This Is It—Final Week Before DAS NYC
Crypto's Policy Pioneer Takes the Stage
recent research
Research
Sui is a technically differentiated smart contract platform where an object centric architecture and full stack infrastructure are redefining what a monolithic L1 can support. Its design targets high throughput, low latency execution for fully onchain CLOBs, BTCfi, and new TAMs in gaming, robotics, and agentic AI, while keeping liquidity and composability on a single base layer. BTCfi rails via Ika and upcoming Hashi, plus native stablecoin plans with Ethena, BlackRock, and Bridge, aim to turn Sui into a BTC and stablecoin hub. DeFi primitives such as DeepBook, Bluefin, Momentum, and emerging perp venues are building on this stack to deepen leverage, liquidity, and institutional access. We see SUI as a high risk, venture style bet where team quality, architecture, and roadmap give it a credible shot at becoming a higher value execution and settlement layer if real usage scales.
by Sam Schubert
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