Каждый день в сети Sui появляется более 1 млн новых кошельков

cryptonews.ruPubblicato 2024-06-09Pubblicato ultima volta 2025-05-09

В мае сеть Sui показала мощный рост и ворвалась в десятку крупнейших альткоинов по капитализации, без учёта стейблкоинов.

Хотя в сравнении с другими сетями первого уровня капитализация экосистемы SUI пока остаётся скромной, активность пользователей намекает на нечто большее, сеть явно зацепила аудиторию.

Май стал месяцем взрывного ончейн-роста

В 2025 году Sui стабильно наращивает пользовательскую базу, ежедневно в сети появляется более миллиона новых адресов. И что особенно важно, именно они составляют большую долю всех активных пользователей за сутки, свыше 80%.

Количество активных адресов в сети Sui. Источник: Artemis

Рост начался ещё в начале года и останавливаться SUI не собирается. Сейчас в Sui ежедневно активны свыше 1,5 миллиона адресов, и эта цифра держится стабильно.

У BNB Chain этот показатель ближе к миллиону, хотя её капитализация в семь раз выше, чем у SUI. Sui на этом фоне выглядит как быстро догоняющий игрок с растущей аудиторией.

Читайте также: OpenSea готовит SEA токен: борьба за справедливый airdrop разгорается

Причём дело не только в количестве кошельков. По информации DefiLlama, торговая активность на децентрализованных биржах Sui держится на уровне $400 миллионов в сутки.

Объёмы торгов и рост капитализации стейблкоинов в сети Sui. Источник: DefiLlama

Кроме того, капитализация стейблкоинов в экосистеме Sui с начала года удвоилась и сейчас превышает $900 млн, это рекордный показатель для сети.

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Losing $55 Million to Sell Bitcoin, MicroStrategy's Faith Reaches Its Interest Payment Day

On July 6th, Michael Saylor's MicroStrategy announced the sale of 3,588 BTC for approximately $216 million, incurring a realized loss of around $55.45 million compared to its average cost basis. This move, contradicting Saylor's long-standing "never sell" Bitcoin philosophy, was executed to pay dividends on its digital credit securities. The article traces this shift from a small "desensitization test" sale of 32 BTC in late May to the board's authorization on June 30th to sell up to $1.25 billion in Bitcoin for corporate purposes like dividends and buybacks. Analysis reveals that MicroStrategy's previous growth "flywheel"—using stock premiums to fund more Bitcoin purchases—has stalled. With its stock trading near a critical threshold (1.22x its Bitcoin NAV), issuing new shares would dilute value. Simultaneously, its financing channels (preferred stock, common stock ATM, convertible notes) are constrained while facing rigid annual dividend/interest obligations of roughly $1.76 billion. Consequently, selling Bitcoin became the calculated "optimal solution" under its own financial model. This transforms MicroStrategy from crypto's most prominent steady buyer into a predictable seller, creating a potential overhead of ~2,400 BTC in monthly selling pressure if obligations are fully covered by sales. This shift challenges the valuation models of the entire Digital Asset Treasury (DAT) sector that emulated MicroStrategy. The company's path forward now hinges on Bitcoin's price recovery, which would allow its preferred stock to trade at par and reopen its financing flywheel, creating a cyclical dependency between the firm's financial model and the asset it holds.

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Losing $55 Million to Sell Bitcoin, MicroStrategy's Faith Reaches Its Interest Payment Day

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OUSD Fake Partnership Controversy? Stablecoins and the Credit Game of Giant Endorsements

Author: Chloe, ChainCatcher Last week, Open Standard launched the dollar stablecoin OpenUSD (OUSD) with a list of over 140 supposedly supporting companies, including major names like Visa, Mastercard, Stripe, American Express, BlackRock, BNY, Standard Chartered, Google, Shopify, Samsung, Coinbase, Solana, and Ripple. The announcement initially impacted Circle's stock price, but doubts about the list quickly emerged. Several Korean firms named, including Samsung Electronics, Shinhan Financial Group, Dunamu (Upbit's parent), and K Bank, clarified they had not formally agreed to join the alliance. Some stated they were only approached for potential interest or learned of their inclusion from news reports, expressing surprise. Similar concerns were raised by U.S. entities, suggesting the list may be misleading. OUSD, led by Zach Abrams of Bridge (acquired by Stripe in 2024), promotes zero-fee minting/redemption, no transaction limits, and sharing reserve asset yields with partners instead of keeping profits. However, this model makes listed partnership imply economic benefits, turning it into a serious credibility issue. This incident reflects a common crypto marketing tactic of leveraging big names. A Chainstory analysis found over 62% of crypto press releases in late 2025 were high-risk or scams. The situation recalls Facebook's Libra (later Diem), which collapsed in 2022 after initial heavyweight backers like Visa and PayPal withdrew under regulatory pressure. Circle CEO Jeremy Allaire welcomed the competition but highlighted the challenges. He argued stablecoin success relies on network effects and real usage, not just alliances. He criticized OUSD's "free" model and full revenue sharing as potentially starving infrastructure development. Noting the dominance of USDT (~$1.84T) and USDC (~$730B) in the ~$2.91T stablecoin market, he suggested many new entrants lack real utility despite inflated circulation from incentives. In conclusion, while OUSD has genuine backing and a distinct model, its future depends on actual adoption in B2B payments, settlements, and cross-border transactions, not just a prestigious partner list. The market will determine if it is a credible challenger or merely another marketing promise.

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OUSD Fake Partnership Controversy? Stablecoins and the Credit Game of Giant Endorsements

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