Harry

calling tops and bottoms, trading peaks and troughs $ETH

great breakdown on the recent @SuiNetwork tunnels experiment where they reached 6m+ TPS. any skeptics on this 'ghost chain' should give it a read! ✌️

Goblin Private Credit Vault on Ember has surpassed $16M in deposits within 24 hours of launch!

If you’re in AI, pivot to crypto

$SUI forming a right shoulder here another week approx of down-sideways and then we have a chance at a trend reversal

@0xCyrilll TY sir

@HarryPerps Good read

transactions free, deposits monetized, urgency auctioned, services owned. profits recycled into the token. repeat.

pALPHA Stage 2 subscriptions are now live! Powered by @pharos_network, @yield_network, @Official_Axil, and Ember. Please see the post below for more details.

NEW VAULT on Ember!

hope everyone enjoyed the 1-week bull market back to the bear

update: AI → DeFi rotation AI equity rotation accelerates; equities slide whilst crypto catches a bid DeFi leads 2x over AI crypto names; both up double digits in percentage terms DeFi fundamentals justify the rally; @aave saw a 4-9x increase in new wallets perhaps an early sign that fundamentals will lead the next cycle

Target: 1M TPS. Sui peaked at 6,086,766. Millions of agent-to-agent interactions, settled onchain via programmable tunnels. Sui tunnels showed what happens when AI agents stop waiting on human clicks. The machine economy has its network.

the top three protocols Bluefin, Suilend and Navi did a combined ~$95m in gross rev in 2025 this year has been different, but it's no different to Solanas' first bear market - probably better imo tx fees are inevitably going to $0 (already live on Sui for cash), and it will be the app layer that makes the revenue, so worrying about protocol rev and the valuation per earnings is the wrong framework it is worth thinking about how blockchains in the future make money - Mysten invests in the app layer, which is one way, creating a stablecoins which drive yield back to the token is another but there are a few more niche idea i have

Judging an L1 by current fee extraction is like valuing Amazon in 2001 on its margins or Facebook in 2007 asking how it will monitize. Sui deliberately prices gas near zero (a third of txns are fully sponsored) to win the volume game. The bet isn’t today’s fees — it’s owning settlement for the apps actually generating revenue. Ask Bluefin, Suilend, DeepBook where that $100B+ in volume cleared.

Judging an L1 by current fee extraction is like valuing Amazon in 2001 on its margins or Facebook in 2007 asking how it will monitize. Sui deliberately prices gas near zero (a third of txns are fully sponsored) to win the volume game. The bet isn’t today’s fees — it’s owning settlement for the apps actually generating revenue. Ask Bluefin, Suilend, DeepBook where that $100B+ in volume cleared.

lighter partnership with robinhood seems massive

@0x_hellopanda maybe try @bluefinapp instead of referring to CEXs 😉

We built a faster-than-light elevator inside the shopping mall, but no shops inside are open for business.🤪

how it feels to buy $SUI -85% from ATH

There will be magic and record breaking jaw dropping tech. My advice, think of the new opportunities, startups and new trade flows these doors will open. I’m transferring everything to Sui, even cash.

that's not 6M base-layer TPS. It's Tunnels — millions of off-chain txns settling on-chain. which is far more interesting, because that's the actual architecture agents will use. nobody's running a million agents through L1 consensus directly. your agent will use $SUI