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Sui

24 pieces · Dec 2022 to Oct 2026 · 5 flagship

Sectors

L1/L221 DeFi7 Ethereum6 Solana4 Tooling2 Quantum1

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Coverage per year

12022

32023

142024

52025

12026

Price and coverage

Sui $SUI

Calls: 1 bullish
Since first call, bullish: −28%
vs BTC: −75%
Now: $0.997

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on Sui

Map12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.Breakdown15 Apr 2023Sui deep dive: object model, FastPay, storage fund and tokenomicsGiga research thread on Sui covering Sui Move, object-centric consensus with Narwhal and Bullshark, FastPay parallel execution, the storage fund, gas pricing, tokenomics and governance.Breakdown04 Apr 2024Movement Labs deep dive: M1 sequencer, M2 Move rollup and FractalExplains Movement's architecture: M1 shared sequencer on Snowman consensus, M2 Move ZK rollup on Ethereum with Celestia DA, Block-STM parallel execution and a staged finality model. Claims 145k+ TPS and Move-EVM composability with native IBC.

Timeline · every piece, newest first

2026 1

12 Oct 2026Quantum and post-quantum map: PQ crypto assets by readinessMap of crypto assets by PQ readiness: opt-in PQ on mainnet (NEAR, ALGO, CKB), PQ-native chains (QRL, QTC, ABEL) and announced or draft (BTC, ETH, TRX, ZEC, SUI), with mcap, moves and ATH distance. Flags thin volume and the lattice vs hash-based debate.MapQuantumBitcoinEthereum

2025 5

27 Dec 2025New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCompares 3-month new vs returning wallet trends. Real growth is new-wallet gains followed by rising returning wallets; Solana's new wallets rose while returning fell, and Sui's both declined, reading as churn.DataL1/L2EthereumSolana

24 Oct 2025Developer growth by ecosystem: Solana, Base, Sui up; Polygon, Arbitrum downElectric Capital data shows Solana/SVM, Bitcoin, Base and the Move stack (via Sui) growing in developers over two years. Polygon and Arbitrum lost over 30%, Polkadot and Cosmos are down, Starknet and NEAR show modest gains.DataSolanaEthereumL1/L2

06 Jul 2025CLOB wars: why onchain orderbooks are replacing AMMs and who builds themAMMs were a forced tradeoff until real-time chains, scalable DA, ZK proving and fast oracles made orderbooks viable. Maps CLOB appchains (Hyperliquid, Bullet, Lighter, Paradex, Hibachi) and onchain CLOBs (GTE, Nitro, Monaco, Fuel, Aptos).MapPerpsDeFiHyperliquid

05 Jun 2025Two-year TVL comparison: Berachain, Hyperliquid, Sui, Sonic, Base, ArbitrumReads a DefiLlama TVL chart: Berachain looks like a pump and dump, Hyperliquid is about to overtake Sui, Optimism's mainnet TVL fell as the Superchain shifted activity to Base, Sonic TVL fell after its airdrop, Base and Arbitrum stay strong.DataDeFiL1/L2

21 May 2025Giga Sei: Scaling the EVM to Web2-Level PerformanceLong-form breakdown of Giga Sei's whitepaper: Autobahn multi-proposer consensus, decoupled asynchronous execution, a rebuilt Sei EVM with optimistic concurrency control, flat key-value storage, and the use cases a real-time EVM enables.ArticleL1/L2Ethereum

2024 14

25 Oct 2024Most transactions in 24h by chain: Aptos 326M vs Sui 67M, Solana 56MRanks chains by transactions processed in 24 hours, with Aptos far ahead of Sui and Solana. Cites it as evidence that MoveVM is leading on throughput two years after Aptos mainnet.DataL1/L2

18 Sep 2024Google Cloud joins Wormhole Guardians: what it means for WArgues Google Cloud running a Wormhole Guardian node strengthens decentralization of the validation layer and signals ZK interop work. Highlights Wormhole's product suite and its position as the main interop solution on high-performance chains.Market takeL1/L2Tooling

09 Sep 2024FTM up 28% in 30 days vs SUI and majors: the Sonic catalyst caseFTM is up over 28% in 30 days versus SUI at +1.8%, ETH -12% and SOL -17%. Attributes it to the Sonic testnet (720ms finality, 90% of gas to devs) and the Sonic Boom program, with Gems making up 37.5% of the S airdrop.Market takeL1/L2

06 Sep 2024Move ecosystem map: Aptos, Sui and the next wave of Move L2sMaps Move-based execution layers: Aptos and Sui as dominant chains, upcoming L2s and rollup stacks supporting Move. Expects Move to become a major narrative in a full bull cycle; a correction puts TVL at $744M for Sui and $656M for Aptos.MapL1/L2

02 Sep 2024Wormhole 30-day flows: Ethereum 54% of volume, USDC top assetIn the past 30 days 54% of Wormhole volume originated on Ethereum, mainly bridged to Solana (49%) and Sui (44%). USDC leads bridged assets at $470M, followed by USDT ($125M) and RNDR ($116M).DataDeFiSolana

21 Jul 2024L1 vs L2 TVL takeaways: Base and Blast lead, Scroll overtakes Aptos and SuiAggregated TVL chart (excluding Solana >$5B and Arbitrum >$3B) shows Base ($1.8B, +12% MoM) and Blast (-33% MoM post-airdrop) in their own league. TON levels with Optimism at $780M and Scroll ($670M) passes Aptos, Sui and Mantle.DataL1/L2

20 Jul 2024TVL wars charts: alt L1s vs L2s, and Solana vs OP, Arbitrum, BaseTwo TVL charts framing alt L1s against L2s: Aptos, Sui and Sei vs Scroll and Mantle, and Solana vs Arbitrum, Optimism and Base. The post itself gives no takeaways.DataL1/L2

08 Jun 2024Execution layer innovation map: alt-VMs, parallel EVMs and zkEVMsLists the wave of new execution environments this cycle: blended EVM/SVM/Wasm, MoveVM chains, SVM L2s, zkEVMs, parallel EVM L1s and Linux-based VMs. Argues it broadens the app design space and lets millions of developers build in more performant or familiar languages.MapL1/L2

07 Jun 2024Cross-chain bridge flows: Arbitrum, Optimism and Base lead 30-day inflowsUses Artemis and DefiLlama bridge data to track where liquidity moves. Ethereum originates 78.1% of bridge volume and Arbitrum, Optimism and Base capture 72% of destination flows, with zkSync net flows only slightly positive despite the pending ZK token.DataL1/L2DeFi

28 May 2024Aptos deep dive: Block-STM parallel execution, Move security and ecosystem dataData-driven thread on Aptos covering AptosBFT consensus, Block-STM parallel execution, key rotation and transaction pre-execution, then ecosystem TVL, DEX volume and developer stats. Argues Move chains are the next execution layer wave and Aptos leads Sui on dev adoption.BreakdownL1/L2

17 May 2024Movement M2 ecosystem: MoveVM/EVM composability and Universal Token StandardOverview of Movement M2, a MoveVM rollup on Ethereum with Celestia DA, covering EVM and Move composability, IBC support unifying Cosmos, EVM and Move liquidity, and the Universal Token Standard that unifies EVM and MoveVM tokens without bridges.BreakdownL1/L2DeFi

05 Apr 2024Wormhole W airdrop: bridge flow data and ecosystem airdrop mapData thread after the W launch at $10B FDV: Ethereum is the top source and destination by value, Solana leads by transaction count, and Sui looks whale-driven. Over 1B messages and $41B bridged; maps ecosystem apps that could airdrop to W stakers.DataL1/L2DeFi

04 Apr 2024Movement Labs deep dive: M1 sequencer, M2 Move rollup and FractalExplains Movement's architecture: M1 shared sequencer on Snowman consensus, M2 Move ZK rollup on Ethereum with Celestia DA, Block-STM parallel execution and a staged finality model. Claims 145k+ TPS and Move-EVM composability with native IBC.BreakdownL1/L2Ethereum

22 Mar 2024Movement Labs and Thala: Move-based modular L2s for EVM liquidityExplains Move's origin at Meta's Diem and Movement's stack: M1 as an Avalanche subnet shared sequencer and M2 as a Celestia-based Move/EVM L2. Thala, with over $200M TVL, is deploying on M2 for EVM user access.BreakdownL1/L2DeFi

2023 3

20 Apr 2023Move ecosystem bucks the falling developer activity trendNotes that developer activity trended down across the board in recent months, with the Move ecosystem (Aptos and Sui, both parallel-execution L1s) going against the trend, per Artemis data.DataL1/L2Tooling

20 Apr 2023Sequential EVM execution bottleneck and parallel VM alternativesArgues sequential execution bottlenecks the EVM and lists parallel-execution alternatives: Solana Sealevel, Fantom VM, Fuel VM and Move VM, linking deep dives on Fuel, Fantom, Aptos and Sui.ThesisL1/L2Solana

15 Apr 2023Sui deep dive: object model, FastPay, storage fund and tokenomicsGiga research thread on Sui covering Sui Move, object-centric consensus with Narwhal and Bullshark, FastPay parallel execution, the storage fund, gas pricing, tokenomics and governance.BreakdownL1/L2

2022 1

11 Dec 2022Fuel primer: UTXO-based parallel execution and the FuelVMPrimer on Fuel as a modular execution layer with a UTXO model and strict access lists enabling parallel execution, plus the Sway language, testnet status, team background and funding. Compares to Solana, Sui and Aptos parallelism.BreakdownL1/L2Ethereum

Often covered with

Aptos39 Solana60 Sei34 Polygon29 Base28 Celestia145 Movement Labs24 Arbitrum65

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