POL (ex-MATIC) Faces Critical Juncture Ahead of Lisovo Hardfork
The Lisovo hardfork is scheduled for activation on the Polygon mainnet before block 83,756,500, expected around 14:00 UTC on 4 March 2026, marking a pivotal moment for the Polygon ecosystem. This upgrade introduces PIP-82, which subsidizes gas costs for agent-to-agent payments to support AI-driven on-chain activity, and also enhances wallet support, improves smart contract compatibility, and adds a flexible fee system for better transaction reliability.
Price Action and Market Sentiment
POL trades near $0.106, with the token experiencing recent volatility. POL dropped 11%, bringing it to a critical demand zone that could determine short-term direction. The consensus on POL is mixed, split between conviction in its robust fundamentals and frustration with its inability to break key resistance, with on-chain metrics like record stablecoin supply and aggressive token burns signaling strong utility and a tightening supply.
Ecosystem Expansion and Institutional Adoption
Brazil's largest FX bank expanded to Polygon with Grupo Braza's BBRL stablecoin launch, adding regulated liquidity and boosting network utility. The network handled over 215 million transactions in the last 30 days, up by 27%, demonstrating sustained growth despite market headwinds.
Stablecoin supply rose to over $3.3 billion as addresses soared to 5.5 million, reflecting growing adoption across the platform. Franklin Templeton and Philippines DBM adopt Polygon for tokenized assets, driving $1.14B RWA market cap and 90% cost reductions in cross-border payments.
Long-Term Roadmap and Deflationary Mechanics
The Gigagas roadmap aims to increase network throughput to 100,000 transactions per second (TPS). Polygon burns most of its fees, making it one of the top deflationary coins in the crypto market, with around 150–200 million POL tokens effectively burned over the course of a year.
Technical Outlook
If the POL price closes above $0.12 with sustained momentum, upside targets include $0.14 and $0.15, with a move toward $0.18 possible if buying pressure continues, while on the downside, a break below $0.10 could lead to a retest of $0.095 and $0.09.