Core Insights - Google has introduced the Universal Commerce Protocol (UCP) at the NRF 2026, establishing a common language for agents and systems to facilitate the entire purchasing process from discovery to post-purchase support [1][8] - UCP will serve as the foundation for a new Google checkout feature, enabling consumers to make purchases in AI Mode through the browser and the Gemini app, initially utilizing saved payment information from Google Wallet [2][8] - The protocol aims to simplify interactions among various agents, eliminating the need for unique connections for each agent, as stated by Google’s vice president [3] Development and Collaboration - UCP is the second open agentic commerce protocol developed by Google, following the Agentic Payments Protocol (AP2) launched the previous year, which created a payment-agnostic framework [4] - Retailers and e-commerce platforms, including Shopify, Etsy, Wayfair, and Target, contributed to the development of UCP, with endorsements from major payment processors like Adyen, American Express, Stripe, MasterCard, and Visa [5] Future Features and Merchant Relations - Retailers will continue to be the merchant of record, with Google planning to introduce additional features such as product recommendations, loyalty programs, and customized shopping experiences in the near future [6] - The collaboration between Google and Shopify aims to enhance sales, discoverability, and conversions by allowing merchants to supply their product data to Gemini and Shopify for off-site sales [7]

Core Insights - Sui (SUI) experienced a nearly 4% increase after being selected as a launch partner for Google's Agentic Payments Protocol (AP2), moving from $3.509 to $3.622, marking a 3.22% gain [1][2] - The announcement of AP2 contributed to a surge in trading volume, reaching 33.14 million, nearly four times the 24-hour average of 8.73 million, indicating potential institutional accumulation [2] - The Agentic Payments Protocol aims to enable AI agents to perform financial transactions, part of a broader initiative to integrate smart contracts with real-world payment systems [3] Market Activity - Following the announcement, SUI's price fluctuated, reaching a high of $3.65 before settling at $3.60, indicating some profit-taking among traders [3] - The current trading range for SUI is between $3.61 and $3.65, with bulls potentially targeting the next resistance levels of $3.70 to $3.75 due to the Google partnership [4]

Partnerships & Technology - Sui is a launch partner for Google's new Agentic Payments Protocol (AP2), a standard for AI agents to transact on behalf of users [1] - Sui Network, originally developed by Mysten Labs, offers fast, programmable payments and privacy-first identity [2] Industry Focus - The industry highlights the future of AI automation through agentic commerce [1][2] - The industry emphasizes the importance of fast, programmable payments and privacy in agentic transactions [1][2]