Sui Is Fast—but Is It Actually Useful? | Daily Crypto IQ

It's fast, but is it useful? And above all, does it actually capture value into the token or the market cap of the Sweet token? So, the central question, SUI clearly has impressive technology. The harder question here is does the technology solve any kind of real problem that people are really concerned about? Who's actually using it? Who's the user base? Which applications have meaningful adoption in their ecosystem? Is the activity organic or is it incentive or reward driven? Does product growth create demand for sweet? Does or can adoption grow faster than the circulating supply? All highly important things if you want that price of that coin to go up. Let's paint a picture here of some tokconomics. Circulating supply about 4.09 09 billion let's just call it 4 billion sweet tokens that is only 40 almost 41% of the 10

billion max supply tokconomics highly important raise that crypto IQ supply does not mean circulating right approximately 59% in actual uh discretion between circulating and what is all time so basically to put that a totally different way 60% % or 59% still is coming out which is future distribution or dilution and that remains part of the valuation though market capitalization approximately 2.9 billion current circulating supply valuation fully diluted valuations has approximately 7.2 billion. Now, we went over yesterday, or not yesterday, a couple days ago, a little more about what fully diluted valuation really means. I think it's kind of a useless metric, but I'll let you you do your own thought on that. Uh, valuation applied to complete the supply. Bridge total value lock. Total value lock can be a good number to look at. We have approximately 828 million

in bridge total value lock, meaning capital is using applications. So, that's good. And we're going to go through each one of these things in a little bit more of a meticulous way. Blues guy said, "Is a meme coin?" Uh, I don't I don't know if you're serious. Obvious. No, it's not a It's not a meme coin. Oh, Kryptoquitten says, "Please tell me isn't an Scoin." That's hilarious. We are live Monday. All right. Cool. So, uh, daily transactions 19 million. Daily DEX volume 29 million. Daily chain revenue about 1,400. What? Base layer value capture remains small. Yeah, it remains really, really, really small. Like super small. That's crazy. All right. Daily application revenue approximately 40,000. So the application revenue is much higher. Applications currently capture more than the entire network by a lot. Like by a lot. All right. Let's

talk about the contradiction. So SU can process enormous amounts of activity, but processing activity and capturing economic value are different achievements altogether. The current picture is strong technology, working applications, meaningful DeFi capital, uh consumerfriendly onboarding, high transaction activity, very low network revenue, significant remaining supply hanging over your head for dilution and substantial foundation involvements. The product may be farther ahead than the token's economics. And I think that's a good wrap-up. If we deem that a token is not really capturing value, that's on the token and the network. You see what I mean? These things can change and the project itself may be much farther ahead than the tokconomics of the of the economy. All right. So why investigate now? Why are we even doing it? The problem nearly every modern layer 1 claims to offer high speed, low fees,

scalability, easy development, institutional readiness, consumer adoption. I really wanted to make sure this part was in here for everybody. Those features are becoming basic requirements rather than permanent competitive advantages. So before it really felt like, oh, we're the fastest. We're the f like this was some kind of competitive advantage that they were uh pushing to show that they're better than their competitors. Well, all of this stuff is really just become basic requirements just to even be here. So unused block space is not adoption. Being able to process tons of transactions when you don't even have tons of transactions going on isn't necessarily adoption. So what has changed? SWE now offers more than performance benchmarks, right? Object-based asset ownership, which we did a whole stream about that. the move programming language, parallel transaction execution, ZK login, sponsored transactions, gasless supported

stable coin transfers, Deepbook, if you know about the project Deepbook on Suite, liquidity infrastructure, DeFi lending and trading, consumer and game applications, tokenized asset infrastructure, and experimental infrastructure for autonomous agents. It is no longer um accurate to call SUI like an empty or purely theoretical blockchain. That was some hardcore criticism that SUI used to get back in the day. But why does any of that matter? Well, let me tell you. Su's product ecosystem is growing while approximately 60% or 59% of the maximum supply remains outside reported circulation. And that creates a race, right? Here's our dilemma. Can adoption and economic demand grow faster than SU's circulation? Can more money come into the SUI token faster than the token is issued into the supply from the max supply? Make sense? So, if SUI can pull this off, who would benefit?

Blues guy, I had a feeling you were joking. Is that chat GBT you're using or different AI? It is chat GBT. Absolutely. I am thinking about uh switching to Claude for sure, but uh I haven't done it yet and I'm so used to using chat GBT. Again, I you know, shamelessly show that I use chat GBT to organize my thoughts and help me. Uh because I have a lot of information to present. What do you want me to do? Just like try to memorize it all? It's going to be super cluttered and not very clear. Uh, I feel like my job here is to simplify and expand information so that it can be easily digested. So, I think of these a little bit more as like just my notes, right? And going back to the whole like getting a

membership and stuff, I spend a lot of time getting these notes exactly how I want them. Don't think you just type into chat GBT like tell me about SUI and it just does this cuz it does not. It'd be nice but it doesn't do that. All right. Consumers who want who would benefit right if SUI succeeds? Let me re put that there. Okay. So, consumers who do not want a seed phrase or gas token complications, games requiring programmable digital items, that has a lot to do with that move base asset, payment companies moving stable coins because of that uh what do we call it? Gasless supported stable coin transfer. So you don't need any gas to transfer stable coins and therefore payment companies moving stable coins would like a network like that which is a big deal. Um so

far over the things that I've been going through and reading to me that's one of the ones that stands out the most. Problem is it doesn't help our case for getting value into the token. It just says, "Hey, SUI has a very useful blockchain and a lot of people might try to do a lot of stable coin stuff on it because of the gasless stable coin doesn't help for the fees. So, DeFi protocols needing inexpensive execution could benefit institutions building tokenized financial products, validators, and SU stakers, applications receiving ecosystem support. And you got to ask yourself, if um they've only captured about $1,400 in revenue in a day, um what are the validators getting paid like 50 cents? Like, oh man, being a sweet validator must not be very profitable. I don't know, you know, don't actually, you know,

feel free to come at me in the chat because I would love to know. All right. So if that's who benefits from SU who carries the risk who doesn't benefit so holders if activity does not create token demand pretty simple if you hold token suite and it can't create any demand for its token you're in trouble I'm in that boat I do own some applications dependent on incentive rather than retained users validators if fee revenue cannot replace staking subsidies. The Sweet Foundation, if the funded ecosystem does not become self sustaining because the Sweet Foundation is funding the ecosystem, but if it can't turn around and pick up and hold its own, uh the Sweet Foundation will be the ones who lose all the money, right? Competing layer 1 networks if develops a superior consumer experience. Our next part is

called signal and noise. But I want to say this, right? So for a long time a lot of the sentiment in crypto was very much about Ethereum and the fees on Ethereum to basically do anything were crazy and the regular user of a network is not having a high crypto IQ to put it one way. They don't understand the value of those high fees. Were they getting a little out of control? Of course they were. Did Ethereum need to do something about it? Of course they were. I admittedly avoided sweet or uh sorry, I avoided Ethereum's mainet and would opt for layer 2 or just not use the Ethereum ecosystem altogether because paying like freaking $7 fees or higher, you know, just for like a basic transaction really hurts uh your your uh ability to do things like if

you go to unis swap and you want to buy a meme coin cuz you think it's going to do well, but you don't want to buy a lot and so you want to buy $20 worth, but your fee is $10. So, you have to spend $30 just to get 20. Why would you do that when you could just go elsewhere, right? The reason why I brought that up is because it seems like uh a lot of other blockchains and things because of the sentiment around fees, a lot of people said, "We're going to basically make sure that we don't have high fees." Well, if you don't have high fees, then you don't have high revenue. And if you don't have high revenue, what kind of company do you know that doesn't have high revenue that does well or doesn't

have meaningful revenue that does well? So, there's a catch 22 there. They need revenue to pay validators to incentivize people to be there. Like, it's important, but I feel like some people got the wrong idea because of how hardcore everybody was against the fees on Ethereum, and they were out of control. So, the next segment here is called signal versus noise. signal being meaningful, noise being not meaningful or not needed. Uh, Cryptic Quinton says, "Not knocking it." Uh, of course. No worries, man. I didn't think that you were knocking it. I just like to use that disclaimer because of course people do sometimes pop in and out of the chat and they're like, "What? You use chat GBT? You are single-handedly destroying the Earth." And I'm just like, whoa. Uh, that's a conversation for another day. I got a

lot to say about that one. It's like talking about Bitcoin uh destroying the environment because of proof of work. It's just dumb. It's low IQ stuff. So, major banks plan a shared stable coin. So, in the stream, I'm not going to explain this every day. There's going to be some what are important stories in crypto and do they matter or are they just noise. All right, so that's about the majority of news that's going to go into this stream here. So, a consortium of 21 financial institutes including Goldman Sachs, Bank of America, City, and Deutsch Bank plans to launch a shared dollar stable coin during the first half of 2027. Stable coins connected to other major currencies are also considered. Why this even matters? Why I'm even bringing it up. The next stable coin competition may not be limited

between USDT and USDC as we often think of that uh being the two main competitive stable coins. Banks will need regulated issuance uh clear redemption rights, institutional custody, compliance controls, interoperability, and reliable settlement networks. Who's going to benefit from this? the banks. That's the main person. Token tokenization platforms, of course, custody companies, compliance providers, people involved in regulation, uh networkers supporting programmable settlements, and businesses seeking to reg to seeking regulated digital dollars. Basically, businesses that want to hold that digital stable coin. But who could lose? Existing stable coin issuers, right? their their networks might be unable to meet institutional requirements. Think Genius Act, Clarity Act, all the regulation rolling out. Payment intermediaries displaced by direct settlement. What I have to say about this is basically we don't really know all the ins and outs of what's in the Clarity

Act and what is going to become officially regulation. Are the banks able to get their clause into it and make it so it's like, okay, you have to have this this type of regulation, right? If you don't have this type of regulation, well, then you can't do business with all these different institutions. Banks can't hold your stable coin. Like, say they say, you know, USDT is not compliant in America with the law. So, now by definition, USDT will not be allowed to be held by any banks or any of that stuff. That pretty much just cuts USDT out. Now, it'll still exist online. It'll still be used all over the world, but in American official stuff, and I'm just using this as an example, but there might be many other stable coins that fall into the same idea. So

now the banks issue their own stable coin that is regulated and and gets the stamp of approval and they cut everybody else out for the American market. This is very specifically the American market. The American market is a huge part of the market. Now, is this signal meaningful or noise not meaningful? Of course, it's signal, but it's still pre-launch. A planned 2027 product does not prove demand for it. Wink wink. The critical details will be reserved. Structure reserve structure, redemption, network selection, interoperability, and the actual usage is what we'll be looking out for. SU's September supply increase. So SUI official circulation schedule moved from approximately 4 billion in August to this or 4.7 to 4.09 in September. Don't worry about those numbers. It's about 22 million sui. That's what you really need to focus on has increased since that

time. So part of that increase introduces a discrete release of approximately 13.5 million distri distributed among early contributors. Here's where the coins are going. Early contributors, the community reserves and this misten lab treasury. The broader monthly circulation increase also includes schedule stake subsidies. Why this matters? This is not like an unusually large one-time uh token unlock, but the continuing of a pre-planned supply schedule. I tend with these big projects that have big numbers, I don't want to see a big unlock. We want to see small regular routine unlocks, but if you go into a time period where those unlocks continue, even if they're small, monthly and things like that, in a bare market, you don't have people buying. You don't have increased interest buying up the supply and you're going to see price drops. Could be good time to

get in, but you should probably know the token autopsy, right? The important comparison is not did an unlock happen. It is a new economic demand growing faster than the circulating supply. Just going to give this away for free here. In all of these token autopsies, two main things that we're looking for is is there value captured for the token? And even if there is value captured, is there more value captured than what is being issued into the circulating supply? So you have a max supply and a circulating supply, right? And so it comes out of the max supply is minted on chain and comes into the circulating supply market cap divided by or circulating supply divided by market cap will give you the price per unit. So obviously if we dilute or water down or add more tokens into

the circulating supply that will cause number go down. If circulating supply decreases, number per unit, number per coin goes up. It's very simple. But how to be able to tell if a network does a good job at capturing value for the token, not the treasury, not the DAO, for the token. That is at the core of what we're looking for. All right. Signal or noise. Well, supply signal supply important, but it's not proof of an immediate sell-off, right? An unlocked token becomes transferable, of course, but that doesn't prove the recipient will sell it. And it's only 22 million sweet out of like billions. So, it's not a big deal. Even if all 22 million got sold, kind of really wouldn't be the end of the world. That is the upside of small token unlocks. and 22 million of them,

you know, a good chunk of them are going to um Miston Labs and stuff. They're probably not going to dump on people's head because they built a lot of the stuff in the ecosystem. They don't have any incentive to uh sell off and hurt their own projects. All right. So, what matters next? The recipient wallet activity. Who gets the coins? What they do with them? exchange deposit, staking behavior, ecosystem distribution, growth in stable coin and application demand and monthly circulation compared to SU's purchase and storage demand. The six million throughput per second headline. This is what we need to know about that. Uh, Cryptoquent says, "No IQ stuff over here." Hey, salute to you, man. Would you be willing to post these notes on your Discord after the live ends? Maybe put it in a channel only members have

access to. Personally, I find a lot of value in that. Ding, ding, ding. You got it, Cryptic Quinton. That's exactly what we're going to be doing. Um, and I don't know. I might put it as a membership thing at some point, but for right now, I'm not going to do that. You got what I'm saying? would help retain the info by reading it over again. I'll I'm going to put it all in there. I made the tab. I made one tab. I got to make another tab. There's going to be two tabs in the Discord. There's going to be one tab that's just a leaderboard. So, every day when we do these, I'm going to put it in the right order based off of the overall score so that you have a quick reference. And as we do these,

because we're going to be doing a lot of these, you're going to be able to basically just go look at the leaderboard and see what coins have the best score. I think that this is I think that once we get 20, 30, 40, 50 coins on there, it is going to be sauce when it comes to what projects are able to capture value for the token. Um, and since I can't make the stream, yeah, exactly. you'll be able to go look at the leaderboard and then you'll be able to go to the project. Um, I'm trying to decide how I want to do it and so I'm open for suggestions. The thing is I don't want to make like just a ridiculous amount of tabs in the Discord, like a sweet tab, an avalanche tab, and every other project

that we do. Like I I kind of I want to put them all in one thing, but at the same time that also makes it really hard to find. So, like say our first ever autopsy was Avalanche and you want to, you know, go look at that, but we're on episode 50 of the token autopsy. You're going to be like, "Well, that's I'm going to have to scroll back forever." Unless you actually knew that it was the first one. You could just slide the bar. A lot of people don't know this, but inside the Discord, you can search like avalanche or search like a keyword and it'll bring everything up. That's the best way to do it, but a lot of people don't really know that. Anyways, I got to figure out how I want to do that. Maybe

I'll like post them in like, you know, sets of 10 or something. I don't know. I got to figure that out. Magma is liquidity hub for SU. I did not know that. Um, Magma is an upand cominging liquidity hub for sure. Uh, Deepbook is the OG. And the reason why I say that is because a lot of infrastructure on suite is wrapped around DeFi or sorry is wrapped around Deepbook. I said that because Cedify or whatever. Isn't that what it was called? Citify or something like that. I'm probably mixing that up. There was another liquidity one that that had problems and kind of is not really relevant anymore, which is good because I chose Deepbook over that other project. It was hot at that time and it it played out well and then magma comes out of nowhere, right?

Blues guy, you must be doing the like the temperature conversion from Celsius to Fahrenheit wrong. That's the only thing I can think of. 120 degrees in Chattanooga. There's no way. There's no way it's 120 degrees in Chattanooga. Um, and wherever you said you were the other day, you said it was 110. Now, maybe I'm wrong. I could be completely wrong, but where I live is usually much hotter than everywhere else. A couple exceptions. And 120 is just crazy. I I think that would be all over the news. But hey, again, I could be wrong. Sorry, I kind of said that a little uh brash. I didn't mean it like that. All right. So 6 million throughput per second headline is kind of SUI network's claim to fame. So SUI recorded that peak of 6 million transactions per second during

a public July experiment. Why that's important to point out that this was a public experiment that was being done is because on a daily basis does not have that many transactions being pushed through their network. So participants and of course AI agents played games, sent payments, did all these different types of activity on the network to get the networks throughput per second up because throughput per second doesn't matter if there's not a lot of activity going on, right? So they had to up the t the up the activity. Trying to talk too fast. So, the activity occurred inside a programmable off-chain tunnel. This type of off-chain tunnel program, it reminds me of like layer twos on Ethereum, but it's not exactly the same because SUI is a base um asset programmable asset kind of blockchain. Anyways, the final state

settled on SUI when each channel closed. So, you had these off-chain tunnels. when they finally closed it, updated the entire sweet ecosystem, therefore making it minted on chain or made it onchain finality even though everything didn't go in a block and get processed as it happened. Anyways, what did the experiment actually prove? So it demonstrated that SU's architecture can support high frequency off-chain interaction with verified settlement if it was ever able to get that much active use. They've proven they can handle it, which is the main takeaway from this. And again, although we're looking for does token does squeeze ecosystem capture value for the token is our main thing, you're also going to learn a lot about a project and what matters inside a project in each of these token autopsies, right? So potential applications include micro payments, X42

protocol. So, uh, multiplayer games, machine to machine to machine commerce, highfrequency consumers, applications, and autonomous agent activity. What it didn't prove, it did not demonstrate 6 million ordinary mainet transactions per second like it almost seems to insinuate. That's not the same thing. The main net cannot or hasn't been proven to actually facilitate 6 million transactions per second on the main net. It also didn't pro uh prove that production is demand that sustainable economic is value uh usage involving significant real capital right application retention or revenue at scale. Signal or noise. Well, technically this is all signal. It's important. Potentially misleading marketing claim though. The achievement is meaningful, but repeating the numbers without explaining the off-chain architecture creates the wrong impression. If you just go and say, "Oh, yeah, sweet. You know, it's got 6 million throughput per second. Your

chain doesn't even touch that." is disingenuous because it doesn't tell you that it it's not actually finalizing those things in real time. It's using kind of a similar idea of a layer 2 on Ethereum where it uses a side chain or it uses a off-chain mechanism, batches them together and then puts them through and kind of like one transaction. It's basically what layer 2 is on Ethereum, but it doesn't work exactly the same because the nature of SU's layer 1 blockchain is different than Ethereum. Okay, just making sure that's all clear. I do probably uh overexlain, but that's that's good for whoever. If somebody was really serious and had big money and watched this video, I'd want to give them the wealth of information. What problem does SUI solve? Well, many blockchains organize activity around accounts and smart contract

balances. Sui treats coins, credentials, game items, financial positions, and other assets as programmable objects with explicit ownership. I mean, from my understanding, this is super useful for things like uh tokenization on chain, which is a big deal. And of course, gaming, that's a big deal. So, of course, there's other applications for it, but it just really stands out and makes a lot of sense for tokenization and gamify. Simple way to understand it. Imagine two completely unrelated activities. So Alice, who's a random person we're making up, transfers a digital game sword or a digital game item. Bob sends a stablecoin payment. Those actions do not need to wait for one another. Sui can process transactions involving independent objects simultaneously. That's pretty cool technology, not value capture for the token, though. Now imagine two traders attempting to change the same liquidity

pool. Those transactions affect shared state. State being like the memory of a blockchain. What has gone on memory? Think of that when you see the word state and requires an agreed order. So SW object category address owned objects controlled by one address. Example would be coins, game items, tickets, credentials, NFTs, access rights. What we're really saying here is that there's a distinction about the way that SW blockchain operates. What would be a shared object though accessible to multiple users or applications? Decentralized exchanges, lending markets, games would share memory or state and public marketplaces would have to be shared as well. Shared objects still require consensus ordering. Why in why does this matter? Why am I saying this? The object model can improve parallel execution. We're basically saying what it's good at. It's good at parallel execution, asset ownership and

provability, application comp uh composition, game uh inventories, digital credentials, programmable access controls, consumer applications involving many independent assets. But what are the limitations here? Let me take a minute. Whoa, Blues Guy is going nuts. Not sure if I mentioned it yet. I am grateful. I am grateful in full applications for being part of this amazing family, the underground family. Hey, let's go. So, SUI was added to the CME altcoin benchmark index September 1st, 2026, boosting its v visibility in traditional finance. Oh, that's cool. That's a good point. Upcoming conference for scheduled October 7th to 8 in Singapore. So upcoming conference is scheduled. So sweet is have it. This is good information. I appreciate you posting this. Uh Blue Sky featuring live high stress transaction speed test aiming to push past a previous milestone. That's cool. I like that. Native

stable coin developments like the Swede dollar expanded via integration with Stripe on-ramp and multi-chain bridges. As of September 2026, approximately 40% of the total 10 billion supply is unlocked. Yep, we did cover that. The next major monthly unlock is scheduled for October 1st, 2026. I think the I think the September 1st one was today, right? Yeah, it is September 1st. There you go. uh which will release another chunk of tokens into the community reserve. SW DeFi ecosystem has surpassed two billion in total value locked yield strategy leverage SW programmable transaction blocks allow multiple DeFi steps. Appreciate you posting all that. Um a good place to post that too, Blues Guy is in the Discord under an appropriate tab. But I appreciate you putting that here for everybody. Now we talked about what it does. Well, let's talk about what

its limitations are. Suite does not eliminate congestion entirely. A heavily used shared object can still become a point of contention. The architecture works best when applications active activity can be divided among independent objects. Why move matters? So, SUI uses the move programming language, right? Originally developed for Meta's blockchain research. So, what was it? Libra. I think Libra was the token that was associated with the project that Facebook was going to put out. The whole thing's a little bit strange to me. Seems like Facebook was ahead of their time is what it seems like. And then the court stepped in and was like, "Facebook, you you can't do this. Like, we're not going to let you do this." And then they shut him down and they didn't let him do it. But the top, you got to remember, here's a

better way to say this. But, you know, Facebook hired a bunch of blockchain developers and had this whole thing built. They just weren't allowed to do anything with it, which is weird and kind of a limit of freedom. I don't understand why uh Facebook didn't just wrap it up under like a different company or something and move forward. I don't know. But that is where the Move programming language really comes from. It was originally developed by Meta's blockchain research team. So, forget about the whole Meta and Facebook like part of it. And just think of real people who were hired to put this together. They're the people we're really talking about when it comes to the Move programming language, right? What was different about it is that move programming language treats digital assets as resources. An asset cannot casually

be copied, duplicated, or discarded unless the programming explicitly allows for it. Potential advantages here, these are things that make the blockchain different or competitive compared to other blockchains. More explicit asset ownership. ownership is much stronger on chain and harder to mess with. Fewer accidental asset handling errors. Better support for digital items. Uh capability based access control. Stronger foundation for financial applications, right? Cuz they would have a lot of assets and better fit for games and consumer assets. This is where they're probably going to shine and this is where certain big conglomerates whether it's tokenization of assets rwas and gaming and stuff they're going to favor blockchain model over now could another layer one come out copy their move and then get all the business I guess maybe but um it definitely has its advantages and the limitations of course

logic errors Move does not make applications immune to logic errors, Oracle failures, economic exploits, right? They're not immune to exploits, governance failures, upgrade mistakes, and poor application design. A safer language reduces certain risks while it does not eliminate the human error or the human mistake. What is SU's strongest product advantage? All right, so I have a couple of questions here for the community. One, who's still with me? Throw something in the chat. Let's keep this chat running. Two, how struggle, struggle, struggle, where you at. Um, how is the volume on the microphone? You You say that I sound a little bit quiet. I went back and watched some videos and stuff and I I have to agree with you. It does seem a little bit quiet. So, I messed with some of my options. And so, I would like

it if you would tell me, is it better? Could it be even better? Cryptic Quinton says to anybody could let me know. How's the mic? Is the mic loud enough? Struggle has pointed out before that it seems a little quiet. Um, and I agree with him when I watch some of the videos. It definitely was a little bit quiet. Feel like this microphone. Yeah, it's way too close. All right, there we go. Buffling, doesn't we have 50% token unlock in 2030? Buffink, that's a great question. I'm not sure about that. We're getting through a lot of information here. I do know that there's about 59% close to 60% still coming out into supply. Uh it looks like on a monthly basis there's about 22 million tokens or there was this month 22 million tokens coming out. There's another unlock

on the 1st of October. So I'm going to say that it's looking like monthly unlocks. I have a ton of information I put together, so I would know a lot better towards the end of the stream. Uh, Buff Link, if you don't follow me on Twitter, you might want to follow me on Twitter and you could ask me that tomorrow and I might have a better answer for you. Or just stick around and hang out. Link to our free description or our free Discord in the description and the chat. So many things to remember to say right every day. Krypton Quinton says, "Mic sounds good to me." Awesome. The quality of the mic I know is great, but the the sound level was a little low. I agreed with him, but I turned it up, so it should be

good now. So, SU's strongest product advantages is onboarding, right? Most blockchain applications ask a new user, install a wallet, record a seed phrase, purchase a native token, transfer that token into a wallet, maintain enough native currency, of course, for gas for all your transactions, and and approve unfamiliar transactions. So, Sui attempts to hide much of that complexity. What we call wallet or chain abstraction. So, anytime you hear the word abstraction, it it's becoming more popular by the day. It means an attempt to hide the complexity from the user. ZK login, zero knowledge login. It's cool stuff in my opinion. I really I really, really, really love the move from optimistic to zero knowledge. I can't believe optimistic was an option, but they had to do what they had to do to move the ball forward. So, ZK login allows

users to access sweet applications through familiar credentials such as Google, Apple, Facebook, and other supported providers. This is great for adoption and onboarding. Does it open you up to exploits and problems? I don't know. The user's identity is not publicly attached to the blockchain address. So here's benefits. Familiar login process, great for adoption. No initial seed phrase, great for adoption. Faster consumer onboarding, that is adoption. Uh application specific accounts and better fit for games and mainstream applications. The trade-off though is losing access to the login provider can affect wallet access. That's a problem. Salt management and recovery still matters. Some users may prefer a traditional self-custody wallet. I would be one of those people. Simplified onboarding does not eliminate security responsibilities. I would be worried that if say random example, say I logged into whatever application using my sweet

wallet using Facebook, if somebody hacks my Facebook, are they able to verify and then move stuff around on my wallet? Because that's a problem. So sponsored transactions, right? An application can pay transaction fees for its users. That's cool. So, an application can put some money up in a pool for gas specifically and that gas can be used by the people using that application specifically. That is dope promotion, right? That is a good uh promotion. If you were like a game and it required a small amount of money and you like wanted to let a lot of people play for free so they could like the game, you could do a lot of different things. You could be like, "Okay, your first week is free or they could do a a month where everybody's free." Like they could do different

stuff. The user can interact without already owning any suite for the native gasless supported stable coin transfers. Now, this is one of the things I really wanted to talk about because right now stable coins are like the big money generator. The part that I really don't like about it is a stable coin stays stable and the owner, the issuer is the language that we would use. The issuer company of the stable coin collects all the revenue fees. This is what made USDT so much freaking money. Um, if you wonder why USDT and their foundation things has so much freaking money, this is why. Because they just sit back and collect revenue fees. Everybody wants to move in and out of stable coins when you take profits and stuff because you don't want to watch it go up and down.

You're not going to move it into Bitcoin in the middle of a bare market. That would be a horrible idea. Wouldn't matter how much money you made. Anyways, I know some people have different opinions on that. Um, supported stable coins can move without requiring the user to hold a separate sweet gas balance. That's good. But do they still have to pay a fee to the network, not the issuer, the network in that stable coin? Because that would be important. So, the product benefit, this removes one of the worst blockchain onboarding experiences, receiving stable coins but not being able to move them because the wallet has no native gas token. Now, let's be honest, for a new person in crypto, this is extremely frustrating. This is extremely like frazzling and could get you really bent out of shape towards blockchain

technology. Is it really easy to fix? Yes. Just go to an exchange, buy some SUI, and send it to your wallet. It'll instantly be there. You're not going to need to pay a fee to get it there. And once you have SUI there, then you can move your stable coins around, no problem. It's easily fixed, but it's only easily fixed if you know how to fix it. Okay? So, a new person could really still have a hard time with it. The token question. If users do not need to hold SUI, value must reach the token through some kind of other mechanism. And SUI being a big more serious project and I think a lot of people realize that they are I want to say I highly hope that they have really thought through these mechanisms for the actual token.

So validators holding and staking suite applications or sponsors acquiring gas storage payments, stable coin reserve demand, uh foundation back buybacks, which we talked about revenue buybacks and foundation buybacks when we talked about a token autopsy altogether, DeFi liquidity and broader ecosystem demand. What you may not know, making sui less visible to users could make sui a more successful could make sui more successful as a product. However, better user experience does not automatically make sui a better performing asset. There's multiple different things going on here. I hope you're catching on. Raise that crypto IQ. Smash that like button. And again, consider grabbing a membership, even if it's the lowest level membership, because you guessed it, I got rid of the monetization, so you guys don't have to watch ads. And it's also a thank you for all the work that

I put into this stream and these videos. Okay, so who's actually using Suite? Well, DeFi. Major Suite applications include Nav'i, Cedus. That's what I was thinking of, not Cedafi. It's a different project. Cedis is the other uh liquidity provider. You have Swending protocol, Bluefin, Deepbook, Aftermath, Momentum, and this Hadal. I can't believe that Magma is not on here. I don't know what the numbers are for Magma. Maybe it wasn't relevant. So, current evidence, we already went over some of these numbers. 828 million in bridge total value locked, 425 million in stable coins, 29 million in daily DEX volume, and approximately 24.5 million in daily perpetual volume. Application revenue substantially above base network revenue. The application revenue is like the biggest thing going on in the ecosystem. So product conclusion, SUI has a functioning DeFi ecosystem. And there's really not

much question about that. But it's not an empty chain. It remains smaller than its leading liquidity networks. Let's talk about some of those because traditionally liquidity projects or providers on a network have been good plays when speculating in this market, but history doesn't prove future. Deepbook provides a native central limit order book liquidity layer. Applications can use it for anything from market orders, liquidity access, trading infrastructure, limit orders, margin products, structured financial applications. It matters because every application does not need to create its own isolated trading system. Open question though would be does deepbook become widely used infrastructure or does liquidity remain concentrated inside larger external ecosystems that are interacting with SUI but don't live on SU's ecosystem or in SU's ecosystem. So payment evidence supporting the payment thesis gasless supported stable coin transfers approximately 425 million in current

stable coin supply reports more than 1 trillion in cumulative stable coin transfer volume since August 2025. Remember volume can look really really really really big. It doesn't you got to understand volume. Okay so one trillion don't let that number go to your head. uh red. Pay integrated SUI and SU native USDC. SUI dollar launched through infrastructure connected with bridge and stripe company. So stripe company is using it. That's adoption and institutions are experimenting with the based settlement probably because assets work so well over there. Tokenization works really well with a move program or move programming language style blockchain. What still needs proof? How many people regularly choose SUI for payments? We need to see that. How much volume represents actual purchases and business settlements? How much represents repeated financial transfers? How much red dot pay customers? This is a

company customers use the integration. Are they even using that? Does stablecoin support supply continuing growth without incentive? I said that so weird. Can SUI compete with Salana, Ethereum, Tron, and dedicated payment networks? Again, here's an example. Tron, I think most of the activity on Tron is just moving USDT around. Like I don't think they have a lot of real ecosystem over there, but I'm not a big Tron user. So I could I could be out of date. I know that was very true for some time. I could be out of date though. We need a Tron deep dive. How about that? Maybe we're going to do a Tron autopsy. We will at some point, but I don't I don't know if it's it's not going to be tomorrow. All right. Product conclusion. So of course in conclusion real payment

functionality adoption depth remains uncertain capital markets. So recent Swede developments include so what is Swede doing? This is important because you can do an assessment or a token autopsy on how well a token has value capture. But things can change proposals and upgrades and things can happen. So you do almost have to kind of keep an update on that because they can change. T0 is bringing regulated digital security infrastructure to suite. That's big. A uh what is this? Neurobberg Burma tokenized high income fund distributed through those securities. Uh support for tokenized financial a uh products which I said is one of the things that SUI is very good at. institutional custody and settlement integration. Hashi testnet infrastructure for Bitcoin back financial applications. So we have some interoperability with Bitcoin DeFi. It sounds like three different stages of adoption. Partnership

announcement, infrastructure deployment, and reoccurring asset user and transactions arrive. So we're saying first you might hear about a participation announcement or partnership, sorry. Then of course that can turn into actual infrastructure being deployed to facilitate that partnership. But it doesn't get real until reoccurring assets and reoccurring means constantly happening users transactions and assets arrive. Su has evidence of the first two, but the third stage still needs to be measured. What you may not know, I would like to see a Tron deep dive one day. Hey, we're going to do it. I'm going to do that just for you. Uh, Buffink, are you still around? So, what you may not know is that tokenized funds being available on four networks does not mean all four networks receive equal usage. Availability is not the same as asset under management, transaction volume,

or revenue. Of course, gaming and consumer applications. SWI's object model is logically suited for these things. As I keep saying, game inventories, tradable items, dynamic NFT, player credentials. Notable examples include SU play, uh, EVE, Frontier, Sui, test net activity, lineup games, SU based mobile and browser games, and consumer applications using the ZK login. The real gaming test here is a blockchain game must answer is it enjoyable without token rewards without somebody incentivizing you to be there. Do people want to be there? Can a normal player begin without understanding crypto? That's barrier to entry. Does ownership improve the experience? So ownership of it is it make the game better at all? Can players freely use or trade what they own? So, if you own these different items in game, but there's no marketplace to trade them, then who cares? Does

the economy remain sustainable? And would the game be worse without a blockchain, or would it be better? Product conclusion though, strong architecture fit. Mass market consumer proof remains incomplete. So, we have a great architecture for what could be built, but we don't have the mass market consumer. or we don't have a lot of consumers proving that it's coming. We're still waiting. So AI and autonomous agents. So SU is increasingly presenting itself as an infrastructure for autonomous agents. Potential advantage machine speed payments. We know it's fast. Programmable spending rules. What you have to have for any kind of AI agents that are dealing with capital. Sponsored gas transactions. Verifiable settlements. controlled asset access off-chain programmable tunnels layer twos basically for the sweet chain and onchain records of completed activity. Let's lay it out the bullcase here, the bullishness that we

want to see. agents may eventually perform enormous numbers of micro payments, trade service purchases, which are still micro payments. Uh, data transaction, game interaction, and automated financial operations. Human speed networks may not be able to support that volume economically. So, what we're saying here is that blockchains that are just built to be good enough for how fast a human is using the network is going to be way, way, way, way slower than having a bunch of autonomous AI agents that are firing things off almost instantly and constantly. You need a network with high provable, proven high throughput, no matter how they do it. no matter if it's all on the layer 1 mainet and it's crazy fast that's much harder to do or if the network uses some kind of parallel chain uh you know layer two some kind

of thing like that uh it doesn't really matter as long as it all rem becomes finality on the main chain doesn't really matter how it happens in my opinion now there's use cases that may be different so the unresolved question here is are autonomous agents a real source of near-term economic demand hand or a native or a narrative just being used uh sorry or a narrative being used to justify capacity that currently has limited human demand. What we're saying here, because this sounds a little hard to for most people to understand, I feel like, is that is the autonomous agent going to be a real source of transactions on the network? Or is that narrative just justifying a need or a projected need for a really high throughput that you would never actually really need with human demand? So

if you have if you don't have any AI agents and that doesn't become a big thing then this 6 million throughput per second becomes a whole lot less important or competitive. Now my opinion Grockbot like AI agent all that stuff is coming. It's actually already here in a big way and there's going to be more and more and more projects that make it easy for normal people to use it to the point where it's not even special anymore. I almost feel like we're already there already. Okay, so product conclusion technically coherent, strategically interesting, economically unproven. So this is a great use case, but we're not in a place right now where we need that demand on a daily basis and it'll probably be a while before it is. Are usage numbers meaningful? So again, we're going through a lot

of the numbers we already went through. So the most important ones here are 95,000 in application fees, 40,000 in application revenue, which is more important, and then 2,800 in chain fees, but only 1,400 of it was actual chain revenue because some of it goes like 95,000 in fees. Well, some of those fees went to the project. The value capture is the revenue. That's 40,000. Again, 28 in fees, chain fees, but some of that's going to go to validators. The chain revenue is only 1,400. And I say validators, validators and other things as well. Who is following along? Who feels like this is too intense? So what transaction count can tell us right it of course tells us the network is active applications are submitting substantial activity and sui can process a large workload continuously users are interacting with sui

based products that's good as well it can't tell us how many addresses represent individual humans and not bots whether users return continuously or just flow of different users not the same ones whether activity is incentivedriven you don't know they could be given a reward away somewhere and that might have people showing up whether bots uh dominate particular applications or not and whether transactions create significant economic value whether captures that value more importantly SUI the token not the project or foundation what is better adoption measurements returning users of course so what are we looking for returning users users Users retention after 30, 60, and 90 days. Stable coin balances retained on SU and not moved outside of the ecosystem. Application revenue highly important. Whoa. Non-incentivized transaction activity. Activity that's going on because people find it useful and they want to

use it, not activity that has a reward behind it. Developer retention, of course, people building, we have to have them. We can't have them give up on a chain and go somewhere else. If you want sui to do well, you need them to stay on suite. Hopefully, there's enough developers for everybody. Assets choosing exclusively is a big deal because it's not going to share that activity with other chains. Production institutional settlement, that's a big one, and capital remaining after the rewards decline. What you may not know is a blockchain can report millions of transactions while producing very little revenue. SUI seems to be a very good example and that can mean the network has achieved excellent scalability and low cost or the transactions are not economically valuable. Those are two totally different extremes and sometimes both are true in

their own way. Reliability is part of the product. So, we experienced three mainet outages the May 28th through the May May 28th through the 29th. I really got to remember my like tea with honey. My voice is like it's not giving out but it's straining. So after its version 1.72 upgrade, the incident involved a gas charging bug when Intermin fix with a known low I don't know that that word messed me up. An interm Yeah, an interm fix with an unknown low probability failure mode. a randomness state bug exposed during validator restarts and multiple network halts across two days. So, I didn't actually know this until I was putting this stream together, but this upgrade seems to have had things in it that caused this failure. It wasn't like is just a piece, you know, a junk vibeccoated blockchain

that was poorly put together. Sometimes when you integrate new stuff, there's problems. Yes, they usually test them in a test net, but that doesn't always mean that that test net is going to catch every little problem. Okay, so no user funds were reportedly at risk. That's great. A previous committed transactions were not reversed, so they went with code as law. I guess it wasn't a problem. The official status page currently reports that uh 100% validator uptime across the last 90-day period. So, it seems like it was a problem with the upgrade. It was a big deal, but it's done, right? It's over. Positive evidence detailed public postmortem. Not a word you say a lot. Postmortium. So, no reported loss of user funds. That's a super positive. No reversal or committed transaction, no fork, no no nonsense. Code is law.

Known problems were addressed and they're fixed and strong uptime since the incident without this lingering constant problem. Negative evidence is that three separate halts is very significant, but I would kind of put them into one thing, right? Because they were trying to fix a problem with the upgrade. The upgrade introduced multiple intersecting failures. The interm fix included a known risk and benchmark speed does not matter when the network is unavailable. I feel like that was a little bit of a lowb blow there, but all right. Conclusion. Su's recovery and transparency deserves credit. The outage still prevents SU from receiving a top reliable score. So reli the reliability in our token autopsy is going to take a hit for the fact that it had those outages. Does sweet capture product growth? This is where we're starting to get into the

sauce. Well, a lot of it was sauce, right? So, Cryptoquitten says a little intense. It is. This is the education stream. That's why I pair it with the DeFi gaming stream that comes right after. So, SU's roles. Sui is used for network staking, validator security, transaction fees, storage fees, onchain liquidity, staking rewards, future governance, and application sponsorship. These are real uses for the actual sweet token. And again, we're just rolling out and changing how we're doing things. I will find uh maybe a way to consolidate this information a little bit. So the harder question is whether they create enough demand relative to the sui valuation and remaining supply. So the storage fund users pay for computation and storage created by their transaction. Storage payment enters the storage fund. The fund helps compensate future validators for maintaining data created by

previous users. Storage fee components. A refundable storage deposit. A portion may be refunded if an object is deleted or its storage requirement decreases. Non-refundable storage fees. These remain inside the storage fund and are permanently removed from active circulation almost kind of like a burn fee or a burn wallet. Immutable object deposit. So immutable objects cannot be deleted. So their deposit cannot be returned to circul to circulation. Why that matters? Well, more applications and more stored objects can remove additional sui from active circulation. This is a great mechanism for the more adoption, more people using the chain, the more sui basically comes out of circulation. That's a great mechanism and it's a mechanism that I don't actually see in many blockchains at all. It's almost like a real built-in usable burning mechanism or depreciating deflationary mechanism uh than like just

a burnback. A buyback or a burn. So I just throw it all together. Important distinction. Removed from circulation is not the same as burned. Similar not the same. Some suite is permanently retained. Some is locked while an object exists. and some deposits can be partially refunded. The mechanism creates genuine deflationary pressure though, but it is currently small compared to the 10 billion max supply, monthly circulating increase, ecosystem distribution, and staking subsidies. So, it's very small compared to the amount of new coins coming into the circulation. SU buybacks has introduced a mechanism connecting stable coin growth with SE pu purchases. So uh just for the complexity so everybody realizes as well is a very different project. It has a lot going on with how it actually works in its ecosystem. That's why there's a lot to this. So how it

actually works certain native stable coin reserves generate yield. The SUI Foundation uses that yield to purchase SUI on the open market and purchase SUI is distributed to validators, DeFi programs and other ecosystem participants. What the mechanism accomplish create open market demand for connect stablecoin growth with a native token provides ecosystem funding and supports validators and defy programs. What it doesn't accomplish? Well, Sui is not actually burned. Total supply doesn't decrease like the max supply redistribution can eventually return to sui to circulation and a foundation operated mechanism is not the same as an automatic protocol value capture. What you may not know is a token buyback does not automatically benefit holders in the same way as a permanent burn. The reason for this is because a buyback just means they purchased the tokens off of an open market. Doesn't really

tell you what they're going to do with the tokens that they bought back. A automatic burn due to like a smart contract or a permanent burn is totally different. But you don't know if they're going to burn what they bought back. They might distribute it to rewards and incentives. Well, that's still in the circulation. That doesn't come out of the circulation. All right. Our results here are going to depend on how much SU is purchased, who receives it, what recipients must do with it, whether it's locked or immediately transferable. The simp the supply question here 10 billion sui maximum. We have September circulating 4.09 billion and we're going to have some more come out on October 1st. So, it's always increasing. The positive tokconomic features are a fixed maximum supply because some projects don't even have a maximum supply.

It's just infinite. Storage fund pressure is a good mechanism for price go up. Staking demand, stable coin funded purchases and gradual rather than unlimited issuance. So these are all positive things for the token. Concerns of course mostly has not reached reported circulation. More than half of the original allocation entered the community reserve. The community reserve was initially managed by the Foundation. Early contributors and Miston Labs continue receiving scheduled releases. Stake subsidies currently support validator rewards. Uh let's see. Isu inflation or deflationary? Total demand removing or locking suite faster than scheduled distribution makes it available. So let's see activity computation fees those go to the validators. I'm just trying to see do we need to look at that information. Important distinction sweet ecosystem growth can benefit. Yeah we it's getting a little repetitive. So their competition of course Salana larger

consumer distribution deeper liquidity. Salana's advantages. SW's possible advantages against Salana is object-based architecture native ZK login and consumer onboarding and that's going to be very similar for a lot of them. So Apto strength is it also uses the move programming language. So here's another one that uses move similar meta daim heritage right and uh I actually yeah daim was the was the token not libra okay institutional relationship high performance so it seems like one of their best competitors to suite is actually of course ethereum's layer 2's specialized payment network all right let's get to this part this is what I wanted to get to I will put all of this information in a tab in the discord. So daily crypto IQ score scorecard, this is how we're measuring things. So real utility and adoption, it gets a 17 out

of 20. Token value capture, one of the most important things is a 10 out of 20. So it's kind of like 5050. It's not that great, but it's not that bad. Tokconomics and supply, a seven out of 15. Competitive moat, its ability to compete against competitors, 11 out of 15. It's pretty high. Uh security and decentralization, 6 out of 10. Catalyst and execution, 8 out of 10. Risks and unanswered questions, five out of 10. So, there's a lot to be desired there. Giving it a total score of 64 out of 100, landing it on the watch list. Right. And we are going to see and then it gives me like a breakdown of every bit of it. And here is my current leaderboard, right? So, we'll be continuing to update this. You will be able to find this stuff

and even more information for free in our Discord. How's everybody doing? Everybody take a deep breath. I know I need one. That was a lot. I'm going to try to simplify my uh my methods here because if maybe if I simplify it a little bit, it won't be so intense. All right. So, what did we miss? Did we miss anything? Let's show off website real quick. Where AI transact. So, Sweet is very much going to go with this AI narrative. Uh, it probably be dumb not to have some integration. I I tell you, I don't I don't really feel like reading a lot more. Just wanted to show off their website a little bit. And of course, I want to tell you they're having a base camp at Token 2049 Singapore. Wait, didn't Token 2049 already happened, right? Am

I missing something? Sweet. No. Okay. So, token 2049, I think, is the name of the the event. Like the Bitcoin convention is the name. Token 2049 is the name of the event in Singapore. So, I guess they use the same name every year. I would love to go, but I I don't think I'm going to fly to Singapore. So, the next 5 trillion in transactions won't be human. So they're saying they're going to be AI agents. Personally, I'm a big fan of SUI. I've liked SUI since the beginning, but we have to put our, you know, philosophical morals aside when we're trying to see if a token is going to pump. That's totally totally totally different. All right, we will take a look at these crypto bubbles at the end. So it seems like overall market is down. I've

been super busy tonight or today. So, like I haven't actually got to spend a ton of time looking at the market and things. Usually I do it earlier in the day, but I was very busy. Says, "I've got friends that like Cedus." Yeah, I was going to invest in one and so I was like between Cedus and Deepbook. My mentor really liked Deepbook better and laid out reasons why he likes Deepbook better. So I went with Deepbook and I didn't want to choose multiple liquidity type projects in one ecosystem. So like I chose Deepbook on SU but I chose Aerod Drrome on uh you know base. Filecoin up 12.3%. That's positive to 76 cents. Uh let me know when it's above four or$5. I don't know what my average is. Wow. Flare gave it all back. Huh? Flare was

doing all right. It went as high as like 0.0077, right? See if my memor is any good. Yep. 0 Oh, now it says 72. I swear it went higher than that. Either way, uh, it gave most of it back. 10% up, 10% down. You see that a lot. And for those who don't know, uh, Sky used to be Maker. If anybody wonders where Maker went if you've been here a while. So, looks like we're having a little bit of pullback here. Seeker down 32%. Ouch. So, we're seeing the pullbacks. For those who thought we were going to just pump, pump, pump, pump, pump all the way to 100K with no pullbacks and it was going to happen really fast just because we went and pumped up really fast. Don't necessarily be fooled. Pulseax, Hex, and Pulse Chain all down

today a little bit. And what else do we got? Magma doing well today. That's sweet ecosystem sauce right there. What is the market cap? 89 million. Very small project. Uh Anom down 20%, UniFi up 52%. Wow, that's a good pumper today to 57 cents. Congrats if you're in that one. Uh useless and chip also getting positives today. And of course, let's just go look at Trading View for a second and then I'm going to end this stream and we're going to start the next one. Uh, biggest decks on SU I believe. Yeah, I think you're right. I think that it is definitely the biggest. All right, let me get you everybody to Trading View. I'm kind of doing this as a bonus at the end of the stream. if I can find it. Oh, there it is. All right.

So, what are we looking at? Well, we kind of tried to put it in a in a flag the other day. Of course, it looks very complex shoulder head and shoulder-ish. It also looks just regular shoulder, head and shoulderish. And then it seemed to be defying that shoulder, head and shoulder because it didn't dump. But that doesn't mean that it won't. Of course, you have your Fibonacci retracement style of uh trading where they' be looking for a deep retracement to like the golden pocket. The golden pocket would basically be we go down and bounce off the 4hour BTC 200 day moving average which is that red line there. The Fibonacci puts so many extra lines on your chart but if we could remain you know in some kind of flag here. It looks like you could possibly see 97

and a halfk which would be great. That'd be phenomenal. Just wanted to show that for a second. And then let's go to Twitter. I want to say Facebook so bad. Twitter is what I mean. My mind is a little burnt after reading all of that. Uh I don't know if you guys realize, but I'm learning a ton every single day doing this, which is the point. It's why I do what I do. But uh it's a lot of information. Let's just put it that way. Where's my man the lifer? My mentor. Sorry. It's what I mean. He did Oh, yeah. This is when he was on Fox. He did a post about kind of where we are at the market. Here it is. Right. This is what I want to show. says September starts bearish, but that's not necessarily

bad. BTC could form a right shoulder and retest 66 to 67K, or it could hold tight at 75 and rip higher. Those are our bearish and bullish scenarios. Twoe breakout remains intact. Bearish thesis only strengthens below 72. So, if we're staying a below 72.8, well, then your bearish thesis gains a lot of weight. The key is to stay open-minded and trade what the chart gives us versus acting like we know what's going to happen. This is my mentor. If you don't know, Sam Price, the crypto lifer on YouTube. I always want to shout him out. Uh I'm not trying to act like that's my technical analysis here. That is what he has to say about it, but uh he's right most of the time. Uh a high most of the time, high percentage. Let's go Bulls. Imagine the alta

if BTC goes to 90k plus oh man days. Yep. Uh so do we bro knowledge and wisdom. Blues guy says I love the new way you stream. Struggle heart says oh I'm assuming that's what that face means. And uh yeah I got a lot of thought to go through. I'm really trying to continue to move the stream forward and make it more informational, enjoyable. My thought tonight was I need to rather simplify because it was a little long- winded. Some projects are going to be more long-winded than than others because SUI has a lot going on. Su is a very different, you know, move language, objectbased, it's different than like say Ethereum or Bitcoin. So, that's going to require a lot more to be said. We didn't even go through some things. I'm going to be posting all of

that in the Discord as as well as all the stuff from Avalanche. I'm going to rest my voice for probably like I don't know 10 minutes. You'll see that my uh DeFi gaming stream for tonight is going to be about Claudecraft. So, that's going to be our first and main focus of the game. But we'll we'll we'll probably play some other games and stuff. It just depends on how much time I have. We will start that DeFi gaming stream. Probably before 10:30. Uh it says it's going to start at 10:30. I didn't know what time to schedule it for. I didn't know how long it was going to take us to do the education. So, it's only the second day of our educational stream. Or no, that's not right. It's the second day of the token autopsy. We've been

doing uh crypto education for I don't know 10 months, 11 months, almost a year now. A lot a lot a lot of streams that's for sure. Anyways, we will continue to upgrade everything. Tell me your thoughts. We in the Discord. If you're here right now, you're probably in our Discord. All right, the main hangout. Tell me what you like. Tell me what you don't like. I really want to open the invitation. any complaint, I don't care how stupid or or small you might think that complaint is, please tell me. You can DM me directly, you can email me. My email's in the description, or you could just say it in the main hangout if you're not worried about other people seeing it, right? And let me know what you think. All right, guys. I'm going to go ahead and

hop off. Stay underground. Stay crypto. Thank you for being here. Uh, I haven't done my news stream with the news and all of that stuff, which is basically the news in an earlier time frame with some of the stuff that we would normally do at the beginning of the stream normally, but it's going to be done a lot earlier. So, check that out. And I'm thinking 200 p.m. I'm rather going to go 2:00 p.m. for the news or we're going to go way earlier. But I think 2 p.m. is better because it gives time for the news to come out. You could do 10:00 a.m. and then or not or like I wouldn't do 10 am. I do like 9:00 a.m. but then things can change drastically. But we'll see what I decide to do. Cryptic Quinton says, "Respect.

I appreciate you. I hope you guys come to join me over on the other stream." Again, this was heavily crypto education. Now we do DeFi gaming, trying to target the right audience for the right content instead of just grouping it all together into one live stream and throwing it out there. So, we'll see how it goes. We turn monetization off. Please consider grabbing a membership. Uh the the base membership is literally $2.99 and we're going to increase perks. Okay, that highest membership will give you access to a you know um an exclusive chat for exclusive members. All right, once again, stay on ground state crypto and I will see you shortly in the DeFi gaming stream.