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$FTM

18 pieces · Jan 2022 to Oct 2024 · 2 flagship

Sectors

L1/L215 DeFi9 Perps1

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Coverage per year

42022

22023

122024

Price and coverage

Fantom $FTM

Calls: 14 bullish
Since first call, bullish: −98%
Since latest call, bullish: −93%
Now: $0.0506

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $FTM

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/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

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/L2DeFi

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/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 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/L2

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/L2

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/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

2023 2

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.DataPerpsDeFi

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/L2DeFi

2022 4

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

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/L2DeFi

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

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/L2

Often covered with

Fantom20 Sonic Labs19 Andre Cronje10 Avalanche13 Aave14 Sui24 Monad20 GMX6

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