K A L E O
Crypto Market Analyst, Co-Founder of LedgArt, Public Investing Journal
Paying network fees in stablecoins on Slush swaps removes another obstacle to Sui's growth. Free peer-to-peer stablecoin transfers were already available; now users can pay fees in the cash-like asset they are using, without first obtaining a different currency. That simplicity matters for both AI agents and users unfamiliar with crypto. x.comÂ
Sui's verified throughput tackles the speed objection, one of the biggest barriers to crypto as rails for agentic finance. Per Sui Network, its native tunnel benchmark reached 40.33 million sustained TPS, independently verified by CertiK. Autonomous AI growth feels close to exploding into a major crypto narrative over the next few years, and Sui is building infrastructure for it. Be more bullish on Sui. x.comÂ
Sui's growing native stablecoin circulation can fund further ecosystem growth. USDsui, issued by Stripe's Bridge, reached a record $80 million in circulation, up 20.5%; revenue flowing to SUI is reinvested into the ecosystem, so more adoption means more resources for growth. x.comÂ
Stripe's Bridge launching USDsui plugs Sui into payment distribution rails, a payment thesis the market is underpricing. Sui's sub-second finality, parallel execution, object-centric state and low-latency stablecoin transfers make it payment-grade infrastructure, not just a fast chain. Payments create recurring demand from merchant settlement, cross-border flows, wallet balances and embedded finance rather than mercenary TVL, and Stripe owns one of the internet's largest distribution surfaces. … Show more
Sui is quickly becoming a ghost chain despite strong technology, because terrible token economics and founder greed hold it back. Over six months, chain fees fell 90%, TVL 70%, DEX and perp volume over 90% and daily active addresses 85%, while market cap fell only about 50%. Cheaper gas explains some of the fee drop but not the combined decline. Founders control the unallocated supply, giving them over 80% of tokens. Sui should chase trading and DeFi, crypto's best product-market fit. x.com … Show more
Growing stablecoin payments and business adoption position Visa, Mastercard, Coinbase, Circle and PayPal for a massive shift in global payments. Stablecoins are moving from crypto speculation into real-world financial infrastructure; payments reached $482B year to date, up 45%. Autonomous AI-agent transactions may be the next frontier. x.comÂ
Sui's native USDC transfers could draw liquidity into its DeFi ecosystem by avoiding wrapped-token and bridge-pool risks. Circle's CCTP V2 connects Sui with 29 chains; Samsung Wallet integration could widen access to nearly 82 million devices in North America. Grayscale's added Anchorage custody may ease institutional concerns, while parallel execution and growing stablecoin activity support on-chain use. x.com x.com x.com x.com x.com x.comÂ
Sui's network shutting down four times in 48 hours is just not good for the token. @krugman87 calls its price action the most bearish setup among dozens of charts tracked, with invalidation around $1.45 and otherwise a risk of falling off a cliff and heading much lower. x.comÂ
SUI looks good here as the Samsung Wallet partnership to bring USDC onto Sui could widen payment access, while Sui's claimed 40 million TPS capacity could handle global fiat payment volume. After Basecamp's announcements, more smart capital is expected to flow in, though that remains a forecast. x.com x.comÂ
Circle still benefits from the large stablecoin trend and USDC's utility for businesses and users, so early AI-agent cash recommendations are no reason to turn bearish. Mizuho cut its target to $43 and sees a 10-20% reserve-revenue hit after sampled agents favored insured, higher-yield options over USDC. Few people let agents manage their money, and those who do are not a large share of USDC holders. Agent-only stablecoin payments may be overhyped. x.comÂ
Tokens with real value capture, disciplined supply, usage-driven demand and holder alignment are worth owning; narrative tokens without them are tactical trades. Bitcoin and Ethereum stay the core, with Aave, Pendle, Bittensor and Virtuals also held; Virtuals is a higher-conviction AI pick at the center of a growing agent economy, though its value capture must improve. Arbitrum, Sui, Avalanche, Chainlink and Uniswap act like leveraged beta, with no floor when liquidity leaves. x.comÂ
Sui is going to $13 as it evolves from a Layer 1 into an internet liquidity layer and could overtake Ethereum in 2026 as a global financial settlement layer. Its Hashi protocol unlocks bitcoin financialization, it aims to be the native home for AI agents, and its token economics are closed-loop. The ex-Meta engineering team balances privacy and compliance. x.comÂ
