- I-21Shares yethula i-spot Sui ETF (TSUI) ku-Nasdaq, ijoyina ama-ETF e-Canary kanye ne-Grayscale.
- Inethiwekhi ye-Sui ifinyelela ukuhlolwa kwe-TPS okungu-6M+, ihlanganisa ukubekwa kwe-Coinbase kanye nokudluliselwa okuyimfihlo.
- Izilinganiso ze-on-chain zibonisa ama-akhawunti asebenzayo angu-240M kanye nevolumu yokudlulisa engu-$921M ezinsukwini ezingu-90.
- Ukuhlaziywa kwentengo kusikisela ukuthi kungenzeka kube nokwehla okuseduze no-$0.30-$0.50, kanti imigomo yesikhathi eside ifinyelela ku-$18 ngo-2030.
I-Sui, i-blockchain yesizukulwane esilandelayo ye-Layer 1 eyakhelwe phezu kwemodeli egxile ezintweni, iyaqhubeka nokuthola ukuthandwa njengoba ichaza kabusha indlela izimpahla, idatha, kanye nezimvume eziphethwe futhi zihlelwe ngayo kuwebhu ehlukanisiwe. Nge-Total Value Locked (TVL) engama-$583 million, inethiwekhi isivele iveze ukuba khona okuphawulekayo ezimakethe ze-DeFi , ezemidlalo, kanye nezemali zezikhungo. Intuthuko yakamuva, okuhlanganisa nokwethulwa kwezimali eziningi ezihweba ngokushintshana kwezindawo (ama-ETF) ku-Nasdaq, igcizelela ukuzethemba okukhulayo kwezikhungo engqalasizinda ye-Sui kanye nokusebenza kwesikhathi eside.
Ukwanda okusheshayo kwemikhiqizo yokutshalwa kwezimali elawulwayo ye-Sui kuphawula isikhathi esibalulekile se-ecosystem. Umphathi wezimpahla zedijithali i-21Shares uqale indawo yakhe ye-Sui ETF ngaphansi kwe-TSUI ngoLwesibili, kulandela ukwethulwa kwangaphambilini kwe- Canary Stake SUI ETF kanye ne-Grayscale Sui Staking ETF phakathi nesonto elifanayo. Lawa ma-ETF amathathu anikeza abatshalizimali base-US ithuba elihlukahlukene nelihambisana ne-Sui, okwenza kube semthethweni indima ye-blockchain kwezezimali ezivamile. U-Evan Cheng, umsunguli kanye ne-CEO ye-Mysten Labs, uphawule ukuthi i-Sui "yenze ukungena okuphawulekayo ekukhokheni nasekuxazululeni imingcele" eminyakeni engaphezu kwemibili nje , yaguquka yaba enye yezomnotho eziqinile kakhulu emhlabeni.
I-Sui Ecosystem Iyanda Ngokufakwa Kwe-ETF Okusha Nokwamukelwa Kwezikhungo
I-TSUI ETF iyisengezo sakamuva ohlwini lomkhiqizo oluxhunywe yi-21Shares' Sui, oluvele luhlanganisa i-SUI ETF ephindwe kabili eyasungulwa ngoDisemba. Ukufika ngesikhathi esisodwa kwama-ETF amathathu abalulekile kubonisa isidingo esinamandla sokuvezwa kwe-Sui okulawulwayo futhi kungadonsela igagasi lemali entsha evela kubatshalizimali bendabuko. Ukuhlanganiswa kwezici zokubeka imali ezikhwameni ze-Canary kanye ne-Grayscale kuvumela nabanikazi ukuthi bathole imivuzo engapheli, okuhambisana nokugcizelela kwe-Sui ekwabelaneni ngenani kunokukhipha.
Ukuthuthukiswa Kwamuva Kwenethiwekhi Nokubambisana
Ithimba lokuthuthukisa likaSui belimatasa likhipha izici ezibhekana nezithiyo ezibalulekile zokwamukelwa kwebhizinisi kanye nezikhungo. NgoJulayi 22, iCoinbase yethule ukwesekwa kwe-SUI ngokwendawo , okuvumela izigidi zabasebenzisi bezitolo ukuthi zithole imivuzo ezenzakalelayo okungenani ithokheni elilodwa. Ngaphambilini, ngoJulayi 15, iSui yethule "Ukudluliselwa Okuyimfihlo" ku-beta yomphakathi, isici sobumfihlo esivumelana nokuthobela imithetho esisinikeza ukuhola kuma-blockchain e-L1 ancintisanayo asasebenza emiqondweni efanayo. Inethiwekhi iphinde yahlanganisa imodeli ye-Muse Spark ye-Meta epulatifomu yokuhweba ye-Beep AI ngoJulayi 13, okuvumela abasebenzisi ukuthi basebenzise amamodeli amaningi e-AI eceleni kwamasu okuhweba ngesikhathi sangempela.
Ezinye izigaba ezibalulekile zifaka phakathi ukwembulwa kwe-“Sui spheres” ngoJulayi 9, indawo yokusebenza elawulwayo eyenzelwe ukuxazulula izinkinga zezinkampani mayelana nokucaca okugcwele kanye nezimali ezingalindelekile. Ngomhlaka-4 Julayi, ukuhlolwa kwe-mainnet yomphakathi kwe-Sui kwafinyelela inani eliphakeme lokuthengiselana okungaphezu kwezigidi eziyi-6 ngomzuzwana (i-TPS), okubonisa ukuguquguquka kwayo. I-Token Terminal yamemezela ukubambisana kwedatha okusemthethweni ne-Sui ngoJuni 26, iletha izibalo zezimali kanye nokusetshenziswa kwesikhathi sangempela emphakathini. Iphrothokholi ye-Hashi, esekelwa yizikhondlakhondla zezikhungo ezifana ne-Cumberland, i-SwissBorg, kanye ne-Fluid, yanda yaba yizinhlangano ezingaphezu kuka-20 ngaphambi kokwethulwa kwayo kwe-testnet yomhlaba wonke kaJulayi, ihlose ukuvula imali ye-Bitcoin engasebenzi. Ekugcineni, ngoJuni 10, i-Sui yahlanganisa i-eSui Dollar ($suiUSDe) esekelwa yi-athena, idola lokwenziwa elithwala isivuno elandisa umbuso we-DeFi.
Ama-Metrics Asebenza Ku-Chain Abonisa Ukwamukelwa Okukhulayo
Umsebenzi wenethiwekhi uyaqhubeka nokukhuphuka ngezindlela eziningi. Izinga eliphezulu kakhulu lokuvinjelwa kokuthengiselana ngomzuzwana (i-TPS) ye-Sui lidlule ku-700 futhi belilokhu likhula njalo kusukela ngoJanuwari 2024. Inani lama-akhawunti asebenzayo - lawo aqede okungenani ukuthengiselana okukodwa selokhu kwethulwa i-mainnet - likhuphuke lisuka ku-8.6 million ngoJanuwari 2024 laya cishe ku-240 million ngoJuni 2026. Ngokusho kwedatha ye-Token Terminal, ivolumu yokudluliswa kwempahla e-on-chain ifinyelele ku-$921 million ezinsukwini ezingama-90, kanye nenani eliphakeme lama-$40 million ngosuku olulodwa ngoJuni. Inani elijwayelekile lokudluliswa kwansuku zonke lifinyelele ku-345,200, okubonisa ukusetshenziswa okuqinile nokukhula kwepulatifomu.
Ukuhlaziywa Kwamanani kanye Nombono Wemakethe
Ngokombono wezobuchwepheshe, isenzo sentengo se-SUI besilokhu sisesigabeni sokulungisa kusukela ekuphakameni kwayo ngasekupheleni kuka-2024 eduze no-$5.36. Ngemva kokwehla ukuze isekelwe cishe ku-$0.80 ngoFebhuwari, intengo ihwebe ngebanga eliqinile ngaphansi kuka-$1.00 ngaphambi kokuqhekeka okungamanga ngoMeyi. I-EMA yezinsuku ezingu-200 ku-$1.40 yenqabe lesi sinyathelo, futhi intengo kamuva yephuka ngaphansi kuka-$0.80 ngoJuni, yafika phansi ku-$0.66. Njengamanje, i-SUI ihlola izinga lokusekela elingu-$0.65 . Uma leli zinga lehluleka, indawo elandelayo yokusekela enkulu iphakathi kuka-$0.30 no-$0.50, emele indawo yokuqongelela yokuqala kusukela ekuqaleni kuka-2024. Ngakolunye uhlangothi, amazinga okumelana abalulekile aku-$1.05, $1.60, kanye no-$2.00. Ukubuyela emuva kwethrendi yangempela kungadinga ikhefu ngaphezu komugqa wethrendi ophansi wesikhathi eside eduze no-$3.50.
Uma sibheka phambili, izibikezelo zamanani ze-Sui zisikisela ukululama kancane kancane nokukhula. Ngo-2027, ububanzi bulinganiselwa phakathi kuka-$4 no-$8, ngesilinganiso esingu-$6. Ngo-2028, umfutho ungakhuphula amanani aye ku-$8–$12, kulandelwe ngu-$10–$16 ngo-2029. Ngo-2030, i-SUI ibikezelwa ukuthi izohweba phakathi kuka-$12 no-$18, uma kuthathwa ukuthi iyaqhubeka nokwamukelwa kanye nokuthuthukiswa kwenethiwekhi. Izibikezelo zesikhathi eside zika-2031–2050 zibonisa ukuphakama okungaba khona okungu-$150 noma ngaphezulu, yize lokhu kusalokhu kuqagela kakhulu.
Ukuhlanganiswa kokufinyelela kwe-ETF yezikhungo, ukuthuthukiswa kwenethiwekhi okuqhubekayo, kanye nokukhula okuqinile kwe-on-chain kudweba isithombe se-blockchain evuthwa ngokushesha. Ngenkathi ukuguquguquka kwentengo yesikhathi esifushane kusalokhu, izisekelo eziyisisekelo - kusukela ekukhuleni kuya ezimweni zokusetshenziswa kwangempela - ziphakamisa ukuthi i-Sui izibeka njengomdlali obalulekile esigabeni esilandelayo sezixazululo ze-blockchain zezezimali nezebhizinisi ezihlukaniswe ngokwezigaba. Abatshalizimali kanye nabathandekayo bazobukela eduze njengoba uhlelo lwe-ecosystem lushintsha futhi kufinyelelwa izinyathelo ezintsha ezibalulekile.
