@maddisona
Fantom's Lachesis Consensus: Investment Analysis
Lachesis Overview: Fantom's DAG-based aBFT consensus enables >10k TPS and sub-second finality, powering scalable DeFi via Sonic upgrade.
Investment Potential: High scalability attracts DeFi devs; Sonic boosts efficiency, targeting $1+ FTM by 2025 end amid ecosystem revival. TVL dipped to $8.5M in Oct 2025 from 2024 peaks, signaling rebound opportunity if inflows rise.
Risks: Low TVL reflects adoption lag vs. Ethereum/Solana; volatility, competition, regulatory hurdles loom.
Market Outlook: Bullish with DeFi TVL recovery; FTM could hit $0.80–$1.00 by late 2025.
Strategy: DCA 20% allocation below $0.20; exit at $1.00. Framework: Track TVL growth (>20% QoQ), Sonic metrics (TPS/usage), FTM/MCAP ratio; rebalance quarterly.