$SUI 6-12 months**: Facing VC unlock and FDV bubble pressure, need to closely track** whether TVL can突破$500 million** to support valuation

- **Technical endpoint**: If achieve **sharding + ZK-Rollup integration** (roadmap 2025), expected to support tens of millions of Web3 users

> 🔍 **Operational suggestions**:

> - Short term: Avoid high unlocking peak in Q3 2024, focus on **ecosystem airdrops** (such as Scallop's upcoming token launch)

> - Long term: Allocate no more than **3% of total position**, betting on the paradigm shift from Solidity to the Move ecosystem

It is recommended to participate in on-chain staking through the **Sui official wallet** (annualized 7%+) or **Cetus LP mining** (token annualized return 45%+), to obtain ecosystem dividends while controlling risk.