Here's my ultimate #SUI thesis and end game: -Sui is super fast, scalable, cheap. Sui can increase TPS with the same validator set by just getting the validators to add more hardware. Horizontal scaling like never befor- a true 3rd gen blockchain. -Gaming, SocialFi and Defi can greatly benefit from sub-second transactions which are also cheap. This is essentially what these sectors need to scale onchain. The object model and programmable transaction blocks capability SuiMove has takes Defi, asset ownership and dynamic NFTs on a whole new level. -The team is full of giga 🧠s, all giants in their arena with past experiences in Meta, Diem and more. They've pioneered primitives like ZkLogin, Mysticeti, SuiMove off the top of my head. -The team has a lot of focus on ease of use and a user friendly UI, plus primitives like Zklogin, @stashedofficial , @SuiNSdapp to simplify the user experience even further. When the masses are onboarded, Sui will be the easiest chain to onboard them to. -On the Institutional and partnerships side Sui has done great for being a year old blockchain, mainnet went live just last year and they already have partners like @circle, @FTI_Global, @vaneck_eu, @FDLabsHQ ,@redbull and @DeLoreanlabs! -The team has also put in a lot of effort on improving DevEx. Ready-made SDKs, Enoki, regular hackathons and access to top ecosystem Devs most of which are super supportive @healthydege , @_smbrian , @KevinAftermath , @0xrooter and so many Sui Devs too! -@WalrusProtocol built on top of Sui is coming to revolutionize the data and storage industry, while this may not excite much of retail, on an infrastructure level it's a breakthrough. #DecentralizeTheWholeStack -@DeepBookonSui is the ( only? ) decentralized CLOB, fully onchain, fast, efficient, cheap, scalable - build CEX style DEXs on Sui like never before! So many DEXs and aggregators have limit orders already. -@ikadotxyz is a completely new type of parallel MPC network that will change the way people have thought of crypto, bridging, asset ownership in crypto. Also unlocking native BTC ( and other assets ) liquidity and bringing it all to Sui. Ika is a 0 to 1 innovation for crypto, exactly the kind we need. -@PLAYTR0N is building the Playtron OS with Linux from scratch, alpha 2 just released today and man they're cooking. The scope of gaming on Linux and Web 3 compatibility on an OS level is exciting! @SuiPlay is powered by Playtron OS. -@SuiPlay is something people don't think of much yet - majorly slept on. SuiPlay is different because it is a distribution play, 10,000 Web 3 users and gamers ready to play your game from day one, on a chain where transactions are lightning fast and cheap, what else can a game ask for? SuiPlay will be the home of gaming in Web 3. -@doubleup_app is a top tier decentralized no KYC casino that is verifiably fair, let's people deposit as the house by depositing assets and has many different options for people interested in Casinos and related games. -Mysticeti V2 is coming to change Defi on Sui but it is already really innovative and different @suilendprotocol , @springsui_ , @steammfi and how they work together and benefit from each other. @KriyaDEX did power swaps, yield aggregation and so much more very recently. @bucket_protocol is among the best yield opportunities with so many collateral options and one-click position setups. Their recent integration with @Scallop_io works by transferring your debt position to Bucket, great yields and Bucket does the heavy lifting! @AftermathFi has done many cool things like dynamic gas, true limit orders onchain, now perps onchain on testnet! The end game is all of this coming together with communities like @_StudioMirai and @SuiNSdapp on Sui. You're not ready for the real 🌊!

Guy that asks if people are 'bullish' on this chart and if they're DCAing it in the big 2026🫪

It would be extremely refreshing and nice to just get the thing for once without this edging of 5+ announcements and announcements of announcements on Sui.

Remember when I was shitposting about this shi on the daily and trolling it? There were clear signs of incompetency like this one moreover, putting money into anything physical on Sui after SuiPlay is sadomasochism, now the main X account and founder have gone radio silent🤷

For reference, some recent AI companies and their valuations when they were around $150M ARR: -Replit:$3B valuation at a 20x multiple -Openevidence:$6B valuation at a 40x multiple -Apollo:$1.6B valuation at an 11x multiple Meanwhile $VVV is at a ~$1.1B mcap, nuff said.

This is why Venice's monstrous growth is so important. I was just telling the GC they should be nearing ~$150M ARR on Tuesday and now they announced it, congrats, much more to come at the current growth rate!💯 All of this feeds back into $VVV

Ayooooo who hurt bro LMFAOOOO

Okay yeah that announcement felt great until I learnt $30M was paid to bring em on Sui?!?!😭 Ofc they're the experts but this doesn't seem like an investment w a great ROI lol hopefully they prove us wrong.

Although $ETHFI ain't crazy hot on the TL yet, underneath the growth has been constant and the purple keeps growing % wise MOM, that's all that matters, it'll reflect in the token price eventually anyway. #1 by Q2 2027 @MikeSilagadze ?👀

So the Chinese guys: -Acquired a seemingly legit Asian Ledger 3rd party company -Made them sign an NDA until 19th October -Pulled the rug before the date?! This is truly insane nothing is safe ATP?!😭

Basecamp almost sbout to end can someone tell me WEN my favourite session is happeningggg?! @0xd34th ??

The session I was the most excited for amongst the basecamp ones seems nowhere in sight?! Anyone managed to say hi to Raj at basecamp or no? Lmaoooo xitter.cf/SuiNetwork/status/2095…

Another ATH in discretionary burns as predicted, on the path to net deflationary $VVV !

Wow this is awesome 2 of my bags tying up and expanding businesses and rev for both Go $ENA, $ETHFI 🫡

Gonna tune in live probably let's see what they've been hyping up👀

This is why @AskVenice and $VVV will win, distribution and adoption is king. Venice is the ONLY crypto protocol mentioned amongst a16z Consumer AI Top 150 and continues to remain the best liquid cryptoxAI play with a team commited to the token behind it IMHO!

I for one, am not bullish enough. You ask why, anon? B/c we just got the announcement of the announcement of the announcement of the announcement of the announcement after already getting 2 announcements of the said announcement. Need more substance, hopefully soon.