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Andre Cronje

10 pieces · Jan 2022 to Oct 2024 · 1 flagship

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22022

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Start here · the strongest pieces on Andre Cronje

Breakdown31 Aug 2024Sonic vs Monad: >10,000 TPS EVM and a non-VC token31-part thread on Sonic, a >10,000 TPS EVM chain with an almost fully diluted token, set against VC-heavy low float launches. Covers the 190.5M S airdrop, Sonic Gems, 3.5% block rewards, gas monetization and Andre Cronje as CTO.Breakdown18 May 2024Fantom Sonic Network: new $S token, parallel FVM and L2-style bridgeWalks through the Fantom Sonic announcement: a new L1 with token S, 1:1 FTM migration pending governance, a native L2-style bridge to Ethereum, parallelization of the FVM and a shared sequencer role. Notes zk-SNARK verification is still more expensive than execution for simple transactions.Explainer10 Sep 2024Sonic's native on-chain credit scoring and the $11T unsecured lending marketExplains how Sonic plans to integrate a decentralized credit score built by running ETL over blockchain data, enabling higher credit lines without KYC. Argues this opens the roughly $11T unsecured lending market to DeFi.

Timeline · every piece, newest first

2024 8

16 Oct 2024Sonic gas fee monetization: up to 90% of fees back to appsArgues sharing L1 gas fee revenue with apps is needed for sustainable monolithic ecosystems, or apps will move to appchains. Sonic gives up to 90% of fees to builders, with 320ms testnet finality.ThesisL1/L2

14 Oct 2024FTM to $1 before Sonic mainnet: the bull caseBullish case for FTM reaching $1 before Sonic mainnet: no VC unlocks, 320ms testnet finality, over 65 TPS, gas monetization up to 90% and an existing app ecosystem. Includes a price prediction.ThesisL1/L2

18 Sep 2024How to position for S: FTM bag, Sonic testnet and first NFT mintLays out three ways to position for Sonic's S token and why S could be a Q4 runner: clean tokenomics, a high-performance EVM and Cronje's DeFi primitives, at a $1.8B FDV.ThesisL1/L2DeFi

14 Sep 2024Ten reasons for the bullish case on Sonic (S)Lists ten reasons for bullishness on S, including no VC-heavy tokenomics, testnet performance, native credit scoring, gas monetization and the FTM to S migration.ThesisL1/L2

10 Sep 2024Why Aave backing Sonic matters: on-chain credit scores for DeFiAAVE is up over 48% and FTM 40% on the month. He attributes the moves to Sonic bringing credit scores on-chain to target the $11.3T unsecured lending market, with Aave among the strategic S investors.ThesisDeFiL1/L2

10 Sep 2024Sonic's native on-chain credit scoring and the $11T unsecured lending marketExplains how Sonic plans to integrate a decentralized credit score built by running ETL over blockchain data, enabling higher credit lines without KYC. Argues this opens the roughly $11T unsecured lending market to DeFi.ExplainerDeFiL1/L2

31 Aug 2024Sonic vs Monad: >10,000 TPS EVM and a non-VC token31-part thread on Sonic, a >10,000 TPS EVM chain with an almost fully diluted token, set against VC-heavy low float launches. Covers the 190.5M S airdrop, Sonic Gems, 3.5% block rewards, gas monetization and Andre Cronje as CTO.BreakdownL1/L2DeFi

18 May 2024Fantom Sonic Network: new $S token, parallel FVM and L2-style bridgeWalks through the Fantom Sonic announcement: a new L1 with token S, 1:1 FTM migration pending governance, a native L2-style bridge to Ethereum, parallelization of the FVM and a shared sequencer role. Notes zk-SNARK verification is still more expensive than execution for simple transactions.BreakdownL1/L2

2022 2

22 Jan 2022Solidly ve(3,3) on Fantom: protocol-owned AMM and NFT-based launchExplains Solidly's ve(3,3) design where emissions flow to the pools with the highest fees and lockers earn fees only on pools they vote for. Covers the launch via ve lock NFTs airdropped to the top 20 Fantom TVL teams and the resulting wrapper DAOs.BreakdownDeFi

19 Jan 2022Solidly: ve(3,3) DEX on Fantom with NFT LP positionsDescribes the Cronje and Sesta collaboration as a Fantom DEX using ve(3,3) mechanics, with NFTized LP positions that could later serve as collateral on Abracadabra.BreakdownDeFi

Often covered with

Sonic Labs19 Fantom20 Aave14 Monad20 Curve11 Uniswap27

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