SUI (SUI)

Sui’s 6M+ TPS experiment sounds pretty crazy, but the part that makes me think more is how AI agents change the scaling problem. We see many chains today are still benchmarked around human behavior. But agents will not behave like that. They can run continuously and create thousands of small actions in the background: pricing, routing, paying, negotiating, updating, coordinating. That is a very different kind of onchain demand. So I like how Kostas (Co-founder of Mysten Labs) showed that Sui is getting ready to power AI agents, handle payments, and support real-time applications here. The next race in blockchains may be about who is ready for agent-driven app activity at scale 🔼

🧵 $SUI Thread - One of the strongest Layer 1 ecosystems heading into the next crypto expansion? Most people focus on price. The smartest investors focus on where the builders, users, and capital are going. And one ecosystem continues to stand out: $SUI Here’s why I believe Sui could become one of the biggest Layer 1 winners of this cycle. 👇 1/ Crypto needs blockchains built for the next billion users. Mass adoption won’t happen if networks are: Slow Expensive Difficult to use Hard to build on The future belongs to chains that make blockchain feel invisible. That’s exactly the vision behind Sui. 2/ What is Sui? Sui is a next‑generation Layer 1 blockchain designed for: ✅ High throughput ✅ Low latency ✅ Low transaction costs ✅ Developer‑friendly applications ✅ Consumer‑scale adoption Its goal isn’t simply to compete. It’s to make Web3 usable for everyone. 3/ Speed changes everything. Users expect instant experiences. Nobody wants to wait for transactions. Sui was engineered for: ⚡ Fast execution ⚡ Rapid finality ⚡ Smooth user experiences That makes it attractive for: Gaming Social applications DeFi Payments NFTs AI‑powered apps 4/ Scalability isn’t optional anymore. As adoption grows… Most blockchains become congested. Higher fees. Slower confirmations. Poor user experience. Sui was built with scalability in mind from day one. That’s a huge competitive advantage. 5/ Developers build ecosystems. No developers. No applications. No users. Sui focuses heavily on developer tooling and infrastructure. The easier it is to build… …the faster an ecosystem can grow. Every successful blockchain follows this pattern. 6/ User experience matters. Crypto still feels complicated for many people. Wallets. Gas fees. Complex onboarding. The next wave of adoption will favor chains that reduce friction. Sui has consistently emphasized making blockchain applications easier to use. 7/ Capital follows innovation. The biggest opportunities often appear where: Technology improves Developers build Communities grow Liquidity follows Infrastructure projects that continue shipping through market cycles are often the ones investors revisit when sentiment improves. 8/ The ecosystem continues expanding. A blockchain isn’t valuable because of its logo. It’s valuable because of what gets built on top of it. Every new application… Every new developer… Every new user… Strengthens the network effect. That’s what long‑term ecosystems are built on. 9/ This cycle is about more than memes. Memecoins create attention. Infrastructure creates longevity. The market always rotates toward projects with real utility. Sui sits at the intersection of: Layer 1 infrastructure Consumer applications Gaming DeFi Digital assets That’s a powerful combination. 10/ The AI narrative is growing. Artificial intelligence is becoming one of crypto’s biggest themes. As AI agents, decentralized applications, and on‑chain automation evolve… Scalable infrastructure becomes even more important. High‑performance blockchains are positioned to benefit if that trend continues. 11/ Adoption compounds. Growth isn’t always linear. Sometimes ecosystems quietly build… Then reach a tipping point. More builders attract more applications. More applications attract more users. More users attract more liquidity. Network effects can accelerate quickly once momentum builds. 12/ Why I’m watching Sui closely. Because it combines several important qualities: 🔹 High performance 🔹 Scalability 🔹 Low fees 🔹 Fast user experience 🔹 Growing ecosystem 🔹 Developer focus 🔹 Long‑term infrastructure vision Few narratives are stronger than technology plus adoption. 13/ Markets reward execution. Hype fades. Execution remains. The projects that consistently deliver tend to stay relevant across multiple market cycles. Building during quieter periods often positions ecosystems well when broader interest returns.

Two years ago, both were "Ethereum killers." Today, $SUI and $AVAX sit at almost exactly the same market cap (~$2.8B each), both ~85% below their highs, both with communities that refuse to leave. They've stopped chasing ETH. Now they're fighting each other for the same seat: the next big L1 after Ethereum and Solana. So we ran the numbers. ⬇️ 1️⃣ Metric 1 - Real throughput (not the marketing number) Everyone quotes peak TPS. Nobody quotes what's actually running. Live right now: SUI: ~24 TPS AVAX: ~37 TPS The headlines? SUI "6M TPS" : an off-chain tunnel demo, not base-layer settlement AVAX "4,500 TPS" : theoretical The live numbers are much farther from the theoretical numbers. 2️⃣ Metric 2 - Speed where it counts Where both genuinely beat Ethereum: SUI: ~0.09s blocks, sub-second finality AVAX: ~1s blocks, ~1–2s finality SUI is the faster machine on paper. AVAX is close enough that users won't feel it. 3️⃣ Metric 3 - The crowd vs. the whales (this is the real story) AVAX has the users. SUI has the capital. Daily active users: AVAX ~586K vs SUI ~66K ( nearly 9x ) But TVL is basically even: AVAX ~$459M / SUI ~$423M Do the math on capital per user: SUI ~$6,370 AVAX ~$783 ~8x denser. AVAX is broad and thin. SUI is small and capital-heavy. Two totally different bets on what an L1 is for. 4️⃣ (Metric 3 cont.) - Money depth Same pattern in liquidity: Stablecoins: AVAX $1.51B across 37 coins vs SUI $480M across 7 30d DEX volume: AVAX $1.88B vs SUI $1.17B AVAX has the deeper, more mature money base. SUI's liquidity is younger and more concentrated with higher ceiling, less proven. 5️⃣ Metric 4 - Reliability (the stat TPS posts hide) We all know what SUI went through in May with 3 outages totaling over 15 hours. AVAX's uptime during the same time was clean. Staying up for an L1 is as important as water for fish. (or something of that sort) 6️⃣ Price action - the last 2 years Both got humbled: SUI: ~$0.78 → ATH $5.35 (Jan '25) → ~$0.71 today. Down ~75% on the year. AVAX: ~$38 (mid-'24) → $12 (end '25) → cycle low $5.68 (June '26) → ~$6.5 now. Down ~65% on the year. Different timelines, same ending: near cycle lows, waiting for a reason. 7️⃣ 2026 so far Both bled on TVL, fees and price YTD. One divergence worth watching: AVAX's DEX volume held up (~-18% YTD) while SUI's fell hard (~-70%). Trading stuck around on AVAX even as capital shrank. SUI's counter: native stablecoin USDsui, $1T+ cumulative stablecoin volume, institutional integrations and developer growth ranked 2nd among major L1s in 2025. ✦ What to expect going ahead The cleanest tell is dilution: SUI FDV $7.14B vs $2.89B mcap : ~60% of supply still to unlock. Real overhang. AVAX FDV $3.02B ≈ $2.81B mcap : basically fully diluted. What you see is what you get. NGL, these are the closest we've ever compared two projects here and its just a matter of choice - whether you are team @SuiNetwork or team @avax . We here at Our Crypto Talk are team whatever wins. 🤷‍♂️

Short update on SUI, BNB & Gold. 👇 All three setups have now reached their first structural target zones. 📈 SUI I've already taken partial profits here. Now it depends on whether bulls can defend the blue trend reversal area and break above the yellow resistance zone. 📈 BNB I missed the trade, but the setup was also cleanly executed. The same applies: the white trend reversal area must hold and the yellow resistance zone be overcome for bulls to take control. 📈 Gold The first target was also reached here and I took partial profits. The market responded precisely at the target zone. Now the key is whether gold can retake the yellow correction level while defending the blue support area. Important: For SUI and BNB, the bearish counterstructures remain active. As long as the yellow resistance zones are not sustainably broken, lower price targets remain fundamentally in place from the bears' perspective. Bulls now need to show they can do more than just a technical counter-move. As always: taking profits is not a weakness. Partial profits create flexibility and remove emotions from trading. If these market updates help you, feel free to leave a 🧡, share the post and follow me for daily analyses of Bitcoin, Altcoins, Gold and the financial markets.

During a bear market, if you don't work hard, your mind wants to earn big airdrops while your body lies in bed scrolling TikTok—can such a person truly make big money in a bull market? The same principle applies to companies; those that continue to strive in a bear market are certainly not lazy couch potatoes. The SUI chain is booming. @Talus_Labs, together with the Sui Foundation and Dubai‑based Cicada Capital, co‑hosted the first accelerator, with over 50 teams worldwide participating. First place: @superstakefun An AI‑powered gaming and prediction platform Second place: @agamafinance RWA credit infrastructure Third place: @NoodlesFi AI trading project The organizer Talus has been quietly building infrastructure for AI agents to operate autonomously on‑chain. I have extra anticipation and attention. The sweat shed in the bear market will become the harvest when the bull market arrives. Respect to every person who works hard 🫡

$SUI The broader structure still favors a larger recovery from the major Fibonacci support zone between $0.50 and $0.65, although the rebound has remained weak so far. Leading Scenario: The preferred view remains that SUI is developing a larger wave 4 recovery from support, with the first major resistance located between $1.02 and $1.71. Risk Scenario: Alternatively, the current bounce may only be corrective, allowing for one more low before the larger correction completes. Key Support Levels: $0.50-$0.65 Key Resistance Levels: $1.02-$1.71 Bottom Line: SUI remains at a key support area, with the next larger move likely deciding between a broader recovery and another decline. If you enjoy these updates and would like to receive regular market intelligence, macro insights, technical analysis and key market levels directly in your inbox, consider joining the free MCO Intelligence Newsletter. Thousands of readers already use it to stay informed on the markets. Sign up here: https://t.co/4Qasnfp2Sp