Dennis2Society

[Dennis2Society @dnlnazareno]

@ZeroHedge_ @Tradingalpha_ @hodlalpha_ I am a current subscriber for your alpha bundle and for some reason got blocked from discord. I have reached out via email but been informed that you’re the only one that can unblock me. Pls help. Thx!

[Grayscale @Grayscale]

We're excited to announce two new products, the Grayscale DeepBook and Walrus Trusts $DEEP $WAL.

Built on @SuiNetwork, $WAL helps enable decentralized data management at scale, while $DEEP serves as the foundational liquidity layer for DeFi applications. 👇

[Filthy @web3filthy]

$SUI DeFi is a massive financial unlock:

> 35% APR on stablecoins
> 20%+ Yield on $SUI
> Farm multiple airdrops

Here’s quick overview of the best yields on Sui 🧵👇

[zach.pumps🔥 @zachpumpit]

$Sui is cooking with tons of new ecosystem news.

If you weren’t paying attention, you may have missed something.

Here are 10 important things that’s happened on SUI this week:🧵👇

[BitcoinHabebe @Bitcoinhabebe]

This is the most IMPORTANT Post you will read & reading this means you will exit the #Crypto market with the most amount of money possible. Ignoring it means you will rely on 100 people telling you 100 different things.

Altcoins are in the final stages of accumulation. Meaning they are in their final stages of being in the “BUY ZONE”.

•When #BTC Dominance is above 60% Altcoins are in their buy zone.

•When #Bitcoin dominance is 50-59% you are supposed to HOLD YOUR POSITIONS.

•When the dominance gets below 50% all the way to 40%, thats when you should start scaling out.

Now Altcoins are leaving their buy zones slowly and we will soon go into explosion mode for most alt coins where all you need to do is hold. But when dominance get in the 40s you should start cashing out.

Thats all you need to know.

[Raoul Pal @RaoulGMI]

Alts season can be amazing or devastating...

First the tide doesn't lift all boats so asset allocation is crucial !

Second, remember it usually happens in rolling pumps on different tokens. FOMO at these times will kill, conviction pays.

What is conviction? Your token must outperform SOL, ETH and BTC to even matter, and it needs to have weekly charts that prove that. For me, SUI has a good chance and has outperformed this far. Your mileage may vary...

Time horizon matters too. You WILL destroy your capital if you flip around too much. There are near zero short term traders who actually accrue wealth in markets. It's an engagement trap on X. The richest crypto investors I know found BTC, ETH and SOL early ish and did nothing but hold.

How to know what to hold? You need to be able to prove network effects over time. Growing number of wallets AND growing total amount transacted on network. An early look is growing number of dev. It also needs to persist over time.Again, another reason I chose Sui but your mileage may vary ...

Finding the right token to hold is the entire game. If (insert your bag) is not outperforming BTC, ETH, SOL or isn't forming a chart pattern that suggests it will outperform on a weekly times horizon then you are married to the wrong bag.

My bag is mainly Sui with ETH via NFT's and a smattering of others - XRP, DOGE, SCF, BTC and SOL

I'm a mercenary for my own capital and may switch at will, all of which will be flagged in GMI and possibly RV Pro Macro.

I will try to do my best and flag it here but subs get the full reasoning and early look.

I won't get the best performing token either. But directionally and risk adjusted I try my best.

This is the greatest macro risk taking environment of all time and crypto is the greatest trade of all.

Don't fuck it up.

[eye zen hour 🥶 @eyezenhour]

🚨 Grayscale just dropped their most in-depth analysis yet on @SuiNetwork

If you’re sleeping on $SUI, this is your wake-up call

Here’s what you missed (and why it matters) ⤵️

BUILT FOR SCALE, DESIGNED FOR USERS

@Grayscale lays it out clearly...

Most chains focus on speculation
Sui? Built for execution

✓ Horizontal scaling
✓ Near-instant finality
✓ Predictable low fees
✓ Web2-grade UX (via zkLogin)
✓ On-chain infra stack: @DeepBookonSui, @WalrusProtocol, @SuiNSdapp, @ikadotxyz

And it’s working. Let’s talk data:

EXHIBIT 1: SUI = TOP PERFORMER YTD 📈

Since Jan 2024:
✓ $SUI: +245%
✓ $BTC: +147%
✓ $SOL: +39%
✓ $ETH: +10%
✓ $AVAX: -57%

The token has massively outperformed both the Smart Contract Platform sector and its direct peers

Grayscale’s take?

Sui is one of the few L1s that combines breakthrough tech, a world-class team, and a vertically integrated strategy

EXHIBIT 2: LEADING ON FUNDAMENTALS ⚙️

Impressive numbers across the board:
✓ Max TPS: 120,000
✓ Finality: 2 seconds
✓ Fee per tx: $0.009
✓ 995K active addresses

Sui’s architecture allows for parallel execution and “fast path” routing, giving it theoretical performance ceilings orders of magnitude above other L1s.

It’s not just fast—it’s smart too

➤ Move language = safer smart contracts
➤ Horizontal scaling = scale with demand
➤ zkLogin + Sponsored txs = true Web2 onboarding

EXHIBIT 3: COSTS STABLE. UX CONSISTENT. 👷

Even as $SUI surged 5x over 12 months, transaction fees stayed flat.

Gas spikes? None
UX volatility? Nope
This is what consumer-grade infrastructure looks like—and it’s why more and more devs are building here

That said, it’s still very early:

✓ Sui fee rev (2025e): ~$15M
vs
✓ Solana: $500M+
✓ Ethereum: $900M+

Sui’s monetization will lag until adoption scales...
But that’s the upside, not the risk

EXHIBIT 4: VALUATION VS. FUNDAMENTALS 📊

According to Grayscale:
• Sui is fairly valued relative to revenue
• Only 33% of token supply is circulating
• 50%+ won’t unlock until after 2030

It’s not without risks:
✓ Younger chain vs legacy chains (for now)
✓ Builders may compete with native stack
✓ High emissions next 12 months

But for use cases like gaming, payments, and trading, Sui’s latency advantage could become a wedge

TL;DR

Grayscale’s verdict?

“SUI is a high-conviction growth investment that offers diversified exposure to the thesis that scaled consumer applications can be brought on-chain”

And I have a feeling they might be right

Because if the next “killer app” isn’t built on $ETH or $SOL, it might be built on Sui

Don’t fade the fundamentals

LFG 🥶

Link to Grayscale's post and report link: https://t.co/fgjYA9EBZD

[Grayscale @Grayscale]

Sui (@SuiNetwork) is a next generation blockchain that prioritizes two things: usability and scalability. Built by the team behind @facebook's Diem project, we believe Sui is well positioned to enable crypto's next "killer application."

Read the latest from Grayscale Research ⬇️
https://t.co/RjIpP5aEEn

[Sarosh @SaroshQ2022]

Someone in the comments asked about SUI: If you're looking to enter $SUI after missing its earlier moves, it feels too late but it's early. But it's all based on your time line. Me I have a lot of patience for things I feel are valuable (FD: I started with the same $ amount in SUI and Ondo and then SUI 6x for me and so I took some profits and double down on Ondo Nov 4th '24).

Entry Point: The best entry point right now is around $4, where the support lies. This level offers a solid risk-to-reward ratio.

Thoughts on $SUI vs. $SOL:

SUI reminds me of Solana ($SOL) back in late 2023 when it was trading around $8. At the time, Solana was still rebuilding after setbacks, but the growth potential was undeniable.

Similarly, SUI is positioned for exponential growth, but the difference is in the technology and engineering. SUI’s platform and cutting-edge Move programming language are already outpacing Solana on many technical metrics.

While SOL has a larger community, established brand, and deeper network effects due to being around longer, SUI is 10x the investment opportunity right now.

Technical Metrics: Transactions per Second (TPS): SUI is designed to scale far beyond Solana’s current capabilities. While Solana peaks at roughly 65,000 TPS under ideal conditions, SUI's architecture is built for a massive theoretical TPS limit that surpasses anything Solana can handle.

Gas Efficiency: SUI’s parallel execution model drastically reduces gas fees, making it highly competitive in DeFi and gaming ecosystems.

Developer Ecosystem: Backed by Mysten Labs, SUI’s engineering team is on a different level, with deep affiliations in Web3 and legacy tech. Their ability to ship updates quickly and optimize scalability is why I see SUI’s growth outpacing SOL.

Future Growth:

SUI has flipped Solana on several technical metrics; now, it’s about building brand recognition, expanding its network, and growing its community. While SOL’s massive NFT and DeFi ecosystem keeps it relevant, SUI’s growth potential lies in its ability to attract new developers, build innovative dApps, and scale to meet real-world demand.

Takeaway:

Think of SUI at $4 today like SOL at $8 in October 2023. The opportunity is massive, but it’s not for those who lack patience. The crypto market doesn’t wait long, and SUI is positioned to overtake Solana—it’s just a matter of time. *Keep an eye on volume, network growth, and any updates from the team. So basically this is what I would do IF I had no SUI. Please do your due diligence oh and yes that requires reading (a lot). Also there is a great video on SUI engineers I saw it a long time ago. Find it. They have an amazing team.

[Dennis2Society @dnlnazareno]

@ShardiB2 Preciate you shardi! Keep posting what you see 🙏🏽

[Dennis2Society @dnlnazareno]

@leshka_eth Is that what they call a cup and handle? Asking for a friend

[Jools @jewelsindefi]

I laugh when people mock crypto traders who are actually "In it for the Tech"

Because while 99.9% of these meme coins are never going to touch $1b market cap, everyone is swapping memes on a platform like $CETUS on $SUI.

In Sep you could have bought the native DEX token at $50M when everyone was acting bearish because their meme coin bags were down.

It will most likely hit $10B this cycle simply because it's a main DeFi swap on $SUI

[Sjuul | AltCryptoGems @AltCryptoGems]

@SuiNetwork has experienced a tsunami of users and volume over the last year, causing enormous surges within the ecosystem.

Most notably, @CetusProtocol has become one of the largest DEXs in Web3, and its token $CETUS has surged by over 678% in the last year.

Let’s jump straight into the action! 🧵

[Wick @ZeroHedge_]

$SUI (Monthly chart)

Completed a double bottom that I have been watching this cycle. Confirmed EARLY by green Dot as usual

One thing you take from me - learn to watch the weekly and monthly chart

Green Dots on these time frames will keep you in the move and not shaken out! 💯

[Dennis2Society @dnlnazareno]

@5_0Trading 🤣

[Dennis2Society @dnlnazareno]

@ShardiB2 I made that $ETH switch w you this morning so I’m good w that

[Dennis2Society @dnlnazareno]

@ShardiB2 Hook me up! Lol

[Dennis2Society @dnlnazareno]

@bookujima $xlm

[🚨BSC Gems Alert🚨 @BSCGemsAlert]

🔄Rt & Like if you think #Binance should list $COQ 🚀