Sui's on-chain activity is strengthening, supporting its upward trend, though crowded retail longs and net-short top traders complicate the setup. Daily transactions reached 51.8 million, up 15%, and Samsung Wallet is set to go live on Sui in late October. A close above $1.078 could open $1.13; rejection near $1.07 could send SUI back to $1.00. x.com 

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.com 

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

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.com 

Injective could attract repeat traders and generate fees to support INJ buybacks and burns as it adds markets and trading tools. SICI is live for trading GPU rental prices; options for SICI, US indexes and commodities are on testnet, and developers can build options apps on the same infrastructure. BDACS is working to bring KRW1 settlement to its RWA markets, subject to regulatory approval. INJ deserves a place on the watchlist. x.com 

NEAR can never be money, so any monetary or privacy premium ascribed to the token will flow to permissionless neutral protocols like Zcash and, to a lesser degree, Monero. NEAR's freezing of funds from the Bitget hack was the right business decision, but it shows that programmability creates governance surface area that is antithetical to money. The NEAR chain made about $150k in 30 days, Intents $1.7M and perps $61k, an insane multiple for something that isn't money. x.com  x.com  x.com 

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.com 

Sui's supply is tightening as real-world use grows. Nasdaq staked 108.7M SUI overnight, locking 2.7% of total supply at once, and Paga partnered with Sui to bring crypto payments to millions of users. The spot ETF is live and big investors are buying more, yet even after a 25% jump SUI remains 78% below its all-time high. x.com 

Celestia's TIA, Sui and Sei look like coins whose inertia is dragging them toward zero, making them ones to avoid even for a heavy mean-reversion trader. Other assets, by contrast, have neutral or slightly positive inertia. x.com 

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.com