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Fantom

20 pieces · Oct 2021 to Oct 2024 · 2 flagship

Sectors

L1/L218 DeFi8 Solana2 Stablecoins1 Perps1

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Coverage per year

12021

42022

32023

122024

Start here · the strongest pieces on Fantom

Breakdown10 Apr 2023Fantom deep dive: Lachesis consensus, FVM and storage upgradesLong research thread on Fantom arguing FTM could regain DeFi relevance in 2023. Explains Lachesis DAG consensus, modular network architecture, the FVM's plan to replace the Merkle Patricia Trie and parallelize execution, and storage upgrades.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.Thesis02 Sep 2024Why Sonic (S) differs from VC coins: 88% circulating, low inflation tokenomicsCompares S tokenomics to VC-backed tokens: 3,175M max FTM supply with 88% circulating, a 3.5% target block reward without new inflation for four years, then roughly 1.75% annual inflation. Notes governance-approved mints of up to 6% for airdrops and 1.5% per year for ecosystem growth.

Timeline · every piece, newest first

2024 12

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/L268 likes

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/L224 likes

25 Sep 2024FTM above $0.7 ahead of Sonic mainnet and S token migrationNotes FTM trading above $0.7 and lists the catalysts the author sees for the Sonic migration: no predatory VC tokenomics, high-performance EVM, sub-second finality, native credit scores and gas monetization.Market takeL1/L2DeFi87 likes

23 Sep 2024Sonic testnet stats and tokenomics case for SArgues Sonic is attractive on testnet performance (0.41s block time, 0.76s finality) and clean tokenomics: investor unlocks done, near fully diluted supply and low inflation once migrated Opera rewards are used.ThesisL1/L2111 likes

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/L2221 likes

10 Sep 2024FTM outperforms majors ahead of the Sonic migrationFTM is up over 14% in 24h and 38% in 30 days versus BTC -7%, ETH -11% and SOL -15%. Cites the Sonic testnet (720ms finality), account abstraction, gas monetization, the airdrop and the FTM to S migration.Market takeL1/L266 likes

09 Sep 2024FTM up 28% in 30 days vs SUI and majors: the Sonic catalyst caseFTM is up over 28% in 30 days versus SUI at +1.8%, ETH -12% and SOL -17%. Attributes it to the Sonic testnet (720ms finality, 90% of gas to devs) and the Sonic Boom program, with Gems making up 37.5% of the S airdrop.Market takeL1/L2212 likes

02 Sep 2024Why Sonic (S) differs from VC coins: 88% circulating, low inflation tokenomicsCompares S tokenomics to VC-backed tokens: 3,175M max FTM supply with 88% circulating, a 3.5% target block reward without new inflation for four years, then roughly 1.75% annual inflation. Notes governance-approved mints of up to 6% for airdrops and 1.5% per year for ecosystem growth.ThesisL1/L2187 likes

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/L2DeFi44 likes

20 Aug 2024Native USDT on Aptos: stablecoin launches as ecosystem catalystsArgues native USDT on Aptos could repeat past patterns: Fantom stablecoin supply rose 5x after USDT launched and Avalanche more than doubled. Aptos stablecoin supply and TVL are already up over 3x YTD, with USDC at about 60% share.ThesisStablecoinsL1/L224 likes

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/L2134 likes

01 Apr 2024Shared sequencing thesis: Sei and Fantom pivot away from monolithic L1sArgues Sei and Fantom (post-Sonic) are quietly becoming shared sequencers for rollups. Explains why centralized sequencers are risky and how shared sequencing gives censorship resistance, MEV mitigation and atomic composability across rollups.ThesisL1/L229 likes

2023 3

20 Apr 2023Sequential EVM execution bottleneck and parallel VM alternativesArgues sequential execution bottlenecks the EVM and lists parallel-execution alternatives: Solana Sealevel, Fantom VM, Fuel VM and Move VM, linking deep dives on Fuel, Fantom, Aptos and Sui.ThesisL1/L2Solana8 likes

17 Apr 2023Mummy Finance data dive: a GMX fork on Fantom and OptimismDune-based stats on Mummy Finance, a GMX fork: cumulative volume, revenue, users, TVL by chain, open interest, margin versus swap volume and MMY staking.DataPerpsDeFi78 likes

10 Apr 2023Fantom deep dive: Lachesis consensus, FVM and storage upgradesLong research thread on Fantom arguing FTM could regain DeFi relevance in 2023. Explains Lachesis DAG consensus, modular network architecture, the FVM's plan to replace the Merkle Patricia Trie and parallelize execution, and storage upgrades.BreakdownL1/L2DeFi387 likes

2022 4

18 Jun 2022Aleph Zero vs Solana: why AZERO could out-compete SOLRecaps Solana's design, centralization concerns and four outages, then argues Aleph Zero's DAG-based AlephBFT, rotating committees and planned privacy layer could make it a stronger high-throughput L1.ThesisSolanaL1/L218 likes

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.BreakdownDeFi2 likes

22 Jan 2022Fantom flips Solana and Avalanche on TVL, mcap/TVL under 0.6Fantom passed Solana and Avalanche in TVL with about 130 protocols and over 9bn TVL against a 5bn market cap. The mcap/TVL ratio below 0.6 is read as undervaluation.DataL1/L2DeFi1 likes

19 Jan 2022Fantom thesis: Lachesis aBFT consensus and a modular L0 designExplains Fantom's Lachesis DAG-based asynchronous BFT consensus, where nodes sync events instead of blocks, and argues the modular architecture makes FTM closer to an L0 than an L1, comparable to Polkadot parachains, Cosmos zones and Avalanche subnets.ThesisL1/L21 likes

2021 1

09 Oct 2021Moonriver USD 300m liquidity program as a catalystAnticipates the USD 300m liquidity program announced for Moonriver, pointing to the incentive-driven runs seen on Avalanche and Fantom as precedent.Market takeL1/L2DeFi0 likes

Often covered with

Sonic Labs19 Andre Cronje10 Avalanche13 Solana60 Sui24 Aptos39 Polkadot36 Aave14

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