What to trade in the next bull market?
Four key themes worth focusing on:
AI
Privacy
BTCFi
Stablecoins
And this isn’t random guessing.
A recent series of moves from Mysten Labs basically puts the answer right out in the open.
These four directions are also Sui’s core strategic layout for the years ahead.
1/ Native Bitcoin finance
The Hashi testnet is now live,
marking Sui’s formal push into native Bitcoin finance.
Today, BTC accounts for 60% of the entire crypto market cap, but less than 0.37% is actually deployed into DeFi.
Trillions of dollars worth of assets are basically sitting idle on-chain.
Hashi is trying to solve exactly this problem, leveraging:
▌ Sui’s sub-second confirmations
▌ Move language’s native handling of Bitcoin UTXOs
▌ 25 + institutional-grade partners
2/ Zero-Gas stablecoin transfers
Payments have always been one of Sui’s most important strategic directions.
This year, Sui introduced protocol-layer support for
zero-Gas stablecoin transfers,
so users can complete stablecoin payments without paying any Gas.
It currently supports 7 stablecoins, targeting SWIFT and PayPal.
Meanwhile, since 2024, the cumulative settlement volume of stablecoin transactions on the Sui network has already exceeded $2.25 trillion—an astonishing scale.
3/ Private transactions
Privacy is becoming a new foundational infrastructure requirement.
Sui has
launched privacy transactions on the testnet,
providing privacy protection for both transaction amounts and account balances, while still preserving auditability needed for regulation.
Privacy and compliance no longer have to be mutually exclusive.
In the future, privacy won’t just be an application-layer feature—it will be supported by default at the protocol layer.
4/ AI finance is already on the way
Sub-second confirmations, zero-Gas payments, and native privacy—put together, these are exactly the underlying capabilities an AI Agent needs to complete transactions autonomously.
Around this direction, multiple representative projects have already emerged in the Sui ecosystem.
Beep: an AI finance gateway integrating 300+ assets
MemWal: a memory layer built for AI agents
MoonPay: one of the founding members of the cross-chain wallet standard for Sui
Closing thoughts
If the assessment is correct, the core narrative of the next bull market will revolve around these four themes: AI, privacy, BTCFi, and stablecoins.
And Sui has already positioned itself at the intersection of these four main lines ahead of time.
Four key themes worth focusing on:
AI
Privacy
BTCFi
Stablecoins
And this isn’t random guessing.
A recent series of moves from Mysten Labs basically puts the answer right out in the open.
These four directions are also Sui’s core strategic layout for the years ahead.
1/ Native Bitcoin finance
The Hashi testnet is now live,
marking Sui’s formal push into native Bitcoin finance.
Today, BTC accounts for 60% of the entire crypto market cap, but less than 0.37% is actually deployed into DeFi.
Trillions of dollars worth of assets are basically sitting idle on-chain.
Hashi is trying to solve exactly this problem, leveraging:
▌ Sui’s sub-second confirmations
▌ Move language’s native handling of Bitcoin UTXOs
▌ 25 + institutional-grade partners
2/ Zero-Gas stablecoin transfers
Payments have always been one of Sui’s most important strategic directions.
This year, Sui introduced protocol-layer support for
zero-Gas stablecoin transfers,
so users can complete stablecoin payments without paying any Gas.
It currently supports 7 stablecoins, targeting SWIFT and PayPal.
Meanwhile, since 2024, the cumulative settlement volume of stablecoin transactions on the Sui network has already exceeded $2.25 trillion—an astonishing scale.
3/ Private transactions
Privacy is becoming a new foundational infrastructure requirement.
Sui has
launched privacy transactions on the testnet,
providing privacy protection for both transaction amounts and account balances, while still preserving auditability needed for regulation.
Privacy and compliance no longer have to be mutually exclusive.
In the future, privacy won’t just be an application-layer feature—it will be supported by default at the protocol layer.
4/ AI finance is already on the way
Sub-second confirmations, zero-Gas payments, and native privacy—put together, these are exactly the underlying capabilities an AI Agent needs to complete transactions autonomously.
Around this direction, multiple representative projects have already emerged in the Sui ecosystem.
Beep: an AI finance gateway integrating 300+ assets
MemWal: a memory layer built for AI agents
MoonPay: one of the founding members of the cross-chain wallet standard for Sui
Closing thoughts
If the assessment is correct, the core narrative of the next bull market will revolve around these four themes: AI, privacy, BTCFi, and stablecoins.
And Sui has already positioned itself at the intersection of these four main lines ahead of time.