Три альткоина, которые могут выиграть от роста Polymarket

cryptonews.ruPublicado a 2025-09-09Actualizado a 2025-10-10

На этой неделе Polymarket привлек внимание благодаря нескольким событиям. Платформа предсказаний укрепляет свои позиции, так как ICE рассматривает сделку на $9 млрд, и Уолл-стрит проявляет интерес

На этом фоне влияние сети распространяется на множество блокчейнов и протоколов, поддерживающих ее децентрализованные рынки предсказаний.

Альткоин Stacks и прорыв Polymarket

Ранее мы сообщали, что Polymarket может провести крупнейший аирдроп в индустрии. Это, вместе с новостями о возможных инвестициях ICE, создает условия для роста некоторых альткоинов благодаря увеличению стоимости платформы.

1. UMA: Тихая основа рынков предсказаний

UMA играет ключевую роль для Polymarket, оставаясь в тени. Пока все следят за стремительным ростом Polymarket, UMA обеспечивает инфраструктуру для децентрализованных предсказаний.

Polymarket использует Оптимистичный Оракул (OO) UMA для прозрачной проверки результатов. Этот децентрализованный механизм позволяет участникам определять истину на блокчейне без центральных органов.

«Polymarket поддерживает UMA как источник разрешения для рынков, отображаемых на интерфейсе Polymarket.com. Polymarket в своей основе не зависит от оракулов, но интеграция UMA предоставляет еще одну возможность для создателей рынков», — сообщила платформа.

В системе оракул UMA обеспечивает безопасное и надежное урегулирование каждого предсказания, будь то о выборах, рынках или спорте. Адаптер UMA-CTF, работающий на Polygon, связывает условную токеновую структуру (CTF) Polymarket с оракулом UMA, что делает каждое разрешение рынка проверяемым.

Несмотря на важность UMA, инвесторы часто игнорируют его, сосредотачиваясь на успехе Polymarket. Если внимание переключится на значимость оракула, UMA получит шанс значительно вырасти, так как спрос на верификацию данных на блокчейне увеличится.

Динамика цены UMA
Динамика цены UMA. Источник: BeInCrypto

2. Polygon (MATIC): блокчейн, обеспечивающий масштабируемость Polymarket

Polymarket полностью работает на сети Proof-of-Stake от Polygon, используя ее недорогую и быструю инфраструктуру. Недавняя интеграция платформы Polygon с социальной сетью X (бывший «Твиттер») открыла более 600 млн пользователей для ончейн-рынков предсказаний и, в свою очередь, для экосистемы Polygon.

we’re joining forces with Polymarket as our official prediction market partner@X 🤝 @Polymarket

— X (@X) June 6, 2025

Предстоящие обновления Polygon (PIPs 60 и 43) увеличат пропускную способность до 1 000 TPS и сократят время финализации до 5 секунд, что улучшит пользовательский опыт на рынках предсказаний.

По данным Polygon Labs, эти обновления повысят пропускную способность транзакций для приложений, таких как Polymarket, RWA и платежи, укрепляя позицию Polygon как основной цепи для массовых крипто-приложений.

«Успех Polymarket — это победа для Polygon, Ethereum и всей криптоэкосистемы», — отметил Джош Старк из Ethereum Foundation.

3. Ethereum (ETH): Основной расчетный слой

Ethereum играет ключевую роль в истории Polymarket, служа основным слоем, который сделал его возможным.

«Polymarket [был] невозможен без Ethereum, USDC и EVM-кошельков с 2020 года», — заявил Ник Томаино.

Зависимость Polymarket от Ethereum Virtual Machine (EVM) обеспечивает доступ к обширной базе разработчиков, инструментам и инфраструктуре безопасности. Интеграция USDC на Ethereum также упрощает расчеты на рынках предсказаний.

С расширением экосистемы Layer-2 Ethereum, включая роллапы, такие как Katana, приложения вроде Polymarket получают больше возможностей для масштабирования.

Старк считает, что эта симбиотическая связь между Ethereum и его L2 вскоре сделает разработку на EVM «очевидным выбором» для будущих инновационных приложений.

Building on the Ethereum Virtual Machine (EVM) means @Polymarket has access to the best pool of dev talent, dev tooling, and security infra for onchain apps.

And as Eth’s L2 ecosystem grows, there will be more ways for the Polygon & Ethereum communities to collaborate.

— Josh Stark (0xstark.eth) (@0xstark) October 9, 2025

Рост оценки Polymarket — это не только успех для его инвесторов, включая генерального директора Шейна Коплана, но и подтверждение всей связки Ethereum-Polygon-UMA.

Хотя внимание сосредоточено на платформе, настоящая ценность может скрываться в протоколах, обеспечивающих ее надежность и масштабируемость.

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