Raoul Pal Names 'Sui (SUI)' as Top Asset in AI Agent Economy... "Surpasses Ethereum"

▲ Sui (SUI)/ChatGPT Generated Image

Sui is rapidly emerging as a new winner to lead the next-generation artificial intelligence era, replacing Ethereum, the absolute powerhouse of smart contracts.

According to crypto media outlet Cointelegraph on September 17 (local time), macro investment expert Raoul Pal appeared on the podcast Milk Road and, while acknowledging Ethereum's (ETH) strong position, named Sui (SUI) as his highest conviction asset in preparation for the AI agent economy.

Pal emphasized Ethereum's strong market dominance, asking, "If you turned off Ethereum tomorrow, how much value would be destroyed?" Ethereum accounts for approximately 70% of the world's stablecoin circulation and dominates DeFi and digital art. The majority of banks building on-chain systems have also chosen Ethereum-compatible infrastructure. Layer 2 networks were also defined as business models that share value, not parasitic structures.

Pal stated that historically, smart contract chains have been condensed into a few key players, naming Sui as one of the top three. The analysis suggests that Sui, capable of machine-speed ultra-high-speed processing, follows the already proven Ethereum and Solana (SOL). Sui's programmable transaction blocks can process up to 1,024 tasks simultaneously in a single slot. Its design for free stablecoin transfers to lower inter-machine payment barriers is also a competitive advantage. During the recent market correction, only three chains—Ethereum, Sui, and Solana—maintained economic density based on total value locked per active user.

Pal's investment strategy is to buy infrastructure assets and hold them. His buying portfolio, executed three months ago, included Ethereum, Solana, Sui, and Zcash (ZEC). Separate from Bitcoin (BTC) for value storage, Sui is the asset to which he assigns the greatest conviction and a high growth weighting. However, global excess liquidity remains at 3% to 4%, falling short of the historical average of 11%, which limits the market rebound even with strengthened on-chain foundations.

[Article Key Summary]

-Raoul Pal assessed Ethereum (ETH) as a core asset, dominating 70% of stablecoin circulation and global financial networks.

-In the future AI economy, Sui (SUI), capable of processing 1,024 tasks simultaneously, is expected to benefit from maximum growth.

-Global excess liquidity remaining at 3% to 4% has slowed the overall price increase momentum in the market.

*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*