链研社|AI First🔶💧|May 06, 2026 07:46
The narrative of public chains has come to an end. The market does not need a faster chain, and the cure is not a meme. In the end, stablecoins are still needed to break through and achieve large-scale adoption.
At least historical facts have proven that the ultimate business model of L2, modularity, Rollup, and DA comes from your pocket.
To make Web3 accessible to ordinary people, first solve three things: one click account opening, controllable privacy, and free transfer. This is the infrastructure that has been running for mobile payments for ten years. Can't we upgrade to Web3 instead of reversing the user experience?
So I think Sui's latest direction is right, all in stablecoins and on chain financial infrastructure, allowing funds to flow freely like information. Make stablecoins, payments, DeFi, and AI agents institutional level financial settlement layers.
To what extent has the data related to stablecoins reached Sui?
-Accumulated transfer amount: over 1 trillion US dollars
-Daily trading volume: 164 million transactions (daily peak)
-866+TPS continuous operation, final confirmation time sub second level
What concept?
Stable coin transfer amount/market value ratio=$1T/~$550 million ≈ 1818 times. This turnover rate is the highest in the industry, which means that the stablecoins on Sui are running.
Daily active addresses range from 1.8 million to 2.4 million, second only to Solana and ETH in L1.
But why can't Sui copy homework from other public chains?
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