EvanWeb3

In web3, many metrics don't translate directly to valuation. That's why people are often surprised by disconnects - e.g. high payment volume, low TVL, low FDV

In the traditional web2 model, being an intermediary can be very profitable. In addition to the take from facilitating asset swap, they are paid for providing convenience/safety or by monetizing customer data/relationship

In web3, chains are paid minimum gas fees. Their valuations are derived from the value of the assets at work. Being an exceptional medium of transfer/exchange gets customers through the door. But it's the secondary offerings that keep the customers, and their assets, active on chain

Evolving fast, responding fast - all part of Sui’s DNA. Devs love it, users like it. This is how the platform delivers impact. Not going to change.