SUI生态回暖,有哪些项目值得埋伏?

Odaily星球日报Published on 2025-04-23Last updated on 2025-04-23

Abstract

随着加密市场整体上涨,SUI生态代币表现尤为突出,24小时涨幅达23.1%,与此同时MystenLabs已完成构建了完整生态体系,众多新项目在此轮市场回暖中蓄势待发。

在市场喜迎特朗普和马斯克双双「认怂」之后,加密市场也跟着股指期货应声上涨。一片养眼的绿色之中,SUI 生态代币以大量双位数的涨幅尤其亮眼。根据行情数据显示,SUI 生态 24 小时整体涨幅高达 23.1% ,个别像 DeepBook 这样的龙头项目涨幅甚至超过了 120% 。

SUI生态回暖,有哪些项目值得埋伏?

数据来源:coingecko

从与 Apt 并称为 Move 系双子星到被特朗普家族基金 WLFI 纳入战略储备后,SUI 的战略也从游戏布局逐渐转型成交易链,而上个月海象 Walrus 发布空投,TGE 后参与空投的撸毛人士纷纷表示「撸少了」,Walrus 的母公司 MystenLabs 的 CPO 曾表示 Walrus 将会是史上最大的空投之一,结果就是虽然不是最大的,但其市场营销的目的达到了。

SUI生态回暖,有哪些项目值得埋伏?

自此 MystenLabs 的布局已经基本准备好,在链上由SUI与存储公链Walrus相互推进,开发了 SUI 原生订单簿集成DeepBook提供流动性,Kiosk 内置版税的协议让 GameFi 更具有延展性,而SUI Name Service「域名」、Getstashed「移动支付」、SUI Wallet「钱包」搭配技术 Enoki、zkLogin 使 SUI 让想要建设移动端的生态项目有个相当友好的环境。

而除了官方的周边生态,SUI 生态在市场回暖之际迅速领涨时又有哪些项目值得埋伏?让我们来一探究竟。

DeFi 领域

Cetus Protocol

Cetus 作为 Sui 早期的流动性协议,本次 SUI 生态普涨的情况下,其平台代币$CETUS 的单日涨幅也达到了 25% ,而这两周内市值几乎翻倍。平台主要功能是提供带限价单的兑换功能,以及诸如挖矿、流动性池和财库等工具。它的 DeepBook 接口为普通用户直接接入 Sui 的原生流动性层的路径。

SUI生态回暖,有哪些项目值得埋伏?

Scallop

借贷平台 Scallop 是另一个早期的 Sui DeFi 协议,该平台允许用户将 SUI 投入池中赚取利息,或者参与更复杂的借贷策略。除了借贷,Scallop 现在还支持兑换功能,并提供跨链桥功能。

SUI生态回暖,有哪些项目值得埋伏?

Momentum

由前 Meta 员工 Wendy Fu 创立,由 Jump Crypto、Coinbase Ventures、Amber Group 等 VC 投资,而作为 Move 的流动性解决方案,Move 系公链双子星 Sui 和 Aptos 也同时出现在投资名单里,当前是 SUI 上最大的稳定币集成平台。一些稳定币交易对的 LP 拥有相当不错的 APR,还存在一些空投预期。

SUI生态回暖,有哪些项目值得埋伏?

PawtatoFinance

SUI 上的 DeFi dApp 和钱包的集成平台,相当于一个 SUI DeFi 生态的集合看板,在首届 Sui Pitch Day 中入围决赛「SUI 举办的一场活动,项目方直接向 VC 和投资者组成的评审团进行项目展示从而获得融资额」。SUI生态回暖,有哪些项目值得埋伏?

Nemoprotocol

Nemo 是一个原生收益交易平台,用户可以做多收益或对冲收益风险。同样入围 Sui Pitch Day 决赛了,此前获得过 Sui Grants 和 Hydropower 加速计划的扶持。

SUI生态回暖,有哪些项目值得埋伏?

Raidenx

这个周期 SUI 上的 MemeCoin 生态还未爆发,自上个周期的$Hippo 冲至 3000 万美元市值的巅峰后便没有太多 Meme 项目出现,因此并没有很多知名的 TradingBot 支持。因此 SUI 原生的 RaidenX 便担起了这个领域的大旗,项目方在集成交易之外,还展开了布局,除了是 Tradingbot 以外,RaidenX 还将作为 DeFAI 的基础设施发展。

SUI生态回暖,有哪些项目值得埋伏?

AI 相关

OpenGraph_Labs

OpenGraph 是一个部署在 Sui 和 Walrus 的为 AI Agent 提供链上模型部署、链上推理执行、链上结果存储等完整的端到端的 Agent 流程技术框架。

SUI生态回暖,有哪些项目值得埋伏?

Zofai perps

ZO 是由 Sudo Finance 开发的 AI 永续合约协议,其配备了 AI Aegnt 能够提供个性化的交易建议并管理投资组合,而用户也可以介入 Agent SDK,集成自己的 AI Agent 进行交易。

SUI生态回暖,有哪些项目值得埋伏?

RockeeAI

RockeeAI 是一个 DeFAI 的集成式 Agent,他能实现的功能设计 DeFi 的各个层面,而用户可以通过应用程序直接与 AI 代理交互,并请求有关项目详情、合约地址、代币价格和收益策略等主题的相关数据。然后,AI 代理会从多个可信来源收集信息,并以自然易懂的方式呈现给用户。

除此之外他还能根据用户的自然语言进行自动交易、并检索最新的市场数据给用户提供市场分析,他还集成了社交媒体平台、新闻媒体和 Telegram、Discord、Reddit 等社区平台的数据,从而分析社区情绪层面的场外因素。SUI生态回暖,有哪些项目值得埋伏?

NFT 市场

SUI Frens

SuiFrens 是 Mysten 官方发行的 NFT,目的是为了展示 Move 系的可延展性,其有两个特点,其一是该 NFT 是实行动态渲染,也就是说持有者可以随时穿上或脱下 NFT 身上的配件,而创作者和品牌都可以自由的在 SuiFrens 创造配件。其二是他拥有 NFT 的繁殖系统,持有者可以将自己拥有的或获得许可的任意两只 SuiFren 进行 Mix。Mix 的过程中,每个后代都有很大的几率继承父母的现有特征,同时也有发生突变的几率,从而产生更多组合。

THE MF SQUID MARKET

THE MF SQUID MARKET 是 SUI 上的 MPC 网络 IKA 发行的 NFT,社区认为其与 IKA 未来将发行的代币$IKA 有关联,当前地板价格为 42 SUI,在 Move 系多链 NFT 平台TradePort上的日交易量达到了 7300 SUI。SUI生态回暖,有哪些项目值得埋伏?

Sui Name Service

作为 SUI 原生的域名系统,Sui Name Service 跟其他域名将复杂的区块链地址转化为人类可读的名字,当前已有 40 万个域名被注册。Sui Name Service 现在已经被官方 MystenLabs 收购,作为 SUI 生态发展体系中的重要部分发展。其项目代币$NS 在这次 SUI 生态上涨中表现相当也优异,市值在本月也上涨了 300% 。SUI生态回暖,有哪些项目值得埋伏?

随着 SUI 的生态集体回暖,许多新项目出现在 SUI 上,而背靠 Move 的技术,SUI 的高吞吐量和低延迟也让人十分期待未来其在支付以及 DeAI 上的发展前景,律动 BlockBeats 将对其的新发展持续追踪。

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