Polymesh is a regulated asset L1 with native identity, compliance, and settlement, but its maturity remains at 63 points. Validator activity and v8 are positives, while low staking and weak fee proof are key risks.
Investment View
The key signal is whether v8 turns institutional RWA issuance, confidential assets, and EVM access into real usage. Staking ratio, fee revenue, issued assets, and active accounts must become more transparent.
Polymesh is a 63.0 developing project with a clear regulated asset chain identity, but economic self sufficiency and usage proof remain open.
Investment View
The key checkpoints are stable v8 adoption, institutional issuance and developer activity, plus transparent staking, fee, and active account metrics.