The REAL Reason I Changed My Mind About Sui..

The speaker’s reason for changing their view of Sui is that AI agents could make large numbers of frequent, low-value payments, creating demand for fast, inexpensive blockchain rails. They expect many on-chain payments eventually to be initiated by automated systems acting for people, and want Sui to serve both agents and human users. The host cited a BlackRock report forecasting one billion agents by 2029 and more than 200 billion agent actions; the guest clarified that the figure referred to actions, not transactions. They agreed that traditional ACH is poorly suited to high-frequency, low-value payments without KYC, while blockchain rails could fit that use case.

To support the case for capacity, the speaker cited a Sui mainnet stress test that exceeded 40 million transactions per second, compared with a Visa peak rate of about 6 million. They said most test transactions were agentic and that DeFi and Flashbots continued operating, with the limiting factor being the ability to generate enough load rather than the network’s capacity. In their view, adding machines could generate more load and allow Sui to scale much further. They described transactions variously as instant, under 100 milliseconds for payment-channel transactions, and final within 30 seconds. Stablecoin payments on Sui were described as free, while complex transactions such as DEX swaps carry a small fee.

The speaker pointed to partnerships as evidence that agent payments are moving toward real applications. Samsung Wallet users are expected to make international stablecoin payments using Sui and Solana as rails, with the underlying chain hidden from users; the speaker said Samsung selected Sui as one of two chains and expected it to go live on Sui before year-end, within the next couple of months. Sui is also working with Alibaba Cloud on a payment system that would let users set agent spending limits. A collaboration with Google will offer enterprise customers a Verifiable Agent Arbiter, with pilots planned. It uses Sui for transactions and indexes and Walrus to store records of agent activity, though the speaker stressed that it records what agents have done, not every action they take.

The network’s security approach is designed to let protocols respond to risk without halting unrelated activity. The speaker described an always-on threat-intelligence system that monitors Sui, scans packages worth more than $100,000, and provides real-time analysis to traders and free reports to developers using dApps. Sui validators will also run an agent that scores individual transactions for trust or risk. A DeFi protocol could set its own threshold, such as a score above 60, to pause a transaction; the protocol, not the scoring system, makes the final decision. The speaker said Sui’s transaction-level block structure lets a protocol block a risky transaction without stopping others.

The speaker tied stablecoin activity to SUI economics, saying flows generate yield that is used to buy more SUI, creating buy pressure and removing SUI from supply, while validators earn from the yield. They attributed Sui’s ability to process more work in parallel to its object-based design, which treats transactions as separate objects rather than entries in an account ledger, and argued that added hardware can raise throughput rather than running into a fixed maximum. Other developments include Hoody bringing Asian stocks to Sui for social and leveraged trading, and Data Protocol moving from its own L1 to Sui and Walrus to focus on growing and validating chargeable data. The speaker predicted Walrus could become a home for valuable on-chain AI data.

The speaker also said Sui’s post-quantum signatures had shipped to DevNet and would be available Monday, describing Sui as the first chain to be fully post-quantum for DeFi and wallets without requiring asset migration. They argued that Phantom’s withdrawal had not reduced ecosystem usage or TVL, citing more than 12 million Slush Wallet users, and expected Phantom to return through deeper protocol integrations. The speaker acknowledged Sui was about one cycle, perhaps a couple of cycles, behind Ethereum, while the interviewer characterized it as a distant third behind Ethereum and Solana. Rather than claiming that gap had closed, the speaker urged reassessment at cycle end and predicted growth from large platforms and Samsung over the next 12 to 24 months, with success measured by records written to Sui as a trust layer. The interviewer said they arrived skeptical and left bullish.