seg.sonic

feels like a good time to seriously rethink how operating systems and user interfaces are designed (also the internet; there should be a protocol that is equally usable by people and agents)

Respect for the transparency. You’re hitting on challenges we’ve seen businesses at your scale run into when real-world traffic meets the blockchain. Our team has been heads-down with leaders across the space on how an L1 can fine-tune the execution environment around what serious apps actually need: settlement certainty, predictable costs, and business-specific tooling. Polymarket is the clearest example of a system that needs web2 reliability on web3 rails. Quick thoughts from the chain side: Latency: Sonic finalizes in ~500ms, deterministically. No probabilistic confirms, no reorgs. Your “near-instant” target is already reality on an L1 stack. ~10k TPS sustained, sub-second single-slot finality, ~$0.0001 average fees. Chain migration: Doors are open, and we’re actively making bespoke improvements for serious teams. Most chains slow down as throughput climbs; Sonic is designed to get faster under high load. Cancelled transactions: At your scale, this is a throughput and execution problem. Sonic’s headroom removes the congestion vector. Deterministic finality removes the reorg vector. Your CLOB shouldn’t be dropping orders because the chain can’t keep up. Cheap gas, instant finality, battle-tested uptime, and native USDC are default. Prediction markets need reserved capacity for market makers, gasless user flows, protocol-native atomic batching, and app-critical transactions that still land when volume spikes. Would love to compare notes with your tech team on what Polymarket’s real-world throughput has taught you, and where we can build to support it. DMs open 🫡

So many new building blocks required to get here onchain. You can do this strategy with active management (in a limited fashion onchain), but no passive options, so we had to first rebuild an issuance / settlement layer (ftUSD), that can then feed into a margin based lending system (LTV based doesn't work here), with onchain RFQ for fillers, all just to enable a passive way to scale this trade. Bit more hardening and we can scale up leverage and caps. At scale this does ~8%-12% on USDC/USDT.