Cena SUI odbija, ale załamująca się aktywność DEX budzi większe obawy

Cena SUI odbija, ale załamująca się aktywność DEX budzi większe obawy
Hassan Maishera
19 sie 2026, 13:05 PM

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Pozycja krótka na SUI

Sprzedaj SUI. Teza opiera się na analizie fundamentalnej i technicznej: wolumen DEX się załamuje (Oct’25 $22B peak to ~$886M Jul, ~$670M Aug), a opłaty aplikacji zazwyczaj są poniżej $1M, co wskazuje na słaby realny popyt. Cena również przebiła i utrzymuje się poniżej kluczowego wsparcia $0.65 przy rosnącym wolumenie sprzedaży i RSI <40. Oczekuj retestu w kierunku $0.55 (~15% spadku).

Kluczowe ryzyko: Ryzyko: SUI odzyskuje $0.65 i wybija się z kanału zstępującego, udowadniając, że wyprzedaż była tylko wytrąceniem płynności.

Załamanie aktywności DEX

Sprzedaj ekspozycję na DeFi powiązane z Sui: zajmij krótką pozycję SUI/USDT i zmniejsz pozycje w tokenach DeFi Sui (np. główne tokeny LP/nagród DEX na Sui). Układ drugiego rzędu: malejący wolumen DEX obcina przychody z opłat protokołu, co następnie redukuje zachęty, retencję użytkowników i głębokość płynności — napędzając dalsze osłabienie tokenów wykraczające poza początkowy spadek ceny.

Kluczowe ryzyko: Ryzyko: wolumen DEX stabilizuje się lub gwałtownie rośnie (fees back above ~$1M and DEX volume stops falling), odwracając spiralę przychodów/zachęt.

  • SUI has fallen nearly 5% in seven days and 53% since beginning of 2026.
  • Sui’s monthly DEX volume has declined from $22B in October 2025 to $886M in July.
  • SUI broke below $0.65, potentially exposing it to further dip toward $0.55.

Sui SUI is up by 1.4% over the last 24 hours but has declined by nearly 5% over the past week, making it one of the weakest-performing cryptocurrencies among the 20 largest digital assets.

Trading activity has increased sharply alongside the sell-off. SUI’s 24-hour volume jumped 140% to $230 million, representing approximately 9% of its circulating market capitalization.

The token has now lost about 52% of its value since the beginning of 2026.

Although unfavorable conditions have affected the broader altcoin market, declining application activity and limited institutional adoption have added to SUI’s challenges.

Sui ma problemy z przekuciem możliwości technicznych w adopcję

Sui was designed as a high-performance Layer 1 blockchain capable of processing large transaction volumes. In theory, the network can provide greater throughput than established rivals such as Ethereum and Solana.

However, technical performance has not yet translated into widespread application development or sustained user activity.

The network continues to face questions about whether it can attract developers capable of launching decentralized applications with strong, real-world use cases.

Weak application revenue may also discourage teams from building on Sui because their products could struggle to become financially sustainable.

Institutional interest has also remained limited despite the network’s technical capabilities.

Unlike some competing blockchains, Sui has yet to establish a strong presence among major financial institutions and Wall Street firms.

On-chain data shows that activity across Sui’s decentralized finance ecosystem has weakened considerably.

Monthly decentralized exchange volume has fallen from a peak of $22 billion in October 2025 to approximately $886 million in July.

Based on activity recorded so far in August, Sui’s DEX volume is projected to reach around $670 million for the month. That would represent a further 24% decline from July.

The extended contraction indicates that users are executing fewer trades through applications built on Sui.

Falling DEX volume can reduce fee revenue for protocols and weaken demand for the network’s native token.

Fees generated by Sui-based applications recently fell below $700,000 for the first time since July 2024.

Application fees provide an important measure of network demand and the revenue available to developers.

Persistently low fees can make it difficult for projects to cover expenses and sustain development without relying on outside funding or token incentives.

The metric has shown some improvement in August, surpassing $1 million during the first half of the month. The recovery followed Sui’s partnership with Hadron, Tether’s tokenization platform.

The integration allows tokenized assets supported by Hadron to be traded and transferred through the Sui blockchain.

SUI odzyskuje kluczowe wsparcie na poziomie $0.65

SUI’s daily chart indicates that downside pressure is strengthening after the token broke below the important $0.65 support level.

The price had been moving within a descending channel, characterized by progressively lower highs and lower lows. 

The breakdown, accompanied by a sharp increase in trading volume, strengthens the bearish pattern.

If sellers maintain control below $0.65, SUI could fall toward the next major support level at $0.55. Such a move would represent a decline of approximately 15% from the former support zone.

SUI/USD 4H Chart

The Relative Strength Index has also dropped below 40, producing a bearish momentum signal. 

The decline indicates that selling pressure is intensifying, although the token could eventually approach oversold conditions if the move continues.

To weaken the bearish outlook, SUI would need to reclaim $0.65 and break above the descending channel.

Until then, poor market conditions and declining ecosystem activity leave the token vulnerable to further losses.