What to speculate in the next bull market?

Four main lines worth paying attention to:

AI

Privacy

BTCFi

Stablecoins

This is not just my random guess.

Mysten Labs' recent series of actions has basically laid the answers on the table. These four directions are also the core layout for Sui in the coming years.

1/ Native Bitcoin Finance

The Hashi testnet has been launched, marking Sui's official attempt at native Bitcoin finance.

Currently, BTC accounts for 60% of the entire crypto market's market value, but less than 0.37% is actually invested in DeFi. Trillions of dollars in assets are almost lying idle on the chain.

What Hashi wants to solve is exactly this problem, relying on:

▌Sui's sub-second confirmation

▌Move language natively handling Bitcoin UTXO

▌25+ institutional-level partners

2/ Zero Gas Stablecoin Transfers

Payments have always been one of Sui's most important strategic directions.

This year, Sui launched protocol layer-supported zero Gas stablecoin transfers, allowing users to make stablecoin payments without paying Gas.

Currently, 7 kinds of stablecoins are supported, benchmarking SWIFT and PayPal.

At the same time, since 2024, the cumulative settled stablecoin transaction volume on the Sui network has exceeded $2.25 trillion, an astonishing scale.

3/ Privacy Transactions

Privacy is becoming a new infrastructure demand.

Sui is already developing online privacy transactions, supporting privacy protection for transaction amounts and account balances, while also considering the auditability required by regulations.

Privacy and compliance are no longer mutually exclusive.

In the future, privacy will no longer just be an application layer function but will be a part of the protocol layer's default support.

4/ AI Finance is on its way

Sub-second confirmation, zero Gas payments, native privacy—together, these three provide the underlying capabilities needed for AI Agents to autonomously complete transactions.

Several representative projects have already emerged in the Sui ecosystem around this direction.

Beep: An AI financial entry point connecting 300+ assets

MemWal: Creating a memory layer for AI intelligences

MoonPay: Sui is one of the founding members of the cross-chain wallet standard

In conclusion

If the judgment is correct, the core narrative of the next bull market will revolve around these four main lines: AI, privacy, BTCFi, and stablecoins.

And Sui has already positioned itself at the intersection of these four main lines.

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