📊 1. TOKENOMICS METRICS OVERVIEW | Metric | Extracted Data | Status Indicator | | --- | --- | --- | | Ticker / Chain | SUI / Sui Network Layer 1 | ℹ️ | | Circulating vs Max Supply | ~4.12 Billion / 10.00 Billion (41.2% Circulating Ratio) | 🟡 Mod | | Market Cap vs FDV Ratio | $4.31B Market Cap / $10.46B FDV (0.412 Ratio) | 🟡 Gap | | Top 10 Holder Concentration | ~92.8% of Total Supply (Includes core Foundation, Treasury, and unallocated lockup addresses) | 🔴 High Conc | --- ⚠️ 2. UNLOCK SCHEDULE & INFLATION SUMMARY * Next Unlock Event: Scheduled for November 3, 2026 (~22.62M SUI tokens / ~0.55% of circulating supply worth ~$26.3M). * Vesting Structure: 91-month extended schedule running through December 2030, covering core early contributors (6.1%), Mysten Labs Treasury (10%), Series A/B investors (14.1%), and Community Reserve/Subsidies (50%). * Inflation Metric: Recurring monthly cliff unlocks (~22M–60M SUI) combined with ongoing staking subsidies result in moderate structural supply expansion. --- 🎯 3. TOKENOMICS DATA INDICATORS * Key Inflation Factors: * 🔴 Significant total FDV gap with ~5.88 Billion tokens (~58.8% of max supply) remaining locked. * 🔴 High concentration of total supply held in institutional, foundation, and core contributor lockup contracts. * Key Stability Factors: * 🟢 Linear 7-year multi-stage vesting horizon through late 2030 prevents sudden single-event massive supply dumps. * 🟢 High proportion of upcoming emissions allocated to Community Reserve, staking subsidies, and validator rewards rather than pure private investor selling. --- 🛑 4. ANALYTICAL SUMMARY * Summary Rating: MODERATE DILUTION RISK * Final Data Conclusion: Sui features a long-term 7-year linear vesting architecture that mitigates catastrophic single-day dilution, though less than half of its 10 billion total supply is currently circulating. Continuous monthly unlocks and a moderate FDV-to-Market-Cap gap (~0.41) mean ongoing supply pressure will remain a persistent factor through 2030.