Raoul Pal argues Sui is undervalued, citing AI-agent use and low transaction fees
Raoul Pal told one crypto outlet that Sui's low fees and support for AI-agent transactions do not reflect how he expects the network to be used.
Why it matters
The claim rests on a single uncorroborated report, so its effect is limited to drawing attention to Sui's low fee revenue and to the pitch of agents transacting on-chain. Pal's user estimate for Sui and his valuation of stablecoins, DeFi, tokenized assets and digital art are unverified, and no measured market data changed.
Key facts
Pal estimated that the value held across stablecoins, DeFi, tokenized assets and digital art totals above $1 trillion, judging it by how much would disappear if the networks were switched off.
1,000,000,000,000 USDReported by Crypto News (CryptoNews.net)
Pal said Ethereum holds about 70% of the stablecoin market.
70 %Reported by Crypto News (CryptoNews.net)
Pal said Ethereum holds more than 70% of DeFi and nearly all of the high-end NFT market.
70 %Reported by Crypto News (CryptoNews.net)
Pal cited a Solana co-founder who told him about 240,000 tokens launching on that network each day, most of them by machines and AI agents.
240,000 tokens per dayReported by Crypto News (CryptoNews.net)
Pal said Sui's programmable transaction blocks allow up to 1,024 actions in one transaction, letting an AI agent hold a wallet, move across several DeFi protocols and loop positions in a single step.
1,024 actionsReported by Crypto News (CryptoNews.net)
Pal said Sui is designed for zero-fee stablecoin transfers to remove friction for machine payments.
Reported by Crypto News (CryptoNews.net)
Pal put Sui's daily active users at roughly 150,000 to 250,000 and said reaching 1 million would matter more for Sui than for larger networks.
Reported by Crypto News (CryptoNews.net)
Pal rejected the criticism that Sui earns little in fees, arguing that high fees signal an inefficient chain and that a network's value lies in what gets built on it.
Reported by Crypto News (CryptoNews.net)
What happened
Only one crypto outlet has covered this, publishing Raoul Pal's argument that Sui is not priced for what he expects from it, and no other source reported the comments. Pal measured the networks he favours by estimating how much value would disappear if they were switched off, putting the total for stablecoins, DeFi, tokenized assets and digital art at above $1 trillion, and said Ethereum holds about 70% of the stablecoin market and more than 70% of DeFi. On Solana he cited an unnamed co-founder who told him roughly 240,000 tokens launch there each day, most of them by machines and AI agents. For Sui he pointed to programmable transaction blocks that fit up to 1,024 actions into a single transaction, zero-fee stablecoin transfers, and privacy and quantum readiness, and he rejected the criticism that Sui earns little in fees by arguing high fees signal an inefficient chain. He put Sui's daily active users at roughly 150,000 to 250,000 and said reaching 1 million would mean more for Sui than for larger networks. Every figure here is Pal's own, and none has been independently confirmed.
How the story developed
- First report
First report by Crypto News (CryptoNews.net)
Sui Price Prediction: Raoul Pal Says The Token Isn’t Priced For What’s Coming
- Update
Raoul Pal's argument that Sui is not priced for expected use is published by a single outlet
The report gives Pal's views on Ethereum, Solana and Sui, including his own user estimate for Sui. No other outlet carried the comments, and no independent confirmation of the figures has appeared.
Affected entities
Also mentioned: Hyperliquid
Original sources
| Publisher | Report | Role | Published |
|---|---|---|---|
| Crypto News (CryptoNews.net) Aggregator | Sui Price Prediction: Raoul Pal Says The Token Isn’t Priced For What’s Coming | Original |
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