调了这一讨论，并解释说这将给 Polygon 带来巨大损失。

“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)] 提案通过，LTV 将被设置为 0%（基本上关闭运营），冻结 Aave V3 Polygon 上的多个资产储备，甚至从 Polygon 迁移治理。这样的 L 代表多边形。”

Polygon (POL) price analysis

Polygon (POL) 价格分析

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，尽管加密货币正处于牛市，但 Polygon 的原生代币交易价格为 0.594 美元，今年迄今已下跌 38.65%。此外，自 9 月下旬以来，POL（原 MATIC）成交量大幅下降，表明投资者缺乏兴趣。

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，据 Finbold 报道，AAVE 在过去 30 天内飙升了近 120%，年底有看涨潜力。

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.

与此同时，交易员和投资者猜测 Polygon 提议将其桥梁储备用于 DeFi 流动性挖矿的后果。 Aave 的反应也可能极大地影响 POL 的需求和效用，最终影响其市场价格。

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.

这对于该项目来说是一个关键时刻，因为分析师预计 2025 年第一季度将预示着“所有牛市之母”，可能会让 Polygon 在备受期待的加密货币牛市中落后。