In today’s briefing:
- Sui (SUI): High Valuation, Early‑Stage Adoption

Sui (SUI): High Valuation, Early‑Stage Adoption
- Sui commands an ~US$11 bn market cap (FDV US$34 bn) barely two years after launch, yet real‑world usage is still embryonic.
- Claimed throughput of 297 k TPS contrasts with currently observed ~48 TPS (peak 335).
- A restrictive validator set, modest staking yields, looming token unlocks, and limited developer traction undermine the decentralisation and growth narrative.
