@zhangwuji
Polygon's transition to zk-focused tech via AggLayer represents a strategic pivot toward unified, ZK-secured interoperability for Layer 2 chains. AggLayer aggregates proofs to enable seamless cross-chain liquidity, atomic transactions, and sub-$0.0001 fees, addressing fragmentation while scaling to 5,000+ TPS (Rio upgrade). It positions Polygon as an "aggregation layer" bridging modular chains, with PoS migrating to zkEVM validium and zkEVM sunsetting in 2026.
In a competitive L2 landscape dominated by Arbitrum, Optimism, Base (optimistic rollups), and zkSync, Polygon's strategy differentiates through liquidity unification and CDK adoption. DeFi TVL hit $1.18B in Q3 2025, with strong payment volume growth.
Investment prospects are cautiously positive: successful AggLayer execution could drive POL value via staking/airdrop incentives, but risks include competition and execution delays. Long-term upside if it captures cross-chain dominance.
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