小捕手 Chaos|5月 06, 2026 10:28
The only public chain that can take over Solana is @ SuiNetwork
To be fair, Solana is indeed strong.
But if you look closely, Solana's answer is actually a question from the previous generation: how to make blockchain faster and cheaper?
Well answered. No problem.
But the problem for the next generation has changed——
AI agents need to spend money independently, can the chain withstand it?
Institutions need to put trillions of assets on the chain, who will be responsible for privacy and compliance?
Payment aims to cover billions of people worldwide, can gas fees be directly reduced to zero?
Assets need to be 'programmable', can the underlying architecture support it?
Solana's architecture was not designed for these issues.
Sui is.
1/Free payment
Transaction fees as low as a few cents are indeed cheap.
But between low and zero, it's not a quantitative change, it's a qualitative change.
What Sui is doing:
→ Stable coin gas free transfer → Open to everyone → Instant settlement, one signature deal
For cross-border payments, micro payments, and machine to machine payments, affordability is not enough. Free is the correct answer.
2/Privacy - Something Other Public Chains Don't Have
Solana is fully transparent. Every transaction and every balance is visible to the whole world.
Those who speculate on Meme don't care, but institutions care.
No fund is willing to let its peers see its position. No enterprise is willing to let its competitors track the flow of its funds.
Sui's proposed solution is bank level privacy:
Secret transmission: transaction details can only be seen by relevant parties
Selective Disclosure: You decide who watches what
→ Fully compliant: regulatory requirements are still met
Sui needs to take both the openness of public chains and the confidentiality of private chains.
This is not just icing on the cake, it is a prerequisite for institutions to enter.
3/Stablecoins are evolving into programmable assets
Tether earns billions of dollars annually through reserve interest.
How much did the user receive? zero
The USDsui on Sui is different. It is issued by Bridge (a subsidiary of Stripe), and the reserve income is directly returned to the ecosystem and users.
The most crucial thing is that USDsui is not just a coin at all.
Ownership, compliance, transfer conditions, redemption logic, and income distribution are all embedded within the asset itself.
Traditional stablecoins are digital IOUs.
USDsui is a self executing financial contract.
The gap between the two generations of products.
4/Bitcoin narrative: A trillion dollar cake that no one has really touched
Billions of dollars worth of Bitcoin worldwide are sleeping soundly.
Holders face a dilemma: they want BTC to generate profits but do not want to sell it.
The Hashi protocol on Sui solves this deadlock:
Not selling Bitcoin can also unleash capital efficiency.
Fenwick Law Firm has confirmed that building institutional level Bitcoin credit on Sui does not constitute a taxable event for Hashi transactions.
5/AI Agent Economy: Sui Natural Adaptation
AI agents are becoming true economic participants - able to place orders, make payments, manage assets, and execute transactions.
What kind of financial infrastructure do they need?
→ Zero cost payment (gas cannot be deducted for every transaction)
Funds come with their own rules (automatically executed according to logic, without displaying approval boxes)
Instant settlement (machines do not wait for people)
→ Can be directly called by code (no need for wallet pop-up confirmation)
Comparing item by item, Sui is native and does not require modification.
The largest transaction volume on the future chain may not come from humans, but from machines.
Whoever first completes the financial infrastructure of the machine wins the next decade.
finally
In each cycle, a chain emerges to define the narrative of that era.
Next round, I bet on Sui.
DYOR。
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