Solana vs Sui 🚀 Will SUI Become the Next SOL

Crypto Robot

The crypto community is buzzing with one big question: Solana vs Sui — which blockchain will dominate the next wave of Web3 adoption? In this video, we compare Solana’s established high-speed ecosystem with the fast-growing challenger, Sui. From DeFi to NFTs, and gaming to scalability, these two chains are battling for altcoin supremacy.  Solana has been the go-to blockchain for speed and cheap fees, but Sui crypto is building momentum with unique architecture and developer adoption. Could Sui become the “next Solana,” or will Solana’s network effect and ecosystem growth keep it on top? We’ll cover key metrics, price action, and what this battle means for crypto investors in 2025.  👉 Subscribe for daily alpha on crypto market trends, bold Bitcoin predictions, and altcoin gems that could 10x your portfolio! – https://www.youtube.com/channel/UCpjN8bNE-CoAgpfMatghM9g  📧 Email: cryptorobothelp@gmail.com  💰 Affiliate Links  Sofi Checking & Savings – Get $25 free ➝ https://www.sofi.com/invite/money?gcp=16a53d0f-b4b2-441d-9100-cfb506305260&isAliasGcp=false  Sofi Investing – Free $25 in stock ➝ https://www.sofi.com/invite/invest?gcp=ab31edd8-701e-4109-9225-51b41e35d246&isAliasGcp=false  Coinbase Exchange – Earn up to $300 BTC ➝ https://coinbase.com/join/YPUQLCY?src=referral-link  Tracking Tools – CoinGecko | CoinMarketCap  Trading Tools – Get $15 off TradingView ➝ https://www.tradingview.com/pricing/?share_your_love=cryptonextsteps  #Solana #Sui #Crypto #Altcoins #DeFi #Web3 #NFTs #Blockchain #CryptoNews #SolanaVsSui #SOL #SUI #CryptoMarket #CryptoInvesting #AltcoinGems

Transcript

00:00welcome back to the deep dive if you've been keeping an eye on well everything happening in

00:10decentralized tech which is moving at light speed these days exactly you know the big unavoidable

00:16challenge the one everyone's trying to crack is speed scalability always has been hasn't it pretty

00:22much i mean ethereum is foundational it's the bedrock for so much no question but its core

00:27design it just wasn't really built for the kind of you know high speed global applications we're

00:33starting to envision think retail payments or like intense online gaming yeah that instant

00:40settlement just isn't there ethereum prioritized decentralization security which was the right

00:46call then but it left this this vacuum a vacuum that's now filled with intense competition right

00:52oh absolutely it's basically a proving ground we're watching this high stakes layer one war

00:56play out in real time new chains are popping up all vying to be the go-to high-speed infrastructure

01:02for web3 okay so let's dive into that we've got a stack of source material here really comprehensive

01:07stuff and today's deep dive it's laser focused on two absolute heavyweights in the scalability race

01:16the main event basically you've got the established player solana battle tested been around the block

01:22definitely seen some action and then the challenger sui newer yes but well-funded and crucially built

01:29on a very different architectural philosophy fundamentally different yeah so our mission today is a direct

01:34comparison we're looking at their tech their ecosystems the risks involved all to tackle that central

01:40question can sui actually challenge solana's dominance or is this a market big enough for both

01:47and that's the question isn't it for anyone building anyone investing in this space the answer

01:52shapes where potentially billions in capital will flow it really does we're talking about the future

01:56home for defi for nfts for gaming for the whole architecture of decentralized applications really

02:02before we really get into the technical weeds though just a quick point if you find this kind of detailed

02:07comparison valuable you know where we take all these sources and try to synthesize them into something

02:11clear and hopefully actionable which takes a fair bit of work it does uh engaging with this really

02:17helps us out subscribing maybe dropping a comment with your thoughts hitting that like button it tells

02:21the algorithms that this is useful stuff exactly it boosts visibility lets us keep doing these deep

02:26dives with this level of detail so uh we genuinely appreciate every click it's like the community feedback

02:32loop keeps the whole thing running okay ready to jump into the tech let's do it all right section one

02:38the technical core both solana and suri are basically shouting from the rooftops about being

02:44the fastest layer one high throughput low latency tiny fees that's the pitch but when you actually lift

02:51the hood and look at how they achieve that speed their approaches are well worlds apart completely

02:56different philosophies it's not just tweaking parameters it's a fundamental split in how you design

03:02a blockchain for speed so solana it feels like they looked at the existing model the sequential

03:07blockchain and asked how can we make this specific process incredibly fast right optimize the ordering

03:14maximize efficiency within that known paradigm whereas sui they kind of threw that out they asked a

03:20different question yeah they basically asked what if we don't need to order everything sequentially in

03:24the first place big difference okay let's start with solana its core innovation the thing everyone

03:31talks about isn't just its proof of stake consensus it's this unique hybrid approach featuring a proof

03:37of history or poh and poh is really the key to understanding solana speed you got to graft the main

03:45bottleneck in almost every other blockchain first which is time synchronization in a typical blockchain

03:51validators spend a huge amount of time and bandwidth just talking to each other agreeing on when a

03:56transaction happened and what order it belongs in relative to others that whole consensus process

04:01takes time latency exactly it's the network literally waiting to agree on the time poh tries to short

04:07circuit that whole conversation how does it do that it's described as a cryptographic clock that's a good

04:13way to put it think of it as a super fast constantly running function that takes an input hatches it then

04:19uses that output as the input for the next hash over and over creating a chain of hashes a verifiable

04:25ordered sequence of hashes because each hash depends on the previous one you get a built-in historical

04:31record a proof that real time is passed between each hash like time stamps baked directly into the

04:37data structure precisely so when a transaction comes into the solana network it gets tagged with one of

04:43these hash outputs it's essentially time stamped cryptographically before it even goes to consensus

04:48ah so validators don't need that pre-consensus chatter about when did this happen not nearly as much

04:54yeah they can look at the transaction see the poh timestamp verify its cryptographic proof is correct

04:59relative to the chain of hashes and know its place in history it drastically cuts down the

05:05communication overhead needed to agree on order okay that makes sense less waiting faster processing

05:10what's the implication massive throughput potential compared to chains stuck in that traditional

05:16let's all agree on time first model solana can just fire hose transactions through much quicker

05:22but there's a trade-off right the sources mention hardware requirements definitely running that poh

05:27function constantly and propagating that huge historical ledger across the network requires

05:32serious hardware high-end cpus lots of ram high bandwidth connections for the validators it's not

05:39something you can run on a raspberry pi so decentralization potentially takes a hit compared to chains with

05:45lower hardware needs that's the argument yeah fewer potential participants who can afford the gear

05:50but the performance payoff is undeniable and what are we seeing in terms of actual real world

05:56performance the sources consistently point to solana achieving you know under real world load something

06:02around 65 000 transactions per second pps maybe a bit more maybe a bit less depending on conditions

06:08but that's the ballpark and that 65k tps isn't theoretical it's what's actually powering its existing

06:14ecosystem right that's production grade speed supporting huge d5 protocols massive nft mints all happening

06:22right now it's proven okay let's switch gears completely so this feels different from the ground up it is the

06:29origin story itself is interesting developed by mist and lambs which is staffed heavily by engineers

06:34who previously worked on meta's uh facebook's diem blockchain project right the project formerly known

06:40as libra that's the one so you can immediately see the mindset yeah building infrastructure designed for

06:45potentially billions of users managing countless unique digital assets maybe like in a global metaverse

06:52context scalability from day one was the focus and their approach isn't about speeding up sequential

06:58blocks not at all they fundamentally rethought the data model their big innovation is parallel

07:04transaction execution processing things simultaneously how it relies on two core pieces working together

07:10the move programming language and what they call an object-centric data model let's unpack move first

07:15why is the language itself so important here it's not just another smart contract language like solidity

07:20it's quite different move also stemming from the diem project has this core concept of resources

07:27digital assets in move aren't just data entries in a contract they are treated as first-class resources

07:34what does resource mean in this context it means the language itself enforces certain rules resources

07:40cannot be accidentally duplicated or cloned they can't be dropped or deleted implicitly they must be

07:46explicitly stored or transferred this prevents whole classes of bugs especially things like double spending

07:53or issues with asset ownership that can plague other systems it's built for safety around valuable digital

07:58items okay so enhanced security and asset integrity baked into the language itself how does that connect

08:04to the object-centric model this is the really clever part for scaling in sui everything on the chain a token

08:11and nft even a smart contract itself is represented as an independent object each object has unique

08:17attributes including its owner so not accounts holding balances but discrete objects exactly think of it less

08:23like bank accounts and more like a collection of individual items now here's where parallelism comes

08:28in sui's network can look at incoming transactions and see which objects they intend to modify if a

08:34transaction only involves objects owned by the sender like you sending your own token to someone else or

08:39modifying an nft you own it's considered an owned object transaction okay and if another transaction comes

08:46in at the same time involving completely different owned objects say someone else minting their own unique

08:51game item these two transactions have no dependency on each other they don't touch the same data

08:56precisely so sui doesn't need global consensus to determine their order it can process them

09:02simultaneously in parallel on different validator cores or even different machines that sounds incredibly

09:07efficient what about things that do involve multiple parties like interacting with a dx pool those are

09:12shared object transactions if a transaction needs to interact with an object that doesn't have a single

09:18clear owner like a central difi liquidity pool or a dao contract then it requires traditional consensus

09:25to order it relative to other interactions with that same shared object but the idea is that most

09:30transactions might just involve owned objects that's the bet especially for things like gaming assets

09:37personal tokens or simple transfers by parallelizing the vast majority of simple transactions they aim to

09:43bypass the sequential bottleneck that limits other chains it's a radical departure what kind of performance

09:49numbers are they claiming with this architecture well this is where it gets eye-popping the theoretical

09:53claims often cited from lab conditions or specific test nets are up to 300 000 tps 300 000 compared to

10:01solana's 65 000 proven exactly that's the tension you have solana's battle-hardened real-world 65k tps versus sui's lab

10:11tested theoretically five times faster 300k tps potential so it really boils down to this proven

10:18optimized sequential speed versus revolutionary potentially much faster but less proven parallel

10:24processing that's the core technical debate which architecture will developers and ultimately

10:29users bet on for the future it's a fascinating architectural showdown okay so we have these two

10:33different engines but a fast engine is useless without a car built around it right absolutely moving into

10:39ecosystem health raw tps is just one piece of the puzzle you can have the fastest chain in the

10:44world but if nobody's building on it if there's no liquidity no users it doesn't matter dominance

10:49comes from the network effect developer buy-in capital flowing in actual people using the applications

10:55that's where the gravity comes from as you said earlier and this is where solana clearly has a

10:59significant head start we're talking years of development community building and real world

11:05deployment but that momentum is pretty visible across the market hashtag tech tech tech 2.1 solana's

11:10thriving market presence yeah solana's ecosystem isn't just large it's deep and diverse it's arguably

11:16the biggest non-evm ecosystem out there right now you see major dapps that have become household names

11:22at least in the crypto space that rely completely on that high throughput poh provides like jupiter for

11:28instance it's huge on solana right a big dex aggregator massive and jupiter is a perfect example of

11:34leveraging solana's speed in defy aggregation you need to scan multiple liquidity pools find the

11:39best price and execute trades across them almost instantly low latency is key critical it minimizes

11:46slippage for users enables complex routing and just provides a much smoother trading experience compared

11:51to slower chains where you might miss the price you wanted 65k tps makes that possible and beyond just

11:58defy trading what about the user facing side wallets marketplaces look at the phantom wallet it's become

12:05incredibly popular known for its slick ui and ease of use it onboarded a lot of users to solana it's

12:11often cited as one of the best wallet experiences period many think so and then you have nft marketplaces

12:17like tensor which really highlights solana's strength in the nft sector for a long time solana was the place

12:22for high volume low cost nft trading after ethereum fees became prohibitive the sources really emphasize

12:29this nft dominance things like the mad lads collection getting huge traction but also real world integrations

12:35they mentioned shopify yeah the shopify integration via solana pay was a big deal it allows merchants to

12:41accept usdc payments directly via solana which validates the speed and low cost for actual commerce not

12:47just crypto speculation exactly it shows trust from a major mainstream e-commerce platform that solana

12:54can handle real world transaction volume reliably and cheaply that's a significant validator and we

13:00should probably touch on the ethereum gas wars context too definitely when the ethereum gas fees went

13:05parabolic during bull runs it priced out a lot of activity defy strategies became unprofitable minting nfts

13:11cost hundreds of dollars it was unusable for many right and solana was there offering a fast

13:17cheap alternative a lot of projects users and importantly capital migrated over it wasn't just

13:24retail protocols saw the opportunity too this migration really cemented solana's position as a serious

13:30ethereum competitor especially for high frequency applications hashtag tag tag 2.2 strategic growing focus

13:36okay so solana has this established broad ecosystem sui is obviously the newcomer how are they approaching

13:42ecosystem growth are they trying to compete head-on everywhere it seems like a much more targeted

13:46approach they know they're playing catch-up in terms of raw numbers but they're focusing

13:51strategically on areas where their specific architecture that object model and parallelism

13:57offers a distinct advantage so less trying to be everything to everyone more focused bets exactly

14:03the sources highlight three key areas gaming complex asset ownership and user experience ux improvements

14:11let's talk gaming why is sui potentially better suited there remember the object-centric design imagine

14:17a complex on-chain game every sword shield piece of land character skill potentially thousands or

14:22millions of unique items each could be an object on sui right and many interactions in a game involve

14:28players interacting with their own items or items they directly acquire modifying your character stats

14:33equipping gear crafting items these could be owned object transactions potentially yes which means they

14:39could be processed in parallel if you have thousands of players doing things simultaneously in a game

14:44world sui's architecture could handle that simultaneous state update much more gracefully than a purely

14:51sequential chain where everything gets queued up lower latency more interactive gameplay potentially

14:56that's the promise yes instantaneous asset updates complex interactions without lag this is why you

15:02see sui making a big push with sui gaming projects and actively partnering with studios even those exploring

15:08triple a style games with rich on-chain asset integration they're betting that the next killer

15:14app isn't just faster to fessi but truly interactive large-scale on-chain gaming and this strategic focus

15:20is backed by serious money right oh yeah the sources consistently emphasize the huge venture capital

15:26vc investment behind sui and miston labs we're talking hundreds of millions of dollars from major players

15:32what does that signal high institutional confidence in the team the technology and the strategy

15:36that vc money isn't just funding development it's fuel for growth it pays for aggressive ecosystem

15:44grants to attract developers marketing to build awareness partnerships it allows them to try and

15:50accelerate adoption in a way that solana's more organic growth didn't necessarily have in the early days

15:55exactly sui is attempting a more calculated capital fueled market entry specifically targeting these

16:02verticals like gaming where they believe their tech has an edge it's a different playbook hashtag

16:07to hashtag 2.3 comparative metrics for the learner okay so solana is broad and established sui is

16:14strategic and growing fast if someone listening wants to track this race objectively beyond the narratives

16:19what are the key numbers the metrics they should be watching there are a few crucial ones that really tell

16:24the story of ecosystem health and momentum you absolutely need to track these lay them out for

16:28us first total value locked tvl this is primarily a defy metric measuring the total dollar value of

16:35assets users have deposited into a chain smart contracts lending protocols dx's staking etc how do

16:41they stack up currently solana has a significantly larger tvl orders of magnitude larger reflecting its

16:48established defy ecosystem deep liquidity and user trust built over years sui's tvl is much smaller

16:55naturally given its age but it is growing so a rapid sustained increase in sui's tvl would be a major signal a

17:02huge signal it would mean serious defy capital is migrating or being deployed showing confidence in sui's

17:08stability and potential for yield generation that's one to watch closely okay tvl is number one what's next second is

17:15developer activity this is more of a leading indicator telling you where the builders are going how do

17:20you measure that you look at things like github commits how much code is being written and updated

17:24for projects on the chain you track ecosystem grants how much money the foundation is deploying to fund

17:30new projects and participation in hagathons are talented developers showing up that signals the future

17:35pipeline of applications even if solana has more current apps if sui's attracting the next wave of

17:41builders that's a very bullish sign for its long-term ecosystem health makes sense tvl for current

17:47capital developer activity for future potential what's the third key metric third is user growth

17:54are actual people using the chain the key metrics here are daily active users daus unique wallets

18:00interacting with the chain each day and the rate of new wallet creations this tells you about real

18:04adoption not just speculation exactly solana boasts high daus currently driven by its defy and

18:11nft activity it has a large established user base sui's challenge is to convert its focus particularly

18:17on gaming and better ux into a comparable number of sticky daily users so if those sui gaming partnerships

18:23start translating into hundreds of thousands of daus from gamers that would be massive validation of

18:28their strategy it would show they're tapping into a potentially huge new user base for crypto that dau

18:33number especially relative to solana's is critical for gauging mainstream traction all right we've covered

18:38speed and ecosystem growth but there's another crucial factor especially when big money or critical

18:44applications are involved stability reliability and negotiable you can have the fastest chain with

18:50the most apps but if it goes down frequently or unpredictably trust evaporates very quickly

18:55institutions especially cannot tolerate unreliability so the focus shifts here from theoretical performance to

19:02practical dependable operation and trust isn't just designed it's earned usually through surviving tough

19:09conditions yeah you need to see how these chains perform under stress market crashes attack attempts unexpected

19:15surges in demand and when we talk about stress testing and reliability we have to address the elephant in the

19:20room for solana the outages yeah it's history particularly in 2022 and early 2023 was marked by several

19:26high profile network outages times when the chain just stopped correct these weren't just slowdowns

19:33the network halted block production entirely for hours in some cases it was a major black eye and it

19:38fueled that whole debate didn't it did they push too hard for speed and sacrifice stability that was

19:42exactly the debate the very architecture that enabled its high throughput also initially made it vulnerable

19:50to certain types of spam or denial of service attacks particularly issues around transaction queuing

19:56where a flood of transactions sometimes malicious could overwhelm validators and cause consensus to fail

20:02a tough period for them but the sources emphasize that they didn't just ignore it

20:07they've implemented significant upgrades since then absolutely this is crucial context solana

20:12has undergone major stability improvements it wasn't just patching holes they made fundamental changes

20:18they implemented things like quic which is a more modern and robust transport protocol developed by google

20:24replacing udp for certain communications and something called stake weighted qos yes stake

20:30weighted quality of service this is really important it basically prioritizes transactions

20:34based on the amount of sol staked by the validator submitting them meaning it becomes incredibly

20:39expensive for an attacker to spam the network effectively their low stake junk transactions get

20:45deprioritized behind legitimate traffic from highly staked validators it makes those kinds of

20:51resource exhaustion attacks much harder and costlier to pull off so solana's story is one of hitting

20:58purbulence publicly but then making core engineering changes to become more resilient exactly it was trial

21:05by fire they were battle tested found wanting and then arguably emerged stronger and more hardened

21:11they've earned back a lot of trust through demonstrable improvements and sustained uptime since those fixes

21:16okay now contrast that with sui how does sui pitch its reliability sui's reliability pitch is inherent

21:22in its design that parallel execution and object independence we talked about the theory being if

21:27transactions are mostly independent then a problem with one transaction or one specific overloaded shared

21:34object like a hyped nft mint causing chaos shouldn't necessarily bring down the entire network independent

21:41transactions should theoretically keep processing it aims for better fault isolation low latency is also

21:48part of the pitch meaning less chance for certain queuing issues sounds good in theory what's the caveat

21:53the big caveat and the sources are clear on this critical perspective is that suri is still early

21:59it simply hasn't faced the same level of sustained real world stress that solana has it hasn't had its

22:04trial by fire yet not really we haven't seen how its specific consensus mechanism for shared objects

22:09holds up during say a massive network-wide defy liquidation event triggered by a market crash or how

22:16it handles unexpected emergent behaviors at huge scale so sui promises reliability based on its

22:22architecture while solana demonstrates reliability based on surviving past failures and implementing

22:27proven fixes it's theoretical resilience versus battle-tested resilience a very different risk profile

22:34hashtag hashtag 3.2 tokenomics and investment risk analysis and these differing

22:39risk profiles the maturity difference the technical approaches they map pretty directly onto the

22:44investment characteristics of their native tokens sol and sui let's break that down starting with

22:49the incumbent sol sol solana what's its investment profile look like now sol is now widely considered

22:55a blue chip crypto asset that means a large market capitalization putting it among the top

23:00cryptocurrencies it also has strong liquidity easy to buy and sell large amounts without significantly

23:06moving the price available on basically every major exchange and crucially that institutional adoption

23:12factor yes this is significant sol has achieved verifiable institutional adoption you see it included

23:18in regulated financial products like crypto ecfs in some jurisdictions or held in the treasuries of

23:23crypto companies and even some traditional finance players exploring the space what does that signal to an

23:28investor it signals maturity regulatory acceptance to some degree and long-term conviction from large capital

23:35allocators buying sol is often seen as a bet on a core piece of web3 infrastructure

23:40that has proven its utility survived challenges and gained institutional traction lower perceived risk

23:46compared to newer chains okay now let's look at the challenger the sui token how does its profile differ

23:52sui has a smaller market cap significantly smaller than solana's reflecting its newer status and less established

23:58ecosystem liquidity is generally lower too though it's available on major exchanges so inherently riskier

24:05from a market perspective generally yes but that smaller size also means it offers the potential for

24:11higher growth upside this is the classic growth investment narrative explain that trade-off if sui's

24:16technology does prove revolutionary if it captures that massive gaming market if its parallel processing

24:22truly delivers on its 300k tps promise under load and attracts significant adoption then the sui

24:28tokens value could potentially multiply many times over from its current base it's the vc style bet again

24:34higher risk but potentially much higher reward if the thesis plays out exactly you're betting on

24:40the disruptive potential of a novel architecture and its ability to carve out a dominant niche or

24:46even overtake incumbents in specific areas so wrapping up this section the core risk versus reward trade-off

24:52for someone considering investing is pretty clear i think so with sol you're generally choosing stability

24:59proven tech post fixes deep liquidity institutional backing and a mature ecosystem

25:05the potential upside might be perceived as lower more tied to the overall crypto market growth but the risk

25:10is also generally seen as lower it's the established infrastructure play right with sui you're choosing

25:16technological novelty a focused strategy on high growth verticals like gaming strong vc backing but less proven

25:23real world resilience in a smaller current ecosystem the risk is higher the tech could fail to scale as

25:28hoped adoption might lag but the potential reward if successful is arguably much greater due to the

25:34lower starting market cap and if we just look at raw market cap and trading volume today solana's market cap

25:39dominance is clear reflecting its current lead in adoption and value locked however you often see quite

25:46high trading volume for sui relative to its market cap what does that suggest it suggests significant

25:52speculative interest the market recognizes the high growth narrative even if the current

25:57fundamentals like tvl are smaller there's a lot of trading activity betting on sui's future potential

26:04the market is clearly watching this race very very closely okay we've dissected the tech

26:10evaluated the ecosystems analyzed the risks let's pull back now and look at the bigger picture

26:15what does this specific fight solana versus sui tell us about the overall direction of web3

26:20and this whole layer one battle i think it's more than just another pair of competitors this specific

26:25comparison really encapsulates the central drama of the scalability wars in web3 right now

26:30it highlights the fundamental choices developers and investors are facing hashtag hashtag 4.1 defining

26:35the scalability narrative how so what are the two sides of that narrative represented here solana with

26:41its poh optimization represents the peak of the iterative approach taking the existing paradigm

26:47sequential blocks pos consensus and pushing it to its absolute limit using clever engineering and

26:53powerful hardware making the old model as fast as humanly possible pretty much whereas sui represents

27:00the revolutionary approach costing out the old model's constraints redesigning the fundamental data

27:06structure around objects and parallelism aiming for a step change in performance particularly for certain

27:12types of applications optimized for asset interaction not just value transfer right and the

27:17outcome of this specific competition who gains traction where has really significant knock-on effects

27:22for several key market sectors like defi liquidity definitely where will the next wave of institutional

27:28defi capital feel most comfortable will it be solana with its proven track record post outages

27:34and deep existing liquidity or will sui's theoretical speed and low latency eventually attract high

27:40frequency trading firms and liquidity providers willing to bet on the new tech the winner influences where

27:45billions in tvl might flow and the nft and digital asset space huge implications there solana has the

27:52current lead in volume in established communities but sui's move language and object model are arguably

27:59technically superior for managing complex dynamic nfts think game items that level up assets that can be

28:06combined or broken down things that change state frequently exactly if the future of nfts is more interactive

28:12and game focused sui is architecturally well positioned to potentially capture that market even if it

28:18starts behind and ultimately it comes back to institutional capital allocation where do the big conservative

28:24players place their long-term bets they demand speed yes but reliability and predictability are paramount

28:31will they favor solana's hard-won stability even with its historical baggage or will they eventually be

28:36swayed by sui's potential for vastly higher throughput assuming it proves itself reliable over time

28:42their choices will heavily validate one approach over the other hashtag 4.2 lessons for layer 1 strategy

28:48so watching solana versus sui isn't just about picking a winner it provides really valuable lessons

28:53for anyone thinking about layer 1 strategy in general what kind of list it forces you to weigh the power of

28:58technological innovation against the inertia of established network effects is a 5x theoretical speed

29:04advantage enough to overcome years of ecosystem building developer familiarity and user adoption that classic

29:11innovators dilemma exactly and it brings us back to that core question for you the listener based on everything

29:16we've discussed is sui a genuine solana killer is it destined to supplant solana eventually or is the reality

29:25maybe more nuanced i think the sources and just logical analysis strongly suggest the possibility of market

29:31segmentation it's not necessarily a zero-sum game meaning they could both carve out their own space it seems quite

29:38plausible given there are very different strengths you could see a future where solana leveraging its

29:43maturity deep d5 liquidity and institutional inroads remains the dominant chain for high value financial

29:49transactions large-scale d5 and maybe payments where proven reliability is key the financial layer perhaps

29:55potentially while sui leaning into its object model and parallel processing could become the dominant

30:02platform for on-chain gaming complex digital identity systems social media applications and other high

30:09interaction high object count use cases where its specific architecture gives it a real edge so defy lives on sol

30:16gaming lives on sui a simplification but is that the potential outcome it's a very possible scenario they

30:22could coexist and both be incredibly successful by focusing on different market segments where their respective

30:29technologies shine brightest which ultimately means for anyone listening and thinking about allocation you

30:34need to define your own thesis what matters most to you is it the proven track record the existing network

30:39effect the institutional comfort level of solana if so maybe sol aligns better or are you betting on the

30:45disruptive power of a new architecture do you believe gaming and interactive assets are the next massive wave

30:52and that sui's tech is best positioned to capture it if so then sui despite the higher risk might align with

30:59that higher growth thesis there's no single right answer it depends on your conviction about where the market

31:04is heading hashtag tag outro wow okay we covered a ton of ground there from solana's proof of history trying

31:11to max out the sequential model to sui's object-centric parallel processing trying to break that model entirely comparing

31:17that real world 65 000 tps for solana against the let's be honest eye-watering 300 000 tps theoretical

31:25claim from sui big difference on paper and then digging into the ecosystem solana's established depth

31:30it's tvl it's big names like jupiter and phantom versus sui's strategic focus particularly on gaming

31:36backed by that significant vc muscle aiming for specific high growth niches it really feels like

31:41the scalability war is heating up and these two are right at the forefront defining the terms of the debate

31:46absolutely the lines are drawn the strategies are playing out it's gonna be fascinating to watch

31:51which brings us to our final provocative thought for you to chew on we spend a lot of time on resilience

31:57solana's past outages and subsequent fixes versus sui's currently unblemished but also largely untested

32:04record that trade-off between battle-tested and theoretically sound exactly so thinking long-term

32:10maybe five ten years out when potentially trillions of dollars are flowing through these systems

32:16for d5 for gaming for tokenized real world assets what attribute ultimately wins the confidence of that

32:24massive long-term institutional capital what's the deciding factor is it the allure of unparalleled

32:29theoretical speed and architectural elegance like sui promises or is it the hard-earned proven

32:35perhaps imperfect but ultimately battle-tested reliability that solana now represents after weathering

32:40its storms which narrative wins when the stakes are truly enormous speed versus scars almost something

32:47definitely worth thinking about as you watch these two giants evolve food for thought thanks

32:51for diving deep with us today always a pleasure we'll catch you on the next one

33:10thank you

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