Sui
What makes Sui the platform of choice for crypto-enabled business—and where does the 2027 thesis put it in the ABCD stack?
Diagrams | Matrices | Thinkers
The Strategic Window
Sui's leadership frames 2025-2026 as the window to scale from strong technical base to mainstream adoption. Compounding network effects make late entry structurally harder.
ABCD Stack Position: Sui is the B (Blockchain) and C (Crypto) layer—providing immutable proof, data integrity, and tokenized coordination for the AI economy.
The Trust Stack
Five primitives for the AI economy. See Business Development for details.
| Primitive | Question | Why Sui |
|---|---|---|
| Data Sovereignty | Who controls your data? | Objects have explicit owners |
| Truth | How do you verify? | Immutable ledger of action → consequence |
| Identity | Who are you? | zkLogin + on-chain reputation |
| Trust | Why believe you? | Cryptographic proof, not intermediaries |
| Data Verticals | Where's the ground truth? | DePIN sensors + verifiable attestations |
Northstar: "Not the biggest player. The most trusted."
Overview
| Aspect | Focus |
|---|---|
| Business Development | 5Ps analysis, strategic window, actionable insights for builders |
| Ecosystem | Extended stack: Walrus, Seal, Nautilus, DeFi, Gaming, AI agents |
| Technical | Object model, Mysticeti consensus, Move language, PropTech patterns |
| Dev Resources | Docs, SDKs, frameworks, starter kits, learning resources |
See Request for Proposals for opportunities.
Why Sui?
- Object-centric model — Parallel execution, explicit ownership, scalable by design
- Sub-second finality — ~390ms confirmation times via Mysticeti consensus
- Move language — Resource-oriented programming prevents common vulnerabilities
- Gaming focus — SuiPlay0X1 handheld, real-time multiplayer, dynamic NFTs
Key Projects
| Category | Projects |
|---|---|
| DeFi | NAVI Protocol, Suilend, Kriya, FlowX, DeepBook |
| Gaming | Xociety, The Walking Dead Lands, SuiPlay0X1 |
| Identity | zkLogin, SuiLink |
| Storage | Walrus |
| Cross-chain | Rubic, Router Nitro, HeroSwap |
Context
Trust Stack:
- Data Flow — Clean, Fast, Open + ABCD stack
- Vertical RaaS — Industry-specific patterns
- DePIN — Physical infrastructure layer
Thesis:
- Investment Thesis — The 2027 thesis and ABCD stack
- Knowledge Stack — How primitives compound into platforms
Architecture: