(SUI) will be unlocked in large quantities at 8:00 AM Beijing time on May 1st. Are you ready?

#sui 【$SUI is going to distribute "year-end bonuses"? 74 million tokens unlocked, is it a rain of red envelopes or a storm?】
Dear family, on May 1st at 8 AM, Sui (SUI) will usher in a major event of "token unboxing" — approximately 74 million tokens are about to be unlocked, equivalent to a "cash gift package" of $267 million being thrown into the market! Is this a celebration of good news or a warning of bad news? Let’s break it down and chat.
1. Unlocking the Big Drama: The Truth Behind the $267 Million "Airdrop"
1. How big is the unlocking scale? It's like giving the market a big red envelope.
The current circulation of SUI is 3.25 billion coins, and the 74 million coins unlocked this time account for 2.28%, which is equivalent to having 100 in your wallet and suddenly getting an extra 2.28. Converted to US dollars, that's 267 million, which is not a small amount! But don't panic, the daily trading volume of SUI reaches as high as 3 billion dollars, and this amount is equivalent to "pocket money" level, with solid market absorption capacity.
2. Historical Unlock Performance: The market has long been accustomed to it.
The unlocking of Sui is like "getting paid"; it happens every few months. For instance, when $263 million is unlocked in January 2025, the price only dropped by 2%; in February, when $203 million is unlocked, the fluctuation didn't exceed 3%. The market has long been accustomed to this "routine operation," just like you wouldn't spend recklessly just because you received a few hundred more in your monthly salary, right?
3. Who is the unlocking entity? How will the foundation's money be spent?
The tokens unlocked this time belong to the Sui Foundation, and their money is not spent recklessly. According to the official plan, these tokens are mainly used to support ecological construction, such as funding developers and incubating new projects. It's like a company giving bonuses to encourage employees to innovate, which is beneficial in the long run.
2. Market Impact: Short-term Volatility vs Long-term Bullish Outlook
1. Short term: There may be small ripples, but they won't create big waves.
- Selling pressure risk: If the foundation or early investors are eager to cash out, it could indeed lead to a price drop. However, the foundation's tokens are released in batches, and this time they may only sell a portion; moreover, Sui has strong liquidity, with a daily trading volume of 3 billion dollars easily able to absorb 267 million in selling pressure.
- Emotional fluctuations: Retail investors may panic sell, but smart money will take the opportunity to buy the dip. It's like at the vegetable market when prices suddenly drop; the aunties rush to buy, and the prices quickly rise again.
2. Long-term: Technology upgrades + ecological explosion, SUI is about to take off.
- Mysticeti V2 Upgrade: Internet speed changes from 4G to 5G
Sui's new consensus mechanism Mysticeti V2 has been launched, with transaction confirmation speeds so fast that they are done in the blink of an eye, and TPS (transactions per second) skyrocketing to hundreds of thousands. It's like upgrading to a 5G plan on your phone, making video streaming seamless, and naturally, DeFi and gaming applications are eager to settle on Sui.
- Remora Expansion Plan: Unlimited Scaling is Not a Dream
In the past, Sui's processing capability was like a single-lane road, but now Remora has transformed it into an eight-lane highway, allowing for smooth traffic regardless of the number of vehicles. In the future, even with a million users trading simultaneously, Sui will be able to handle it with ease, which is crucial for attracting major projects.
- Ecological Progress: From DeFi to NFT, SUI can do it all.
The DeFi lock-up volume (TVL) of Sui has exceeded 1.6 billion USD, and NFT trading volume is also surging, even reaching a collaboration with the Trump family's crypto project. Even more astonishing, Sui has launched the decentralized storage protocol Walrus, which is equivalent to equipping the blockchain with a "super large hard drive," making it more convenient for storing data and conducting AI in the future.
3. Investor Guide: Stay Steady, Opportunities Are Hidden in Crisis
1. Short-term operation: Build positions in batches, don't be swayed by emotions.
- Dollar-cost averaging strategy: If you are optimistic about the long-term value of SUI, you can buy in batches after the unlock to average your cost. It's like investing in a fund, buying more during significant drops and less during minor dips.
2. Long-term holding: Dual-driven by technology and ecology, SUI has unlimited potential.
- Technical moat: SUI's DAG consensus and Move language are inherently suitable for high-performance applications, making it difficult for other public chains to replicate. Just like Apple's iOS system, the larger the ecosystem grows, the stronger the user stickiness.
- Institutional Entry Signal: Canary Capital has submitted an application for a SUI ETF, and once approved, a large amount of traditional capital will flow in. This is similar to stocks being included in an index, where stock prices often rise.
3. Risk Warning: Don't let FOMO emotions cloud your judgment.
- Market Volatility Risk: The cryptocurrency market is known for its high volatility; even if the long-term outlook is bullish, there can be significant short-term drops. It is recommended to invest with spare funds and avoid leveraging.
- Ecological competition pressure: Although Sui is developing quickly, public chains like Aptos and Solana are also making progress. It's like the smartphone market, where Apple and Android have been in competition; Sui needs to continue innovating to maintain its lead.
IV. Conclusion: On May 1st, let the bullets fly for a while.
The recent unlocking of Sui is like a "stress test"; there may be fluctuations in the short term, but in the long run, technological upgrades and ecosystem explosions are the key factors that determine the price. It's like playing a game; in the early stages, you may need to grind dungeons to accumulate equipment, but once you reach max level, you can easily dominate the BOSS.
If you are a long-term investor, you might consider this unlocking as a "buying opportunity"; if you are a short-term player, remember to set your stop-loss and take-profit levels, and don't let market sentiment lead you. Lastly, a reminder: cryptocurrencies carry risks, and investments should be made with caution. See you next time!
#sui#