Undervalued L1 positioning for AI agents and institutional adoption

#SUI When it was at $0.75 in July, I said it was the most undervalued public chain in the market! 🧐 After spending the first day at #Sui Basecamp today, my conviction has only strengthened. At $1.1 today, it remains incredibly attractive. I can still firmly say that it is one of the most undervalued public chains! Let's share some observations and thoughts from today's event; the information density was truly explosive. Here are a few of the most hardcore highlights to help you understand what Sui is actually positioning itself for: 1️⃣ 40 million TPS: Not built for humans, but prepared for AI. On-site mainnet testing showed TPS reaching 40.61 million (verified live by @CertiKCommunity). Many might ask: Visa's peak is only 65k TPS, why would humans need such speed? The answer is: future transactions may not be conducted by humans, but by AI Agents. Humans don't mind waiting 3 seconds to swipe a card, but AI agents need to process thousands of micro-payments, potentially as small as fractions of a cent, within a single second. For AI, 3 seconds feels like a light-year. Sui's positioning here is very clear: to become the "trust layer" for the future AI economy. 2️⃣ Native BTC Lending + Institutional Entry (Hashi) The Hashi protocol is impressive; it doesn't wrap Bitcoin into various derivative tokens but uses native BTC directly as collateral for lending. It hasn't launched yet, but committed funds have already exceeded $500 million. Crucially, they have partnered with Anchorage Digital, a US federally chartered crypto bank. In the future, institutional users can simply click within Anchorage to deposit funds into the Hashi vault and start lending. 3️⃣ Deflationary Signal: The SUI supply may never reach 10 billion. A very key mechanism was mentioned on stage: as stablecoins flow into Sui through channels like Hashi, the generated yields will be used to directly buy back SUI. The official statement was: "We initially said the total cap is 10 billion coins, but in the future, it probably will never reach 10 billion; it will only keep decreasing." This expectation of continuous burning and buybacks is a major positive for the token's long-term value. 4️⃣ Infrastructure Rollout Across the Board Beyond performance, four pieces of infrastructure specifically designed to support AI and security were released simultaneously: - Alibaba Cloud partnership: Enables autonomous payments for AI agents; - Google Cloud partnership: Launches VAA (Verifiable Action Approval) for trusted identity verification; - Sui Threat Intelligence: Real-time detection combined with automated containment, maximizing the security defense line; - Walrus Console @WalrusProtocol launch: A central hub for storing and connecting data for AI applications. Worth mentioning is that @tradeonhudi had a fantastic trading competition this morning; stay tuned for SUI's late-mover advantage in the socialized perpetual DEX space. Summary: Previously, discussions about public chains focused on competing for human user experience; today, Sui has elevated the game to the next generation, building a complete infrastructure suite that allows AI agents to handle financial assets on behalf of humans. An extremely fulfilling day. Let's wait and see what other big moves come out of Basecamp! 💧💧💧 @SuiNetwork @SuiNetworkCN @DeepBookonSui @EmanAbio