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 

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 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'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 

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.com 

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 

Circle's USDC has a temporary EU go-to-market moat. The European Banking Authority gave USDC alone 'significant' stablecoin status among 45 e-money tokens under MiCA, adding a regulatory advantage to Circle's case as a sleeping giant. x.com  x.com 

Sui looks good for the long term. The case rests on USDsui, Sui's native stablecoin, which @Nick_Researcher describes as pegged 1:1 to the dollar, issued by a Stripe company and purpose-built for Sui's high-performance architecture for scalable finance and global payments. x.com 

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.com 

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