Sui and Plasma Network Performance Upgrades Set New Records (Issue 1 · Week 28, 2026)

01Event Overview

On July 3, LoquaApp launched an AI-powered private messaging app that supports P2P transfers on the Sui network, integrating zkLogin with an AI-driven intelligent content shaping experience. By utilizing a point-based filtering mechanism to reshape decentralized communication, this app marks a new milestone for private messaging on the Sui chain. Around the same time, the Sui Tunnel experiment is set to begin, aiming to test the network’s TPS limit under high-load conditions.

02Technical Analysis

The Sui network has recently made significant progress in terms of technical architecture and performance validation under high-load conditions. To assess the network’s handling capacity in high-concurrency environments, the team has initiated tunneling experiments aimed at measuring the system’s ultimate throughput. These experiments focus on stress-testing scenarios, using simulated heavy loads to evaluate the network’s stability and scalability limits. Meanwhile, applications within the ecosystem are exploring ways to integrate privacy computing with agent technology more deeply, in order to develop new paradigms for decentralized interactions. Such technological advancements not only enhance the practical value of the underlying network but also lay a solid performance foundation for future large-scale deployments.

03Market Impact

SUI recorded a 6.0% increase this week, with its weekly performance outperforming intraday fluctuations. The current price of SUI is $0.74 (a 0.7% decline over 24 hours indicates short-term profit-taking pressure), but it has risen by 6.0% on a 7-day basis (suggesting an overall bullish capital flow this week). The 24-hour trading volume reached $0.3B (indicating that market liquidity remains high). Although Cantor Fitzgerald released a report on 07-02 predicting that Bitcoin might hit bottom by the end of October and advising a shift toward the value ecosystem (implying that macro sentiment could provide potential support for the public chain sector), the current overall AI sentiment score stands at 48/100 (a neutral level indicating strong market hesitation and a lack of momentum for a one-sided surge).

• Watch to see if SUI can stabilize above the key $0.74 level to sustain its weekly rebound trend. • Pay attention to the impact of macro cycle reports on the overall valuation recovery of the crypto market.

04Competitor Comparison

05Competitor Comparison

The current cryptocurrency market is in a phase of cyclical adjustment. Some institutions predict that Bitcoin may reach its bottom by the end of October, suggesting that funds should be shifted toward ecosystems with solid value backing. In the competition among public blockchains, Sui continues to attract attention thanks to its technical architecture advantages and ecological innovations. It scores 49 overall, with a technical score as high as 73, indicating strong capabilities in underlying research and development.

Although innovative applications on the Sui chain that integrate AI agents and private communication have emerged recently, reshaping the decentralized interaction experience, competitor comparisons need to focus on broader market dimensions. Sui’s current price is $0.74, with a liquidity score of 41, a token economy score of 35, and a fundamental analysis score of 52, reflecting a divided view in the market regarding its long-term value versus short-term liquidity.

In terms of technical approach, Sui optimizes network performance through object models and parallel execution mechanisms. Recent experiments aim to test its processing capabilities under high load conditions, setting it apart from public blockchains based on traditional account models. However, the provided data does not include specific figures such as the market capitalization, user base, or ecosystem scale of other competing projects like Solana and Aptos, making it impossible to create a side-by-side comparison table with concrete numbers.

Based on the available information, Sui’s main advantage lies in its significantly higher technical score compared to its overall score, suggesting that its technical potential has not yet been fully recognized by the market. As market sentiment tends to be neutral (with an AI-related sentiment score of 48/100), projects with high technical barriers may gain favor from investors toward the end of a bear market. Future competition will focus on the actual network throughput and the efficiency of ecosystem application deployment. Sui needs to further prove whether its technical advantages can translate into sustainable user growth and a thriving ecosystem.

06Keep an eye on it later.

Track Outlook: Performance Verification and Ecosystem Mapping

Given the current price of SUI at $0.74 and an AI sentiment score of 48/100, indicating a neutral stance, the core focus of this track over the next 1–4 weeks will shift from purely technical narratives to practical verification in high-load scenarios. As the tunnel experiment is set to begin to test the network’s TPS limits under heavy load, capital in the primary market will pay close attention to projects in privacy communication and AI interaction that possess strong concurrent processing capabilities.

• Positive Catalysts: If the Sui tunnel experiment successfully demonstrates stability under high loads, it will directly boost the valuation of on-chain AI agents and privacy communication applications, attracting further investment from primary market funds in subsequent rounds. ! Key Risks: If the experiment fails to meet expected performance benchmarks or market sentiment remains neutral, it could slow down primary funding activities in this sector and weaken the corresponding effects in the secondary market.

Scenario Analysis

Key Monitoring Points

1. Verification of Tunnel Experiment Results: Closely track the data from the tunnel experiment starting on 07-03 to determine whether the network’s actual performance under high load can support the deployment of high-concurrency applications.
2. Primary Funding Trends: Keep an eye on the financing progress of privacy communication and AI agent projects within the Sui ecosystem, particularly the investment activities of leading VCs.
3. Progress of Ecosystem Applications: Observe whether early projects like LoquaApp can achieve user growth through their point-based referral system, thereby validating the feasibility of decentralized communication models.