ArdoCC

There's now not a single date in 2025 where buying $BEETS and participating in #maBEETS has not outperformed holding $S. Early 2025 buyers could have actually doubled the value in $S. 1/2

We’ve submitted a new governance proposal on Sonic to address losses from the Balancer Composable Stable Pool exploit. The proposal reallocates 27,129,103 S from the remaining airdrop budget to LPs in the stS | wS and wOS | wS Beets V2 pools, calibrated to the scale of the impact. If approved, distributions would be made as locked Aave-boosted wS | stS positions with a 2-year cliff. This approach aims to reinforce long-term Sonic liquidity rather than add sell pressure. To further align Beets with Sonic over the long term, Beets commits to: • Burning S equal to 10% of protocol revenue generated on Sonic over 2 years • Allocating 10% of the Beets treasury (at the time of passing) to acquire and hold S over 2 years • Funding all development and audits required for implementation This proposal is an important step toward restitution and long-term network resilience. Full details here: sonic.discourse.group/t/27m-s-reallo…

At approximately 3:45 AM EST on November 3rd, 2025, the Sonic security team was notified of suspicious activity involving a potential exploit on the @Beets_Fi protocol. As a precautionary measure, the team deployed a safety mechanism planned to be implemented in an upcoming network upgrade. The following wallets have been frozen pending further investigation. We will be in close coordination with the Beets team moving forward. • sonicscan.org/address/0xf19f… • sonicscan.org/address/0x0453…

Exploit Update: The stS LST remains fully functional and has not been exploited. Operations (minting, staking, and unstaking) continue to function normally. Two Balancer v2 pools on the Beets DEX have been impacted — stS/S and stS/wOS. All v3 pools are unaffected. We are in communication with the @SonicLabs team and will provide verified updates here as soon as we have more information.

We’re aware of an exploit impacting Balancer v2 pools on Beets. Engineering and security teams are investigating with high priority. Please avoid depositing or interacting with v2 pools until further notice. We’ll share verified updates as soon as we have more information.

We're all anticipating Flying Tulip, but few realise that @beets_fi is likely to be the beta play → the picks and shovels that powers FT ✯ Beets is one of the few venues with FT capital allocation → $3.4M from the treasury ✯ Listed beside Aave, Kamino + Jito → this is a massive vote of confidence ✯ sftUSD sources yield from delta-neutral strategies So as @flyingtulip_ ftUSD adoption grows → Beets’ role expands as the routing layer moving Sonic yield ✯ As Beets powers stS and loopS mechanics → it compounds Sonic’s staking yield into the composable foundation Flying Tulip depends on A $3.4M slot may seem small, but it signals strong trust and validates Beets as a key part of the yield backbone

The $PAL to $TREVEE token migration is LIVE! Following Paladin’s rebrand to Trevee & governance proposals, this aligns the product & token with a simplified tokenomic: staking, buybacks, & excess revenue distribution. Let's dive 🧵👇

The $TREVEE Token is available to trade on: 🟠 @beets_fi (Sonic): 🔗 beets.fi/pools/sonic/v3… 🟢 @lithos_to (Plasma): 🔗 lithos.to/pools/deposit?… 🔵 @Uniswap (Ethereum): Coming soon.

@franz_ns Just to add here, the graph would look the same with any other % as well, just the specific corresponding S values shown on the graph are calculated based on 0.1% #maBEETS position.

This graph assumes that you keep your position at 0.1% of total supply which is only possible with the very small inflation of beets

@beets_fi is a prime Fantom/Sonic example of "Beware of an old man in a profession where men usually die young". Here since 2021 and stronger than ever. Description of the graph/data can be seen in the previous update: x.com/ArdoCc/status/… 2/2

There's now not a single date in 2025 where buying $BEETS and participating in #maBEETS has not outperformed holding $S. Early 2025 buyers could have actually doubled the value in $S. 1/2

Paving the path to progress. Sonic Summit feels like a lifetime ago now, but its impact is only beginning to unfold. Here’s a look back at what we built and where it's taking us next! 👇🧵

Every new design reveals what the future values. Flying Tulip's ftUSD marks a shift toward stablecoins built on real yield, composability, and decentralization. Sonic’s yield layer is quietly becoming a foundation for low-risk, sustainable DeFi.

AFAIK no other Sonic ecosystem token can boast similar holder performance, $BEETS has been here since 2021 and continues to thrive. Data can be seen here: docs.google.com/spreadsheets/d… 3/3

Example of an user acquiring 0.1% #maBEETS on 1st March: Initial cost: ~16,200 S Current position value: ~24,900 S Claimed rewards: ~6,400 S Cost of maintaining 0.1%: ~1,100 S Total gain: ~14,000 S (~142% APR in terms of S value) 2/3

#maBEETS from @beets_fi has outperformed holding $S throughout 2025 For any date, this chart shows the cost of acquiring 0.1% position vs the current total value of such position + claimed rewards If user entered when yellow line > 0, then they're in profit vs holding $S 1/3

IYKYK

"In a gold rush, sell picks and shovels" 🛑A new gold rush era is upon us: following the GENIUS Act, $18T were settled in stablecoins in 2025, surpassing Visa and Mastercard Here is why @beets_fi is positioned to provide the picks and shovels powering the next era of institutional settlement: ✅Institutions need a compliant productivity layer → DATs and ETF inflows become stS (staked $S), turning Sonic’s raw throughput into yield-bearing assets institutions can hold without volatility → Beets will provide transparency. The Ultra Sonic Money dashboard aggregates flows, validator data and yields into an auditable view institutions can trust Real time transparent reporting is a compliance requirement mentioned in the GENIUS Act ✅ Settlement volume must compound into value → Beets’ treasury buybacks already exceed emissions, so rising activity creates $BEETS scarcity instead of dilution → $loopS recycles leveraged stS into validator growth, ensuring Sonic’s network security scales with institutional adoption ✅ Institutions require composability and liquidity → As Balancer’s team/partner, Beets enables efficient swaps across LSTs and RWAs, embedding Sonic into tokenized asset flows → Wintermute-backed liquidity ensures large institutional trades settle seamlessly, while Sonic-maxi alignment locks Beets as the default rail infrastructure

In this new era for @SonicLabs I fully expect @beets_fi to be one of the big winners. $BEETS is always at the top of my list for assets available right now on Sonic that has incredible potential. If Sonic succeeds and gets to where it needs to be then backing the company running the largest LST for it is a no brainer. Plus that’s just one single part of what they do there is much more to them than just a LST and DEX as you can see below 👌

I'm biased, but I firmly believe the Beets team is the most overlooked group of gigas in the entire DeFi space. Ninjas who continue to execute no matter the market. Proud to step into the next stage with them. Watch this space.