
SUI BASECAMP 2026 DAY 1: KEY TAKEAWAYS On Day 1 of Sui Basecamp 2026, sui:native announced several major updates, demonstrating their effort to unify AI agents, finance, and blockchain into a cohesive development direction. 1. Sui Achieves 40.6 Million TPS - One of the most notable highlights of Day 1 was a live stress test recording a throughput of 40,614,180 TPS—approximately 6.7 times higher than the 6.08 million TPS recorded in July and surpassing the test’s target of 20 million TPS. Over 10,000 Sui Tunnels were opened on Mainnet during the test. - This is not the raw throughput of Sui L1. Most interactions occur via Sui Tunnels—programmable state/payment channels operating off-chain. The blockchain is primarily used only for opening, closing, and settling tunnels, rather than recording every individual interaction on L1. => @EmanAbio described this approach as: “Think of Sui as a court.” Under this model, the blockchain serves as the trust, verification, and settlement layer, while high-frequency interactions occur off-chain. 2. AI Agents Featured Prominently Across Day 1 Announcements - Major partnerships announced by Alibaba Cloud × Sui and Google Cloud × Mysten Labs revealed a largely aligned strategy. - With Alibaba Cloud, AI agents can be pre-allocated budgets and policies to autonomously purchase cloud or AI resources within predefined limits. Instead of requiring human approval for each transaction, agents can autonomously execute certain economic activities based on pre-established permissions. - Conversely, as agents gain more autonomy, verification becomes critical. Mysten Labs and Google Cloud are developing the Verifiable Agent Arbiter (VAA) to create an evidence layer for agent activity. The goal is to enable verification of whether agents comply with policies without requiring full disclosure of prompts, model outputs, or tool calls. => Agents are becoming more automated, yet their operations still require verifiability and auditability (Certik was also mentioned as an audit partner). 3. Finance and AI Are Being Integrated Into a Unified Architecture - Day 1 also featured continued product developments in trading and DeFi. @tradeonhudi focused on social trading and perpetuals; Hashi aims to bring Bitcoin liquidity into DeFi; while Beep is advancing toward agentic finance. - A future architecture is emerging: humans grant permissions and budgets to agents; agents utilize compute, data, or financial services; high-frequency interactions occur off-chain; and the blockchain handles final settlement. => This context aligns with Adeniyi’s keynote, “The Machine Economy Won’t Wait.” Sui does not treat AI as a standalone narrative but is actively integrating AI agents with existing financial infrastructure and settlement layers. 4. Conclusion => The figure of 40.6 million TPS should not be interpreted as Sui L1 processing 40 million on-chain transactions per second. The true significance lies in demonstrating an architecture where massive volumes of interactions can occur off-chain, while the blockchain retains its role in trust and settlement. => This model becomes compelling if AI agents generate large-scale machine-to-machine transaction demand. In such a scenario, blockchain requirements will extend beyond user scale to include support for machine-scale interaction, verification, and settlement. Stay tuned for more updates on Day 2! @SuiNetwork @SuiNetwork_VN #SuiBasecamp #Token2049

