NBENG

[NBENG @NBENG_AU]

This is a big deal
Gonna see how Sui can change the world of payment

[evan.sui @EvanWeb3]

We are not slowing down. Today, confidential transfer is going live on Sui Devnet.

Sui is not your grandpa's blockchain. It's a coordination layer, settlement layer, a programmable platform where all the tools you need to create/exchange/manage assets of value. Confidential transfers is the latest building block added to the stack. A lot more to come.

[Sui @SuiNetwork]

Confidential transfers are live in public beta on Sui Devnet.

Transfer amounts and balances are private, with controlled visibility for compliance and auditability.

What this means for finance workflows: 🧵

[ToreroRomero @ToreroRomero]

$SUI surpassed $100B in token volume YTD. More than Tron, Cardano, Hyperliquid and Avalanche.

[Adeniyi.sui @EmanAbio]

Bear markets separate the teams who build from the teams who tweet. We chose building. Heads down, every day, on infrastructure most people won't appreciate until the moment they suddenly need it.
That moment is coming faster than the market thinks.

[MartyParty @martypartymusic]

$SUI alpha: Team out of Hong Kong are releasing a tokenized equity app on @SuiNetwork - focus on stocks from Japan, S Korea and HK not available on tradfi in the US but now accessible via SUI. Ill have the scoop on release.

Trade Asian stocks on chain.

[MartyParty @martypartymusic]

Solana Foundation has announced native subscriptions and allowances on #Solana mainnet, enabling recurring billing and delegated spending for agent budgets, payroll, subscriptions, API billing and stablecoin invoices.

[Kostas Kryptos @kostascrypto]

✨ 2 very unique Mysten / Sui papers made it at the prestigious Science of Blockchain Conference (SBC 2026) this year, jointly coauthored with Stanford, IBM, and a16z:

“Partial Fraction Techniques for Cryptography” https://t.co/hLXCcUf7mw, also presented at EuroCrypt ‘26. In the paper we developed key-value commitment schemes using the familiar product linearization property of fractions and dynamic threshold encryption using a novel linear independence of products property.

“Efficient Batch Threshold Encryption using Partial Fraction Techniques” https://t.co/jMlKQkx0RF, will also appear at CRYPTO ‘26. Our updated paper gets inspiration from, as well as outperforms many state-of-the-art solutions in this frenzied research topic.

Mysten Labs, Sui & Walrus continue to be an amazing place where abstract ideas turn into powerful tools

[eye zen hour 🥶 @eyezenhour]

Public blockchains reward transparency

AI agents do not

Agents managing capital, data, and execution at machine speed do not fit permanently public systems

That's where SEAL and @WalrusProtocol step in:

> Client-side encryption
> Onchain access policies
> Decentralized key servers
> Secrets management at scale

Data stays encrypted
Access becomes programmable

That fits AI far better than fully public or fully opaque systems

Walrus also solves one of the biggest problems LLMs face: Memory

Imagine ChatGPT or Claude not having recall issues when you are trying to utilize it for work or personal

Imagine if all your agentic chat history was stored on Walrus immutably and securely

Memory is both data and experience for LLMs and values accrues as memory builds

Of course, @kostascrypto is on top of this and I am sure @GDanezis and @RJ_Simmonds are too

[Sui @SuiNetwork]

We're live.

Following last week's outages related to the 1.72 release, join @EmanAbio and @b1ackd0g as they walk through what happened and the steps taken to restore the network.

@technicaldebtor from the Sui Core Team is also joining to add technical context.

https://t.co/cs8VnY2S1k

[Matteo @matteodotsui]

I deleted my previous post to avoid it come across as FUD

Piling on Sui during a tough moment was not my intention

That said I’d like to invite @EmanAbio and @EvanWeb3 to join me, @0xd34th and @eyezenhour at Sui Roundtable on Tuesday to discuss where Sui stands and what’s next

[Sui @SuiNetwork]

Following last week’s outages related to the 1.72 release, the Sui Core Team has completed an investigation and incident review, detailing what happened and the steps taken by validators to restart the network.

[Mindfrog.Crypto💧 @MindfrogCrypto]

https://t.co/ix16kLLvS6

[CRYPTO MIAO @KaMiaoRich]

时间是Sui最大的敌人

老陈这篇写得不错，但是除了这些传统视角，我还可以提供几个其他的角度，供大家参考。

#Sui 是唯一一家买了上市公司的公链基金会，借壳花了2000万刀，这还没有算中介成本手续，总成本估计不会在2200万以下。

Sui是少数几个，ETF、质押ETF、2倍做多ETF、股指、期权都上了的公链。其他的公链，BTC、ETF、SOL、HYPE。很明显Sui是硬着头皮挤进去的，不是市场需要。

#SuiG 引进了好几个金融圈的高管，工资应该都不低。加上上市公司每年审计、法务的合规成本，公司运营上面就上百万美元。

我记得年初 @EvanWeb3 发过一篇帖子，说Sui 已经做好了应对熊市的准备，现金流很健康，资金比较充足。
为什么他会说这个话？就是因为进入熊市公司没有收入亏损严重，但是整个公司的支出又是硬性的。

除了上面提到的，无论是员工工资，公司运营成本、合规成本甚至是ETF股指期货的维护成本，都是要烧很多钱的。

你做的东西越多，合规弄得越多，成本越高，烧钱烧得越多，所以Sui 拖不起。

这也就是Sui基金会和其他基金会最大的区别，Sui上项目方做不出来的，SUI自己来做。

跨链资产 Sui自己做Hashi， 自己做0gas转账，甚至要自己做预言机。
因为Web3的草根团队太不靠谱，太慢了，时间是最大的敌人，救不了Sui。

这也就解释了 @wangtxxl 老师说的，原来计划3个月升级一次主网，变成了双周就要升级一次。做的东西越来越多，升级的东西越来越细。
@EvanWeb3 一把年纪了也还在第一线，像ETH基金会早卖币躺平写科幻小说了。

Sui的升级方向也很明确，做出一套机构用户需要，其他链没有的技术。比如比特币资产、稳定币0Gas转账。

但问题也随之而来，你升级的越多，出错的概率越大。你不升级，测试时间越长，但功能更新的越慢。

那就又回到了老问题，时间不等人，公链竞争激烈，大家都竞争想做第一条被大规模采用的公链。
但就目前来看，大多数机构还是走的EVM的老路子，虽然性能一般，但是稳定、够用。

因为对大型机构而言，稳定性肯定是第一要素，性能反倒是没那么重要了。但是如果性能不突出，稳定性一样，又何必选择Sui呢？

这又回到了之前，Sui为什么一直在开发升级迭代的问题了，是在与时间赛跑。

最后借用 @aixbt_agent 提到的，如果Sui再停机，将会失去机构的信任，丢掉机构市场，之前的努力可能都会白费了。

时间不等人，是Sui最大的敌人
现在的Sui是不是有点2008年末特斯拉（距离破产仅剩 3 天）的味道了？
希望 @SuiNetwork 能像特斯拉一样挺过去。

[Sui @SuiNetwork]

Sui mainnet is back online and transactions are flowing normally.

The end of epoch halt was triggered during the rollout of yesterday's long-term fix. As validators restarted to deploy the new binary, the randomness initialization that runs at the start of each epoch was unable to complete because it has a higher quorum threshold than Sui consensus. A latent bug in how that failure state is preserved across validator restarts then prevented the network from completing its transition to the next epoch.

Validators have implemented a fix that addresses both the underlying bug and the affected epoch, and network activity has resumed.

A more detailed incident review is forthcoming.

[Sui @SuiNetwork]

Sui mainnet stopped accepting user transactions due to an issue during the epoch change beginning at ~1:30PT. Validators are up and creating system transactions, but user transactions are not currently being accepted. The Sui Core Team is investigating, and updates will be shared as soon as available.

[Sui @SuiNetwork]

Activity on Sui mainnet has resumed, and transactions are flowing normally.

Both today’s and yesterday’s halts are due to the interaction of the 1.72 release, which introduced Address Balances, and gas charging logic. Yesterday’s implemented fix was an interim measure designed to restore functionality to the network while the Sui Core Team worked on a long-term solution.

The interim fix had a known issue with a low probability of causing a halt. This morning, the network hit a variant of the known issue and halted.

As of now, the long-term solution has been implemented by validators, fully addressing known issues caused by the original bug, and network activity has resumed.

A more detailed incident review is forthcoming. Thank you for your patience.

[Adeniyi.sui @EmanAbio]

Outages suck. Bravo to the excellent engineering team that diagnosed and resolved the issue🙏🏽. Iterating fast sometime comes with pain. Onwards

[Sui @SuiNetwork]

Activity on Sui mainnet has resumed after a halt due to a crash bug in the gas charging logic introduced by the 1.72 release. A full incident review will be shared in the coming days.

[Raoul Pal @RaoulGMI]

Sui is built differently

[Adeniyi.sui @EmanAbio]

BREAKING💥

PRIVATE TRANSACTIONS ARE COMING TO SUI MAINNET VERY, VERY SOON