Sonic should be the second Solana L2 I have come into contact with. The existence of L2 itself is to expand the capacity of L1.

However, Solana’s performance itself does not have such major defects as Ethereum, so there may be certain doubts about the rationality of the Solana L2 track.

I think that compared with the L2 solution that focuses on capacity expansion, focusing on applications would be a more reasonable explanation for Solana L2.

This is also the reason why there are so many RaaS solutions now, and the trend of application chain is bound to come.

Considering Solana L2 as an application chain, the starting point is definitely to take advantage of Solana's liquidity while doing more on its own token economy.

SonicSVM @SonicSVM In my previous article, I also mentioned that its direction is more focused on the gaming field.

-SonicX

Moreover, SonicSVM has launched the TikTok mini-program application SonicX, and has also announced that it will target TikTok users for airdrop snapshots in the future.

Additionally, it provides a framework at the same time as launching applications, abstracting the complexity of prior blockchain knowledge for developers interested in publishing game mini-programs on TikTok, allowing for easier deployment of applications on SonicSVM and TikTok.

In this positioning, the logic is somewhat similar to TON's relationship with Telegram.

➠ At this stage, the publicly available market information indicates that three rounds of financing have taken place, with the last round of primary market valuation reaching one hundred million dollars. After the secondary listing, the FDV is conservatively estimated to be over five hundred million.

-HyperGrid

At the same time, among the three technical solutions shown in the figure, Rush ECS also mentioned that it is a convenient toolset for game developers, while the HyperGrid Framework is similar to the RaaS solution of OP Stack.

A framework dedicated to one-click issuance of L2 in the Solana virtual machine (SVM) ecosystem, similar to OP Stack for Optimism.

HyperGrid can achieve compatibility and interoperability with Solana, allowing current on-chain applications on Solana to be seamlessly deployed in the future Solana L2.

This allows Rollup to benefit from the services and liquidity of the base layer L1.

  • (As I write this, I think of a question: perhaps we will encounter a Solana L2 war in the future, just like the one we are currently facing on Ethereum.)

What surprised me is that Injective has already built a Solana L2 based on this framework, which I had not noticed. It is possible that mature applications on Solana will also begin to develop in this direction in the future.

➠ It is possible that the trend of application chains will begin to emerge in the Solana ecosystem (it should be noted that the application chain itself will not have an impact on existing on-chain applications, but may differ in development stages and focuses for a particular application).

Finally, the point is: Does Solana need L2?

From the perspective of expansion, it is somewhat redundant on Solana, but in the future, these mature applications may want to further iterate their token rights, which could lead to development in this direction.

➠ Final summary: SonicSVM = Solana version of OP Stack + gaming L2 + TikTok version of 'TON'?