Benji

I track crypto projects daily and post the data CT won't

marketing and growth @symphonyAg

[Benji @benjamin_woods]

🤯 10 days ago, $SUI was sitting at $0.94.

82% below ATH. CT called it a dead chain.

I posted a specific number: $1.20 by May 18.

It hit $1.21 on May 10 (8 days early)

Here's the 5-signal framework I used to call it, so you can steal it :

[Benji @benjamin_woods]

@BrianTaliercio yeah most likely, this has always been the money flow

[Benji @benjamin_woods]

🚨 The man who told the world to never sell $BTC just sold Bitcoin.

32 BTC. $2.5M Financially irrelevant.
But Saylor didn't sell tokens. He sold the narrative.

$1.86B liquidated in 24 hours. $3.5B in ETF outflows this is the longest streak since 2024. Whales dumped 24,602 BTC in one week. BTC hit $65,372 before bouncing.

And here's what nobody is connecting: U.S. stocks are at all-time highs right now. S&P at records. This isn't a macro crash.

@cryptoquant_com's head of research said it directly this correction has nothing to do with stocks, oil, or macro. Bitcoin demand is contracting at 232,000 BTC per month. This is a confidence crisis, not an economic one.

The "never sell" guy sold. The ETFs are bleeding. The whales are dumping. And the stock market is green.

Bitcoin doesn't have a macro problem. It has a belief problem.

[Benji @benjamin_woods]

@yososocial Looking forward for it

[Benji @benjamin_woods]

Red days build more trust than green days. My outage critique got 15,600 views. My best bullish call got 6,700. Criticizing the chain I track got 2x the reach of promoting it. Honesty is the algorithm.

If your framework needs green candles to survive, it's not a framework. It's hopium with steps.

BTC at $69K, Everything is red. I'm still here. Still tracking. Still posting.

The data doesn't stop because the market is bleeding. Neither do I.

[Benji @benjamin_woods]

🤯 One month ago I called sui:native at $1.20 from $0.94. It hit $1.21 in 8 days.

Then I called $1.50. BTC dumped. Two kill switches fired. I killed the thesis publicly. The network crashed 3 times. SUI broke $1.00.

bitcoin:native is now below $70K, SUI at all-time-low territory. I posted every single day through all of it.

Here's what tracking data through a real crash taught me:

[Benji @benjamin_woods]

The market doesn't care about your thesis. I had the right supply data, the right infrastructure analysis, the right catalysts. The demand side collapsed anyway. Good analysis doesn't mean good outcomes.

The process is worth more than the call. I went 1 for 2 on price targets. But I gained 1,000 followers because I showed my work, tracked it publicly, and killed it when the data said to. Nobody remembers the number. They remember how you handled being wrong.

[Benji @benjamin_woods]

@joopita_ ur welcome bud

[Benji @benjamin_woods]

I said I'd report the $SUI CME 24/7 numbers when they cleared. They just did.

First weekend: 7,200+ contracts. ~$50M in notional volume. Both retail and institutional participation confirmed by CME.

For context: CME moved $3 trillion in crypto volume in 2025. $50M over a first weekend isn't a flood. But institutions traded regulated crypto derivatives on a Saturday for the first time in history during a market-wide bleed with BTC at $73K

They didn't wait for green candles. They showed up during the sell-off.

@RobinhoodApp and @Ripple Prime were among the first platforms live. Bitcoin Volatility futures the first regulated product for trading implied BTC volatility also went 24/7 on June 1. Nasdaq CME Crypto Index futures launch June 8.

The infrastructure is expanding week by week.

$SUI futures were included from day one. No specific SUI weekend volume published yet, I'll report it when it's available.

Watching the data. Always.

[Benji @benjamin_woods]

@BrianTaliercio 🤝

[Benji @benjamin_woods]

$SUI CME 24/7 goes live today.

$3 trillion in notional crypto volume ran through CME in 2025. Average daily volume up 46% this year. 335,000 contracts in open interest. And starting tonight, all of it trades around the clock - weekends, holidays, 2 AM.

Two weeks ago I started counting down to this. The plan was to drop a new framework the day CME launched.

Then SUI broke $1.00. BTC hit $73K, My framework's own kill switch fired before I could post it.

So here's what I'm watching instead:

The first 72 hours of CME 24/7 institutional volume on $SUI. Not the price. The volume. If institutions are buying SUI futures at $0.92 while the market bleeds, that tells you more than any chart pattern ever could.

I'll report the numbers when they're in. No prediction. No framework. Just the data from the first weekend of 24/7 trading.

The market will tell us what comes next. It always does.

[Benji @benjamin_woods]

Most near:native holders haven't seen the number that turns their tokenomics deflationary.

$177M in daily Intents volume. Current 90-day average: $77M The gap is closing.

Every dollar of NEAR Intents fees converts into NEAR buybacks. Inflation was halved to 2.5% in October. When daily volume crosses $177M, more NEAR gets removed than minted.

And @CoWSwap - Ethereum's biggest DEX aggregator is using NEAR Intents as backend infrastructure for Solana swaps. An ETH product routing through NEAR. Most people don't know it's happening.

$3B market cap. $19B in cumulative Intents volume. $32M in fees. Fully unlocked. Bitwise ETP at $40M and growing.

I've spent the last month tracking sui:native. Same approach starts now on near:native, I will do data research on more L1's pretty soon.

This is EIP-1559 for an L1 nobody's pricing as one.

[Benji @benjamin_woods]

@SolanaCasinos 👀👀

[Benji @benjamin_woods]

$SUI's week:

Monday: Bull case was the strongest since $0.94.
Tuesday: Stablecoins crashed 20% (Index Error). Bull case weakened.
Wednesday: BTC hit $73K, my framework died before I could post it.
Thursday: CME 24/7 launched. The network crashed 3 times in 48 hours. The gasless feature I praised caused the outage. SUI broke $1.00.
Saturday: $0.90. RSI at 26. Deeply oversold. CME trading its first weekend in history.

One week. Maximum chaos.

Every piece of infrastructure is still live. Every institutional channel is still open. The network is back online. And SUI is trading at prices not seen since late April.

[Benji @benjamin_woods]

@Ferrygood1908

[Benji @benjamin_woods]

🚨 I need to talk about the $SUI outages.

Three network halts in 48 hours. Block production stopped. Transactions frozen. $1.88M liquidated. The third halt happened at the exact time CME 24/7 went live.

The cause: a crash bug in the gas charging logic from the v1.72 update. The same gasless transfer upgrade I called "the biggest onboarding friction point disappearing" two weeks ago.

The feature I praised broke the network. Three times.

No user funds were lost. Validators patched it. The network is back online. But "no funds lost" doesn't erase the fact that a $3.6B blockchain couldn't process transactions for 6 hours on the same day it gained 24/7 institutional access.

This is what tracking data honestly looks like. I praised the infrastructure when it shipped. Now I'm flagging it when it fails. Same standard. Same account.

SUI's team has a post-mortem coming. The response matters more than the outage. Solana went through this phase too and came out stronger because they fixed the underlying issues.

But right now, the data says SUI's infrastructure story took real damage this week. Pretending otherwise would make me exactly the kind of account I said I wouldn't be.

[Benji @benjamin_woods]

@NgmiSui just showcasing the data mate

[Benji @benjamin_woods]

@ALGO_BRO worth exploring algorand too !

[Benji @benjamin_woods]

@MaxLensherr 👀

[Benji @benjamin_woods]

@SamanSoran124 why?

[Benji @benjamin_woods]

@grown57489 @BakhshiBab42170 nice take

[Benji @benjamin_woods]

@jabronidrive_ yes back online