via Punk9277 on X

Doing a bit of a weekend reading and ended up buying a deep bag of #MATIC. Crazy how everything seems to align while the coin being extremely under the radar

- shiny new coin: #POL transition finally scheduled for sometime this month/next (!) while most I’ve spoken to have forgotten about this. What are some precedents? $BEAM/$MC 10x, $AEVO/$RBN 4x, $MNT/BIT 2x

- new narrative: AggLayer V1 just out (fatest horse in this race), with final state targetting Q2 which unifies liquidities across L2s and marks a game-changer in terms of liquidity fragmentation

- trough sentiment: hard to think of another coin that is as hated as the current $MATIC . When things are perceived this bearish, there usually comes a hated rally at some point. Who’s the incremental seller from here?

- newly aligned team: most took their recent restructuring as a confirmation of a downfall but failed to recognize the rebirth of a more aligned (pay rise across the board) and nimble team. This reminds me of $Meta’s major restructuring merely 10 months ago - stock up a whopping ~300% since then from $180 to $475, one of the best performers in Nasdaq

- EIP-4844: simply free optionality to me, as no one associates $MATIC with it, despite them being as much of a beneficiary as $ARB/$OP

- ZK: among the major narratives, ZK has lost the most mindshare since last year (no hype at all). Interestingly though this has finally bottomed and inflected (based on @_kaitoai’s data).

As we’ve seen over and over again, in this market, narrative, mindshare/sentiment, catalyst and price actions come in full circle. As all stars seem to align at once, one can certainly imagine a scenario where
- a new token ( #POL ) draws incremental mindshare →
initial price actions

🚀

 →
- people doing more work understanding the #AggLayer roadmap, its profound implications and @0xPolygon's tech leadership →
- further discussions and mindshare rotations →
- further price actions

🚀