51 Insights

51 Insights

CEO Notes

Polygon’s $250 payment pivot

Marc Baumann's avatar
Sangam Bharti's avatar
Marc Baumann and Sangam Bharti
Jan 16, 2026
∙ Paid

Polygon spent eight years perfecting speed. Zero-knowledge rollups1. Plasma chains. Proof-of-Stake2 optimisations. Then on January 13, 2026, it abandoned that playbook entirely.

The company announced a $250M acquisition of Coinme (a compliance-first, cash-to-crypto network in 50,000 U.S. retail locations) and Sequence (a smart wallet and payments company).…

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