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.com 

Solana remains bullish through a mini onchain bear season because it keeps producing real innovation and novel products from really smart developers. Onchain activity is just as weak on Robinhood's chain and BNB, but once it picks back up, Solana's products and coins should rerate. x.com 

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 

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 

Solana looks like last cycle's Ether, a laggard among the majors, because its inflation keeps diluting holders. Emissions run about $5 million a day at current prices and rise as price climbs, and even with the new proposals SOL would remain inflationary. Growth in onchain activity does not accrue value to the token, and SOL was the worst-performing major even as ETH moved up. Any upside from the proposals passing is a short-term trade to sell into. x.com  x.com 

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 

Solana is struggling to sell blockspace, a commodity racing to zero, while heavily diluting holders. At this year's rate, fees come to about $300M against roughly $2.4B of newly minted SOL, and fees are down about 79% year over year amid competition from Ethereum, Base, Hyperliquid, Near and others. SOL is not money either, so neither a profitable-chain nor a monetary-premium bull case holds. Nasdaq earns 17x what Solana does while buying back about twice as much and issuing no shares. x.com  … Show more

dYdX is the biggest decentralized perpetuals exchange, with billions in daily volume and real fees, users and protocol, yet its token is down 97% from its all-time high. The DeFi perps narrative is heating up, and dYdX is the original. 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 

Monad has bad tokenomics that good tech cannot offset: the high-FDV, low-float model is over, as Berachain showed. The next unlock comes April 26, 2026, and large unvesting starts in November 2026. More than 130 dapps are live, and none has been a success. x.com  x.com