Dant

@zordcrypt You missed @0xbeepit

➥ $Sui isn’t in the hype phase anymore, it’s in execution mode. TVL is around ~$580M (+5% in 24h), stablecoins at ~$526M. Solid growth, but more important is where attention is moving next. We’re seeing a clear shift: from basic DeFi farming → to AI agents, real payments, BTCfi, and smarter yield layers. And this isn’t just narrative. A lot of these projects already have: live products, foundation backing, audits, and real users. Early signals matter more than hype now. Watch TVL trends, on-chain activity, and real integrations. > Here’s a clean watchlist based on momentum + substance: ✦ @WaterX_app → Automated AI agents trading crypto, stocks, and commodities 24/7. + Runs fully on-chain + Uses USDC (no KYC) + Backed by Sui Moonshot program ✦ @CurrentSUI → Smart vaults that optimize yield across stables, LSTs, and real-world assets. + Integrated with native USDsui + Built for capital efficiency + Supported by top Sui investors ✦ @CetusProtocol → The main liquidity hub on $Sui. + Largest DEX by volume and TVL + Uses concentrated liquidity + Formally verified ✦ @navi_protocol + @suilendprotocol → The top lending platforms on $Sui (~$169M + $153M TVL). + Offer leverage strategies (eMode) + Strong capital inflows + Built for serious users ✦ @WalrusProtocol → A fast-growing storage layer powering data-heavy apps. + Already seeing strong usage + High capacity utilization ✦ @bucket_protocol → Mint $BUCK using crypto as collateral. + Enables looping strategies + Ties directly into DeFi liquidity ✦ Hashi → Bringing Bitcoin liquidity into Sui without wrapping. + Backed by major institutions (@BitGo, @Ledger, @FalconXGlobal) + Focus on credit markets and yield ✦ @suikamongame → A fully on-chain game with real activity. + High user interaction + Shows $Sui’s speed advantage Why these? They have product-market fit signals (TVL, volume, grants, audits) > Yield / DeFi Opportunities (Current Alpha)Yields are incentive-heavy and dynamic, always check @DefiLlama for live APYs. Hot zones right now 🔻: Lending loops (@navi_protocol/@suilendprotocol eMode + USDsui strategies): High single-digit to low 20s% with leverage (incentivized). Incentivized LP pools (@CetusProtocol, @bluefinapp, @AftermathFi): 15–30%+ APR in select pairs (SUI/USDC, stables). @CurrentSUI vaults: One-click stable/LST/RWA yield optimization. Liquid staking derivatives (@HaedalProtocol, @volo_sui via NAVI): Base staking yield + DeFi boosts. Perps & structured (@bluefinapp, @astros_ag, Full Sail automated vaults): Volume-driven + incentives. Pro tip: stick to stablecoin strategies (USDsui, USDC) for better risk control and avoid high APR farms without real liquidity. Big picture: @SuiNetwork is moving from “fast chain” → to real financial infrastructure • AI + finance → automated capital is coming • BTC + institutions → new capital entering • payments → real users onboarding • builder support → projects are actually shipping Ignore the noise: meme coins, copy-paste protocols, empty APRs Capital and attention are flowing to AI finance, BTCfi, and real-world payments on $Sui. Follow the builders that are shipping. That’s where the edge is.

@nextstepst Link

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Happy New Year! 2026 will be a banger

As long as humans exist, so will human nature. As long as human nature exists, so will greed and fear. As long as greed and fear exist, so will cycles. I don’t believe in fixed duration cycles though (eg. 4 years) but I do believe in their inevitability. Eg. Equity cycles tend to run between 7-20 years, debt cycles tend to run between 10-75 years, etc. They don’t come with a pre-determined timeline. It’s a function of how much greed, fear, progress and inorganic manipulation these assets experience.