💧SUI got what it takes to🗡️Slay☀️$SOL?

Summary

In this video, the host conducts an in-depth analysis comparing two cryptocurrencies, Sui and Solana, examining their transaction speeds, decentralization, technological capabilities, and market performance. The comparison reveals Solana's edge in daily transactions and active users, while Sui shows promise with a lower fully diluted market cap relative to Ethereum. The host emphasizes the importance of adoption and product-market fit, concluding that while Sui is growing fast, Solana currently holds a stronger position in the market.

Takeaways

• 📊 **Comparison Analysis**: The video is a detailed face-off analysis between two cryptocurrencies, Sui and Solana, focusing on their performance and potential.
• 💡 **Market Position**: Solana is positioned as a potential 'Ethereum killer', while Sui is evaluated for its capability to compete with Solana.
• 🔍 **Technical Metrics**: The analysis covers various technical aspects like TPS (transactions per second), block time, finality, and Nakamoto coefficient for decentralization.
• 📈 **Growth and Adoption**: It discusses the growth in daily transactions, daily active users, and the number of weekly developers, highlighting Solana's lead.
• 💰 **Economic Factors**: The video examines transaction fees, circulating supply, token emissions, and fully diluted market cap to evaluate the economic health of each chain.
• 🏆 **Performance Metrics**: Solana shows higher daily transactions and active users, but Sui has a lower circulating supply and less token inflation, which could impact their future price appreciation.
• 🌐 **Ecosystem and Use Cases**: The comparison includes the breadth of ecosystems, with Solana having a more diverse range of applications compared to Sui.
• 📉 **Market Performance**: The video provides insights into the price performance and market cap of both cryptocurrencies, with Solana showing higher gains since inception.
• 🔑 **Risk and Reward**: It stresses the importance of balancing risk and reward when investing in cryptocurrencies, suggesting Solana as less risky but with potentially less upside than Sui.
• 🔮 **Future Outlook**: The conclusion suggests that while Sui is growing rapidly, it is not currently the 'Solana killer', and the future of both cryptocurrencies remains uncertain.

Q & A

What is the main focus of the video script?

The main focus of the video script is a comprehensive analysis and comparison between two cryptocurrencies, Sui and Solana (referred to as 'solana' and 'sui' in the script), to determine their relative value and potential for life-changing wealth.

What does the presenter guarantee about the analysis?

The presenter guarantees that the analysis will be the most thorough and in-depth analysis of the two cryptocurrencies that the audience has ever encountered.

What are the two Layer 1 blockchains being compared in the script?

The two Layer 1 blockchains being compared are Sui and Solana.

What does the presenter mean by 'eth killer'?

The term 'eth killer' refers to a cryptocurrency that has the potential to surpass Ethereum in terms of technology, adoption, or market dominance.

What is the current Transactions Per Second (TPS) for Solana according to the script?

The current Transactions Per Second (TPS) for Solana is approximately 2500 to 35,000, with an average of 51 TPS and a peak of 1,000 TPS.

What is the Nakamoto coefficient for Sui and Solana, and what does it indicate?

The Nakamoto coefficient for Sui is 16 and for Solana is 18. A lower Nakamoto coefficient indicates a higher level of decentralization within the network.

What is the block time and finality time for Sui and Solana?

The block time for Sui is 0.5 seconds and its finality time matches the block time at 0.5 seconds. For Solana, the block time is 0.4 seconds and the finality time is 2.3 seconds.

What is the daily transaction volume for Sui and Solana?

Sui has a daily transaction volume of about 3.5 million, while Solana has a significantly higher volume of 37 million transactions per day.

What is the circulating supply percentage for Sui and Solana?

Only 27% of the Sui tokens are in circulation, whereas for Solana, it's exactly 80%.

What is the fully diluted market cap as a percentage of Ethereum's market cap for Sui and Solana?

The fully diluted market cap as a percentage of Ethereum's market cap is 5.4% for Sui and 28.33% for Solana.

What does the presenter conclude about whether Sui is the 'Solana killer'?

The presenter concludes that Sui is not currently the 'Solana killer'. While Sui could potentially outperform Solana in the future, as of the time of the analysis, Solana is still the superior asset based on the metrics discussed.

Outlines

00:00

🚀 Introduction to the Sui vs. Solana Face-off

The speaker introduces a comprehensive analysis comparing two cryptocurrencies, Sui and Solana. They emphasize the uniqueness of this analysis as it's the most thorough they've done, promising to provide a treasure trove of data without bias. The goal is to determine which cryptocurrency might be superior in value. The speaker shares that they've been working on this analysis since their time in Singapore. They also mention the importance of understanding the market caps and the potential for life-changing wealth from these assets. The analysis includes looking at transaction per second (TPS) rates, with Solana currently running at approximately 2500-35,000 TPS and Sui at around 28 TPS. The speaker also discusses the importance of decentralization and technological capabilities, such as block time and finality.

05:03

📊 Comparative Analysis of Sui and Solana

The speaker delves into a detailed comparison of Sui and Solana, starting with the Nakamoto coefficient, which measures decentralization, and technological capabilities like block time and finality. They mention the impact of new validators on Solana's finality. The analysis continues with a look at theoretical maximum TPS, daily transactions, daily active users, daily transaction fees, and weekly developer activity. The speaker also discusses circulating supply, token inflation, and the fully diluted market cap. They compare these metrics to provide a composite valuation of both cryptocurrencies.

10:04

📈 Market Performance and Ecosystem Overview

The speaker discusses the market performance of Sui and Solana, including total value locked, distance from all-time high, and dex volume. They also provide an overview of the ecosystems of both cryptocurrencies, highlighting the types of applications built on each chain. The speaker emphasizes the importance of a diverse ecosystem and compares the social media engagement of both projects. They also mention upcoming developments and partnerships, such as Circle and PayPal working with Solana.

15:06

📊 On-Chain Activity and Market Valuation

The speaker analyzes on-chain activities to understand what users are actually doing on each chain, comparing the diversity and usage of decentralized applications (dApps) on Sui and Solana. They also discuss the fully diluted market cap as a percentage of Ethereum's market cap, highlighting the valuation potential of Sui relative to Solana. The speaker shares charts to illustrate the performance of both cryptocurrencies since their inception and emphasizes the importance of considering fully diluted market cap for long-term investments.

20:10

📉 Risk and Reward Analysis

The speaker discusses the balance of risk and reward when investing in cryptocurrencies, using Sui and Solana as examples. They analyze the performance of both assets across various metrics and provide a community perspective on user experience and community sentiment. The speaker also addresses the potential for future growth and the possibility of Sui becoming a 'Sol killer' or vice versa. They conclude by emphasizing the importance of making informed decisions based on comprehensive data analysis.

25:12

🏁 Conclusion and Final Thoughts

In conclusion, the speaker summarizes the comparative analysis, stating that while Sui has shown potential, Solana currently outperforms it across most metrics. They highlight that Solana has less risk and has demonstrated significant gains since inception. The speaker advises caution for investors with other layer-one chains, emphasizing the rapid growth of Sui. They reiterate the importance of balancing risk and reward and making informed decisions based on data. The speaker thanks the audience for their attention and participation.

Keywords

💡Cryptocurrencies

Cryptocurrencies are digital or virtual currencies that use cryptography for security and operate on decentralized systems like blockchain technology. In the video, cryptocurrencies are the main focus, with a comparison between two specific projects: Sui and Solana. The script discusses their performance, technological capabilities, and potential for life-changing wealth.

💡Layer One (L1)

Layer One refers to the base protocol of a blockchain network, which handles transactions and smart contracts. The video is a comparison between two Layer One blockchains, Sui and Solana, discussing their capabilities such as transaction per second (TPS) and decentralization.

💡Bull Market

A bull market is a financial market in which prices are rising or are expected to rise, indicating a乐观的市场情绪. The script mentions that the analysis is being done 'over halfway through this bull market,' suggesting a period of growth and optimism in the cryptocurrency market.

💡Decentralization

Decentralization is the distribution of power and responsibilities away from a central authority. In the context of the video, decentralization is discussed in terms of the Nakamoto coefficient, a measure of how many entities control a cryptocurrency network, with both Sui and Solana having relatively low coefficients indicating a decentralized nature.

💡Transactions Per Second (TPS)

TPS refers to the number of transactions a blockchain network can process in one second. The video compares the TPS of Sui and Solana to evaluate their scalability and efficiency in handling transactions.

💡Nakamoto Coefficient

The Nakamoto Coefficient is an indicator of the decentralization of a cryptocurrency network, calculated by determining how many entities are needed to collude in order to have a majority of the network hash rate or stake. The video discusses the Nakamoto coefficients for both Sui and Solana.

💡Inflation

Inflation in the context of cryptocurrencies refers to the increase in the circulating supply of a token over a period of time. The script mentions the inflation rates of Sui and Solana, which can impact the value of the tokens and is an important consideration for long-term holders.

💡Total Value Locked (TVL)

TVL refers to the total value of funds deposited into smart contracts, often used to measure the attractiveness of a blockchain platform for DeFi applications. The video compares the TVL of Sui and Solana to gauge their relative attractiveness to DeFi projects.

💡Decentralized Finance (DeFi)

DeFi refers to financial services that are decentralized and typically built on blockchain technology. The video discusses the presence of DeFi applications on both Sui and Solana, highlighting their importance in the ecosystems of these Layer One blockchains.

💡Daily Active Users

Daily active users (DAU) is a metric that measures the number of unique users who visit a website or use an application each day. In the video, DAU is used to compare the user engagement on the Sui and Solana blockchains.

💡Social Media Engagement

Social media engagement refers to the interaction of users with content on social media platforms. The video mentions the number of Twitter followers for Sui and Solana as a proxy for social media engagement, indicating community size and interest.

Highlights

Introduction to the Salana versus Sui face-off analysis.

Over halfway through the bull market, unique piece of analysis is promised.

The analysis will not provide investment advice but will share data for informed conclusions.

Comparison between two layer one blockchains, Sui and Salana.

Layer one is used by developers to build decentralized applications.

The end game is to determine if one blockchain is superior in value.

TPS comparison shows Salana running about 2500 up to 35,000 transactions per second.

Decentralization analysis using the Nakamoto coefficient.

Technological capability comparison including block time and finality.

Impact of new validators on Salana's finality.

Daily transactions and active users comparison.

Daily transactions over daily active users showing chain stickiness.

Comparison of daily and average transaction fees.

Weekly developer activity and circulating supply comparison.

Founders and initial supply comparison.

Token emission over the next 12 months and its impact on price appreciation.

Fully diluted market cap over daily transactions comparison.

Total value locked and distance from all-time high comparison.

DEX volume and stable coin market cap comparison.

Ecosystem comparison showing the breadth of applications on each chain.

Social media engagement and community feedback on user experience.

Charts showing the price performance and potential for life-changing wealth.

Conclusion on whether Sui is the Sal killer and the balance of risk and reward.

Final thoughts on the importance of adoption and the future of both chains.

Transcripts

hey everybody you have all asked for

this for a long time so let's get into

it this is salana versus soie face off

it's been a while since I've done one of

these and remember we're over halfway

through this bull market but this will

be I guarantee

you a very unique piece this is the most

thorough and indepth Analysis of two

cryp currencies you've ever encountered

I've been working on this since I was in

Singapore and I'm about to share a

treasure Trove of data and conduct an

exhaustive analysis empowering you to

draw your own informed conclusions I

don't give investment advice I just

share data but that's not all the

ultimate goal for me of this deep dive

ever encountered working on basically a

comparative relative valuation between

these two assets to see if one is

superior in value we know the market

caps are different and we'll see as well

can either one of these develop pure

life-changing wealth as well so again

pure data removes any bias and let's go

let's get into it has Su excuse me has

sui got what it takes to slay sa and not

Financial advice of course and shout out

to patreon 2 this is from Andrew vaugh

3690 love the content James best

research on YouTube glad to be be a

patreon member well glad to have you

here too you're about to see heavy duty

research so let's jump in uh first of

all face off playlist we'll be here

afterwards screenshots missing and we're

going to be talking about layer ones

today this is two layer ones sui versus

Saul and as you all know layer one is

used by developers to build applications

such as decentralized Finance

applications or decentralized

applications daps and that's where we

are playing today

now the end game and I've been looking

you know when I first started with eth I

was always looking for the eth killer

the big question is is suie the sa

killer we'll get the answer to that too

and remember as well things change last

time I analyzed soie it was nowhere near

where it is today so things have come a

long way first of all let's look at TPS

currently right now from the SOI

blockchain Explorer it's running at 28

transactions per second down a little

bit down 17 today that means it's

probably running around average of 51

transactions per second and the peak was

a th000 and that compares to salana

which runs about 2500 up to

35,000 uh transactions per second they

are the two TPS ones uh also we are now

just going to look at a ton of data I'm

not going to talk about all the pr press

releases cuz I'd be here for the end of

time but we're going to use data to see

if we can find a winner thank you chiku

chiku and wagabond and D andd Tesla and

Shan Donley all for being here so first

of all let's look at decentralization

first is the Nakamoto coefficient and

surprisingly the Nakamoto coefficient

for sui is actually really good it's

come a long way again really fast it now

has a Nakamoto of 16 and salana has a

Nakamoto of 18 the salana um nakam

coefficient has come down from 21 last

time I looked and the average or median

for all smart contract platforms for

Nakamoto is seven so both of these are

above but salana is a slight winner here

now

technological capability is very

important first of all there's two

things happening here one is block time

how fast the block is SOI is half a

second and salana is 0.4 of a second

so Sal has the edge here in Block time

but finality is where sui has the edge

at half a second basically it matches

the block time and salana is 2.3 seconds

so suie wins that one by a pretty big

margin one thing we have to see is the

impact of the new validators on salana

around finality going forward we don't

have that data yet also speed this is

important again we saw finality uh but

then the theoretical Max

TPS uh per per the information we have

is

68,000 Max TPS for sui for salonet

303,000

but the other the true theoretical Max

TPS this is a the first one's a ratio of

Max TPS divided by time to finality and

there that one suie wins and then the

theoretical Max TPS is 297,000

for sui and 710,000 for salana those two

numbers are changing very radically

right now with fired answer that goes

north of a million TPS for salana and

current TPS we saw 28.4 and

2533 transactions per second all of this

stuff is apid driven live feeds of data

from many different sources that's like

a daily

transactions currently sui runs at about

3 and a half million daily transactions

and salana 37 million so nearly a 10x

Delta 93% higher for salana and daily

active users 961 th000 sui Has Come

Along by nearly a million daily active

users and salana has 4 million and I

know multiple people can have multiple

wallets Etc but that's just data so

again salana has the edge here and

remember at the end what I'm going to do

is create a composite valuation of where

these two stand based on all this data

and has a very interesting result by the

way also Daily transactions over daily

active users this is the amount of

stickiness the chain has SOI each user

does about 3.7 transactions and salana

they're more active they do about 9.4

the Delta there is

152% next we have daily and average

transaction fees you can see sui is more

expensive by about 4,100 than salana and

daily fees are 50 ,000 for SOI and

nearly a million dollar for salana and a

lot of that is also because of priority

fees Etc on the chain in addition weekly

developers sui has an impressive 227

Developers for a very young chain salana

735 weekly developers so again salana

has the edge there but again SOI is also

a smaller chain uh right now weekly

active developer activity

suie has

1,121 weekly commits salana

4,200 again Edge to salana circulating

Supply this is an important one too as

well uh it's important to understand

that only 27% of the tokens are

circulating for sui versus exactly 80%

for

salana and the advantage here is if you

have a low amount of Circ that means

you're going to be EXP exposed to a lot

of

debasement currency token inflation Etc

over time which can eat away at the

price action that's important to know

this one um also Founders and initial

Supply this was interesting sui the

organization and Founders initially got

60% whereas salana the organization and

Founders initially got 25% so again Edge

there to

salana sui emission over the next 12

months which ties back to the previous

this is important emission from token

unlock is

89051 million sui or 33.2 3% of the

supply you can't make that number up

nearly a third of the supply is going to

rain down over the next 12 months that's

going to put some pressure on price

appreciation yes in a bull market tokens

will still go up but how much will they

go up we've seen this with Bitcoin

miners the impact of inflation as well

so

however on the other hand is only

5.34% of circulating Supply over the

next one year as well about 25 million

Soul versus

890 million

sui so you can calculate exactly how

much buying needs to happen based on

exactly this if you take the price there

at two bucks 900 million tokens you need

1.8 billion of money to Comm in just to

keep it flat not go up to keep it flat

important to know um next is the fully

diluted market cap over daily

transactions here sui is $

4,775 per transaction each day and

salana has

$2,433 salana has the slight edge here

this is one way of doing kind of a

evaluation but again young chain it can

grow into this and as transactions go up

that ratio goes

down total value locked salana wins $5.3

billion versus 962 million again nearly

a 5x Delta here and distance from

all-time high this is another

interesting one too so for winning

assets you want things to be a little

bit further from The alltime High um for

losing assets they will never reach the

all-time high again one thing I do want

to stress at this juncture these two are

really really good and I think we should

take a moment of silence a little prayer

for all the the older chains because

they're going to be destroyed by these

two I just want to make that very very

clear so if you are clinging to a dream

with a very old chain that runs it a

couple of

TPS it's time to revisit your bags

ladies and gentlemen um but this one

here you can see that salana is further

from the all-time high than sui sui is

only 21% from the oldtime high and

salana is 41% away from the alltime high

so you could argue if they were to reach

all-time highs again which one has more

upside the answer would be salana in

this case now Dex volume obviously the

Dex chain is salana that chart is wrong

uh ignore that one for a second don't

know how that snuck in there but Dex

volume is far higher it's 10x high I'll

show you the numbers at the very end for

salana fully diluted market cap as a

percentage of eth this is an important

one here now a couple of things to

consider yes fully due to Mar cap as a

percentage of eth is

5.4% for SOI and

28.33% for salana that's come up an

awful long way so the Delta here if is

for sui

4.2x if sui can reach price par market

cap parity of salana it has 4 2x to go

assuming salana stays equal stays quiet

the question is what will happen going

forward and we'll answer that more as

well in a minute when I summarize all of

these ratios together Dex volume that's

the one the other one is broken but I

knew I had it I don't know how that

slide wasn't deleted apologies Dex

volume you can see here 92 million for

suie and a billion dollars for salana

that's 1,000% more uh for salana as well

again salana is the Dex chain um stable

coin market cap 761 higher on salana but

remember you have a lot of deals now

with circle working on salana there is

news that Circle will also be expanding

to sui in the very near future or maybe

already has in addition PayPal is

working with salana too so salana is

doing an awful lot with stable coins and

sui can grow into the space too

ecosystems the sui ecosystem looks

something like this you can see they

have defi dexes gamings

oracles uh security nfts wallets social

fi they do a lot of work on social fi by

the way tools and infrastructure nfts

naming Services Bridge Launchpad Dows

but they don't have many of each when

you look at salana it's a totally

different animal much more breath adapts

a ton more many many many wallets many

many Dows many many nft Marketplace Etc

and again that's a big difference there

so there's more imagine a shopping mall

with little stores inside there's way

more stores inside salana than there is

inside uh sui also social media

engagement you can see here Twitter

followers 72,000 versus

2768 million for salana again 3x on

salana slight Edge there but

remember as well Sal's been around

longer therefore there's more Lindy

effect therefore there's more followers

now let's look at a couple of charts

this a couple of things I'm going to do

charts twice here to show you where we

are where we've come from and then again

towards the end to determine if it can

be lifechanging so first one this is sui

on ATR model it's at level five but

remember the token itself is only up

27% since it launched so it hasn't gone

a long way considering the bull market

now granted it's come a long way over

the last couple of weeks and you can see

it fell all the way down to0 50 cents

it's now a buck 70 as we speak and over

the last two weeks since September it's

gone from 70 cents all the way up to a

buck 70 so it's more than doubled in a

very short window of time but you can

see the alltime high there is about 220

and it will go back to that level again

21% approximately from alltime highs

let's look at uh salana a little bit

different you can see here it's

currently at level four it's quite a bit

away from level six which is at

260 and uh you can see it's been range

bound between level four and level five

basically the whole of 2024 in fact at

the very beginning of the year it was

down low but it's again it's come a long

way but we'll come back to these in a

minute as well and all these videos are

recapped by a team shout out to the team

thank you for all you do uh substack 45

bucks a year for every slide podcasts of

these things Etc if you want the written

version as well because there's a lot of

material we go through every single day

uh conclusion now this is going to be

one of the longest conclusions ever

because this is a tricky face off and

I'll explain why first of all when we do

the faceof comparison of all the data we

just went through sui 17 of of the

metrics from

26 salana 11 19 so you could argue The

Edge but it's not just how much they win

but it's how much they win by that's

what I focus on and this is instrumental

to me to create a comparison comparative

valuation between the two assets so

first of all this is the Delta scores

and it's salana is in pink and the blue

is in sui so you can see very clearly

here on this chart uh salana wins when

they win sometimes they win big things

like fees daily fees Dex volume stable

coin market cap uh daily transactions

completely crushes sui but sui does good

on circulating market cap but not too

too startling a difference so what I did

I turned into a log chart so you can get

a better feel for exactly where we are

and there you can see on the log exactly

how they

compare again you can take this data and

you can do your own analysis if you

think things like Circ market cap is

most important or fdmc as Absentia of

eth market cap go knock yourself out

that's going to be key but you can see

here that even though some of the lines

pink lines are down that's because it's

a log chart so if it's under 100% 133%

will be under that line in the middle so

don't let that mislead you as well now a

couple of things I do want to share

first of all this one is very very

important and I'm coming back sharing

this at the same time soie over the next

12 months will inflate by

33.2% which is Big versus salana only

5.34% that's an important factor to

consider not the kiss of death for a

fast growing chain but important to

realize remember that second uh this one

again we coming back to the

4.2x and it's important to always look

at fully diluted market cap not current

market market cap especially when only

20% of tokens are circulating that means

another nearly 80% are going to come

down over time but this is the actual

fully DED market cap as a percentage of

eth market cap and it's

4.2x You could argue the easy way to

think about this is SOI is

4.2x cheaper I shared that ratio in a

video the other day and people saying oh

you're wrong it's like no this is fully

diluted market cap and when you look at

crypto it's critical to always look at

fully D to market cap especially if

you're planning to hold longterm if

you're only holding for a couple of

weeks it doesn't matter at all if you're

holding for a year plus it has a big

impact now let's look at onchain

activity what do these chains do this is

so critical because you got some chains

are just all shopping coupons other

chains are just all stable coin

transactions but this one looks like

it's all social and then the rest is

infrastructure and the rest is a nothing

Burger so this is what the users

actually do uh from the team at Artemis

now when you compare that to this chain

salana you can see Dex activity defi

activity wallet to wallet transfers nfts

Bridges stable coins infrastructure

gaming Mev

Etc this one has a lot more breath of

daps and I've always stressed it's

important again the shopping mall to

have a shoe shop a suit shop sh maybe

some food maybe

some things for your house or kitchen I

don't know you know what I mean breath

of deps but not just be you know to have

two threads like this one but to have a

lot and that's important so the soy

chain is not mature yet across these

areas and I don't know what the social

stuff they're doing but that seems to be

where all the action is right now now

what I did was I took all these scores

would you see here and create a

composite cuz that's how I work I I I'm

analyze Things based on numbers and data

that's it and I put them together in

such a way where I can fairly see which

one is worth more and that's how I

analyze stocks as well and Miners and

all that good stuff so if you look at

the average score and total score of

points for these different assets the

average soei Deltas from that pink and

blue chart is

113% but the average Sol Deltas are

62% so the easy way to think about that

is when Saul is better it's over six

times better on average when Sue is

better it's only

1 one 13% 113% better on average the

total points scored for sui is 28 and

the total points scored for salana is

153 now when you add those together you

get to about a

6.2x but on a fully due to market cap

basis based on eth it's a 4.2x

so the question is which asset is better

we'll get to that in a second also got

some feedback from the

community uh salana clearly has a user

experience Edge I have used sui I do not

like it as much it's not as slick as

salana it's not as intuitive not as easy

to use I tried to do some test Dex

trades set up a new wallet it was a

little bit cumbersome and from let's

called Mr let's call Mr llama for a sec

in the community and and this guy is

deep in crypto and he spent a lot of

time in the community and he said their

Community sucks ass he's talking to sui

I was gas lit to farm SOI for months

before the token release and we got

nothing for it and then uh another

friend in the community sui is getting

shilled everywhere I think the

foundation is paying influencers yes

that's what happens a lot by the way

with a lot of these tokens I have never

taken a token of payment for any crypto

token in my life and my promise to

everybody here is I never will I don't

need to okay I will always be objective

and I don't need money which is good but

some people do so if they can you know

pump and chill or whatever promote

something get some tokens in return they

do that and that's just the nature of

the business and I shared some data on

polka dot and some other chains that are

doing a lot of that right now because

they got no adoption so again you can

see here a lot of this is done to drive

adoption when people go to the chain

they're not as sticky there's less to do

there's less stores and that is the name

of the game in crypto you could have the

best chain in the world the fastest

chain in the world the lowest fees if

you don't have adoption you're nothing

you're that's the problem and salana has

the institutional Edge you guys know

this City Bank uh Visa you've got stripe

what else Vanek it believes it's the

leading L1 uh money flow most

institutional money flow goes into Sal

at least has done for a large part of

this year excluding Bitcoin of course

because of the ETFs and that's that has

another Edge also we know salana has a

fire dancer Edge there is a thing called

pilot fish I think coming from uh SOI

that could take it to a million TPS as

well but that is just theoretical right

now it's not proven salana fire dancer

is proven but even if you have a million

TPS there isn't enough block demand to

to suck in that TPS okay they're making

it future proof to be able to handle the

future the question is all about product

Market fit daps that people want to use

and are sticky with critical the one of

the final analysis I will show you this

is the crypto compendium rank it looks

at all layer ones sui in our model is

ranked number 50 salana is ranked number

four by the way this includes things

like Bitcoin and ethereum as well so

that's a a key thing the crypto

compendium has been my Bible that has

helped me steer clear of every crap

chain out there best by looking at how

it's structured all the inflation All

The Insider Holdings all the allocations

but a ton of different metrics all put

into one composite score now we're

coming back to charts again I did

promise you the second time this is sui

gain since Inception

21% in in this bull market the point I'm

trying to make here this is not

lifechanging could it Forex from here

yes but a 4ex is not lifechanging on the

other hand you have this one again has

been a volatile ride trust me this has

been life-changing salana gains since

Inception

17,6

168% not 21% again Adam Q thank you for

coming salana has been around longer but

the point is

are you going to make life-changing

wealth and as I always stress billions

are made in the bear not when we are

over halfway through the bull market I

don't want to throw a bucket of cold

water on you but that's just reality so

back to it is suie the soul killer the

answer is not at the moment could it be

in the future everything can change

could there be a SOI killer in the

future yes weit don't know could there

be a solid killer that comes from some

else in the future yes we just don't

know where all this is going to go but

right now it is not the Sal killer I do

want to stress one thing as well and

when you are an investor it's always

critical to balance risk and reward the

more you go out on the risk curve the

more risk you expose yourself to and yes

there can be more reward but there's

also more risk it's critical to balance

that so if you look at these two assets

obviously comparing both across all

those metrics we just just covered

salana has less risk could sui

outperform the answer is yes of course

but at the end of the day I just want to

share this with you so far the winner is

Sal the relative compar valuation

comparison here uh you can see remember

Saul is the larger asset and the metrics

in Saul says it's more than 6X it's a

6.2x better than SOI right now uh but as

a percentage of eth Sol is only 4.2x

more more value so if you imagine any

other type of

company basically compared on all the

data we just covered salana is still

undervalue but it's very close 4.2x

versus 6 and depending on how much

things are pumped by Pumpers yes sui

could outperform but is it going to be

life-changing no since it came out it's

only up

21% so for those of you who bought at

the top or bought it when it launched

you haven't gone very far but you have

gone very far over the last two weeks

and that's why these curves are very

very important to look at so everybody

whenever I do these things I always

upset somebody especially bag holders

Etc but this data is for you to make

your own decisions I don't care what you

buy it doesn't doesn't matter to me at

all I just share the data so if you

learn something new which you must have

because you've never seen all the data

before in one 20-minute video um hit the

like And subscribe there's also that

entire playlist for all these faceoffs

thank you so much for coming everybody

hope you enjoy the show and again NE

neither asset is bad yes sui could

outperform salana but remember Sal's

come up from eight bucks to 150

something 156 right now as we

speak it's moved a lot already could it

move more yes could it go to 333 50% of

eth Mark cap yes and when it does that

will suie run up as well yes will sui

break a new alltime high above 220 yes

the question is how do you balance your

risk and reward and that's the story and

one more time to

reemphasize if you have a chain that is

not soie or Saul be very careful

everybody SOI is really coming a long

way very fast so thank you all for

coming hope you enjoy the show see you

laters

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