🥊 $APT vs $SUI ⚠️ the data tells a very different story than the hype 👀 📊 @Aptos 🟢 61.76M weekly transactions 🟢 5.31M weekly active addresses 🟢 $322M TVL 📊 @SuiNetwork 🔵 29.87M weekly transactions 🔵 374k weekly active addresses 🔵 $638M TVL So the “hype chain” Sui actually has: 🔵 about HALF the transactions 🔵 14× fewer users Yet it has roughly DOUBLE the capital locked thans Aptos has. What does this tell us? Rough calculation: 💰 Sui capitalizes $1,700 TVL per user 💰 Aptos does just $60 TVL per user So the market is currently valuing capital per user more than number of users. Seeing as $SUI stands at a fdv of $9.9 billion and $APT at a fdv of $2 billion. Interpretation: 🔵 Sui = strong capital concentration but needs more users 🟢 Aptos = huge user base but very under-monetized If Aptos ever manages to properly monetize its users, the upside could be significant. What do you value right now? More users… or more capital per user? They both have really good future potential. SUI already knows how to monetize users while Aptos knows how to get users 😉. Data: Dune / DefiLlama