迪咪柴 Dmechai

Today I suddenly thought of a question, why are Aptos and Sui both Move language public chains, but their popularity and activity can differ so much?

Both are from the team behind Meta, formerly Facebook's Diem project, but today I see that the daily active addresses and TX differ by several times, Gas Fee and protocol revenue differ by hundreds of times, let's take a shallow look.

🤔 Sui chose a more popular track that can attract traffic.

To some extent, Aptos's technology may be more stable, closer to the modularity and ultimate security of native Move, leaning more towards financial infrastructure, aiming for "high net worth, serious applications".

Sui significantly modified Move to enhance concurrency efficiency and scalability, emphasizing extremely low Gas, high speed, and high concurrency, suitable for large-scale applications like gaming, social, and payments.

Aptos feels more like a cold tech giant's experimental field, while Sui is a bustling playground in the streets.

🤔 Sui understands the survival rule in crypto that "where there is sugar, there is traffic".

The Sui operating team has unofficially allowed + platform subsidy funds, with a series of token airdrops, ecological incentives, developer subsidies, and node rewards.

So you can see that the growth on Sui can quickly ignite TVL and active wallet numbers, @DeepBookonSui @WalrusProtocol are basically all significant players.

Aptos is relatively conservative, with stingy airdrops, and good projects like @ThalaLabs @PontemNetwork can't garner widespread user attention, with slow ecological expansion, and many projects have left.

In simple terms, Aptos is a tech nerd, while Sui is an operations expert.

Although Aptos has a16z and FTX behind it, after the FTX collapse, Aptos's capital halo has been significantly diminished.

Sui's capital is also quite luxurious with a16z, Jump, Circle, etc., but Sui quickly followed up in the Asian market, especially Southeast Asia and Korea, moving very quickly.

Come on, do you still not understand where these guys who are just trading coins are?

Aptos hasn't completely lost; it's just that Sui is currently in the lead, both waiting for an impressive grand narrative～

In the crypto world, being lively comes first, slow work follows, and winning in popularity is the first mover advantage.

After observing the recent situation of the top ten public chains based on Defi TVL data, it's evident that Sui is indeed gaining momentum.

Combining the recent price of #Sui , along with most of the previous airdrop results from Sui chain projects, it truly feels like this chain has money. It's worth paying close attention to this chain, as funding will guide new narratives and bring in new funds.

The main reason I focus on Sui is simply that: this is a Layer 1, representing that it won't be "dragged down" by #ETH .

Vitalik is indeed a genius; he has opened up the smart contract platform. However, the largest moat under the ETH and EVM system is Defi and the broad user base it brings. What has made ETH successful is that Defi project parties have directly generated real, lasting, and scalable transactions and capital flows on-chain.

It's not a gimmick, it's not fundraising; it's solid on-chain asset management and trading.

This has also made ETH itself the Gas for all DeFi activities, empowering ETH as a means of production.

In the short term, its top position cannot be replaced, but that does not mean it will never be brought down from its pedestal.

From SOL's rise this year, we can see that the pump has brought infinite vitality to Solana. This chain has use cases, the ecosystem has been built up, and there are indeed users using this chain. The tokens are also empowered, which allows the story to continue.

I would like to mention a certain SxxK; this group of Layer 2 users just wants to take a share of ETH, but in the ecosystem, there isn't a single one doing anything productive.

You can see that the logic behind Kaito's existence has been validated; everyone can be a super individual. The project party hopes to gather information from two types of people to expand project influence: one is early traffic influencers with real fans, and the other is KOLs who can create effective content.

How fast is the Sui ecosystem? They have quickly released GiveRep as an imitation. Regardless of whether this first SocialFi can succeed, in my view, this means there are users and builders, which could lead to new narratives and new opportunities, right?