The increasing utilization of stablecoins by AI agents and the growth of the DeFi lending market are accelerating institutional investor inflows into the SUI ecosystem. Advancements in RWA (Real-World Asset) tokenization are also expanding use cases, bolstering positive market sentiment. While technically neutral, the fundamentals suggest a bullish underlying basis.

・Expansion of Stablecoin Usage by AI Agents Predictions that AI agents will become major users of stablecoins as they automate everyday transactions suggest an expansion of stablecoin use cases and a corresponding increase in demand. This could lead to higher transaction volumes on Layer 1 blockchains like SUI, potentially revitalizing the entire ecosystem. This news would be particularly advantageous if SUI strategically strengthens its collaboration with the AI sector. ・72% Growth in DeFi Lending Protocols and Institutional Investor Trends The rapid growth of the DeFi lending market and the increasing interest from institutional investors in stablecoins and tokenized assets indicate significant growth potential for lending and borrowing services on the SUI platform. The entry of institutional investors could enhance market credibility and attract larger capital inflows. SUI's fast and low-cost transactions make it an attractive option for these institutions. ・US Bancorp Reopens Crypto Custody Services The reopening of cryptocurrency custody services by the traditional financial institution US Bancorp is evidence of the growing institutional appetite for crypto assets. This could facilitate institutional access to blockchain platforms like SUI and encourage their adoption. Offering custody services also contributes to enhanced trust and security within the SUI ecosystem. ・Integration of Tokenized Stocks and ETFs into Trust Wallet The integration of tokenized stocks and ETFs into Trust Wallet demonstrates that the tokenization of Real-World Assets (RWAs) is becoming a reality, extending even to wallet services. As SUI also focuses on RWA tokenization, this trend could promote the issuance and trading of RWA tokens on its platform, thereby expanding SUI's use cases and attracting new users. ・Breaking Bitcoin's "Red September" Trend and September Outlook Bitcoin overcoming its historical trend of poor performance in September over the last three years suggests an improvement in overall market sentiment. While September has traditionally been a challenging month for Bitcoin, breaking this pattern could indicate market maturation and a transition to a new growth phase. This positive sentiment may spill over to other altcoins, including SUI. ・Potential for XRP Price to Reach $5 and Expectations for Spot ETF Approval Price surge expectations for XRP and anticipation surrounding spot ETF approvals signal market optimism towards specific altcoins. This suggests growing broader market interest in altcoins, potentially extending similar positive sentiment to innovative ones like SUI. Future developments, such as the potential for SUI to be included in an ETF, could drive further capital inflows. ・Rising Crypto Adoption Rate in the US and Growth in the APAC Region A Chainalysis report indicating the US has risen to second place in crypto adoption rates, alongside the fastest growth occurring in the Asia-Pacific region, highlights the expansion of the global cryptocurrency market. If SUI strengthens its strategies to accelerate adoption in these key areas, it can capture significant growth opportunities, particularly by tapping into the demand within the Asia-Pacific region. ・Soaring Valuation of AI Company Anthropic and Potential of the AI Sector The soaring valuation of AI company Anthropic underscores the importance of AI technology and rising market expectations for the sector. Related to the increased stablecoin usage by AI agents (Point 1), this highlights the potential for the broader AI field to create synergies with the cryptocurrency market. SUI can enhance its value by deepening collaborations within the AI sector and serving as foundational infrastructure for AI-related applications. 【Overall Summary】 The expanding use of stablecoins by AI agents, the growth of the DeFi lending market, and the entry of traditional financial institutions into the crypto space all indicate deepening institutional investor involvement across the cryptocurrency market. Progress in RWA tokenization brings new use cases and revenue opportunities for platforms like SUI. Collectively, these factors are expected to facilitate capital inflows into the SUI ecosystem and contribute to long-term price appreciation.

Key downside risks include weakening broad market sentiment and lagging adoption within the SUI ecosystem, potentially stemming from hype outpacing actual implementation. The $3 level acts as a crucial support, aligning with recent lows and the current price range. A break below this level could trigger further downward pressure.

In the short term (24-48 hours), the price is likely to hold the $3 level and continue trading within its range. Over the medium term (one week), a breakout above the $4 resistance level, supported by fundamentals, could drive further upside. Key catalysts include announcements of AI partnerships and developments in RWA tokenization.

SUI exhibits significant growth potential, driven by strong fundamentals including AI, DeFi, RWA integration, and increasing institutional adoption. Technicals remain neutral, with solid support at the $3. A breakout above the $4 resistance level is expected to be the next key trigger. **Strategy:** Recommended to accumulate positions around $3 or enter on confirmation of the $4 breakout. Set Take Profit (TP) targets at $4/$5 and a Stop Loss (SL) below $3. Monitor the market and SUI's progress closely, capitalizing on opportunities with a disciplined approach.