Sui (SUI) and Sei (SEI) Vie for High-Speed Trading Liquidity vs L2s
Sui (SUI) and Sei (SEI) are positioning themselves as default “high-speed trading” venues after upgrades in 2026, aiming to retain liquidity from Ethereum L2s (Arbitrum, Base) and Solana-like flow patterns.
For Sui, DeepBook V3 activity is cited at 164M daily transactions. The article frames SUI as in an “early repair” phase with technical levels: $0.95 spot price, support near the 30-day SMA ($0.919) and resistance around the 7-day average ($0.962). Momentum is described as constructive via a positive MACD histogram (+0.0030). Scenarios include a range around $0.80–$1.15, with a bullish rotation toward $1.35–$1.52 only if SUI clears key resistance and challenges the 200-day SMA ($1.52). A downside retest to $0.75 is possible if token-unlock selling isn’t absorbed by new perp demand.
For Sei, after completion of its “Giga Upgrade” and migration to an EVM-only architecture, the article claims stronger cross-chain perp listing traction. It highlights ~0.4s finality as a competitive edge for order-book updates. Technically, SEI at $0.0574 is above the 7-day and 30-day averages, but the 200-day SMA ($0.117) remains about 2x higher, keeping the long-term trend bearish. Near-term expectations: stabilization in $0.050–$0.075, bullish recovery toward $0.095–$0.11 if MACD turns decisively positive, or a move to $0.045 if liquidity shifts back to established L2 ecosystems.
Overall, the piece labels both as “high-beta” trading vehicles: they may outperform in risk-on periods, but need network-effect dominance (e.g., reclaiming longer-term averages) to win sustained flow.
Neutral
该报道的核心是“交易所/公链基础设施升级”对高频做市与永续订单流的争夺,但并未给出单边的明确利好或利空结论。短期看,SUI与SEI都被描绘为处于“修复/企稳”阶段,且各自的升级(SUI 的 DeepBook V3、SEI 的 Giga Upgrade与EVM-only迁移)可能提升交易体验并吸引做市商与perp流动性,因此对风险偏好交易可能偏中性偏积极;但同时文章强调长期“200日均线仍未收复/结构性阻力强”,并指出代币解锁与流动性向L2回流的风险,限制了趋势反转的确定性。
类似情形在历史上常见:当新DEX/撮合引擎或关键升级上线后,往往先出现流动性与活跃度的阶段性增长(短线驱动),随后市场会回到更看重“长期均线/持续放量与网络效应”的验证阶段(中期与长期定价)。因此预期影响更可能是:短期内交易围绕SUI/SEI的区间与突破点进行高波动博弈;若无法持续缩小与L2的流动性差距,则上行空间更受限,整体更接近中性而非单边看涨。