November is here, and SUI has another token unlock. What should we care about? On @SuiNetwork, around 13.15M SUI is scheduled to unlock on November 1, 2026. Some trackers show a larger amount of around 22.6M SUI on November 3 because they use different schedules and allocation methods. So how big is this unlock? → Total supply: 10B SUI. → Circulating supply: Around 4.118B SUI, or 41.18% of the total. → Scheduled unlock: Around 13.15M SUI on November 1. → Compared with circulating supply: Around 0.32%. The number might sound large, but I think the more important question is where those tokens are going. 1. Who receives the unlocked tokens? According to @coingecko's November 1 breakdown: → Early Contributors: Around 7.08M SUI. → Community Reserve: Around 4M SUI. → Mysten Labs Treasury: Around 2.07M SUI. These allocations have different purposes, so we should not assume that every unlocked token will immediately be sold. An unlock makes tokens available according to the schedule. It does not tell us exactly what recipients will do with them. 2. Supply will continue changing Sui has a long-term token release schedule, and staking subsidies also contribute to circulating supply over time. This means the November unlock is only one part of the broader supply picture. I think it is more useful to monitor the total supply entering circulation over time than to focus on a single unlock date. 3. Does an unlock always mean the price will fall? Not necessarily. Some holders may sell, while others may continue holding or using their tokens. Market conditions, liquidity, and overall demand also affect price movements. Historical unlocks have produced different outcomes, so I would not use one event to predict what happens next. The bigger story for November is whether Sui's ecosystem activity can keep growing as more tokens enter circulation. We are already seeing developments across different areas, including: → @MercadoBitcoin expanding access to Sui in Brazil. → New infrastructure connecting external liquidity to Sui DeFi. → Slush Wallet improvements that make transactions easier for users. → XAUa, the Hong Kong-regulated gold token from @AlphaTokenHQ, is live on Sui, minted with the Permissioned Asset Standard (PAS). → @navi_protocol opened its first EVM vault, built on @lagoon_finance infrastructure. → @HaedalProtocol's Lending Vault crossed $7M in liquidity. Token unlocks follow a schedule. Real adoption is much harder to predict. The question I keep coming back to is whether Sui grow its real network activity as more supply enters circulation? → We might get updates from @EmanAbio That is what I will be watching this November. NFA. DYOR. Data source: @DefiLlama

What if trading on Sui felt more like playing a video game? 🎮 Most trading platforms are full of charts, order books, and complicated numbers. For experienced traders, that might be normal. But for someone new to crypto, it can be confusing. . @PlayPipsFun turns its game on @SuiNetwork into an experience that looks and feels like a handheld gaming console. The project also recently received attention from @SuiNetwork, and its early-access waitlist is now open. So what is PIPS building? 👇 Instead of showing users a traditional trading interface, it offers several game-like modes: - Range: Players choose a price range. A narrower range offers a higher potential multiplier, but the price must stay within that range to qualify for a winning result. - Moonshot / Up or Down: Players make about the direction and size of a price movement. - Lucky: Players spin virtual reels to receive a strike price and multiplier, then follow the live chart to see the outcome. - Arcade: The platform also includes separate off-chain skill games. What caught my attention most is the user experience. Normally, it requires users to understand things like strike prices, settlement rules, and blockchain transactions. PIPS tries to hide much of that complexity behind simple controls. Users interact with buttons, knobs, and a screen, while the platform is designed to create and settle positions through DeepBook. It also supports sponsored gas fees, so users do not need to manage SUI for those transactions. Settlement is designed around price data anchored by Pyth. There is also an interesting story behind the team. PIPS was built by the Indonesia-based @pivyme team. The project won first place in the DeepBook track at Sui Overflow 2026. Its design takes inspiration from physical electronic devices, especially the minimal style of Teenage Engineering. I think this explains why the interface looks so different from traditional DeFi applications. Instead of making trading dashboards more colorful, the team is trying to design the entire experience around a game console. 👀 But why does this matter? Many Web3 projects talk about making crypto easier for beginners. However, they often keep the same complicated interfaces and simply add rewards or game elements. PIPS takes a different approach. It changes how users interact with the product while keeping the underlying prediction market infrastructure. I think that is an interesting experiment in user experience. According to the project, access is planned to open in stages rather than for everyone at once. The team previously ran a public testnet and is now moving toward a more controlled rollout. This approach could help the developers observe user behavior, identify issues, and improve the experience before wider access. At the same time, making financial products feel like games introduces another challenge. If trading becomes as easy as pressing a button, will users still understand the risks they are taking? That is the question I find most interesting. PIPS still needs to prove that its design can attract users while helping them understand how the underlying markets work. For now, I see it as an early experiment in making on-chain more accessible, rather than a proven alternative to traditional trading platforms. Can game-like interfaces bring new users to Sui, or will they simply make speculative trading feel more entertaining? NFA. DYOR.

Why Do the Same Meme Coins Keep Appearing at the Top of Sui? 👀 Did you know @coingecko has a dedicated Top Sui Meme Coins by Market Cap category? I was looking through the rankings and noticed something interesting. While new meme coins continue to launch on @SuiNetwork, many familiar names are still near the top. Some of the largest projects included: → lofi-2:native: ~$9.3M → $BLUB: ~$2.0M → solana:6Tw9kzL3B4AFDyJNg7NULHpUozDrgdukU4UcVMwjpump: ~$1.27M → $MIU: ~$785K Other names included MANIFEST, AXOL, BRAT, FUD, ONE, and SUICAT. These figures can change quickly, but I find it interesting that several established communities continue to appear in the rankings. So what makes these projects stand out? 🔵 lofi-2:native - @lofitheyeti LOFI stood at the top of the category in the snapshot. Its Yeti mascot has become a recognizable part of Sui's meme ecosystem. The project continues posting regularly, and its community remains visible on X. 🔵 $BLUB - @blubsui BLUB is another familiar name that has maintained a presence near the top of the rankings. BLUB uses a simple animal-themed identity and regularly shares community content on X. 🔵 solana:6Tw9kzL3B4AFDyJNg7NULHpUozDrgdukU4UcVMwjpump - @hippo_cto HIPPO, also known as Sudeng, has attracted attention through its recognizable hippo character. Its trading activity has also stood out relative to its market cap in the snapshot I reviewed. 🔵 $MIU - @miucoin_sui MIU is a cat-themed community token that has explored features such as staking, token locking, and burns. It continues to appear in discussions around Sui meme coins. 🔵 $MANIFEST - @manifestsui MANIFEST is one of the older community projects that continues to appear in the rankings. Its account remains active with community updates and Sui-related content. 🔵 $AXOL - @AxolOnSui AXOL is another long-running Sui meme project. Beyond its amphibian mascot, the project has introduced community tools such as a swap aggregator, meme generator, and games. 🔵 $BRAT - @bratonsui BRAT has built its identity around a hotdog meme. The community regularly discusses token burns and shares updates on X. 🔵 $FUD - @fudthepug FUD is one of Sui's earlier meme projects and originally gained attention through an airdrop. It remains a recognizable name in the ecosystem. 🔵 $ONE - @Just1Sui ONE has an interesting community takeover story. After the original developer stepped away, community members continued supporting the project and organizing activities such as meme contests. 🔵 $SUICAT - @Suicatdotsui SUICAT is another cat-themed meme project with its own community identity. Although it sits further down the rankings, its account continues sharing community content. Several of these projects have appeared in CoinGecko's Sui meme category over time, although their rankings and trading activity have changed. I think this raises an interesting question about what actually keeps a meme community active. Is it the character, the community, trading activity, or simply how long the project has been around? A recognizable brand can attract attention, but it does not guarantee long-term demand. The same applies to market cap. A large market cap does not necessarily mean a token has strong liquidity or lower trading risks. Tbh, I think the most interesting part of Sui's meme ecosystem is not which token has the highest market cap today. It is whether these communities can continue attracting attention and participation over time. I think trading volume, liquidity, and holder activity provide more useful information about the market than rankings alone. Can Sui build a meme ecosystem where communities remain active for years, or will attention keep moving from one new token to the next? NFA. DYOR. Data source: Coingecko

. @HaedalProtocol the Yield Products Keep Running 🦦🌊 Haedal continues to operate its liquid staking and yield products on @SuiNetwork. Here is a quick look at the numbers for late October 2026: → Total TVL: Around $37–44M, depending on the data source. → Liquid Staking (haSUI): Around $36.7–36.9M. → Lending Vault: Around $6.3–6.4M, slightly below its mid-October peak of $6.8M. → USDC Vault APY: Around 11.9%. → SUI Vault APY: Around 9.8%. → Total Accounts: Nearly 990K. → haWAL: More than 10M WAL staked. → Liquidity Vault: Around $850K. These APYs are variable and include incentives, so they should not be treated as guaranteed returns. What caught my attention? Haedal's Lending Vault is designed to automate yield strategies across lending markets such as Navi, Suilend, and Scallop. According to the product's design, the vault manages allocations across these markets and compounds rewards at least daily. Meanwhile, haSUI and haWAL remain important parts of Haedal's liquid staking ecosystem. I think this week is more about consistency than new features. Haedal has continued operating its existing products while the team has mostly been sharing its usual otter-themed community content. However, TVL and APY can change quickly. Automated vaults also carry smart contract risks, liquidity risks, and risks from the underlying lending protocols. The next thing worth watching is whether the Lending Vault can maintain its TVL as market conditions and incentive rewards change. NFA. DYOR. 🦦🌊 Source: @DefiLlama

What if the network could warn you about a DeFi exploit before @zachxbt even sees it? This is an interesting idea that @EmanAbio discussed on Crypto Insider with @cryptomanran. Most DeFi protocols go through security audits before launching. However, an audit only checks the code at a certain point in time. Once a protocol is live and users start depositing money, new risks can still appear. → That is why @SuiNetwork is building 'Sui Threat Intelligence', a system designed to monitor smart contracts continuously and detect potential threats earlier. So how does it work? • According to the Sui Basecamp announcement, the system is already running. • At launch, it was monitoring more than 450 smart contract packages, each associated with over $100K in value. Together, they represented more than $450M. • Developers can access the monitoring reports for free, which could help them identify security issues and respond faster. But the more interesting part is what Sui wants to build next. → The long-term plan is to integrate Threat Intelligence directly with Sui validators. → This could allow individual transactions to receive risk scores before or during settlement. Because Sui uses an object-based architecture, the system could evaluate risks at the transaction level. For example, imagine an AI agent wants to execute a large DeFi trade. A protocol could check the transaction's risk score and decide whether to allow it, restrict it, or pause it. However, this validator-level feature is still planned, not something that is already available across the network. Most DeFi security incidents become public after funds have already been stolen. Investigators like ZachXBT can help trace what happened, but investigations usually come after the attack. Sui Threat Intelligence is exploring a different approach by identifying potential threats while there is still time to respond. I think this becomes especially important as AI agents start handling more transactions without constant human supervision. If agents are going to manage real capital, they need more than smart contracts that passed an audit months ago. They also need security information that updates as risks change. There are still some important questions: - How accurate are the threat detections, and how often does the system produce false warnings? - Will transaction-level scoring introduce additional costs or delays? - Could these risk signals eventually help DeFi insurance providers assess and price risk? Better monitoring does not guarantee that exploits will be prevented, but it could give developers more time to react. → I think Sui Threat Intelligence is one of the more interesting infrastructure developments from Sui Basecamp. It may not attract as much attention as TPS records or AI agent demos, but security becomes more important as networks handle larger amounts of capital. The contract monitoring system is already running, while validator-level risk scoring remains a longer-term goal. The real test will be whether it can detect meaningful threats early enough for protocols to take action. If AI agents are going to manage more money on-chain, shouldn't the network also help them identify risks before they execute transactions? NFA. DYOR.

What happens when AI agents can trade on Sui without ever holding your private keys? @CetusProtocol just launched Cetus Skills, an open set of Claude Code skills that let AI agents plug directly into Cetus infrastructure on @SuiNetwork. Install is one line through the GitHub repo: npx skills add CetusProtocol/cetus-skills Each skill comes with 3 layers: → README.md for humans → SKILL.md, a short reference written for agents → Reference files with detailed schemas, payloads and edge cases So the docs are written for two readers at once for the developer and the agent. Here's what each skill does 👇 🔵 cetus-aggregator (REST API) → Finds the best swap routes across Sui DEXs and builds the swap transaction → The SDK snapshot lists 37 liquidity providers, including Cetus CLMM and DLMM, DeepBook V3, Aftermath, Turbos, FlowX, Bluefin, Haedal, Kriya, Scallop, Suilend, Momentum, Magma and more → Orders can be split up to 50 ways, with up to 3 hops per route → No API key needed The flow is simple: 1. The agent asks the user for the token pair, amount and slippage 2. It gets a quote and shows it to the user 3. Once the user confirms, it builds the transaction 4. The user's wallet signs and submits it 🔵 cetus-clmm (TypeScript SDK + Move) → Create pools, open and close positions with custom tick ranges → Add or remove liquidity with both coins or just one side → Single-pool swaps, plus a way to calculate the swap result before executing → Flash loans: borrow either coin and repay in the same transaction → Collect LP fees and rewards Built for stable pairs and passive LPs. 🔵 cetus-dlmm (TypeScript SDK + Move) → Liquidity sits in discrete price bins instead of continuous ranges → 3 distribution strategies: Spot (even), Curve (concentrated near price), BidAsk (weighted to the edges) → Dynamic fees: a base fee plus a variable fee that rises with volatility → Positions are NFTs that hold shares across multiple bins This is suitable for volatile pairs and active market making. So what actually caught my attention? It's not the "AI era" branding. It's the security design underneath it. 1. Agents never touch private keys Every skill returns an unsigned transaction. The only setting the aggregator needs is a wallet address. → The agent finds the route and builds the transaction → The user's wallet or signer approves it As @suidevelopers put it, an agent that trades shouldn't need to sign its own swaps. 2. Slippage rules are written into the skill → The default is 0.5% → Recommended: 0.5% for stablecoins, 1% for volatile pairs → Anything above 50% gets rejected → The agent is told to always warn the user about slippage risk before building a swap 3. Confirmation is built into the flow The agent shows the quote first and only builds the transaction after the user confirms. Why this matters? Most of the fear around AI agents in DeFi comes down to one thing: handing a bot full control of your funds. Cetus's approach keeps the agent as the one that plans and builds the trade, and the user as the one who approves it. That doesn't remove the risk, but it adds a clear checkpoint between "the agent decided" and "the money moved." But there are still open questions for this 👇 @ZealynxSecurity asked a fair one is that are slippage limits and token allowlists enforced inside the skill, or left to each agent's wallet policy? → The slippage rules are instructions to the agent, not limits enforced on-chain → There's no built-in token allowlist → On-chain, protection comes from the minimum-output and maximum-input limits in each swap So a compromised or prompt-injected agent could still build a bad transaction. The last line of defense is still the signer. That's why the wallet layer matters as much as Cetus itself. Cetus called out @t2000ai, @LoquaApp, @Sup_Wallet and @WaaPxyz as builders working on agent-ready wallets, intent-based interfaces and AI strategies on Sui. If those wallets can enforce spending limits, allowlists and approval rules, the stack gets much safer. So what about the business side? Both CLMM and DLMM include partner versions of their swap functions, and the aggregator accepts a partner ID for referral fee sharing. → Agent builders who route volume through Cetus can get a share of the fees → That gives them a direct reason to integrate, beyond just convenience If agent volume grows, this could become a real distribution channel for Cetus liquidity. How does this fit? → Oct 19: CLMM package upgraded to v15. Integrators had to update, and Epoch had brief downtime before shipping a fix plus a version-check system. No funds were at risk. → Oct 20: Bug bounty on HackenProof raised to $1M for critical findings, with a wider scope → Oct 21: Cetus Skills goes live → Oct 22: Cetus confirmed it doesn't use PHP anywhere and isn't affected by the PHP vulnerability concerns A few notes for builders: → Swap transactions can only be built from a fixed input amount. Fixed-output quotes are for price checks only. → Flash loans are CLMM-only. DLMM doesn't have them. → SDK versions are pinned in the repo as of Oct 21, and it requires Sui SDK 2.x → After the v15 upgrade, the repo recommends reading contract addresses from the SDK config instead of hardcoding them I think this is a smart move tbh. Agents need deep markets to trade in. On Sui, Cetus is already the main liquidity and routing layer. Making that layer easy for agents to use is a natural next step. But it's still very early. The repo has only been public for a few days, and the real test is whether agents bring real volume and fees, not just demos. As one community member pointed out under the announcement, what matters next is the impact on trading volume and protocol revenue. The bigger question for me is whether agent-driven flow becomes a real source of revenue for Cetus, or stays a developer experiment for now. That's what I'll be watching for now. NFA. DYOR.

.@EmanAbio said the first post-quantum $BTC transaction will happen on @SuiNetwork. Sui is taking another step toward quantum-resistant security. On October 13, Sui Devnet completed its first quantum-safe transaction using ML-DSA-65, a NIST-standardized signature scheme. Here's what's coming: → Q1 2027: Quantum-safe account authentication is targeted for mainnet → Easy upgrade: Users can switch to quantum-resistant keys using their existing recovery phrase → Same wallet: Your address stays the same, your funds don't move, and no extra gas is required → Bitcoin integration: Sui is building a native Bitcoin light client, MPC wallets, and faster Taproot signing So what does this mean for Bitcoin? Through Hashi, BTC can be represented on Sui and used in DeFi. With quantum-safe signatures, users could securely move that BTC representation on Sui without changing the underlying Bitcoin network. Importantly, this protects transactions on Sui, not native BTC held on Bitcoin. So why does this matter? 👇 Sui is moving beyond discussions about quantum security and testing real solutions. Combined with its Bitcoin infrastructure and AI agent development, this could help Sui support more secure financial activity in the future. But it's still early, and mainnet deployment will depend on further testing and audits. The real test is whether users and institutions adopt these features once they're live. What are you most excited about? Quantum-safe accounts or Bitcoin DeFi on Sui? NFA. DYOR.

Sui Basecamp 2026 - Full 2-Day Recap 🇸🇬 Two days at Sui Basecamp 2026, and there was still so much more to explore. I've been following the Sui ecosystem for years, but attending Basecamp in Singapore gave me a better picture of what teams are actually building. Just like last year, Sui brought plenty of major announcements. But this time, the bigger theme was how people and AI agents could use blockchain in everyday life. - Day 1 The event kicked off with live trading on Hudi, where four traders competed in front of the crowd and @tradermayne took home the $25K prize. We also had AI workshops, demos, conversations with builders, and one of the biggest moments of Basecamp. Sui reached over 40.6 million TPS in a live demonstration. The test involved more than 10,000 programmable Sui Tunnels, with activity happening offchain and settling back to Sui. This wasn't 40 million transactions executed directly on L1. Instead, it demonstrated an architecture designed to support high-frequency activity without putting every interaction on the main chain. Walrus also introduced Walrus Console, making it easier for developers to manage files, encrypted data, and AI agent memory. And that was only Day 1. - Day 2 More AI demos, agents playing poker, a technical session about Miso, and Evan Cheng sharing what's next for AI agents on Sui. Evan's presentation particularly stood out to me. Instead of just making AI agents smarter, the focus was on giving them clear permissions and boundaries so they could act on our behalf without having unrestricted control over our assets. An important step if AI agents are going to handle real money. We also got several major announcements. → Samsung Wallet is bringing USDC on Sui to eligible Galaxy devices, starting in the U.S. → DATA Network, formerly Story Protocol, is joining Sui and Walrus, backed by a $30M investment from the Sui Foundation. → Hashi is preparing its mainnet rollout with over $500M in committed capital and Anchorage Digital as a launch partner. → Circle's CCTP V2 is now live on Sui. But Basecamp wasn't just about technology and announcements. Between sessions, I explored project booths, met builders, and caught up with friends from around the world. And that's probably my favorite part of events like this. Thanks to Sui, I've met so many amazing people over the years. Getting to see them again in person and create new memories is something I truly appreciate. If there's one thing I took away from these two days, it's that Sui is building toward a future where blockchain serves both people and machines. Stablecoins in familiar payment apps. AI agents operating within defined permissions. Infrastructure designed to support the data and transactions they'll need. There's still a lot to build, and the real test will be whether people actually use these products. But the direction is becoming clearer. I'm grateful I got to experience another Basecamp, especially with Singapore being so close to Vietnam and making the trip much easier. To all the builders, organizers, and staff, thank you for putting so much effort into making these two days possible. And to all my friends, I hope we get to meet again soon. See you next year, Sui fam! 🌊

I've been following the Sui meme market through @popular_sui, and a few things caught my attention Popular brings launches from SuiPump and Perpsplexity into one place, making it easier to track what's happening across the ecosystem. The launch structure is also worth looking at: → 5,000 SUI to complete the bonding curve before moving to Cetus → Liquidity is permanently burned after graduation → Creators receive 0.5% of trading volume → Fixed supply of 1B tokens with no team allocation Here are 10 popular meme coins on @popular_sui 👇 🔵 lofi-2:native remains one of the most recognizable meme brands on Sui. Its Yeti character has built a strong identity, and the community continues to stay active even during quieter market periods. 🔵 $BLUB has been around for several attention cycles. Its simple animal-meme identity makes it easy to recognize, and it continues to appear alongside other established Sui memes. 🔵 $Hippo (Sudeng) has a recognizable narrative and continues to attract trading activity. Its volume relative to its size makes it worth watching. 🔵 $AXOL is one of the longer-running community tokens. It has survived multiple market cycles while many newer launches have disappeared. 🔵 $POP is different because it is tied to the Popular platform itself. The token has utility through features such as boosts and index tokens, while the team continues developing the product. 🔵 $SUICAT is a community-driven cat meme with a dedicated holder base. It continues to appear on Sui trending lists. 🔵 $MANIFEST is another older community token that has managed to stay relevant. Its story is largely about a community that continues supporting the project despite changing market conditions. 🔵 $JEAN is an interesting example of a community takeover. After the original developer became inactive, the community continued building around the token following its SuiPump graduation. 🔵 $HOLMOT is a smaller and newer name. Its community has been experimenting with staking and holder distribution activities connected to other Sui projects. 🔵 $CARLAO has historical significance within the Sui meme ecosystem. As one of the early SuiPump graduates, it represents part of the ecosystem's early meme trading culture. But what interests me most is not which meme coin performs best. It's how the market infrastructure is evolving. Burned liquidity, transparent creator fees, and a single platform tracking multiple launchpads could make it easier for traders to understand what they're buying. Of course, these mechanisms do not remove the risks of meme trading. They simply make certain parts of the process more visible. The bigger question is whether better infrastructure can help Sui build a more sustainable meme ecosystem, rather than one driven entirely by short-term attention. That's what I'll be watching. DYOR. NFA.

More than 10M WAL is now staked through haWAL, @HaedalProtocol’s liquid staking token on @WalrusProtocol. This is how it works: → Staking WAL through Haedal gives you haWAL in return. → Rewards show up in the haWAL/WAL exchange rate, which updates every Walrus epoch (about 2 weeks). → Haedal takes a 6% commission on rewards. The principal is not affected. → Regular unstaking takes 1–2 epochs (about 2–4 weeks). Instant unstaking depends on available liquidity and may charge a fee. Unlike native staking, haWAL is transferable and can be used in supported DeFi apps. Its market price can differ from its redemption value, and using it in DeFi adds risks that native staking doesn’t have. NFA. DYOR.