Analysts are revisiting the outlook for POL as Polygon advances its "stablecoin supercycle" thesis, positioning the network as core infrastructure for large-scale tokenized money and payments. Polygon’s Aishwary Gupta projects more than 100,000 stablecoins by 2030, while the chain already processes millions of daily transactions, supports over $1.24B in stablecoin supply, and handled $4.3Bn in Q2 2025, according to Polygon. With POL trading around $0.12 and key resistance near $0.21, the token’s recovery is seen as dependent on whether institutional stablecoin issuance and technical momentum can align.

Traders are focused on the December 9–10 FOMC meeting as Solana holds the key $130 support level and some market participants position for a potential move toward $200. Expectations of a 0.25% rate cut, rising institutional interest, and expanding ecosystem activity are coinciding with bullish technical signals to strengthen the upside case for SOL USD, according to market data.