$SUI hit 40M TPS at Singapore event—massive throughput claim if sustained under real conditions. Grayscale research head publicly backing infrastructure narrative signals institutional positioning. Watch for:
• Validator decentralization vs. performance tradeoffs
• Actual mainnet sustained TPS vs. testnet peaks
• Developer adoption metrics post-hype
• Token unlock schedule pressure
Grayscale involvement = potential trust product inflows. Risk: overhyped benchmarks don't translate to sticky TVL or fee revenue. Need on-chain activity data, not conference demos.
• Validator decentralization vs. performance tradeoffs
• Actual mainnet sustained TPS vs. testnet peaks
• Developer adoption metrics post-hype
• Token unlock schedule pressure
Grayscale involvement = potential trust product inflows. Risk: overhyped benchmarks don't translate to sticky TVL or fee revenue. Need on-chain activity data, not conference demos.