The recent security breach of Cetus Protocol has had a notable impact on the Sui blockchain ecosystem, particularly affecting its decentralized finance (DeFi) sector. Cetus, which provides liquidity primarily for Sui's native projects, experienced a theft involving liquidity provider (LP) tokens, leading to concerns about the loss of control over token distribution and potential hindrance to the development of promising projects. This incident comes at a critical time as Sui is transitioning from a DeFi-focused mining chain to an infrastructure-oriented ecosystem, having just established key exchange connections. The event has drawn parallels to earlier challenges faced by Solana's DeFi sector, where initial withdrawals led to low total value locked (TVL) but ultimately resulted in substantial gains for committed participants. Market analysis indicates that Sui ($SUI) remains a key altcoin to monitor, with the $4 price level acting as significant resistance and the low $3 range as key support, offering trading opportunities. Additionally, other altcoins such as TRX, ADA, XLM, HBAR, and LTC continue to show strong correlation with Bitcoin's price movements in the current market cycle.
本来在持有sui的 ,出现cetus问题的第一时间,先平了在观望了。 SUI 原生项目流动性主要是来自Cetus。 本来觉得sui今年二级挺硬,可以加速起生态 + meme 类似23年底的sol 开始OTC 和各方资源onboard的加速。想作为beta plus。 https://t.co/bQTfjJgbmM
📊 ANALYSIS: $TRX, $SUI, $ADA, $XLM, $HBAR, and $LTC show strong correlation with $BTC price movements in current market cycle. https://t.co/JNii5RXGt5
Cetus这时候被盗其实对SUI的打击非常大,并不只是被盗多少钱的问题。 1、SUI现在处于生态转型的关键期,从DEFI为主的挖矿链转型到Infra生态链,结果刚刚打通了交易所的天地线就被盗了。 2、Cetus被盗的是LP,会导致一批早期项目的低价筹码被捡走,从而筹码结构失去控制,潜力项目发展受阻。