随着AI和稳定币使用的增长，Sui价格能否达到1美元？

Sui price climbs to $1.23: Mysten Labs co-founder explains global payments, stablecoins and AI proxy trading strategy

Sui price has risen 4.43% to $1.23. Adeniyi Abiodun Outlining, co-founder of Mysten Labs, has launched a strategy centered on global payments, stablecoins and AI proxy trading, while traders are focusing on the key technical resistance level of $1.27.

Market Overview and Technical Analysis

SUI rose 4.43% to US$1.23 today, with traders closely watching the US$1.27 level to confirm a potential bullish breakthrough. According to the foundation, since August 2025, the Sui Network has processed more than US$1 trillion in stablecoin transfers.

Google listed Mysten Labs as one of the partners behind AP2, its open protocol for AI-driven payment systems. USDsui was launched in March through Stripe's Bridge, providing native U.S. dollar assets for payment applications. Analysts believe that $1.27 is the current direct resistance level, while the $2 target price depends on whether a breakthrough is confirmed.

CoinGecko data shows that SUI traded at US$1.23 around this session, with a market value of nearly US$5 billion, and a 24-hour trading volume of approximately US$878 million. The trading range of the token for the day is approximately US$1.17 to US$1.26.

Abiodun pointed out that Sui's long-term vision is to compete with traditional payment infrastructure, and even bluntly stated that its goal in the next few years is to "replace SWIFT." However, this statement only represents the long-term view of Mysten Labs and does not constitute a prediction that Sui will completely replace the global banking messaging network.

Sui prices approach key resistance of US$1.27

On the weekly chart, SUI trades around US$1.19 on the upper track of the Bollinger Bands, the middle track is around US$0.83, and the lower track is around US$0.46. Prices above the upper track indicate stronger upward momentum than in recent weekly ranges, but also means that SUI deviates from its 20-week moving average. The $1.19 -1.25 area is critical as the SUI is testing the upper track and recent weekly highs.

The Relative Strength Index (RSI) was 58.71, which was above its signal average of 44.19. The RSI has rebounded above the neutral level of 50, but remains below the common overbought threshold of 70.

Cryptocurrency analyst Ali Martinez said on October 2 that since September 12, SUI has formed parallel integration channels many times before breaking through upwards. He identified $1.27 as the next level to focus on, saying an hourly chart closing above this level "could confirm another bullish breakthrough." Since then, prices have approached this threshold but have not clearly exceeded it. CoinGecko showed the token hit a 24-hour high of around $1.26, putting Martinez's $1.27 trigger point slightly above the current market price.

另一位分析师 Celal Kucuker 指出，一个“看涨旗形”形态正接近阻力位。他认为，如果该形态在 10 月份被突破，2 美元的目标可见。Kucuker 更长期的 10 美元以上目标明确关联于未来的牛市情景，这仍属于分析师预测，而非由当前价格走势支持的确认目标。

目前，1.27 美元是更近的考验。持续突破该水平将使 SUI 超越 Martinez 识别的水平，而回落至 1.19 美元以下将使价格回到周线布林带内部。

稳定币成为 Sui 支付战略的核心

Abiodun 将稳定币描述为区块链支付目前最强劲的应用场景之一，因为它们可以全天候运行并结算，不受传统银行工作时间的限制。Sui 基金会在 5 月表示，该网络自 2025 年 8 月以来处理的稳定币转账量已超过 1 万亿美元。同一更新引入了支持稳定币的免 Gas 转账功能，允许符合条件的点对点交易在没有用户持有 SUI 支付 Gas 费的情况下执行。

该功能最初涵盖 USDsui、USDC、SuiUSDe、AUSD、FDUSD、USDB 和 USDY 等资产。Sui 文档指出，符合条件的转账在满足网络白名单要求时，可使用零 Gas 价格和预算。USDsui 赋予了网络其原生美元资产。Sui 基金会宣布，USDsui 主网于 3 月 4 日通过 Stripe 拥有的稳定币基础设施公司 Bridge 启动。该代币专为支付、去中心化金融（DeFi）和跨境交易而构建。

此前报道指出，Sui 的 USDsui 启动为其支付和 DeFi 生态系统带来了原生稳定币，此前该网络仅在 1 月份就处理了超过 1110 亿美元的稳定币转账。Abiodun 表示，USDsui 已达到约 7500 万美元，并将稳定币流动性列为 Mysten Labs 衡量未来网络采用的指标之一。

最近的集成已将支付战略延伸至 DeFi 之外。Daya 于 9 月将 Sui 作为结算基础设施进行整合，利用免 Gas 的稳定币转账服务于尼日利亚的企业和开发者产品。该公司计划扩展到南非、加纳和肯尼亚。RedotPay 提供了另一条支付连接，尽管其官方 4 月的公告范围比翻译后的采访内容更为狭窄。Sui 基金会表示，RedotPay 增加了对 Sui 上的 SUI 和本地 USDC 的支持，使用户可以通过支持 Apple Pay 和 Google Pay 的支付网络访问这些资产。官方发布并未将 USDsui 列为初始集成的一部分。

AI 代理构成 Sui 战略的第二部分

Abiodun expects that AI agents will become the main source of blockchain transactions as software begins to automate payments, purchase services and transfer funds without having to manually initiate every transfer. His views received some support from Sui's collaboration with Google. Google announced the Proxy Payment Agreement (AP2) in September 2025 and listed Mysten Labs as one of more than 60 payment and technology organizations helping develop the open standard.

AP2 is designed to allow AI agents to initiate payments under different payment systems within verifiable user authorizations. Google's list includes companies such as Mastercard, PayPal, Coinbase, Revolut and Worldpay, as well as Mysten Labs. Sui joined Google's AP2 effort to focus on programmable payments for AI agents, placing the blockchain in a project to test how autonomous software interacts with digital currencies.

Sui's current AI infrastructure combines multiple products: Walrus handles decentralized storage, Seal manages programmable access control, Nautilus supports verifiable computing, and Sui coordinates transactions and policies on the chain. Abiodun believes such tools could help AI systems prove the source of the information and whether it was tampered with before an agent made a decision or payment.

Sui tested this type of automated activity through programmable tunnels in July. The foundation reported that in a public experiment involving AI agents, games, payments and chat, the peak reached 6,086,766 transactions per second. This result comes from programmable channels running off-chain and ultimately settling back to the Sui main network, rather than normal bottom-layer transaction throughput.

The gap between payment growth and DeFi's total locked value (TVL)

Abiodun admitted in an interview that Sui's total locked value (TVL) has declined, but arguing stablecoin use, institutional integration and network activity should be watched along with TVL. Current DefiLlama data shows that Sui DeFi TVL is close to US$500 million, and the market value of stablecoins is close to US$482 million. The tracker recorded approximately 25.3 million online transactions in the past 24 hours.

The previous TVL level mentioned in the interview was about US$4 billion, which later dropped to around US$1 billion. The $4 billion figure cannot be matched with the current DefiLlama dataset reviewed for this report and is therefore attributed to the interview content.

Governance remains a part of Sui's recent history. After Cetus suffered a $223 million hack in May 2025, validators coordinated around frozen attacker funds and later voted to upgrade the agreement to recover the funds. The Sui Foundation reported that the verifier representing 90.9% of the pledge amount supported the restoration proposal, and the foundation's pledge amount did not participate in the vote. Approved funds are moved to multi-signature wallets to be returned under Cetus 'recovery plan.

Abiodun said that Mysten Labs and the Sui Foundation were unable to independently order verifiers to freeze addresses, describing the decision that such actions would require the verifier to coordinate. Now, price traders are focusing on a more short-term issue. The SUI is near US$1.23 after the latest gain, with the weekly RSI still below the overbought zone, and US$1.27 is slightly above the current trading range.

Martinez's settings require confirmation of its proposed breakthrough before the hourly chart closes above $1.27. Kucuker's $2 scenario requires a separate bullish flag-shaped resistance breakthrough in October, while its forecast above $10 relies on a more uncertain condition of a future bull market.