1 · Big buyers
WatchETFs added about 20M SUI in 100 days; SUI Group is flat.
Data
| Date | 3 US SUI ETFs | SUI Group |
|---|---|---|
| May 19 2026 | — | 109 M SUI |
| Jun 30 2026 | 77.8 M SUI | — |
| Aug 3 2026 | — | 109 M SUI |
| Oct 9 2026 | 97.6 M SUI | — |
Stakers and early backers get new SUI every month.
SUI runs the Sui network: 4.10B of its 10B coins circulate, so 41% is unlocked. The rest comes out over time from a staking pot and locked team piles.
Sell pressure. Stakers were paid 25.83M SUI, and monthly releases to early contributors, the community reserve and Mysten Labs added 40.52M. Staking pay drops 10% on Oct 14 2026.
Buy pressure. Nothing is burned. The Foundation's buyback (~716K SUI) is handed back out, so it takes nothing off the market.
Net. Net, supply grew about 1.62% in 90 days; about 1.20% next.
Stakers are paid from a pot of SUI made at launch and kept out of the market. Each day's payout fell 10% on Jul 16 2026, from 313,811 to 282,430 SUI, and falls another 10% on Oct 14 2026, to 254,187. The pot paid 25,826,612 SUI in these 90 days and still holds 232.4M. Next 90 days: about 23.24M.
Early contributors get a release on the 1st of each month: 7.65M SUI on Aug 1, 7.46M on Sep 1 and 7.19M on Oct 1 2026, a little smaller each time. Investor releases ended in May 2026. Next: about 7.08M on Nov 1 and 6.90M on Dec 1 2026, 13.98M in all.
On the same days, the community reserve gets 4.00M SUI and the Mysten Labs treasury 2.07M, 6.07M a month: 18.21M over Aug 1, Sep 1 and Oct 1, then 12.14M on Nov 1 and Dec 1. Outside the market there are still 5.90B SUI: about 0.69B on the published calendar to May 2030 and about 5.22B with no release date yet. The Foundation's buyback holds nothing; it hands the coins back out.
No estate or trustee pays SUI out. A listed company holds about 109M SUI and has lent 6M of it to a trading app until Sep 2028; no lock, estate or trustee release falls in the next 90 days.
The Foundation buys SUI every day with the interest earned on stablecoins held on Sui: about 715.8K SUI for about $547.7K in these 90 days. It does not burn or keep them; it hands them out to apps, validators and partners, so the coins never leave the market.
Nothing is burned: all 10B SUI still exist. Transaction fees (238,669 SUI in 90 days) are paid to stakers. Storage fees go into a storage fund, up 190,288 SUI to 2.85M, and are paid back when data is deleted.
Apart from the buyback above, no Foundation or team purchase of SUI showed up in announcements or news this window.
About 7.02B SUI is staked, down from 7.16B at the start of the window. Staking has no fixed lock and does not change what counts as circulating, so it removes nothing.
Two sides: how much people want SUI right now, and how much buying could come later.
This part is based on social media. It shows how hot SUI is right now. A better rank means more people are talking about it.
Today, people are talking about SUI for two reasons:
Hashi was announced on Oct 9 2026 with about $500 million in commitments from more than 20 partners, and it starts in steps later this month. Institutions lock BTC in a vault on Bitcoin and get hBTC on Sui to lend and borrow. People ask how much real BTC will move in, and how safe the vault is.
At its Basecamp event during TOKEN2049 Singapore, reported on Oct 7 2026, Sui "tunnels" handled 40,614,180 transactions per second, settled on the main network. The old record, from Jul 4 2026, was about 6 million. People ask if this speed will bring real users, like AI agents and payments, or if it stays a test.
Checked Oct 10 2026
Based on the law of supply and demand, the long-run signal for Sui Network is mixed. As of Oct 11 2026, score 4.5/10, Sui Network faces +1.20% new supply over 90 days, with demand modest (2.5/5). Sui Network's price drivers: 2 ▲ price up, 0 ▼ price down.
Solana is ahead: 6/10 vs 4.5/10 for Sui Network on Oct 10 2026. New supply is similar, about 5.5% a year for Sui vs 5.28% for Solana. The gap is demand, strong (4/5) for Solana and modest (2.5/5) for Sui. Our supply-and-demand read for Sui Network stays mixed.
Today the signal is mixed. Supply and demand would point the other way for Sui Network if new supply keeps arriving (+1.20% in 90 days), or demand falls from modest.
On our framework Sui Network scores 4.5/10 (Oct 11 2026), with supply 2/5 (growing) and demand 2.5/5. In the next year Sui Network's supply changes +5.54%, so the long-run signal reads mixed.
The law of supply and demand points to one window for Sui Network: low new supply, high demand, drivers pointing up. Where Sui Network stands today: +1.20% new supply in 90 days (growing), demand modest (2.5/5), drivers 2 ▲ / 0 ▼.
Sui Network has 2 price drivers today (2 ▲ price up, 0 ▼ price down). ▲ Big buyers: ETFs added about 20M SUI in 100 days; SUI Group is flat. ▲ Network stops: Sui halted 3 times since late 2024; none in 133 days.
Sui Network reads mixed at 4.5/10; Bitcoin reads positive at 8.5/10 (Oct 11 2026). On supply and demand, Sui Network looks weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. SUI supply grows +1.20% in the next 90 days, so it shows in red: more SUI reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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