小企鵝阿批 Penchan

Sui Taipei Developer Event Wrap-Up 🙌
So many dev partners showed up, along with top-tier projects.
We are all in this together for the water ecosystem effort 💪💪
#Cetus #Haedal #Walrus ✌️

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🐂 2025 Bull Market Long Cycle DCA Position Review

In celebration of my birthday, little penguin's original plan was:
Start 12 months of regular investment in 2023 and sell in 2025.
The following results are indicated by average price.

$BTC 29,036 → Switch to public chain
$ETH 1,830 → Switch to public chain

$SOL Heavy position 22 → 196 (8.9x)
$BNB 237 → 1040 (4.3x)
$DOGE 0.07 → 0.217 (3.1x)
$SUI Pre-sale 0.1 Heavy position 1 → 2.07 (2.0x)
$TON 3 → 3 (0x)

——

1. Core Concept: Cycle

2. Strategy: Binance hourly regular investment + wealth management, combined with various mining during the bull market: DeFi on Sui/Solana/Ton and BNB gold shovel. Sell based on daily RSI in the bull market.

3. Switching mainstream coins among other alts: ARB OP MATIC AAVE PYTH OKB BLUR ORDI. The reason for switching is to increase certainty and changes in narrative, etc.

4. Still have SUI SOL staked nodes and LST.

5. Thoughts:
- Holding BTC has high stability and good multiples.
- It's hard to judge whether mainstream will take off, consider diversifying investments.
- Major narrative changes will always happen, always pay attention and maintain flexibility appropriately.
- Follow the strategy, don't fall in love with coins, go fall in love with your girlfriend!

Partly True

Article

You may have already used Cetus

Have you ever swapped tokens on Sui?
You may have already used Cetus without realizing it.
When swapping tokens, there’s a tool called an aggregator.
It finds swap routes, and a single transaction may be split across multiple routes.
Cetus, a decentralized exchange on Sui, offers this kind of aggregator.
The more liquidity sources it can connect to, the more routes a swap can take.
Some apps on Sui hand their token-swapping functionality directly to the Cetus Aggregator.
On August 27, you could swap tokens directly in Haedal’s interface, powered by the Cetus Aggregator.

CETUS+1.46%

Liquid staking lets you keep using your tokens after staking them

On Sui, Haedal gives you haSUI, with staking rewards reflected in the exchange rate

On August 7, the haSUI-to-SUI exchange rate surpassed 1.08, up more than 8% since launch #haedal

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Article

How Sui Handles Payments by AI Agents

Most payments on the blockchain are confirmed by people themselves.
Lately, AI agents have increasingly been helping people run errands.
The next question is: how do they pay, and how do they interact with different apps?
In early September, Sui introduced an approach called “Payment Intent.”
The official description says that a request, whether it comes from an AI agent or a regular application, can trigger actions in multiple apps at once.
And everything is settled in a single atomic transaction.
An “atomic transaction” can be thought of as “all or nothing.”

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Find tokens and pools while opening fewer pages

Cetus, a decentralized exchange on Sui, launched global search on August 13. You can search for ecosystem assets and Cetus pools, then open their detail pages.

CETUS+1.46%

Article

Deposit Once, Let the Vault Allocate to Lending Markets

Lending is a common use case in DeFi (decentralized finance).
You deposit your coins into a lending market, borrowers pay interest, and you earn a return.
In the Sui ecosystem, there’s more than one lending market, and interest rates keep changing.
Haedal is a liquid staking protocol on Sui. On September 22, it launched a Lending Vault.
Here’s how it works: you deposit one asset, and the vault automatically allocates the funds across multiple lending markets.
The September 22 launch announcement listed lending markets including NAVI, Current, Suilend, and Scallop.
According to the official announcement on October 4, the vault rebalances when interest rates change.

H+4.55%

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Cross-border payments can also be settled via blockchain

Sui announced on September 17 that payment platform Daya has integrated with Sui, enabling African businesses to process cross-border payments using stablecoin transfers with no network fees.

The one who gets you to switch banks in the future may be your AI

In September, Meta launched its AI assistant, Muse. It quickly shot to the top of the download charts, and bank stocks took a hit around the same time

By mid-October, JPMorgan Chase, Citi, and Bank of America had all reportedly moved to restrict external AI agents from operating accounts on customers’ behalf

JPMorgan Chase, Bank of America, and Wells Fargo alone hold around $1.6 trillion in non-interest-bearing deposits

A Wall Street economist cited these figures: the national average interest rate on U.S. checking accounts is around 0.1%, while other accounts can offer 3.3% to 5%

If AI agents can help you compare rates and move your money directly into higher-yield accounts, those deposits could be moved out

The economist’s point is that if households everywhere start using AI this way, banks could lose a large share of the low-cost deposits they rely on for lending—which could pose a problem for the financial system as a whole

The reasons banks give publicly are customer safety and who would be responsible if something went wrong. Bank of America’s CEO also said they believe a person should be involved in authorizing transfers

At the same time, JPMorgan Chase is piloting a tool of its own called Smart Cash. It aims to predict users’ cash flows and move funds to improve returns, though the pilot is still in its very early stages and limited in scope

Verified

Sui’s Bitcoin finance platform Hashi is launching soon
Phased rollout begins in October, with over $500 million in funding commitments
Crypto bank Anchorage Digital has also joined the partnership

Borrow against $BTC without selling your Bitcoin
Bringing more capital into the DeFi markets of the $SUI ecosystem 💰

BTC+2.18%

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DATA Network will migrate to the Sui blockchain 🤖
and store AI training data through Walrus.
Its Trace platform has registered over 250 million data entries
and can track data sources and usage rights.

The Sui Foundation will also invest $30 million
to further expand AI applications across the $SUI ecosystem.

WAL-2.19%

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Sui sets a new transaction speed record
Testing over 40 million transactions per second with Sui Tunnels off-chain technology!

Transaction results can be verified and settled on the Sui mainnet
(The mainnet itself did not directly achieve this speed.)

Giving the $SUI ecosystem greater potential in areas like AI payments and gaming 💧

Verified

Samsung partners with the Sui blockchain!
Around 82 million Galaxy devices in the U.S. will be able to send and receive USDC via Samsung Wallet
No need to hold $SUI + transfer with no network fees

Cryptocurrency is gradually becoming part of more people’s everyday lives,
bringing more potential users to the Sui ecosystem 🤝

USDC-0.01%

“More Than a Blockchain: Understanding Sui’s Full Technology Stack”

Thinking of a public blockchain as nothing more than an engine for processing transactions no longer reflects how the ecosystem has actually evolved.

In 2026, the Sui blockchain is more like a complete technology stack whose components are natively integrated with one another.

Sui handles transaction execution, while Walrus provides decentralized storage, putting large files and data off-chain in a place where they can still be verified.

Seal handles access control, determining who has permission to read or use specific data.

Nautilus handles off-chain computation, processing tasks that aren’t suited to running directly on-chain, then bringing the results back on-chain for verification.

These layers could originally have been independent services, but Sui’s design brings them together as modules that can be composed and used directly. When building an application, developers can choose the layers they need instead of having to build each one from scratch.

This stack-based architecture shows how the Sui ecosystem now approaches problems: the focus has expanded beyond the performance of a single chain to how an entire composable system can work together.

For example, an application that needs to store large amounts of data while controlling access could, in theory, use Walrus and Seal together, while relying on Sui to handle its core transaction logic—all without building each layer from the ground up.

Need funds urgently but don’t want to give up your staking rewards?

Deposit your haSUI on Sui into NAVI and borrow other assets—you’ll keep earning rewards while keeping your funds accessible 🤔 #haedal

Watching the market and waiting for the right price to swap tokens often means missing the moment when you trade manually.

Cetus limit orders on Sui let you set your target price in advance and execute automatically when the price is reached—no need to stay glued to the screen 😂

CETUS+1.46%

“How Many Layers of Yield Can One SUI Generate? A Compounding Strategy Starting with Haedal”

Idle funds in your wallet have limited potential if they’re just sitting there.

Starting with Haedal, a liquid staking protocol on Sui, the same SUI can be put to work across several different sources of yield.

The first layer is staking SUI with Haedal to receive haSUI, and simply accumulating staking rewards over time.

The second layer is depositing haSUI into an automated liquidity product like haeVault, or providing liquidity to a corresponding pool to earn additional trading fees.

The third layer is depositing the receipt tokens received for providing liquidity into Haedal Farms to participate in farming and earn an additional HAEDAL token reward.

Stacking all three layers means the same original SUI is put to work in three different ways, corresponding to staking, market making, and incentives.

The more layers you add, the more smart contract and pool price fluctuation risks you take on. It’s not just the yield that stacks up—the complexity does too.

Understanding which source of yield each layer corresponds to is more important than looking only at the final combined figure. Staking, market-making, and incentive yields have different characteristics, and their fluctuations occur at different times and for different reasons.

When everyone shares one pool of funds, the upside is greater efficiency; the downside is that if one part goes wrong, everyone bears the consequences.

NAVI Protocol in the Sui ecosystem launched NAVI Prime, which divides risk into separate, independent markets—a different kind of trade-off.

“What does staking WAL actually do?”

When most people hear “staking,” they instinctively think of locking up tokens in exchange for interest. But what staking actually supports varies from one protocol to another.

In the Sui ecosystem’s #Walrus protocol, storage nodes must have enough WAL staked to operate. This stake can come from the nodes themselves or be delegated to trusted nodes by any WAL holder.

When users upload data and pay storage fees, those fees are distributed to nodes and their delegators in proportion to their stake, creating a source of revenue tied to the network’s actual usage.

At the same time, the protocol is designed to permanently burn a portion of the fees, creating a more direct link between WAL’s supply and the network’s actual usage.

WAL-2.19%

When it comes to protocol architectures that bring several functions together,

#Haedal on Sui can be summed up in three layers: fees, LP optimization, and voting governance ☑️