Post
Yuvi.
$SUI
新生态叙事之外，SUI需要什么才能支撑估值？
性能、生态激励和应用增长能吸引资金，但持续价值来自稳定币沉淀、真实用户与协议收入。三者同步上行，估值才有扩张基础。
若解锁压力上升、活跃度依赖补贴且收入停滞，我会降低预期。
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