Polygon Price Forecast: POL Extends Gains After $250M Deals to Tap US Stablecoin Payments

Polygon (POL) has gained approximately 5% in the past two days, extending a rally driven by a $250 million acquisition of two U.S.-regulated crypto firms. The deal, announced on January 12, includes the purchase of Coinme and Sequence to expand Polygon's presence in the stablecoin payments market.

The acquisitions aim to enhance Polygon's Open Money Stack, a platform designed to facilitate cross-border stablecoin settlements. Coinme provides regulated fiat on- and off-ramps and operates in 48 U.S. states. Sequence brings cross-chain capabilities, enabling seamless transactions across multiple blockchains.

Together, the companies have already processed over $1 billion in off-chain sales and $2 trillion in on-chain transactions. Polygon's on-chain stablecoin supply hit $3.3 billion by the end of 2025.

Why Did This Happen?

Polygon's strategy is to integrate regulated fiat access with on-chain settlement, creating a vertically integrated payments stack. The acquisition of Coinme gives Polygon access to 50,000 retail locations and licensed wallet infrastructure.

Coinme's regulatory backing includes support from Pantera, Digital Currency Group, and MoneyGram. Sequence, backed by Brevan Howard Digital and Coinbase, adds smart wallet technology and cross-chain orchestration.

How Did Markets React?

POL's price has surged over 50% in a week, supported by steady on-chain demand and increased whale activity. Whales with over 1 billion POL have boosted their holdings, reflecting renewed interest in the token.

Technical indicators suggest a potential breakout above key resistance levels. The Moving Average Convergence Divergence (MACD) has crossed above its signal line, signaling a bullish trend.

A decisive close above $0.1639 could extend the rally toward $0.2855, which was a previous resistance level in August 2025. The Relative Strength Index (RSI) has stabilized near 45, indicating reduced bearish momentum.

What Are Analysts Watching Next?

Analysts are monitoring whether Polygon can maintain its rally above $0.155. A sustained break below this level could trigger a deeper correction. The 200-day Exponential Moving Average (EMA) at $0.1854 is another key threshold.

Whale activity has also drawn attention. Large holders have been trimming their positions as momentum cools. Retail investors, however, continue to accumulate, signaling potential support from smaller investors.

The next regulatory approval for the Coinme acquisition is expected in the second quarter of 2026. Sequence's acquisition is set to close before that.

Polygon's Open Money Stack is expected to compete with traditional payment systems by offering real-time, low-cost, and predictable stablecoin settlements. The company aims to become the largest stablecoin money movement platform globally.