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Feb 17
|
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$0.97
$0.94
-3.1%
|
N/A
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Finnhub News
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— |
Finnhub - SUI
Sun Communities Increases Quarterly Dividend ...
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Feb 17
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$0.97
$0.94
-3.1%
|
AVOID
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Jonah Van Bourg
Head of Trading, Cumberland
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"Why bet on some random crypto project... why bet on Layer Zero or Monad... or Sei or Sui or Aptos when you can gamble on [Prediction Markets]?" Retail liquidity is shifting away from "Tech" coins (L1s/Interop) toward pure gambling (Prediction Markets). Without the "casino" aspect of community pumps, these high-valuation infrastructure plays have no buyer of last resort. Avoid generic L1s and "Zombie Chains" as attention shifts to gambling/prediction markets. A specific app breakout on one of these chains attracts liquidity back. |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
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Feb 16
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$0.99
$0.94
-5.1%
|
AVOID
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Matt Hougan
CIO, Bitwise Asset Management
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Hougan notes that assets without ETFs (specifically naming Sui and Avalanche) were down 70% in 2025 and are "down even more in 2026." Institutional capital is the only active buyer in this market. Since institutions are not buying "secondary assets" (Alts), and retail has already sold off, there is no marginal buyer for these L1s until the cycle fully turns. AVOID. These assets are "zombies" until retail interest returns or they gain ETF approval. A sudden "Altseason" triggered by a specific app breakout or unexpected regulatory approval for an Alt-ETF. |
The Block
The optimistic case for crypto in 2026, with ...
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Feb 11
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$0.89
$0.94
+5.6%
|
LONG
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Anthony Scaramucci
Founder and Managing Partner, SkyBridge Capital
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Scaramucci calls Solana "anti-fragile" and notes it handled massive throughput during the "Trump coin" mania. Evan Cheng notes Sui is the first non-EVM chain to get a full Coinbase integration and emphasizes "T+0" settlement for TradFi. In the race for "Internet Capital Markets," institutions require speed and low cost. Solana and Sui are winning the technical narrative for high-frequency TradFi integration over legacy chains, positioning them as the rails for RWA (Real World Assets). LONG. These L1s are capturing the "execution layer" value of the new financial stack. Network outages (Solana) or lack of developer traction compared to EVM (Sui). |
CoinDesk
Inside the Future of Digital Assets at Consen...
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Feb 10
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$0.93
$0.94
+1.1%
|
WATCH
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Brian Pellegrino
Co-founder & CEO, LayerZero Labs
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"Solana etc. is basically reduce the number of nodes and increase the requirements of the nodes... we don't think either of those is the way that you actually want to be able to scale a system long term." The "Zero" blockchain is explicitly targeting the market share of high-throughput monolithic chains. Pellegrino argues that Solana (SOL) and Aptos (APT) rely on centralization or massive hardware costs to achieve speed. If Zero delivers 2M TPS on consumer hardware via ZK compression, it invalidates the "hardware-intensive" scaling thesis of SOL/APT/SUI, potentially draining their developer mindshare and TVL. WATCH. If Zero's mainnet benchmarks hold up in September, it poses a competitive threat to the valuation premiums of current high-speed L1s. Zero may be "vaporware" or theoretical; Solana's network effect is already entrenched and hard to displace. |
Unchained (Chopping Block)
2 Million TPS Without Centralization? How Lay...
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