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$S

13 pieces · May 2024 to Oct 2024 · 1 flagship

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132024

Start here · the strongest pieces on $S

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.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.

Timeline · every piece, newest first

2024 13

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

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/L2DeFi110 likes

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/L293 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

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/L2108 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

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

Often covered with

Sonic Labs19 Fantom20 Andre Cronje10 Aave14 Sui24 Monad20

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