Sui翻转土壤

基于SUI [SUI]的投资产品上周卷土重来了，票房的流入率为1,170万美元，而前一周为30万美元。

Sui [SUI]-based investment products saw a strong comeback last week, posting $11.7 million in inflows compared to $0.3 million in the prior week. Interestingly, last week’s institutional interest in SUI surpassed Solana [SOL], which saw $3.3 outflows, per CoinShares’ weekly flows report.

基于SUI [SUI]的投资产品上周出现了强烈的复出，其流入率为1,170万美元，而前一周为30万美元。有趣的是，上周对SUI的机构兴趣超过了Solana [SOL]，Solana [SOL]每周的流量报告中有3.3美元的流出。

Source: CoinShares

资料来源：Coinshares

Sui flips SOL

Sui翻转土壤

Both Sui and Solana have been close rivals and occasionally flipping each other on the institutional flows front.

Sui和Solana都是亲密的竞争对手，偶尔会在机构流动的前面互相翻转。

However, SUI has remained fairly dominant on the price performance front, especially in late 2024 and in the recent Q2 2025 recovery.

但是，SUI在价格绩效方面一直保持占主导地位，尤其是在2024年底以及最近第二季度的2025年恢复中。

Source: SUI/SOL ratio, TradingView

资料来源：SUI/SOL比率，TradingView

Between last November and mid-January 2025, Sui gained 177% against SOL. It rallied 60% extra against SOL in the recent recovery. In fact, it formed a bullish flag that could lead to an extra 35% rally if validated.

在去年11月至2025年1月中旬之间，Sui对Sol赢得了177％。在最近的恢复中，它额外反对SOL 60％。实际上，它形成了一个看涨的旗帜，如果得到验证，可能会导致额外的35％集会。

In other words, Sui appeared more primed for better investor returns than SOL.

换句话说，SUI似乎比SOL的投资者回报率更高。

But do on-chain signals support such a Sui outperformance scenario?

但是，链上信号是否支持这样的SUI胜过表现的情况？

Even though Solana was dominant in daily active addresses, TVL (total value locked), and DEX volumes, Sui registered a significantly higher uptick in traction on a year-to-date (YTD) basis.

尽管Solana在每日活动地址，TVL（总价值锁定）和DEX量中占主导地位，但SUI的牵引力在年初至今（YTD）基础上的牵引力明显更高。

According to Artemis data, Sui’s daily active addresses surged 137% to 1.5 million on a YTD basis, while Solana’s users declined 24% to 3.8 million.

根据Artemis的数据，SUI的日常工作在YTD的基础上飙升了137％至150万，而Solana的用户下跌了24％，至380万。

The DEX (decentralized exchange) volume, which tracks speculative activity within the ecosystem, surged nearly 140% while Solana posted only an 8% uptick.

跟踪生态系统中投机活动的DEX（分散交换）量飙升了近140％，而Solana仅公布8％的增长。

Source: Artemis

资料来源：Artemis

In short, the altcoin’s network traction was also reflective of its price outperformance. If the trend continues, it could lead SOL again on the price front.

简而言之，Altcoin的网络吸引力也反映了其价格优于性能。如果趋势持续下去，它可能会在价格方面再次引导SOL。

According to crypto analyst Ali Martinez, the altcoin could extend its recovery to its all-time high of $5.4. This suggested a potential 34% jump from the current $4 level.

根据加密分析师阿里·马丁内斯（Ali Martinez）的说法，Altcoin可以将其回收率扩展到5.4美元的历史最高点。这表明潜在的34％从当前的4美元级别上升。

For his part, analyst Kaleo noted that the altcoin’s price action mirrored SOL’s trend in the 2020-2021 cycle. As a result, the altcoin could print a new ATH if the correlation stayed positive.

分析师卡莱奥（Kaleo）指出，Altcoin的价格行动反映了SOL在2020-2021周期中的趋势。结果，如果相关性保持积极，则替补币可以打印新的ATH。

Source: X

来源：X

Perhaps, another potential catalyst was the recent Phantom wallet integration with Sui. This would further juice the speculative interest and boost Sui’s DEX volume and overall price.

也许，另一个潜在的催化剂是最近与SUI的幻影钱包整合。这将进一步加入投机性的兴趣，并提高Sui的DEX量和整体价格。

Overall, the altcoin has idiosyncratic catalysts to fuel its advance to a new ATH above $5.4. However, any negative macro update could stall the risk-on sentiment and the rally.

总体而言，Altcoin具有特质的催化剂，可以将其推向到高于5.4美元以上的新ATH。但是，任何负宏更新都可能拖延风险情绪和集会。