Sui price

My largest bet this cycle thus far Want to do a brain dump to bring visibility and spark discussion because I feel like I’m missing something since I don’t see anyone else as excited as I am Adoption and regulation are no longer a bottleneck for the crypto industry Gary Gensler is out Paul Atkins is pro crypto Crypto regulation is forming (genius act + clarity act) Trump is extremely pro crypto Every company/VC/industry is trying to expand into crypto I expect 100M+ people to be onboarded over the next 2–3 years The bottleneck I see is in the infrastructure Adoption is crucial but if you can’t enable or support that adoption it becomes meaningless ETH in the early days was “fast” but once it got heavier adoption it became clunky and expensive to use That’s where Solana came in and most of the crypto natives pivoted to Solana If we get significant global crypto adoption over the next few years I expect the same scalability problems to happen to the current chains we all use today KTA is the only L1 with the potential scalability to simultaneously power memes, DeFi, global payments, RWA, agentic payments, DePIN, socialFi, gameFi 10M TPS stress test verified by Google Cloud Around 160x Solana’s TPS Around 200x ETH L2’s TPS Around 38x Sui’s TPS To give you an idea how much TPS we need: To bring Visa on-chain you need at least 5M TPS; no chain today can handle that If Keeta had pursued a crypto VC raise focused purely on its scalability features it likely could have easily raised in the billion dollar range much like Sui, Monad, Bera, etc. The only blockchain to pass Visa’s compliance, also filed with the SEC Native identity linked to your Keeta wallet allows for KYC/AML checks to be done at the transaction level (KYC is optional) The chain is both permissioned and permissionless allowing both TradFi and crypto natives to operate on one chain Anchors let all chains/apps connect directly to Keeta without relying on third-party bridges Partnered with @SOLOAPI for on-chain identity; they work with over 100 FDIC-insured banks @ericschmidt invested $20M It’s his first angel investment in crypto; he could’ve done any altcoin, why Keeta? Eric is smarter than 99%, don’t mid-curve it Launched on-chain at a $40K market cap creating a wealthy cult-like community All of the largest L1s launched sub $30M market cap and took retail on a generational wealth creation journey; think BTC, SOL, XRP, BNB, etc. Huge information asymmetry; not many people understand Keeta and the TAM it’s going for Huge positioning asymmetry; search $KTA on Twitter, it’s all Reddit normies, barely anyone on CT is exposed even with mainnet 3 days out No VC raise so all crypto VCs are sidelined As a VC, how can you explain to LPs that you didn’t get any exposure to the FASTEST blockchain infrastructure? Once word gets out, it will trigger a reflexive domino effect Not listed on major exchanges; Coinbase has announced but still yet to list - likely waiting for mainnet Keeta has no VCs unlocks to dump on your head unlike 95% of the L1s The FDV for Keeta is $1B; the future emissions = community incentives 10%, team 20%, and early equity investors 20% (Eric Schmidt) The team recently announced they will merge the 20% team and 20% early investor supply and will never sell them, meaning the true inflation is only the 10% community incentives tokens over 3 years This is important as it means there is currently a supply shock and it’s also extremely rare for both the team AND equity investors to align on something like this. It also means the real market cap for KTA is around 450M — FDV in this instance is truly a meme Eric Schmidt will never sell a Keeta token according to this announcement; what does he know to commit to that? The TAM for an everything L1 is in the trillions You are still early Anyways, that’s enough idea dumping; I have 50+ more points I want to make but this should be enough. DYOR, NFA What am I missing?