Sonic continues to be the chain to emulate in terms of user adoption, TVL growth and DeFI apps 📊
What's most refreshing here is that $S is a DeFi chain, rather than a meme chain, much better for industry, and much better for innovation in general 🏦
I think we see @SonicLabs really flourish in 2025 under the guidance of @AndreCronjeTech and hopefully see some great new types of DeFi emerge 📈
If you're aware of any new interesting emerging protocols on @SonicLabs let me know, always keen to try and support cool stuff, not garbage 🏗️
Sonic & $S Bull Thesis.
Everything you need to know, why Sonic is set to disrupt the Layer 1 race this year:
> Andre Cronje is on grinding mode
> 370,000 TPS (Fastest ever)
> TVL Growth 1,500% increase in 3 months
> Near-zero transaction costs
> EVM Compatimble
> Integration with Pendle
> Integration with AAVE V3
> Liquidity Delegated Governance
> Black Scholes, The Greeks, and Realized Volatility
> Forex AMM
> Gentle Liquidations
> RWAP v2 oracles
> On-chain leveraged spot with arbitrary margin
> One-click tokens with liquidity, timelock, and stop loss
> Money market-based perp contracts
> Perpetual Liquidity and IL offsets
> Money market-based insurance for arbitrary cover
> Deriswap: Capital-efficient swaps, futures, options, and loans
> v4 zk Oracles
> Liquidity Options Mining & OptionsLM
> MetaWallet: a gasless wallet
> ve33 Ouroboros fees
> DeFi apps are racing to deploy on Sonic
> The Fantom 2021 hype is back
> Highest mindshare on twitter right now
With all of this, Sonic is looking unshakable.
the numbers don’t lie, but the market does $S:
- @SonicLabs at $2.7b is a rounding error compared to solana ($81.9b) and avax ($10.2b), yet it outperforms both on speed, governance, and monetization.
- 396,825 tps theoretical vs solana’s 65,000 and avax’s 1,191. block time under 400ms. actual on-chain governance. no compromises.
- 90% fee monetization while others sit at zero. tvl growing at 13.4% daily. solana and avax aren’t even close.
- solana took 5 years to get here. avax took 4.5. sonic is 2.5 months in and already putting up these numbers.
- base isn’t even in the same conversation—it’s an l2 still dependent on ethereum for finality while sonic clears transactions on its own stack.
- either this is severely mispriced, or the market is wrong. one of those will change soon.
(h/t: @AndreCronjeTech)
Yeah makes sense, wasnt bridging size only a couple ETH.
I am still amazed how fast the chain is
Usually when using EVM after approving a txn, I usually pick up my phone waiting for the approval to finish so that I can confirm the txn.
I dont have to do that on @SonicLabs , I hit approve then it immediately asks me to confirm!
The Sonic ( $S ) ecosystem ranked 5th in 24-hour app revenues yesterday.
Projects building on Sonic mainnet are raking in huge fees, on top of the incentives from @SonicLabs.
Developers should be taking notice, attracting more projects and keeping the flywheel in motion. 🔄
Sonic ( $S) sits at $2.65B—chump change in the L1 coliseum, yet its $704M TVL burns brighter than the old gods’ fading embers.
Multiples to match the titans?
Here’s the blood math:
- Polygon ($7.5B): 2.8x—Sonic’s 10k TPS and sub-sec finality (720ms) already chew MATIC’s lunch, $252M daily vol flexing harder than Polygon’s $104M.
- NEAR ($9B): 3.4x—TVL eclipsed, Sonic’s DeFi pulse outraces NEAR’s $300M whimper.
- Sui ($14B): 5.3x—$500M TVL bows to Sonic’s $704M, undervalued wrath ready to flip the script.
- Avalanche ($15B): 5.7x—$252M vol smokes AVAX’s $96M, Sonic’s EVM edge carves the path.
- TON ($20B): 7.5x—Telegram’s darling trembles, Sonic’s TVL nears parity at $704M.
- Cardano ($30B): 11.3x—ADA’s $400M TVL? A relic. Sonic’s outpacing it now, $30B’s just a sprint away.
- Solana ($84B): 31.7x—SOL’s $4-5B TVL looms, but Sonic’s growth rate whispers chaos in the shadows.
- BSC ($90B): 34x—BNB’s empire quakes, Sonic’s $704M TVL-to-$2.65B cap ratio (0.29) mocks BSC’s bloat.
- Ethereum ($400B): 150.9x—$64.7B TVL king, untouchable? Sonic’s 0.29 ratio vs ETH’s 0.16 says it’s undervalued dynamite.
Sonic’s a sleeper beast—$2.65B is laughable when its TVL rivals mid-tier L1s and its tech (10k TPS, EVM-compatible) screams top-tier hunger.
A 5x-11x leap ($13B-$30B) in 2025’s plausible—Polygon, NEAR, Sui, AVAX, ADA in the crosshairs.
30x+ to SOL or BSC? That’s a war for tomorrow, but $252M daily vol and $704M TVL say Sonic’s already clawing the ladder.
DeFi’s dark horse isn’t trotting—it’s a goddamn supernova
@SonicLabs@AndreCronjeTech@danielesesta
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—1/9