[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  eye zen hour [@eyezenhour](/creator/twitter/eyezenhour) on x 68.5K followers Created: 2025-07-10 01:16:43 UTC 🚨 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: -XX% 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: XXXXXXX ✓ Finality: X seconds ✓ Fee per tx: $XXXXX ✓ 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 XX 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 XX% 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 XX 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 $SOL, it might be built on Sui Don’t fade the fundamentals LFG 🥶 Link to Grayscale's post and report link:  XXXXXX engagements  **Related Topics** [sui](/topic/sui) [lays](/topic/lays) [$sui](/topic/$sui) [coins layer 1](/topic/coins-layer-1) [coins made in usa](/topic/coins-made-in-usa) [coins sui](/topic/coins-sui) [Post Link](https://x.com/eyezenhour/status/1943117145333800966)
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eye zen hour @eyezenhour on x 68.5K followers
Created: 2025-07-10 01:16:43 UTC
🚨 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: -XX%
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: XXXXXXX ✓ Finality: X seconds ✓ Fee per tx: $XXXXX ✓ 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 XX 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 XX% 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 XX 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:
XXXXXX engagements
Related Topics sui lays $sui coins layer 1 coins made in usa coins sui