Just got back from $SUI Basecamp and honestly? The vibe was different. Got to talk on stage about why this cycle feels like 2017 all over again — not the price action, but the *adoption curve*. That S-curve moment where things don't creep up gradually, they just explode.
Recorded some pods with @EmanAbio and @EvanWeb3. Learned a ton about what's actually happening under the hood. And look, I'm not a maxi — for me it's $ETH, $SOL, and $SUI. That's the trio worth watching.
Here's the thing: we're finally hitting product-market fit as an *industry*. People are gonna use crypto without even knowing they're touching blockchain. That's when you know it's real.
But there's a huge gap right now. Onchain tokenization activity? Through the roof since Q4 2024. Price and narrative? Still asleep. Same story with $SUI — the market hasn't caught up to what's actually being built.
Some highlights that made me even more bullish:
40 million TPS hit as a new record. That's not just a flex — it's infrastructure for the agentic economy. Micro-payments, agents transacting freely, all that sci-fi stuff we talked about? It's real now.
$500M committed into Hashi, bringing native $BTC onto SUI. That's not small.
Alibaba Cloud partnering on agentic payments. Enterprise adoption is creeping in.
Evan's talk on on-chain liabilities between agents was phenomenal. The kind of thing that makes you rethink how this whole system evolves.
Bottom line: $SUI is undervalued right now. The narrative hasn't shifted yet, but when it does, it's gonna move fast. If you've been around long enough, you know what that looks like.
Stay curious. Stay bullish.
Recorded some pods with @EmanAbio and @EvanWeb3. Learned a ton about what's actually happening under the hood. And look, I'm not a maxi — for me it's $ETH, $SOL, and $SUI. That's the trio worth watching.
Here's the thing: we're finally hitting product-market fit as an *industry*. People are gonna use crypto without even knowing they're touching blockchain. That's when you know it's real.
But there's a huge gap right now. Onchain tokenization activity? Through the roof since Q4 2024. Price and narrative? Still asleep. Same story with $SUI — the market hasn't caught up to what's actually being built.
Some highlights that made me even more bullish:
40 million TPS hit as a new record. That's not just a flex — it's infrastructure for the agentic economy. Micro-payments, agents transacting freely, all that sci-fi stuff we talked about? It's real now.
$500M committed into Hashi, bringing native $BTC onto SUI. That's not small.
Alibaba Cloud partnering on agentic payments. Enterprise adoption is creeping in.
Evan's talk on on-chain liabilities between agents was phenomenal. The kind of thing that makes you rethink how this whole system evolves.
Bottom line: $SUI is undervalued right now. The narrative hasn't shifted yet, but when it does, it's gonna move fast. If you've been around long enough, you know what that looks like.
Stay curious. Stay bullish.