Michaël van de Poppe@CryptoMichNL9H
bullish$SUI Basecamp was a great experience.
I've had the pleasure to go on-stage to discuss why this #Crypto cycle is comparable to 2017.
I've also had the pleasure to record podcast episodes with two of the founders, @EmanAbio and @EvanWeb3, in which I've learned even more about the underlying protocol.
There are not many Layer 1's out there building in such a past phase as $SUI.
To me, it's all about $ETH, $SOL and $SUI.
In my presentation, I've discussed the fact that this cycle is comparable to 2017 in terms of adoption, and adoption and innovation doesn't go in a gradual linear path, it goes exponential and most likely in a very steep S-Curve.
I would expect to see the same occurrence with crypto in the coming years.
Finally we're hitting product-market fit as an entire industry and a lot of people will be using crypto without even realizing that they'll be using blockchain.
It's great.
In my presentation I've discussed the fact that there are large divergences in the markets.
Since the last quarter of 2025, you've seen that the onchain activity of tokenization has gone up massively. Growth numbers are large.
However, price hasn't really picked up the momentum and narrative just yet.
The same is the case for $SUI. The current narrative surrounding SUI isn't correct and that's why there's a ton of alpha to be generated with that information.
The token isn't traded at fair value currently.
The key updates that have been presented at Sui Basecamp making me even more bullish:
- 40 million TPS has hit as a new record, therefore there's a case that $SUI is fully build for the Agentic Economy and scalability (free micro-payments to be transacted on the blockchain).
- $500 million being committed into Hashi, through which native $BTC has become active onto the SUI blockchain.
- Large partnership announcements with enterprises, for instance Alibaba Cloud, through which this partner is coupled with SUI Agentic Payments.
- A phenomenal presentation by Evan on on-chain liabilities that exist when we're going to transact between agents.
Overall, the current value of $SUI is significantly low and I'm expecting this to change drastically when the narrative starts to change in the coming period.
Be more bullish.
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