Dear friends, the recent SUI market is really exciting! In just one month, SUI soared from US$2.3 to around US$3, with a single-day increase exceeding 15% many times, and ecological tokens exploded collectively (for example, NS rose by more than 28% in a single day) Today, let’s take a look at the underlying logic of this wave of market and see why SUI has become a “dark horse player”. 1. Direct fuse: Trump's family cooperation triggers market expectations On March 6, Sui officially announced a strategic cooperation with World Liberty Financial (WLFI), a Trump family crypto project. WLFI will include SUI in its "macro strategy" token reserve pool and explore product development opportunities. As soon as the news came out, the SUI price broke through $2.96 in a short period of time, with a 24-hour increase of 14.2%. The Trump family has its own traffic halo, and combined with the US election year policy expectations, the market's imagination of "compliance narrative" was directly ignited. 2. Ecological outbreak: TVL soaring and high-yield agreement The money-making ability of the SUI ecosystem can be called a "money printing machine": DEX trading volume broke record: the total trading volume of DEX in the ecosystem exceeded US$35 billion, and the peak daily trading volume reached US$466 million. The abundant liquidity directly pushed up the currency price. Crazy subsidies for lending agreements: Taking Navi Protocol as an example, the annualized interest rate of SUI and USDC exceeds 20%. Users further locked their positions through revolving loan arbitrage, forming a "fund siphon effect." Although this gameplay may overdraft income in the short term, it does make SUI's TVL data extremely eye-catching. 3. Technology upgrade: performance crushing into core competitiveness The SUI team recently made a big move - the Mysticeti consensus engine upgrade, shortening the transaction confirmation time to 390 milliseconds, directly reaching the top of the "fastest Layer 1 blockchain". This technological advantage is particularly popular in the RWA (real world asset) and DePIN (decentralized physical network) tracks. For example, giants such as Ant Digital Technology and Alibaba Cloud have cooperated with Sui to deploy Web3 infrastructure. 4. Market sentiment: Institutional entry and community carnival Greyscale Trust support: Grayscale Sui Trust has an asset management scale of over US$650,000, and the signal of entry of institutional funds is obvious. Community shouting effect: The bullish remarks of KOLs such as Mechanism Capital and Andrew Kang have been widely circulated, and even the craze of "SUI is the next Solana killer" has appeared. Under the sentiment of retail investors, the number of open contracts on the chain surged, and hot money poured in. 5. Long-term value: Move language and ecological moat SUI's underlying language Move beat Solidity in terms of asset security and flexibility, especially the risk of smart contracts in financial DApps has been greatly reduced. Currently, there are more than 86 ecological projects, covering many fields such as DeFi, NFT, and gaming. TVL has exceeded US$633 million. Compared with competitor Aptos, SUI's market value is still underestimated and there is huge room for hype. Although SUI is in a fierce short-term trend, you need to be vigilant: Subsidies are unsustainable: High-yield agreements may cause TVL to decline due to withdrawal of funds; unlocking selling pressure: early investor token unlocking may lead to price fluctuations; market linkage risk: If Bitcoin pulls back, altcoins are likely to fall. This wave of SUI market is a trio of technology upgrade + ecological explosion + celebrity effect, and there is still momentum for high momentum in the short term. But old friends must remember: Don’t be overwhelmed by the increase, do a good job in position management, and focus on the implementation of ecological projects (such as the progress of WLFI cooperation). In a bull market, the winner is the one who can hold on! Follow me to get the latest strategy layout.
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