[Investing in the crypto space is not gambling, it is about whether the project has 'profitability']
In the crypto space, the rise and fall of token prices can be enticing, but what truly supports the price has never been enthusiasm, but whether the project itself can make money.
This statement sounds very ordinary, yet it is the key that most people overlook. Most investors look at a project only by checking 'Is there a KOL promoting it?', 'Is the TVL high?', 'Is the community active?', but what they should really ask is—
→ 'How does this project actually make money? And does it share any of that money with you?'
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1. What is a 'profitable project'?
In the traditional world, you wouldn't buy stocks of a company that has no income at all. So why would you be willing to buy a token in the crypto space that can't even clearly explain its revenue logic?
【SUI Gains Support from Swiss Bank-Level Services, Institutional Market Layout Expands】
Swiss digital asset bank Sygnum has announced that it will provide comprehensive services for institutional investors, including SUI custody, trading, staking, and collateralized loans, officially incorporating SUI into its regulated banking platform. This move signifies SUI's first entry into the global bank-level compliant financial system.
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Sygnum's Layout
Sygnum is a digital asset bank registered in both Switzerland and Singapore, focusing on providing secure and compliant digital asset solutions for professional investors and institutions. The integration of SUI includes services such as:
Custody: Safely storing SUI to meet regulatory and institutional cybersecurity requirements.
Trading: Supporting spot and derivatives market operations.
Staking: Allowing institutions to participate in network consensus and earn rewards.
Collateralized Loans: Using SUI as collateral to obtain liquidity.
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Market Significance of SUI
1. Significant Improvement in Institutional Accessibility In the past, institutions that wanted to hold and operate SUI needed to manage wallets and security risks on their own. The addition of Sygnum allows SUI to address compliance, risk control, and liquidity all at once.
2. Enhanced Ecosystem Trust Bank-level compliant custody and trading services equate to market endorsement, providing a confidence guarantee for large funds and conservative institutions.
3. Potential for Long-Term Capital Inflow In traditional finance, institutional capital entry often means more stable holdings and longer investment cycles, which helps reduce SUI price volatility.
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Competition and Cooperation Background
Earlier, another Swiss crypto bank, AMINA, launched SUI trading and custody services and plans to offer staking services.
Sygnum's entry indicates that institutional support for SUI in the Swiss market is gradually expanding, creating a situation where multiple banks are advancing simultaneously.
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Outlook
This collaboration is not just a new product from a single bank but represents an important leap for SUI in bridging traditional finance. With more regulated institutions joining, the global adoption rate and liquidity of SUI are expected to further increase. Future points to watch include:
Whether more European and Asian banks will follow Sygnum and AMINA.
The actual impact on SUI prices and on-chain activity after institutional capital enters.
[Sui × Alkimi: Rebuilding the $750 Billion Digital Advertising Market with Blockchain]
In the application fields of blockchain, we often see financial innovation, gaming transformation, and supply chain transparency, but now, Sui is officially entering a long-ignored but highly potential industry—digital advertising.
This industry, worth up to $750 billion, has long been exploited by intermediaries, with problems such as data black boxes, excessive commissions, delayed payments, and unverifiable effectiveness. But now, Sui is collaborating with the decentralized advertising platform Alkimi to restructure all of this.
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Bringing advertising on-chain is not just a technological upgrade
Alkimi announced that the entire platform will be fully migrated to the Sui ecosystem, not only using the Sui blockchain but also integrating the complete Sui Stack tools, including:
【Sui is Rebuilding a $750 Billion Industry: The Revolution of Digital Advertising on Chain】
In the Web3 world, practical applications are still rare, but Sui is rewriting this status quo. They are teaming up with Alkimi Exchange to challenge a highly fragmented yet massive traditional industry—digital advertising.
This is an industry with an annual output value of up to $750 billion, yet it is rife with exploitation by intermediaries, payment delays, opaque data, and difficult-to-verify performance issues. Now, Sui is using blockchain technology to 'move the entire advertising ecosystem on-chain', fundamentally restructuring the rules of the game.
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The Dilemma of the Traditional Advertising Industry
For a long time, advertisers have been separated from media by a plethora of intermediary platforms. Advertisers often have to wait 30 to 60 days to see reports and payment results; media parties also find it difficult to prove their actual exposure benefits. This model is not only inefficient but also results in significant value loss.
[Global Economic Statistical Upgrade, Cryptographic Assets Officially Included in National Accounts]
At the end of July 2025, the IMF announced a milestone news: The global economic statistical standard SNA (System of National Accounts) has completed the largest scale revision in nearly 20 years, officially including cryptographic assets in national balance sheets for the first time.
This is not just a statistical update, but a profound transformation related to policy making and financial regulation.
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Why is this revision so important?
SNA is the benchmark framework used by governments to statistically measure GDP, national income, consumption, investment, and other economic activities. This update includes the following key contents:
[Will Stablecoins Become the Next Financial Infrastructure? Circle CEO Analyzes the Business Logic of USDC]
Stablecoins are gradually becoming a convergence point between the crypto market and the traditional financial world. With the passage of the US GENIUS Act, the regulatory framework is becoming clearer, and the stablecoin market is ushering in a new wave of growth opportunities. Recently, Circle CEO Jeremy Allaire was interviewed by Bloomberg (Odd Lots), where he explained the operational logic, profit model of USDC, and the long-term impact of stablecoins on global payments.
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Why do stablecoins attract global financial attention?
In the past, stablecoins were mainly used for fund flows within exchanges, but as regulations become clearer, the role of stablecoins is evolving:
【Fopay Obtains VISA Prepaid Card Qualification, Stablecoin Payments Move Towards Daily Consumption】
On July 31, Hong Kong-listed company WellCell Holdings (2477) announced that its self-developed payment platform Fopay has officially launched its business, and detailed its business and team structure. This marks the company's first comprehensive signal of entering the digital finance and cross-border payment sectors.
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What is Fopay?
Fopay is a one-stop platform that combines digital asset custody, prepaid card consumption, and cross-border settlement.
Users can transfer funds (or digital assets) into Fopay and use virtual or physical VISA prepaid cards for payments or withdrawals.
The custody of funds is managed by primary custodians and sub-custodians, with the company maintaining independence from partnered card issuers to reduce legal and compliance risks.
In other words, this is a product model that transforms cryptocurrency assets into daily payment capabilities, similar to overseas Crypto Cards or crypto payment cards.
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Team Background Reveals Dual Technical and Financial Capabilities
The announcement specifically introduced two core leaders:
Mr. Li Ke: Former head of software engineering and payment product development at Ant Group, with extensive experience in mobile payments and blockchain applications.
Mr. Kwong Fai Chuk: A fintech strategy expert with over 16 years of experience in payment and banking technology, previously serving at Diebold Nixdorf and Fiserv.
This team configuration represents that Fopay possesses both traditional financial payment experience and Web3 technology implementation capabilities, laying the foundation for the company's subsequent expansion into digital financial services.
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Implications for the Market
WellCell stated that the launch of Fopay is the starting point of the company's digital finance strategy. In the short term, the business will focus on:
Digital asset consumption and settlement
Cross-border payment and prepaid card business
In the long run, this means the company will further explore cryptocurrency asset payments, cross-border settlements, and fintech services. For traditional listed companies, this is a crucial step towards transforming into Web3 finance.
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The significance of such news to the market is that traditional Hong Kong-listed companies are attempting to connect cryptocurrency payments and cross-border settlements with actual products. If the user base expands in the future, it is expected to become a new entry point for cryptocurrency applications.
[Chinese Brokerages Step into a New Era of Digital Finance: Guotai Junan International Issues the First Digital Native Bond]
The global bond market is迎來ing a wave of digitalization, and Chinese financial institutions have also taken an important step. By the end of July 2025, Guotai Junan International successfully issued China's first publicly digital native bond (Digital Native Bond), marking an important breakthrough for traditional Chinese finance in the digital transformation of the international market.
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Key Information on Bond Issuance
Issuing Institution: Guotai Junan International
Currency and Scale: USD denominated, up to 300 million USD
Term: Three years
Issuance Structure: Adopt Direct Issuance, bypassing traditional cumbersome registration and clearing processes
[Cboe Takes the Lead: XRP and Solana ETFs May Ignite $8 Billion Capital Influx]
The U.S. crypto market is ushering in a new wave of ETF revolution. Cboe (Chicago Board Options Exchange) recently submitted a new proposal to open a 'fast track' for crypto spot ETFs, accelerating the entry of mainstream tokens like XRP and Solana into the traditional financial market.
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Fast track for crypto ETFs
In the past, cryptocurrency ETFs had to be reviewed case by case by the U.S. Securities and Exchange Commission (SEC), which was time-consuming and slow. Cboe's latest proposal hopes to establish a standardized mechanism:
1. As long as the underlying token has been traded on the U.S. regulated futures market for more than 6 months, it can be automatically listed.
New Signals in the European Retail Market! BISON Platform Adds 6 Major Assets at Once
Against the backdrop of a warming global cryptocurrency market, compliant trading platforms in Europe are accelerating their布局. BISON, the crypto trading platform under the Stuttgart Stock Exchange (Boerse Stuttgart) in Germany, recently announced the addition of six new tradable assets, namely LDO, BNB, AVAX, ONDO, PEPE, and NEAR, bringing the total number of supported cryptocurrencies on the platform to officially exceed 30.
BISON is one of Europe's important retail crypto trading platforms, directly operated by the Stuttgart Stock Exchange Group, and its asset custody is managed by Boerse Stuttgart Digital Custody GmbH, which is authorized by EU MiCAR regulations. The platform currently covers 72 countries, with nearly 960,000 accumulated users. With its feature of 'zero transaction fees,' BISON has become an important entry point for cryptocurrency in the European retail market.
【Why this bull market might be different? A look at historical collapse causes and recent legislation and policies to gauge future trends】
In the crypto world, bull and bear cycles seem to be fate, but in reality, each collapse is not simply a case of 'rise followed by fall', but rather a result of structural breakdowns in the system. This time, what we see is not the same old script, but a series of changes that support the long-term and institutionalization of the market.
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Past crashes were not natural adjustments but rather the shattering of trust.
Historical Review: · The ICO bubble burst in 2018, along with the SEC's crackdown; · The collapse of Terra/U ST in 2022 triggered the FTX and Three Arrows Capital collapse; · At the end of 2023, exchanges and stablecoins faced regulatory investigations, causing a complete collapse of market confidence.
Partners who didn't catch this wave of Sui's surge Can take a look at the currencies in the Sui ecosystem Basically, they are all rotating The protocols in the Sui ecosystem are relatively few But they are all very high-quality projects
Hope that recently all of you steadfast 💧family have not panic sold or lost confidence believe that this round of SUI is at least 8u to reach a reasonable valuation
[How Much Does Sui Unlock Really Affect? A Complete Analysis of Token Release, Fund Flow, and Market Impact]
SUI is a new generation Layer 1 blockchain launched in 2023, quickly attracting a large number of developers with its high execution speed, modular architecture, and Move language. However, for most investors, one of the biggest questions is: will the fixed monthly release of SUI put long-term pressure on the price?
This article will delve into the unlocking patterns, flow logic, and actual market responses of SUI, helping you truly understand the core fact that 'unlocking ≠ dumping'.
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What is the scale of SUI's monthly unlock?
The total supply of SUI is 10 billion tokens, released not all at once but through linear and phased unlocking. According to the current progress, approximately 40 to 55 million SUI tokens are released each month, accounting for about 0.4% to 0.55% of the total supply.
【What you buy is value, what you pay is price: The faith and understanding of long-term holders】
In the daily fluctuations of the cryptocurrency market, most people only care about the price, but those who can truly navigate through bull and bear markets never look at the price, but at the value.
This classic quote from Buffett: "What you buy is value, what you pay is price," is particularly fitting when applied to cryptocurrencies like Bitcoin, Ethereum, or SUI. Because when you understand the mechanisms, evolutionary logic, and future potential behind an asset, you are no longer just a holder, but a participant.
Understanding is the greatest risk hedge
Understanding why blockchain was created, knowing the necessity of decentralization, being able to judge the governance model, economic system, and technological direction of a public chain—this knowledge itself is your most solid foundation in a bear market.
When most people only care about the current price, real investors have already extended their time horizon, looking towards the realization of value over an entire decade or even further.
Value ≠ Short-term profit
Value comes from the expansion of network effects, from the prosperity of ecosystems, from breakthroughs in technology and user recognition. These things are difficult to fully reflect in price in the short term, but they will determine the life and death of a project in the long term.
You won’t lose confidence in Ethereum just because ETH dropped 5% today; You also won’t abandon an entire growing ecosystem just because a certain public chain isn’t trending right now.
Because you understand what it is doing and believe it is moving forward.
Price is cost, belief is power
Investment is never about who sells higher, but about who can see further. When market fluctuations induce fear, you still choose to hold tight because you know what you are holding. It is not just a coin, but your bet on the future.
Those who understand value do not care about short-term prices
What truly keeps you holding coins to this day is not luck, nor courage, but your understanding and trust in value. Don't forget: each coin you hold is a record of your choice to believe in the future.
【Cetus Returns to the Global Top Five DEX Aggregators, Strong Rebound After the Hacking Incident】
In mid-May, Cetus Protocol suffered a hacking attack exceeding $223 million, which temporarily raised doubts about its survival in the market. However, two months later, this core protocol on the Sui chain demonstrated with data: "Crisis may be a stronger starting point."
According to DeFiLlama data, Cetus's single-day trading volume on July 25 surpassed $249 million, returning to the global DEX aggregator ranking at number 4, trailing only behind 1inch, CoWswap, and OKX DEX, while surpassing established protocols like PancakeSwap and Jupiter.
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What does this rebound represent?
1. The protocol's recovery speed is astonishing. Since the incident in May, the Cetus team quickly conducted smart contract audits, fixed vulnerabilities, and collaborated with the Sui Foundation to recover some funds, showcasing efficient crisis management capabilities.
2. Market trust has not collapsed, but rather strengthened. After the incident, Cetus did not experience a massive liquidity flight; instead, it steadily rebounded under community support and transparent mechanisms, indicating that its brand trust foundation remains intact.
3. The Sui ecosystem is gradually maturing. As one of the most important DEXs on Sui, Cetus's recovery also symbolizes that the entire ecosystem is moving towards higher safety and professional standards, attracting more new funds and developers to enter the space.
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In the world of DeFi, no one can guarantee that mistakes won't happen, but the ability to quickly stand up and stabilize market confidence is the real competitiveness. Cetus has once again proven one thing: You can take off even against the wind, as long as you are resilient enough.
[Accelerating the Corporatization of Bitcoin: The Number of Companies Holding Over 1,000 Coins Grows Nearly 50% from Q1 to Q3]
As Bitcoin gradually solidifies its position in the global asset market, the participation of institutions and listed companies is also rapidly increasing. According to data shared by Fidelity Digital Assets Vice President Chris Kuiper, by the third quarter of 2025, the number of listed companies holding more than 1,000 BTC has increased to 35, a significant growth of about 46% from 24 in the first quarter.
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Data reveals that institutional interest continues to heat up.
According to analyst Zack Wainwright's tracking, these high-holding companies collectively hold nearly 900,000 BTC, accounting for about 4.3% of Bitcoin's total supply. This not only signifies the increasingly important position of Bitcoin in corporate financial strategies but also symbolizes its gradual transformation from a speculative asset to a part of corporate asset allocation.
[🇬🇧 UK listed company increases investment in Bitcoin again: The Smarter Web Company steadily executes the 'Ten-Year Bitcoin Purchase Plan']
On July 25, 2025, the UK technology company The Smarter Web Company PLC (AQUIS: SWC) officially announced that it has recently purchased 225 Bitcoins, with a total value of £19,596,574 (approximately $26.4 million), averaging £87,096 (approximately $118,076). This is part of its ongoing 'Ten-Year Bitcoin Purchase Plan,' further demonstrating the company's long-term financial strategy of embracing Bitcoin.
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Long-term allocation strategy: stable buying and gradual accumulation.
Since 2023, the company has implemented a Bitcoin reserve strategy, advocating that Bitcoin should be part of its company assets. After this purchase, the total holding reached 1,825 BTC, with a cumulative investment of £146,850,350, and the average holding cost is approximately £80,466 (about $109,088).
[When Gold Can Be Replicated, Is Bitcoin Taking Over Humanity's Value Belief?]
The American startup Marathon Fusion announced that they are developing a technology to produce gold through nuclear fusion and nuclear transformation. If this technology can be commercialized, it will completely shake the position of 'scarcity equals value' that gold has held for thousands of years. When humanity first has the ability to 'mass produce gold', the historical turning point for hedging assets and storage tools may quietly unfold.
And Bitcoin may be standing at the threshold of this migration of value belief.
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The value of gold is being questioned by technology.
Gold is viewed as a global consensus value storage tool because it has a long-term stable supply and natural scarcity. This scarcity arises from crustal distribution and mining costs, rather than human manipulation.