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I’ve received a lot of DMs about this post, which I completely understand.
To be clear, I’m not planning to size down my position in $SUI. I’ve thought about it, but realistically, there aren’t many assets that I believe are stronger than Sui. To those who suggested other networks like ALGO, I appreciate the effort, but I don’t find them particularly compelling.
I’m also not making my point by pointing to other networks declining or underperforming(and I don't even care about other shitchains going down)—that’s simply not how I think about allocation decisions. If anything, I can be critical of Sui precisely because I hold it to a higher standard and expect it to continue doing so.
That said, I do think it’s time to reassess certain aspects of Sui. This doesn’t mean I believe I’m smarter or more capable than the people at the Sui Foundation or Mysten Labs. Rather, as a contributor to the Sui ecosystem, I feel a responsibility to be honest about what’s working and what isn’t.
I believe this is the right moment for Sui to more clearly define its north star, long-term vision, and priorities. I’m genuinely happy to be part of that conversation and contribute however I can.
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