In every round of the crypto bull market, there is always a main chain that rises to dominate capital flow and topic focus.
2017 was the year Ethereum defined the era of smart contracts and ICOs;
In 2021, Solana topped the main line with extreme performance and the DeFi explosion;
So, after 2025, who will take the 'relay baton of explosive growth'?
I believe SUI has the potential to be the next baton.
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ETH: Opening the door to smart contracts (2017)
Prices soared from $8 to nearly $4,000, sparking the ICO wave and laying the foundation for public chains and DApps.
SOL: Speed and topicality combined (2021)
With high TPS and low fees, combined with the FTX halo and the NFT boom, Solana surged from $1 to $260, over 200 times.
SUI: Candidate for explosive growth in potential aggregation (2025-2026?)
SUI is not just another 'high-performance public chain', but a dark horse with multi-dimensional explosive factors:
Technological innovation: Based on the Move language and object-oriented model, SUI's development for DeFi and gaming is more efficient and flexible;
Ecosystem rapidly aggregating: Applications like Cetus, Send, NAVX have scaled, with DeFi/game/NFT advancing in three lines;
Practicality-oriented: Emphasizing user experience and modular development, focusing on 'Usability is the key to breaking the Web3 barrier';
Capital and IP endorsement: The development team comes from Facebook Diem's core, and recently associated with companies related to Pokémon HOME, leading to market speculation about future collaboration;
Payment infrastructure landing: Sui collaborates with xPortal to launch a virtual Mastercard, allowing SUI to be used for actual payments;
Increased institutional interest: 21Shares has submitted a SUI ETF application to the US SEC, which is an important signal for entering mainstream capital markets.
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Valuation extrapolation and potential returns:
As of May 2025, SUI's market capitalization is about $10.5 billion. If the future market cap reaches SOL's historical peak (about $90 billion), the corresponding price would be:
> SUI ≈ $4.86 → $40 range, about 8-10 times space.
If it further penetrates mainstream applications and obtains ETF approval, surpassing SOL's market cap is not impossible, and a 20-fold potential is not a fantasy.
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Risks and Challenges:
Although SUI has obvious highlights, it also needs to face several challenges:
The ecosystem is still in its early stages; whether it can attract enough developers and funds to stay long-term remains to be seen;
The collaboration with Pokémon is currently market speculation, lacking formal announcements;
If the macro market turns (such as ETF delays or capital outflows), it may also suppress upward momentum.
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Summary:
History does not repeat itself, but it always rhymes.
Today's SUI may be like ETH in 2017, or SOL in 2020, being underestimated while brewing the energy for a breakthrough.
The main line of explosive growth is never absent; what is lacking is whether you got on the bus early.
