DeFi Alpha 🧠🧲🎩

I was busy over the weekend, but still wanted to write something about $FTM - @FantomFDN . One of the OG blockchains that held expectations similar to @solana is @FantomFDN , which has yet to significantly perform although developers are still "cooking." I believe #Fantom is a compelling choice for investors looking to tap into the early phase just before a bullish trend begins A brief history of $FTM: » Fantom initiated the #DeFi Summer bull run cycle from 2020-2022 TVL increased >10x from $700M to $7B within 6 months During the DeFi Summer, TVL was a key indicator » Andre Cronje Effect - Pioneer of DeFi ideas: Solidly ve(3;3) → Today, the success of Velodrome (OP) and Aerodrome (Base) continues to resonate ve(3;3) model Boosted weekly Volume up to ~$6B, with TVL continuing to grow additional 2x Below are my bullish theses at the current moment: → @FantomFDN is developing a new Layer1 called Sonic Network $FTM → $S with a ratio of 1:1 New Airdrop Part of the a narrative After Sonic officially launches its mainnet, the development team is expected to introduce improvements such as: [1] Implement Sonic Rollup The project plans to deploy Sonic Rollup, a key component in the validator, to completely decentralize the bridge. Sonic's consensus mechanism is Sequencing Layer, which provides fast, secure, and convenient usage, while significantly reducing fees and confirmation times. [2] Support for Staking and Liquid Staking The project plans to simplify Staking so that the APR no longer depends on the lock-up period but instead applies a fixed 14-day unlock period. This will open up a $1B+ opportunity for LST Token, significantly increasing DeFi and TVL activity. [3] Funding program The project will continue to expand and accelerate Sonic Labs' funding program for projects in fields such], as GameFi, DeFi, SocialFi, AI,... [4] Airdrop campaign The project will launch a large Airdrop campaign for Opera network users. [5] Introducing Supersets When Sonic is active, Supersets will not be activated; they are scheduled for a soft-Fork upgrade at the end of 2024. Superset will increase the performance of FVM. [6] Parallel FVM Professor Bernhard Scholz and team will integrate parallel execution features into FVM to significantly increase Sonic's performance. TPS recorded on testnet is >2000 and completion time under 1 second Speed surpassing Solana, but of course needs validation on mainnet [7] Scalability through ZK technology Andre Conje will continue his research on off-chain execution and on-chain verification to scale the network through ZK technology. [8] Stablecoins For both Opera and Sonic, stablecoins are an essential ingredient for DeFi success. The project will launch Fantom's own stablecoin in the near future. [9] Phantom Witnesses Reduction in Selling Pressure Fantom’s supply on CEX has declined steadily since it climbed to a year-to-date peak of 674M on April 4. Since then, it has fallen by 5%. This may be because investors are moving their holdings away from exchanges into private wallets for long-term holding. This move is often considered a bullish signal because it leads to a drop in selling pressure. The reason for this is simple: with fewer coins available for sale on exchanges, there is less downward pressure on the price, potentially driving up an asset’s value. I believe $FTM will be bullish in the long term.