
muerehte
81 posts








这次kelp事故,损失最大不是aave,也不是kelp,而是layerzero,只是它太短视了,看不到整个事件的本质到底是什么。 这个事件的本质不是证伪了L2(假L2就算了),而是证伪了跨链桥。 关于是否证伪L2这个事情,后续会说下,为什么L2叙事不受影响。














Q2 2025: Sonic Quarterly Wrap-Up. A quarter of progress through tough macro headwinds as BTC dominance pushes >64%. Covering results of our Q2 targets: - On the institutional front, we secured a strategic $10m investment from Galaxy and supported the launch @sonic_strategy (third-party) which is moving fast into US and Canadian markets. We continue to push hard to position Sonic at the intersection of TradFi and crypto as these worlds converge. - FeeM adoption continues. We now have ~200 Apps in the program which is a great sign. Although no App surpassed 500k S yet and the total earnings remain just under 2m S (~1.7m S today). After direct conversations with builders, I'm confident the launch of Dynamic Fees (letting devs set their own gas prices), will unlock FeeM's full potential. Some strategies we've heard from devs to increase their revenue through the dynamic fees and FeeM have been very encouraging. Network growth markers remain strong: - Over 200,000 contracts have now been deployed (at ~100,000 last quarter). - A new onchain ATH TPS was achieved again reaching 2,325 tx/s (1,542 was previous quarter). @chainspect_app - Cumulatively, the network has now processed >110 million transactions. - TVL has come down to $580m, to be expected in change of macro sentiment and lining up with our reworking of the Season 2 airdrop to target revenue/loyalty over bloated vanity metrics. More highlights from Q2 include: - Native USDC live (including multiple CEX listings and more lined up) - Coinbase listing of $S - Successful Sonic Summit @ Vienna (watch Bernhard talk if you haven't already here youtube.com/watch?v=OHyPRG…) - Amazing new content coming from @miumiuqin Looking forward to Q3: We are focusing on App revenue and user loyalty with the Season 2 airdrop design. Big shoutout to @YJN58 for driving the strategies around this shift. Investing within our ecosystem (You may have seen a small start to this onchain) and finding more Sonic builders to dominate the entire industry. There are a lot of amazing teams out there! Expanding east into Asia markets with our upcoming Korea events this month and our Sonic Summit Singapore event later this year. Testing optimal revenue models with FeeM and Dynamic Fees for builders. (Update coming soon). More distribution points for the network (onramps / Sonic stablecoin CEX listings and tradfi exposure) We're getting weeks' worth of progress in days at the current pace. Shoutout to @michaelfkong and @SonicAssistant and the entire team for the non-stop grind. Sonic is the platform to make your App succeed.




State of @SuiNetwork Q1 Key Update: Sui ecosystem expands rapidly across DeFi, gaming, and institutional adoption, solidifying its position as a rising star among Layer-1 blockchains. QoQ Metrics 📊 • Daily DEX volume ⬆️ 14.6% to $304.3M ATH • Sui climbed to 13th largest crypto by market cap • Ecosystem expanded access to 100M+ users Read the full report ➡️ messari.co/43M0eRf












