How Sui Plans to Beat Hyperliquid with Evan Cheng

A deep dive on building tokenized, scalable blockchain infrastructure—how regulation, product strategy, and AI shape adoption.

Key Takeaways

Regulatory clarity unlocks planning and compliance: coordinated SEC/CFTC guidance and clear congressional rules let teams innovate and avoid shifting liability onto developers.
Tokenization extends beyond finance to data and information; Suite’s USD product ($580M TVL) demonstrates product-market fit—build infrastructure for diverse on-chain assets.
Favor layered infrastructure and specialized chains: scale capacity with demand, enable interoperability, and prioritize throughput for AI/agentic use cases rather than fixed TPS targets.
Launch credible products to attract builders—provide integrable primitives and distribution support, and avoid competing with your own ecosystem or building every frontend.
Design sustainable business models: prioritize user growth, diversify revenue (yield, token buybacks, services), and acknowledge base-layer incentives favor low fees.
Institutional interest is rising—especially in Asia; expect rapid regional adoption and turnkey demand, while major tech firms will likely favor efficiency over relaunching past projects.