Antz0

$S hodler

[Newton (🌷,🌷) @flyingNewton]

Aave is winding down deployment on Sonic.

If you’re looking for a new home for your capital, Flying Tulip already offers a full financial stack:

▸ Mint ftUSD, stake it and earn
▸ Lend for deposits and borrowing
▸ Trade for spot and leveraged spot
▸ TRS for leveraged long or short exposure

Current yields:
— USDC on Lend: 7.37% APY
— ftUSD: 11.76% APY

sonic-3:native ethereum:0x5dd1a7a369e8273371d2dbf9d83356057088082c

[Sonic @SonicLabs]

Back for Part 2.

Sonic's CEO covers $USSD, tokenization, new products, community rebuilding, and the next phase of execution.

[Crown 🏙 @_Crrown]

Token supply, team allocations, revenue, and ecosystem support. @MattVisser latest @FraxForce interview offered a clearer picture of how he plans to run @SonicLabs and fund its next phase.

Missed it?
Here are the main takeaways: ✍️

1️⃣ An independent review of $S supply

An independent review has been commissioned to clarify total and circulating supply across Fantom, bridges, and the Sonic migration.

It should account for previously minted tokens, their location, contractual obligations, remaining balances, and potential burns.

The estimate was roughly three weeks from recording. No final findings or burn amount were announced.

2️⃣ No new minting for business expansion

His position was clear: expansion should be funded through revenue, responsible treasury use, or investment partners.

Validator emissions remain an exception. This is a stated commitment, not confirmation that minting authority has been removed.

3️⃣ Revenue should cover operating costs

The goal is to fund salaries and infrastructure from business revenue, reducing dependence on the token treasury.

S-based employee incentives remain part of his vision, but under a more consistent structure than individually negotiated deals.

4️⃣ A shared incentive proposal

A proposed scheme would place team performance bonuses in S into a Sonic validator, subject to vesting and performance conditions.

Participants looking to sell would first offer their tokens within the scheme.

He supports public visibility of the total team allocation. Individual disclosure remains under discussion, and the proposal is not finalized.

5️⃣ Existing allocations and selling pressure

Some former senior team members hold substantial S allocations that current leadership cannot control.

Holders considering an exit are encouraged to discuss a direct sale with the foundation first.

For OTC deals, he emphasized a first right of refusal. This would provide an opportunity to buy before an outside sale, without guaranteeing buybacks.

6️⃣ USSD’s role in settlement

The aim is to grow $USSD’s use for dollar-denominated settlement, with Sonic receiving a share of the associated yield revenue.

Cross-chain issuance, transfers, and protocol integrations were also discussed.

A product under development uses USSD for settlement and includes cross-chain functionality. The direct benefit to S holders was not fully explained.

7️⃣ From assessment to execution

After the first 100 days, the focus is shifting to execution: leadership changes, clear product ownership, and turning discussions into signed agreements.

Some products could eventually become standalone protocols or companies, with Sonic retaining majority ownership.

8️⃣ A more transparent contributor program

The influencer program is being reconsidered, drawing on the spirit of Sonic Marines.

The aim is clarity around membership, contributions, and payment, while preserving contributors’ freedom to criticize Sonic.

Copy-paste engagement received clear criticism. Revised participation criteria were not announced.

9️⃣ Supporting ecosystem builders

Projects succeeding on other chains were welcomed, with recognition of their commercial needs.

His emphasis is on a strong building environment, pushing back on expectations to buy tokens, distribute grants, or manufacture TVL.

Developer and investor sessions, alongside broader community Q&As, are also planned.

🔟 Room to challenge leadership

Matt shared how he overruled marketing on release timing, saw weaker results, and admitted he should have listened.

The culture he wants encourages disagreement, early reporting of mistakes, and respect for expertise.

Dedicated product leaders need the authority to make decisions.

$S

[Sonic Bull🐂🇭🇷 @tothemoon0301]

Nobody screenshots this.

Sonic is cooking the quiet part.

V2.2 is coming.
Not a meme. An execution upgrade.

Native bundles:
multi-step actions succeed together or roll back together.
No leftover half-trade sitting onchain.

Sponsorship:
you shouldn’t need sonic-3:native in the wallet just to start.
Apps can cover gas. Failed txs don’t eat the budget.

Contract room:
24 KiB → 48 KiB deployed.
Init code 48 → 96.
Builders stop splitting apps just to fit the box.

0x already refreshed the Sonic stack this week:
swaps, gasless, intents, bridge settlement.

Speed was the floor.
This is the unsexy part that makes speed usable.

No fireworks.
Just shipping while the timeline argues cents.

Sonic-3:native

@SonicLabs

[luis.sonic | $S 💥 @_lfausto]

Got a chance to be at Google's Web3 AI Summit yesterday with @MrMinter

Agentic commerce is here, but we're very early.

A big topic was security.

How can we best optimize agentic functions when handling $?
Who's the main user demo?
Are harnesses going to be useful in the future?

Good chats happening.

[Matt Visser @MattVisser]

GM Marines, friends & strangers!

The 1% isn't always visible, but the commitment will be.

The rest of our business needs to catch up to our technology and we're busy doing exactly that.

"The evolution of Sonic has just begun."

[RBS (by design) @RandomBinarySEQ]

This is the management I’ve been fighting for over the past year and a half. I spoke up for what was right, and today Sonic’s decision-makers proved me right. I hate injustice, lies, and silence. That era is over.

Welcome back $S, this is the real @SonicLabs!

[Sonic @SonicLabs]

There's more than to what we're doing than meets the eye, and we want to make sure developers, users, and community members all understand that we're improving the technical and business aspects of Sonic hand-in-hand.

The evolution of Sonic is just getting started.

[Beets @beets_fi]

https://t.co/JsALpus4zP

[Sonic @SonicLabs]

https://t.co/zy9XbtqWkn

[luis.sonic | $S 💥 @_lfausto]

📌ICYMI: Everything that @YJN58 touched on in a recent space about RWAs on Sonic.

[BigKev (voice of the mob) @bongoisalive]

@support The problem of $S tagging still persists, I have tagged the sonic blockchain above but when the tweet goes live it will switch to (sentinel one inc) this has been happening for a few weeks to multiple accounts @elonmusk please can you have a look at it? And yes I have tagged correctly. Many thanks.

IF anyone else gets the same leave a comment to add a bit of weight to my complaint.

Love yas ( but not you Elon)

Big Kev

[Sonic @SonicLabs]

https://t.co/59t1irLh07

[fantom.sonic @0xftm_web3]

Why refuse to burn the 600M arbitrarily minted tokens? At current prices, accumulating them via treasury funds costs almost nothing. Refusing to support the market while harming holders isn't management—it's straight-up robbery. sonic-3:native @SonicLabs @yyzhtin31627 @JefeTOKEN

[Crown 🏙 @_Crrown]

Skipping 47.6 million $S is the easy headline.

The more important question is how a network can fund growth and security while becoming less dependent on dilution.

@SonicLabs decision not to mint 47,625,000 $S this year is clearly positive.

It reduces dilution, removes potential sell pressure, and shows that Sonic is responding to concerns raised by its community and stakeholders.

But the significance goes beyond one skipped mint.

Validator rewards, infrastructure, security, and ecosystem growth still require sustainable funding.

The real question is how much of that funding could eventually come from recurring economic activity generated by the network, its applications, and its infrastructure. 💡

This is where tokenomics begins to overlap with product strategy.

To understand the available approaches, I reviewed how Ethereum, Solana, Avalanche, NEAR, and Sui structure issuance, fees, validator rewards, and long-term funding.

No major network relies on one mechanism alone.

▫️ $ETH issues ETH to validators while burning transaction base fees.

During periods of high activity, those burns can offset part of the new issuance.

This suggests that permanent zero issuance may not be the only path toward limiting dilution. Minimal or net-zero inflation may also be possible when security issuance is offset by fee burns or other network-generated value.

▫️ $SOL combines protocol issuance with transaction-fee revenue under a declining inflation schedule.

▫️On $AVAX Primary Network, newly issued AVAX supports validator rewards while transaction fees are burned.

▫️ $NEAR combines validator issuance with fee burning and returns part of eligible smart-contract execution fees to the contracts generating that activity.

This is particularly relevant from a product perspective because it shows how applications can participate in the value they create.

Sonic already follows a similar principle through Fee Monetization, where eligible builders can earn 90% of the fees generated by their applications while 10% goes to validators.

▫️ $SUI provides another useful concept through its Storage Fund, which uses economic activity today to help compensate future validators for ongoing storage obligations.

Its model is specific to storage, but the broader principle of using present revenue to support future infrastructure costs is relevant.

These networks use different architectures, but the recurring pattern is a hybrid system combining issuance, fees, burns, application incentives, and long-term funding mechanisms.

For Sonic, shared infrastructure across stablecoins, payments, liquidity, data, and developer services could potentially generate recurring revenue while supporting ecosystem builders.

Another concept worth exploring is using externally generated revenue to acquire existing $S for validator rewards, reducing reliance on newly issued supply.

In a hybrid model, real network revenue could gradually play a larger role while issuance remains available as a transparent security backstop when necessary.

Sonic’s decision not to mint 47.625 million $S reduces dilution today and opens a broader question:

What could a Sonic-specific model built around Fee Monetization, vertical integration, and sustainable network revenue eventually look like?

I believe exploring that model could become one of the most important and positive steps in Sonic’s next phase.

[Corval @MasonCorval]

Hello everyone.

@DraculaPresley and I have been asked to host an AMA with @MattVisser on the future of Sonic.

I want Q's from the ppl.

Input your questions here:

https://t.co/1vtybv5hgC

[Stelian Balta @stelyb]

At @HyperchainC, our support for @SonicLabs and its team remains unchanged. We are very excited for what comes next. The future isn’t shaped by comfort, it is shaped by those who keep building when it’s hardest.

[Matt Visser @MattVisser]

Long week, some note so far.

There are more private supporters than public haters. Interest in us and our future remains enthusiastic.

[arca Finance @arcaFinance]

As @SonicLabs is going through a challenging period of restructuring, we, as @arcaFinance, want to share that we keep building.

Just like other builders on this highly developed infrastructure, our team is looking to find the best yield, the best opportunity to offer our users.

Nothing changed.

Automate everything.

[Shadow Exchange x(3,3) 💥 @ShadowOnSonic]

A lot has changed at Sonic this week. Our position hasn't.

100% fees to holders, and protocol revenue aligned with $S through Autovault.

Last 30 days:
🔸 $56.4K revenue vs $41.6K emission ($14.8K net)
🔸 174,735 $S bought on market

526,301 $S purchased since launch.