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for anyone interested in blockchain analytics and catching onchain crime @zachxbt just published a huge list of tools he uses

Alright, I’ve been watching Sonic @SonicLabs I was active on Fantom back in the day— SpookySwap, dozens of tomb forks, riding the DeFi wave. It was a rush. So let’s walk through Sonic’s story. Where it came from, where it’s at, and why it’s quietly doing its own thing—maybe even surprising us. 1. From Fantom to Sonic: A DeFi Glow-Up Fantom was my playground once. Fast, chaotic, full of DeFi action. By 2024, it had faded. $FTM’s market cap (green) lingered at $1.5–2 billion, but Total Value Locked crashed to $60 million at the lows from a wild $7.7 billion peak. I felt that drop—things got quiet. While price did recover 2024, the TVL never caught up again. Sonic’s rebrand was a reset. Swapped $FTM 1:1 for S, launched mainnet in December 2024. TVL’s now over $585 million—growing so fast that I had to update this figure 4 times while writing. Market cap’s at $2.1 billion. Here’s the kicker: S jumped 35% in the last few days to $0.75. So obviously there are things cooking. 2. Ecosystem: Rebuilding the Vibe Fantom’s ecosystem hooked me — it was a DeFi mess, but my kind of mess. By 2024, it was a ghost town. Just a few staking protocols limping along. Sonic’s picking up where that left off. A $120 million fund’s nudging projects over. They’ve tossed a 200 million S airdrop pool to devs and users. Over 60 dApps are live now, with an Aave V3 deployment very likely to happen soon. Governance proposal seems to be in the final stages. Before Aave arrives, @SiloFinance is the undisputed lending platform on Sonic, also the protocol with the highest TVL at $190m. The DEX with the most recent traction is @ShadowOnSonic boasting almost $100m TVL (DefiLlama). The oldie @beets_fi (prev. on Fantom) seems to lack behind a little bit. It’s not the chaos I loved, yet. But it’s got that Fantom spark—needs time to catch fire. And shoutout to @SonicAssistant for consistently surfacing quality alpha across the network. 3. Technical Side: Speed Speed Speed Fantom’s speed played a large role on why its fun. Sonic’s doubling down on that. @AndreCronjeTech is very vocal about Sonic's speed capabilities, claiming a maximum theoretical TPS of around 400k calculation: ~ 5bn mgas / 0.6s blocktime / 21k transfer = 396825.3968253968 TPS Supposedly, the next Sonic consensus will bring a 2.04x average speed increase and 67.8% memory usage reduction, with plans for a further 3.1x VM throughput boost. Under the hood, Sonic's consensus doesn’t even run on traditional blocks. Andre Cronje’s laid out how it uses a DAG structure instead—a web where transactions stream and confirm peer-to-peer. A transaction locks in once 2n+1/3 of the network’s stake picks it up. That’s finalized, no ifs or buts. Here’s where it gets slick. That confirmation can happen in under 400ms—faster than most chains churn out blocks. For compatibility with wallets, explorers, and RPCs, Sonic spits out a block every ~600ms, but only after 2n+1/3 of the network agrees on the prior receipt. Andre calls this true finality. Unlike probabilistic or optimistic setups, Sonic’s RPCs are synchronous—when you get a 200 OK, it’s done, not just submitted. “That is guaranteed finality” Exchanges only need one block to trust it—Sonic and Avalanche are the only ones pulling this off. You will see this when depositing/withdrawing S 4. Tokenomics: DeFi-First Tune Sonic keeps Fantom’s 3.175 billion supply. 6% airdrop hit users and devs. It’s for fees, (delegation) staking—1 S to start—governance too. If you want to run your own node, you do need 500k S, quite high barrier to entry, but they did hint on lowering it. Fee Monetization’s the twist. FeeM hands devs up to 90% of their app’s network fees. Steady cash flow, no constant pressure for fundraising or financing. Likely one of Andre's developer aligned ideas, couldn't find any proof for that though. Half the supply’s off exchanges—could jolt prices. It’s not perfect, but it’s DeFi-first, not validator-heavy. Feels like Fantom’s spirit, refined. 5. The Sonic Way: DeFi, Done Right Sonic’s not chasing TON’s Telegram crowds—or Solana’s spotlight (not a good idea rn anyway). It’s sticking to DeFi, EVM roots, eyeing lending markets. It’s got that DeFi pulse I knew—just less loud. Sonic’s carving a lane, not shouting about it. Conclusion Sonic’s rebrand is Fantom’s next chapter. TVL’s rising, tech’s tight, ecosystem’s budding. S is climbing lately, dodging the altcoin slump. DApps are relatively thin still, but Sonic Labs is threading it together. Fantom was my DeFi crash course. Sonic’s picking up that baton—might run further than I expected. Worth a watch. You?

onboarding might be the most underrated marketing function in web3 right now. too many of us are focused on awareness while missing the critical moment when curious users actually try our products. i'm obsessed with this challenge: bridging the tech with marketing to create seamless user journeys. it's a constant work in progress, but it's worth it longterm. where we're hitting walls: - unclear paths to actual utility ("but what can I do with this?") - wallet integration without clear guidance ("why can't i see my balance? -> how do i add the network? ") - bridging anxiety ("will my funds arrive? when? at what cost?") - stablecoin confusion ("which one has the most liquidity -> is this native USDC or some wrapped version?") - documentation that reads like it was written for a PhD in CS these aren't just minor inconveniences - they're conversion killers. i've watched too many curious users bounce within minutes when they can't quickly understand how to extract value. importantly, they won't tell you about it. this becomes even more important for projects past their TGE. pre-TGE, users will tolerate friction because they're chasing potential airdrops or token appreciation. post-TGE? that patience evaporates. you're now competing for users who expect immediate value, not future rewards. your onboarding has to stand on its own merits. the opportunity in having opinions being "neutral" about ecosystem choices sounds fair, but often creates decision paralysis for users. projects that offer clear (or subtle) recommendations tend to create smoother pathways for new users, e.g. phantom on solana, arbitrums ecosystem page etc. while those prioritizing "complete flexibility" can inadvertently create barriers to entry for less technical folks. approaches that might work: - imagine yourself as new and clueless user and "try" your product - user journey mapping with both technical and marketing input - regular onboarding tests with non-technical users - "dumbed-down" content - good user guides - talking to your CMs/customer service/mods to see what problems users are encountering this requires marketing teams to develop deeper technical understanding, and engineering teams to prioritize user experience alongside technical excellence. the projects that thrive will be those that understand onboarding isn't just a technical handoff – it's a critical marketing function that deserves significant effort. this is exactly what i'm currently working on to improve @bounce_bit – trying to make the gap between technical excellence and user experience as small as possible.

Will @KaitoAI yap farming continue after TGE? We see Polkadot dropping $100k/month (6mo contract) for yaps. Other leaderboards likely similar. But the real driving force - the $KAITO airdrop - vanishes post-TGE. Speculation = gone. Let's be real: yaps = points. When key incentives dry up, why keep yapping? Why buy KAITO? Token utility still fuzzy: - Yu Hu hints at fee sharing to holders - "Dynamic fee switch" for profit share - $833/mo AI tool seems separate from token Tokenomics likely to follow the $HYPE playbook. But (especially social apps) we've seen this movie before - when incentives fade, activity drops (friendtech, farcaster). Kaito's got potential to keep momentum. Solid infra, real revenue streams. But history's a tough teacher - engagement follows rewards. Key to watch: Can they flip from farming to genuine value?

for anyone interested in blockchain analytics and catching onchain crime @zachxbt just published a huge list of tools he uses

Alright, I’ve been watching Sonic @SonicLabs I was active on Fantom back in the day— SpookySwap, dozens of tomb forks, riding the DeFi wave. It was a rush. So let’s walk through Sonic’s story. Where it came from, where it’s at, and why it’s quietly doing its own thing—maybe even surprising us. 1. From Fantom to Sonic: A DeFi Glow-Up Fantom was my playground once. Fast, chaotic, full of DeFi action. By 2024, it had faded. $FTM’s market cap (green) lingered at $1.5–2 billion, but Total Value Locked crashed to $60 million at the lows from a wild $7.7 billion peak. I felt that drop—things got quiet. While price did recover 2024, the TVL never caught up again. Sonic’s rebrand was a reset. Swapped $FTM 1:1 for S, launched mainnet in December 2024. TVL’s now over $585 million—growing so fast that I had to update this figure 4 times while writing. Market cap’s at $2.1 billion. Here’s the kicker: S jumped 35% in the last few days to $0.75. So obviously there are things cooking. 2. Ecosystem: Rebuilding the Vibe Fantom’s ecosystem hooked me — it was a DeFi mess, but my kind of mess. By 2024, it was a ghost town. Just a few staking protocols limping along. Sonic’s picking up where that left off. A $120 million fund’s nudging projects over. They’ve tossed a 200 million S airdrop pool to devs and users. Over 60 dApps are live now, with an Aave V3 deployment very likely to happen soon. Governance proposal seems to be in the final stages. Before Aave arrives, @SiloFinance is the undisputed lending platform on Sonic, also the protocol with the highest TVL at $190m. The DEX with the most recent traction is @ShadowOnSonic boasting almost $100m TVL (DefiLlama). The oldie @beets_fi (prev. on Fantom) seems to lack behind a little bit. It’s not the chaos I loved, yet. But it’s got that Fantom spark—needs time to catch fire. And shoutout to @SonicAssistant for consistently surfacing quality alpha across the network. 3. Technical Side: Speed Speed Speed Fantom’s speed played a large role on why its fun. Sonic’s doubling down on that. @AndreCronjeTech is very vocal about Sonic's speed capabilities, claiming a maximum theoretical TPS of around 400k calculation: ~ 5bn mgas / 0.6s blocktime / 21k transfer = 396825.3968253968 TPS Supposedly, the next Sonic consensus will bring a 2.04x average speed increase and 67.8% memory usage reduction, with plans for a further 3.1x VM throughput boost. Under the hood, Sonic's consensus doesn’t even run on traditional blocks. Andre Cronje’s laid out how it uses a DAG structure instead—a web where transactions stream and confirm peer-to-peer. A transaction locks in once 2n+1/3 of the network’s stake picks it up. That’s finalized, no ifs or buts. Here’s where it gets slick. That confirmation can happen in under 400ms—faster than most chains churn out blocks. For compatibility with wallets, explorers, and RPCs, Sonic spits out a block every ~600ms, but only after 2n+1/3 of the network agrees on the prior receipt. Andre calls this true finality. Unlike probabilistic or optimistic setups, Sonic’s RPCs are synchronous—when you get a 200 OK, it’s done, not just submitted. “That is guaranteed finality” Exchanges only need one block to trust it—Sonic and Avalanche are the only ones pulling this off. You will see this when depositing/withdrawing S 4. Tokenomics: DeFi-First Tune Sonic keeps Fantom’s 3.175 billion supply. 6% airdrop hit users and devs. It’s for fees, (delegation) staking—1 S to start—governance too. If you want to run your own node, you do need 500k S, quite high barrier to entry, but they did hint on lowering it. Fee Monetization’s the twist. FeeM hands devs up to 90% of their app’s network fees. Steady cash flow, no constant pressure for fundraising or financing. Likely one of Andre's developer aligned ideas, couldn't find any proof for that though. Half the supply’s off exchanges—could jolt prices. It’s not perfect, but it’s DeFi-first, not validator-heavy. Feels like Fantom’s spirit, refined. 5. The Sonic Way: DeFi, Done Right Sonic’s not chasing TON’s Telegram crowds—or Solana’s spotlight (not a good idea rn anyway). It’s sticking to DeFi, EVM roots, eyeing lending markets. It’s got that DeFi pulse I knew—just less loud. Sonic’s carving a lane, not shouting about it. Conclusion Sonic’s rebrand is Fantom’s next chapter. TVL’s rising, tech’s tight, ecosystem’s budding. S is climbing lately, dodging the altcoin slump. DApps are relatively thin still, but Sonic Labs is threading it together. Fantom was my DeFi crash course. Sonic’s picking up that baton—might run further than I expected. Worth a watch. You?

onboarding might be the most underrated marketing function in web3 right now. too many of us are focused on awareness while missing the critical moment when curious users actually try our products. i'm obsessed with this challenge: bridging the tech with marketing to create seamless user journeys. it's a constant work in progress, but it's worth it longterm. where we're hitting walls: - unclear paths to actual utility ("but what can I do with this?") - wallet integration without clear guidance ("why can't i see my balance? -> how do i add the network? ") - bridging anxiety ("will my funds arrive? when? at what cost?") - stablecoin confusion ("which one has the most liquidity -> is this native USDC or some wrapped version?") - documentation that reads like it was written for a PhD in CS these aren't just minor inconveniences - they're conversion killers. i've watched too many curious users bounce within minutes when they can't quickly understand how to extract value. importantly, they won't tell you about it. this becomes even more important for projects past their TGE. pre-TGE, users will tolerate friction because they're chasing potential airdrops or token appreciation. post-TGE? that patience evaporates. you're now competing for users who expect immediate value, not future rewards. your onboarding has to stand on its own merits. the opportunity in having opinions being "neutral" about ecosystem choices sounds fair, but often creates decision paralysis for users. projects that offer clear (or subtle) recommendations tend to create smoother pathways for new users, e.g. phantom on solana, arbitrums ecosystem page etc. while those prioritizing "complete flexibility" can inadvertently create barriers to entry for less technical folks. approaches that might work: - imagine yourself as new and clueless user and "try" your product - user journey mapping with both technical and marketing input - regular onboarding tests with non-technical users - "dumbed-down" content - good user guides - talking to your CMs/customer service/mods to see what problems users are encountering this requires marketing teams to develop deeper technical understanding, and engineering teams to prioritize user experience alongside technical excellence. the projects that thrive will be those that understand onboarding isn't just a technical handoff – it's a critical marketing function that deserves significant effort. this is exactly what i'm currently working on to improve @bounce_bit – trying to make the gap between technical excellence and user experience as small as possible.

Will @KaitoAI yap farming continue after TGE? We see Polkadot dropping $100k/month (6mo contract) for yaps. Other leaderboards likely similar. But the real driving force - the $KAITO airdrop - vanishes post-TGE. Speculation = gone. Let's be real: yaps = points. When key incentives dry up, why keep yapping? Why buy KAITO? Token utility still fuzzy: - Yu Hu hints at fee sharing to holders - "Dynamic fee switch" for profit share - $833/mo AI tool seems separate from token Tokenomics likely to follow the $HYPE playbook. But (especially social apps) we've seen this movie before - when incentives fade, activity drops (friendtech, farcaster). Kaito's got potential to keep momentum. Solid infra, real revenue streams. But history's a tough teacher - engagement follows rewards. Key to watch: Can they flip from farming to genuine value?