RT Stacy Muur (@stacy_muur)Here’s why I think @SuiNetwork is one of the biggest infra bets for 2026 and beyond ↓1️⃣ Most L1s compete on throughput. Sui is competing on architecture.That’s a deeper moat than TPS charts.2️⃣ Sui quietly solved something most chains still fake: base-layer orderbooks at scale.DeepBook + unified margin = real CLOB microstructure on-chain, not just glued on via app-layer abstractions. That’s a prerequisite for serious perps, not a nice-to-have.3️⃣ BTCfi is becoming a real growth e ...

monad refused binance's 10% token supply demand worth $300-500m at current prices. recovered from $0.024 to $0.05 without them. hyperliquid had 10-100x deeper mon orderbooks than tier 1 cexs. south korea delivered 35% of volume through upbit/bithumb. the extraction economy just broke. paradigm and dragonfly portfolio companies taking notes. ...