#密码资产动态追踪 When Polygon Labs投入超过25 million USD to acquire payment platform Coinme and infrastructure provider Sequence, the entire story's pace changes.

This is not just simple capital acquisition. From "I am a high-performance chain" to "I want to do compliant payments"—Polygon is engaging in a strategic transformation battle.

**Compliance identity is the real gold**

Coinme holds money transfer licenses in 48 US states(MTL). This thing is a pass in the crypto industry. Through this acquisition, Polygon essentially gains the key to conduct compliant payment operations in the US overnight. In plain terms, transforming from a developer platform to a regulated global payment provider—this is a leap in identity, not just a technical upgrade.

**From the underlying layer to the end-user, the puzzle is finally complete**

Polygon's "Open Money Stack" vision is ambitious: building a simple, low-cost cross-border stablecoin payment network. Sequence handles wallets and developer tools, Coinme manages offline payment networks and regulatory identity. These two are linked—forming a complete payment pipeline from protocol layer to user end. This is what the Open Money Stack looks like.

**Market votes with wallets**

POL has risen 22.7% in the past seven days. Although RSI indicates overbought signals, the EMA bullish alignment reveals the true intention: capital is buying in. Large orders continue to enter, market cap has regained its position, and institutions have sensed the clarity of this transformation path.

$0.18 is the next critical level. But the real focus is not on the price—it’s on the new rules Polygon sets for second-tier public chains: rather than pursuing a generalized "high performance" narrative, it’s better to deepen vertical integration and truly solve real-world problems like cross-border payments. In the gap between L2 and Alt-L1, this path may open up greater imaginative space.