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Open Money Intel
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Live · 7 rails tracked · updated hourly

Onchain money,
positioned daily.

Competitive intelligence for the Open Money era — stablecoin rails, settlement velocity, fintech distribution. An AI-generated weekly briefing built around how the Polygon Open Money Stack stacks up against Tron, Solana Pay, Base, Circle, and TON.

Get the weekly briefingSee the launch pipeline →
Onchain stablecoin supply · 180d+5.02%
$320.58B
Tracked rails
7
Polygon + 6 competitors
Onchain stablecoin supply
$320.58B
+5.02% 180d
Polygon Stack supply
$3.56B
+5.49% 7d
Polygon Stack rank
#6
1.11% of onchain $

Payment rails at a glance

Seven rails, one positioning question: where does Polygon win, where is the room, where do we concede?

Full comparison →

Polygon Open Money Stack

Spotlight

Polygon's API-driven money-movement stack — PoS for liquidity depth, AggLayer for cross-chain unification, CDK for issuer chains, zkEVM for verifiable settlement.

Stable supply
$3.56B
7d Δ
+5.49%
30d Δ
+0.45%
PolygonPolygon zkEVM

Circle (USDC + CCTP)

The issuer-led narrative. Owns the regulated dollar and the cross-chain transport. Competes upstream — Polygon needs to be Circle's best home, not its replacement.

Stable supply
$169.11B
7d Δ
-0.17%
30d Δ
-2.14%
EthereumAvalancheArbitrum

Tron

The pragmatic incumbent. Dominates USDT settlement in emerging markets via low fees and remittance corridors. Polygon's biggest competitor for global stablecoin payments by volume.

Stable supply
$90.17B
7d Δ
-0.26%
30d Δ
+3.73%
Tron

BSC

Quietly persistent. Largest USDT chain after Tron and the default rail for parts of APAC retail. Often missed in US-centric competitor maps.

Stable supply
$17.43B
7d Δ
-1.49%
30d Δ
-2.15%
BSC

Solana Pay

Visa-aligned payments narrative. High-throughput, low-fee chain with a growing fintech and merchant integration story — the platform competitor to convert.

Stable supply
$15.32B
7d Δ
+1.07%
30d Δ
-2.82%
Solana

Base / Coinbase Payments

Coinbase's distribution into onchain payments. Strong consumer wallet funnel; ICP overlap on US-fintech buyers but weak outside US/EU.

Stable supply
$4.64B
7d Δ
-0.70%
30d Δ
-5.59%
Base

TON

Telegram-distributed payments. Consumer-first, in-app, growing fast. Different ICP than Polygon today — but the playbook for embedded crypto money movement to watch.

Stable supply
$801.38M
7d Δ
-0.06%
30d Δ
+6.49%
TON

Stablecoin supply by rail

Sum of stablecoin supply across constituent chains

Movers · 7d

Largest week-over-week supply shifts

  • Polygon Open Money Stack
    $3.56B supply
    +5.49%
  • BSC
    $17.43B supply
    -1.49%
  • Solana Pay
    $15.32B supply
    +1.07%
  • Base / Coinbase Payments
    $4.64B supply
    -0.70%
  • Tron
    $90.17B supply
    -0.26%

The Monday briefing

Every Monday: a short, AI-generated intelligence brief on stablecoin rails — what moved, what the narrative is doing, where Polygon's positioning is sharpening or eroding, with battlecards against named competitors.

  • · Supply shifts across seven rails — Polygon angle included
  • · Narrative shift in the payments conversation
  • · Open Money Stack angle — what to say differently this week
  • · Battlecards vs Stripe/Bridge, Circle, Solana Pay, Tron, Base, TON

Weekly intelligence briefing

Every Monday: ecosystem movers, narrative shifts, AggLayer positioning, and battlecard updates. No noise.

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Why this exists

Polygon is mid-pivot — from L2 scaling narrative to the Open Money Stack. PMM teams in mid-pivot moments need three things: a live read of how competitors are pricing the new narrative, a launch system that compresses positioning into shipped assets, and a measurement loop that says what's working. This site is a working prototype of all three. See the architecture →