TL;DR
- Polygon Labs is acquiring Sequence for approximately $125 million.
- The deal is part of a larger investment program exceeding $250 million.
- Sequence provides Web3 gaming infrastructure and smart wallet technology.
Polygon Labs announced the purchase of Sequence, a Web3 gaming infrastructure provider, in a deal reported at roughly $125m for the unit. The acquisition is part of a larger strategic move that, together with a separate Coinme transaction, brings the combined investment to more than $250m, according to Polygon’s leadership.
The Sequence deal is expected to close in January 2026 and remains subject to customary regulatory approvals. The Coinme acquisition is slated to complete in Q2 2026.
Deal terms, timeline and disclosure
Initial market reports cited a $125m price tag for Sequence. Polygon’s CEO Marc Boiron clarified that the overall program of acquisitions “significantly surpasses $250m,” while noting that an exact, public breakdown for each component has not been disclosed. Both transactions are contingent on regulatory sign-offs and normal closing conditions. Polygon expects Sequence’s transfer to finalize in January 2026, with Coinme following in the second quarter.
Why Sequence matters for Polygon’s payments and gaming ambitions
Sequence supplies a modular Web3 stack that Polygon plans to fold into its Open Money Stack and broader gaming initiatives. Its core capabilities aim to simplify developer integration and player onboarding by masking cross-chain complexity and enabling streamlined payments and wallet flows.
- Programmable smart wallets and developer APIs that accelerate game integration.
- Cross-chain payment rails and real-time indexing for multi-chain data feeds.
- “Trails” one-click rails for crypto transactions across chains, tokens and wallets.
- Existing partnerships with Ubisoft, Magic Eden, Google Cloud, Arbitrum, Immutable and Monad.
Polygon frames the move as part of an effort to make on-chain payments feel simple and reliable, and to expand regulated stablecoin settlement options in the U.S. The Sequence stack is already integrated with Polygon as a preferred wallet partner since 2023, which should shorten technical and commercial integration timelines.
Short quoted context from Polygon leadership distilled the company’s position: “the overall combined investment significantly surpasses $250m,” — a comment attributed to CEO Marc Boiron that underscores the scale of the strategic push while leaving precise per-deal numbers opaque.
For product teams and compliance functions, the transaction signals a focus on interoperability and regulated rails: Sequence’s tooling reduces friction for in-game fiat/crypto flows, while the linked Coinme deal targets U.S.-licensed stablecoin payments and custody paths. That combination aims to address both front-end developer experience and back-end settlement risk.
Investors and market participants will watch the regulatory clearance process closely. The January 2026 close for Sequence and the Q2 2026 timetable for Coinme will serve as the immediate tests of Polygon’s payments-and-gaming thesis. If approvals proceed, the integration will directly affect product road maps, custody arrangements and the cost and availability of regulated stablecoin rails for partners and games built on Polygon’s stack.
