➥ Four Chains. One Engine. The SVM Revolution. EVM built the logic for crypto but not the speed. SVM adds parallel execution that scales transactions without slowing the chain. Here’s a comparison of major SVMs in our 30s report 🧵 —  —  — ► What are SVMs SVM (Solana Virtual Machine) powers @solana’s high throughput with parallel execution. It processes multiple transactions simultaneously instead of sequentially, enabling sub-second finality. The SVM Collective, formed by SOON, Solayer, and Sonic, is an alliance of SVM-based chains that share infrastructure, tooling, and research to expand Solana’s architecture beyond a single network. ➤ Let’s look at the major SVM projects leading this shift ▸ @soon_svm ▸ @solayer_labs ▸ @SonicSVM ▸ @fogo — ► SOON SOON ( $SOON ) is a modular L2 built on the SVM that extends Solana’s speed to other chains via the OP Stack. ➤ Key Highlights ▸ Decouples SVM from Solana’s consensus for cross-chain deployment ▸ Uses Kailua ZK proofs for finality and security ▸ InterSOON bridges link @solana, @BNBCHAIN, and @ethereum ▸ Localized fee markets prevent network congestion ▸Backers: - @jump_ - @hack_vc - @ambergroup_io - @hypersphere_ - @snzholding ➤ Architecture Runs a sequencer-based PoS-lite design that executes batched transactions through the SVM’s Sealevel runtime. Separates execution from consensus for modular scaling, with OP Stack enabling Ethereum settlement. As part of the SVM Collective, it supports shared tooling and cross-chain infrastructure. — ► Solayer Solayer Labs ( $LAYER ) is a hardware-accelerated L1 built on SVM designed for high-speed finance and infinite scalability. ➤ Key Highlights ▸ Powered by InfiniSVM, a hardware-optimized runtime using RDMA and InfiniBand ▸ Supports 1M+ TPS with 1 ms confirmations through multi-executor processing ▸ Products: - $sSOL (staking asset with MEV rewards) - $sUSD (auto-rebasing stablecoin with RWA backing) - Emerald Card (on-chain spending, ~4 % yield) ▸ Backers: - @polychaincap - Hack VC - @RaceCapital ➤ Architecture Uses a multi-executor model that parallelizes transactions across hardware threads via RDMA and FPGA acceleration. Its proof-of-authority-and-stake consensus ensures low latency and censorship resistance with Solana fallback. As part of the SVM Collective, Solayer serves as a decentralized cloud layer for finance and restaking. — ► SonicSVM SonicSVM ( $SONIC ) is the first atomic SVM chain built for sovereign game economies and programmable attention markets. ➤ Key Highlights ▸ Runs on HyperGrid, enabling 0.4s block times and 100K+ TPS capacity ▸ Introduces the Attention Capital Market (ACM) model that tokenizes engagement signals ▸ Guardian Nodes verify user activity and prevent bot manipulation ▸ Raised funding: $12M seed + $10M partner fund ▸ Backers: - @BITKRAFTVC - @galaxyhq - @mirana - @joinrepublic - @DWFLabs - @BigBrainVC ➤ Architecture Sonic integrates EVM-compatible development with SVM execution, settling directly on Solana. Its HyperGrid framework allows concurrent scaling for gaming and high-frequency apps. The ACM model aggregates on-chain and off-chain actions into epochs, computes attention scores, and distributes rewards transparently. — ► FOGO Fogo is an independent SVM Layer 1 powered by the @jump_firedancer client, optimized for real-time trading and institutional-grade performance. ➤ Key Highlights ▸ Runs the pure Firedancer validator stack built by Jump crypto for maximum throughput ▸ Achieves 40 ms block times with bandwidth-optimized consensus ▸ Uses multi-local zones that rotate validators geographically for sub-ms latency ▸ Backers: - @cmsholdings - @tarunchitra - @cobie - The Echonomist - @lawmaster - Big Brain Collective - @kaiynne ➤ Architecture Uses a C-based Firedancer client optimized for parallel execution and low latency. Its multi-local consensus groups validators geographically, minimizing delay and improving decentralization through zone rotation. Independent from the SVM Collective but fully compatible with Solana’s runtime and tooling. — ► Wrap-up Four projects are re-engineering the Solana Virtual Machine in distinct ways. All use SVMs’ parallel execution but focus on different goals: ▸ SOON → Modular rollups across chains ▸ Solayer → Hardware-accelerated finance ▸ Sonic → Gaming and attention economies ▸ Fogo → High-frequency trading Together, they show how SVM has evolved from one chain into an entire high-performance ecosystem.

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