Scurdex Capital
646 posts

Scurdex Capital
@scurdexcapital
Proprietary Trading Company. We deploy quantitative and discretionary strategies to achieve double-digit risk-adjusted returns.




Investment Report: $MATIC @0xPolygonLabs is the Swiss army knife of blockchain scaling. They have assembled the most talented ZK team on Earth, delivering a ZkEVM in record time. Additionally, they are actively developing a ZK-based VM called Miden, which has the potential to unlock new use cases for web3, driven by ZK Technology. Recently, Polygon announced the roadmap for Polygon 2.0, outlining their plan to transition Polygon POS to a Validium ZkEVM. They have also unveiled a rebranding strategy for MATIC into POL, featuring improved tokenomics designed to offer the highest value capture, translating into maximum yields for validators and stakers. $MATIC TO $POL Migration has been started already. Over 67.9M $MATIC has been migrated so far. Holders can validate multiple CDK chains, enabling them to perform various operations, including sequencing and aggregations, leading to substantial staking rewards. These rewards may potentially grow with increased adoption on Polygon chains. Polygon CDK has garnered significant early adoption, with prominent projects such as Manta Network, Astar, and Canto announcing their intention to build a ZkEVM L2 using Polygon CDK. Polygon has solidified its position as a leader in UserOps with Account Abstraction adoption, currently holding over 60% market share in UserOps. Notable projects like @CapX and @FanTV_official are currently dominating Account Abstraction activities. In conclusion, Polygon appears to be strategically advancing towards greater adoption, with a strong emphasis on ZK tech, providing them with a potential advantage in the long run. Further insights are shared in the accompanying infographics below. 👇👇👇

























