Key fundamentals for SUI include regulatory clarity stemming from Wintermute's request to the SEC, growing institutional interest in RWA tokenization, and Bitcoin's consolidation phase. While these factors underpin SUI's long-term growth prospects, they may be subject to short-term market sentiment fluctuations. The overall market bias is considered neutral, reflecting a mix of strong fundamentals and weak technical indicators.

This analysis examines the potential impact of cryptocurrency news updates as of September 4, 2025, on the price of SUI. ・Wintermute Urges SEC Not to Classify Network Tokens as Securities Wintermute's stance conveyed to the SEC, arguing that native network tokens like Bitcoin and Ethereum should not be classified as securities, holds significant implications for blockchain projects with native tokens, such as SUI. If this request is granted, the legal status of the SUI token would be clarified, increasing the likelihood of its exemption from securities regulations. This could potentially enhance SUI's liquidity, boost trading activity, and attract new investors. Particularly if SUI offers utility within ecosystems like DeFi and NFTs, it would also promote its usage. Reduced regulatory uncertainty is a crucial element for the project's long-term growth strategy. ・Ethereum Spot ETF Sees $300 Million Outflow, Yet Derivatives Market Remains Bullish While outflows from Ethereum spot ETFs might indicate a short-term deterioration in market sentiment, the bullish positioning and high long-short ratios in the derivatives market suggest that market participants anticipate a price recovery for Ethereum. As a Layer 1 solution similar to Ethereum, SUI also tends to be influenced by overall market sentiment and trends in ETF flows. The bullish signs in Ethereum's derivatives market could potentially spill over to other altcoins, including SUI, acting as a catalyst for recovery from short-term downturns. ・Advancement in Real-World Asset (RWA) Tokenization and the Layer of Institutional Trust The news that RWA tokenization is emerging as a blockchain-based trust layer for institutional investors signals the broader adoption of blockchain technology and the potential for associated capital inflows. The SUI blockchain, with its scalability and efficiency, is well-positioned to serve as a foundation for RWA tokenization initiatives. The expansion of the RWA market could foster the maturation of the broader blockchain ecosystem, potentially increasing interest in platforms like SUI. Especially as the convergence of DeFi and traditional finance progresses, SUI could significantly enhance its value if it becomes a hub for RWA tokenization. ・Coinbase CEO Aims to Expand AI-Driven Code Generation to 50% Coinbase CEO's intention to expand the use of AI in code generation raises expectations for enhanced development efficiency and security within the blockchain space. AI has the potential to contribute to detecting bugs in smart contracts and optimizing code, which could improve the security and development speed of smart contract platforms like SUI. Increased development support through AI is expected to accelerate the creation of innovative applications within the SUI ecosystem, thereby driving platform adoption. ・Mantle 2.0 to Accelerate Convergence of DeFi and CeFi The news that Mantle 2.0 aims to become a "liquidity chain" for tokenized RWAs, accelerating the convergence of CeFi and DeFi, suggests a structural shift in the blockchain industry. The evolution of Layer 2 solutions like Mantle also impacts Layer 1 blockchains such as SUI. If SUI enhances its interoperability with other ecosystems like Mantle and deepens collaboration in areas such as RWA tokenization, its network effects would grow, fostering the inflow of users and developers. ・Dogecoin's "Next Wave" Targets $1.40 with First DOGE Treasury Launch Dogecoin's price forecast and the launch of its treasury highlight the evolution of meme coins and the potential for community-driven economic ecosystems. Community engagement and incentive design are also critical aspects for projects like SUI. Successful examples from projects like Dogecoin can serve as inspiration for the SUI community, potentially driving advancements in its tokenomics and governance models. Initiatives that enhance engagement within the SUI ecosystem contribute to long-term value creation. ・Bitcoin's "Exuberant Phase" Cooling Down, $112,000 Emerges as Key BTC Price Level Bitcoin's price correction impacts the sentiment of the overall cryptocurrency market. Bitcoin's consolidation at a key resistance level suggests the market has stepped back from overheated territory. Since SUI tends to correlate with the movements of leading cryptocurrencies like Bitcoin and Ethereum, Bitcoin's price stabilization or a moderate upward trend could help maintain a positive outlook for SUI investment. Conversely, a significant downturn in Bitcoin could also negatively affect SUI. ・Japan's Financial Services Agency Proposes Comprehensive Review of Crypto Regulations in Line with Securities Act The Japanese Financial Services Agency's proposal for strengthening cryptocurrency regulations is part of a broader global regulatory trend and serves as a reminder of the importance of compliance for all cryptocurrency projects, including SUI. While clear regulatory frameworks can promote healthy market growth in the long term, they might also act as barriers to entry for new projects in the short term. For SUI, maintaining dialogue with regulatory authorities in various countries and ensuring compliance will be essential for its global expansion. ・Ukraine Parliament Passes Crypto Legalization and Taxation Bill (First Reading) Ukraine's passage of a bill for the legalization and taxation of cryptocurrencies, in its first reading, is a positive signal indicating growing acceptance of cryptocurrencies. This is likely to boost cryptocurrency usage within Ukraine, potentially enhancing market transparency and credibility. By expanding adoption in jurisdictions with progressing regulatory frameworks like Ukraine, SUI can increase its growth potential. 【Overall Summary】 Today's news highlights diverse factors, including regulatory clarity (Wintermute's request to the SEC, Japan's FSA review proposal, Ukraine's legalization bill), institutional investor engagement (RWA tokenization, Ethereum ETFs), technological advancements (AI-driven code generation), and the price movements of major cryptocurrencies (Bitcoin, Ethereum). These developments could have cumulative effects on the growth, adoption, and price of the SUI ecosystem. Particularly amid reduced regulatory uncertainty and increasing institutional interest, SUI's ability to leverage its technological advantages and expand adoption in areas like RWA tokenization and DeFi could lead to long-term value appreciation.

SUI faces risks correlated with macro market sentiment, such as Bitcoin's price trends and outflows from Ethereum ETFs. Additionally, a bearish MACD signal heightens short-term downside risk. A critical support level is currently positioned around $3.00; a breach below this level could trigger further declines.

For the next 24-48 hours, expect choppy price action, heavily influenced by overall market sentiment and Bitcoin's performance. A bearish MACD cross suggests potential short-term downward pressure. Over the coming week, the market is likely to remain range-bound unless significant catalysts emerge. Developments in Real-World Assets (RWA) and regulatory news are viewed as positive factors for the mid-to-long term.

While the SUI market shows signs of short-term weakness, notably a bearish MACD crossover, its medium-to-long-term fundamentals remain robust. Key drivers strengthening the SUI ecosystem's sustainable growth include Wintermute's petition to the US SEC for regulatory clarity on network tokens, growing institutional interest in Real-World Asset (RWA) tokenization, and AI-driven enhancements in development efficiency. Currently, SUI is closely correlated with overall market sentiment and Bitcoin's price action, warranting caution against short-term price volatility within the next 48 hours. The existing bearish MACD signal also hints at the potential for a further correction. Prudent investment strategies involve accumulating positions around the current support level near $3.00, or waiting for confirmation of a rebound following a brief breach of this level. Short-term profit targets lie near the $3.50-$3.70 resistance zone, while the mid-term target looks towards breaking the $4.00 level and sustained upward momentum. Crucially, risk management involves setting stop-losses below the $3.00 support or implementing a percentage-based stop (e.g., 5-10%) from the entry point to limit potential losses. This week, key factors to monitor include the stabilization of Bitcoin, tangible progress in RWA-related initiatives within the SUI ecosystem, and developments in the regulatory environment. If these elements align positively, SUI is well-positioned to navigate current uncertainties, capitalize on its technological strengths, and establish a stronger market presence. Ultimately, disciplined risk management and maintaining a clear perspective are key to navigating success in this highly volatile market.