Hodlvault

$ZUK on @perpsplexity is a token with an actual book under it. On @SuiNetwork it is tied to a leveraged $META position through @AftermathFi, plus some $USDC and a slice sitting on @suilendprotocol. When people buy, that book gets bigger. When they sell, they redeem against it. Trading fees go to a reserve first so the position can survive a bad day in the market. After that reserve is covered, leftover fees can pay holders in USDC. Most meme coins are only worth what the next buyer will pay. This one can fall, but it falls toward whatever is left in that book, not only toward the last bid. That only works because Sui can keep the backing onchain and because the DeFi pieces on Sui already exist. You get a public floor and a fee loop in the same token. Whether anyone cares about the ticker is a separate question. This is the kind of onchain financial product that stack makes possible.

Watched the @WalrusProtocol presentation today and it got me thinking. What the Sui Stack covers today (to my knowledge): Sui: shared state, ownership and payments, readable through its official GraphQL API. Walrus: file storage. Public by default, private when encrypted. zkLogin and passkeys: sign-in with accounts people already have, managed through Enoki. Seal: encryption and access rules defined in code. Nautilus: verifiable off-chain compute in secure enclaves. Walrus Sites: static site hosting. Walrus Memory: persistent memory for AI agents. That's a strong foundation! What it doesn't cover (as far as I know): - App-specific search and queries, beyond what the general API offers - Push and email to an app's users when something happens on-chain - Scheduled jobs, since contracts only run when someone calls them - Everyday backend tasks like sending email or calling outside services - Fast-changing data like counts and likes, without a transaction for each - Private app data that's as easy to work with as a table with access rules - Card payments for people new to crypto - Logs, monitoring and costs in one view - Code hosting and deploys, the way GitHub and Vercel handle them Most of these are solved by third parties today, just outside the stack. What I keep wondering about is one console that ties it all together. The Sui Stack pieces and the missing ones, in one place. Host my code, turn on sign-in, set up data and storage with privacy where it's needed, add backend logic and scheduled jobs, deploy the frontend, get alerts, see costs. And eventually a path to phones, with help getting apps into the App Store, Google Play or other channels. One stop, from first commit to an app in people's pockets and on their computers. I think that's what would make mainstream building on Sui really boom. Curious whether something like this is on the roadmap, @Mysten_Labs @WalrusProtocol?

Okay now where talking! @WalrusProtocol making huge step into making Walrus more easy to navigate and to build on, with more easy to understand interfaces and plugins for builders. This is a giant leap in making Walrus a better place to store data, and have programmable data. walrus.xyz/ walrus.xyz/products/walrus-m… walrus.xyz/products/walrus-c…

Ready to have a Blast on @blastdotfun ! blast.fun/card/47030541-0386…

Bullish for @DeepBookonSui and bullish for @SuiNetwork. Like they say, it’s going to be way easier for banks to make this move than to build onchain infrastructure for themselves. This way they save themselves the technological development, which reduces risk, and they keep the distribution and frontend and customerbase for themselves, which means they don’t lose «face». They can now adopt onchain finance without overhauling their business.

Im no trader but @perpsplexity is kind of fun to play around with. Fun to think of memecoins being backed by perps Like Zuk/meta or Muzk/tsla. Perplexity is powered by @AftermathFi btw. Things are starting up I happen on sui. Never bet more than you can afford to lose.

Bought the record on @_misofm ! Ghost was catchy. Also cool knowing the artist will actually recieve the funds immediately and keep the bigger pie for themselves. Which mean they can actually go on to create more music or better fan experiences in the future. @_StudioMirai is awesome! Beep Boop. Web3 used for the greater good. More of this!

«Music does not need another intermediary promising to pay a little sooner. It needs rails where the money was never held up in the first place» @_misofm is going live tomorrow. And I believe it can really make a change in the music industry. Miso is removing middlemen, and by doing so the relationship between artist and its fans can become closer. It will also prioritize the human part of the industry in a world that is currently in an AI overflow. At first I thought this would perhaps limit the market for them, but I’ve later come to realize I am probably wrong, because human art will probably be viewed as a premium to ai art in the future. Which kind of makes Miso going for quality before quantity. Iam genuinely looking forward to miso not as another blockchain, crypto, sui protocol. But as a genuinely better product than existing ones. Follow @_smkotaro and @tamashi095 the creator behind @_misofm and @_StudioMirai, and consider grabbing a robot while at it! Beep Boop!

Last bull @DeepBookonSui was only touched through other frontends. This time around it will also have its own direct application introducing predict and margin. And, it will also be the onchain liquidity layer for institutional flow via Havenex. Welcome new DEEP bull.

I don’t think we are talking about @DeepBookonSui enough. I think it’s sort of overlooked atm. Yes it’s coming out with an app soon which will give retail a more direct use of deepbook, and yes margins and predict. But, @HavenexHQ … that is what I’m currently focusing on, further down the line. @kostascrypto and @EmanAbio have mentioned Havenex will use Deepbook for when it comes to onchain operations. And Havenex is not a retail CEX. They are positioning themselves toward institutional money, like funds, familiy offices, and banks. The interesting part: Havenex opens up a new type of flow easier than before. Because now traditional banks wont have to totally flip their operations and infrastructure upside down to adopt onchain finance, they can do the easier route and adopt Havenex as their bridge into onchain, to serve stablecoins, crypto and more to their customers, while still maintaining custody and security. Think about it, they don’t have to reinvent the wheel, they don’t have to completely restructure their infrastructure from within, they don’t have to become experts, they simply own the distribution, the top layer, the added value. Its reduced their adoption painpoints substantially. This goes DEEP.

T2000 (@t2000ai) now on the list. MANIFEST is not just a meme.

People seem to have forgotten or don’t know about @mission69b on #SUI. All roads lead to MANIFEST. @funkii has build Faith a gamefi protocol that bought back and burned manifest. He is also building @audricai AI in privacy mode, and now also @t2000ai agentic marketplace. Now… what happens when profits start flowing into MANIFEST? Well, mission69B. Just a meme? Or is it?👀

With @audricai you can chose from various ai models to use. You can opt in and use @WalrusProtocol for decentralised storage meaning you can own your own memory and protect your privacy. Pretty awesome tech if you ask me.

Recent dip gave me a chance to double my @manifestsui bag, so here's where my head's at. Oversimplifying hard here, this is the napkin thesis: 1. It rides $Sui. The main pool is MANIFEST/SUI, so MANIFEST is basically priced in SUI. When SUI runs, MANIFEST gets carried with it. That's the floor under the whole thing. 2. The actual bet. MANIFEST is turning into the treasury token for the @mission69b stack. @funkii's said @t2000ai and Mission69b will buy and hold it on their balance sheets as they get profitable. t2000 being the finance rails behind @audricai , the AI-agent money app that just went live on Sui. Faith's been burning supply on top of that (cap is 1B, ~21% already gone). Buy pressure plus a shrinking float, both scaling with the company. 3. The bonus. It's got actual culture. @_StudioMirai crowd has a lot of MANIFEST holders, plus Funkii is a Prime Machin. And Studio Mirai is the cornerstone culture on Sui in my opinion. Its a movement on Sui. On a coin this small, even attention alone can do a lot of lifting. All i can do now is manifesting a great future for us.

I've been using @audricai and recently claimed my passport. I find Audric to have a clean, simple UI that makes handling your portfolio effortless through normal chat. I use it to create a portfolio base which is to contain three Sui positions. The setup is to become a wealth-building flywheel that I created with Audric. As more functions come live in the future, I’ll try them out and use them too. As for the flywheel i created. My personal view is that the most successful blockchains could eventually function somewhat like emerging global economic states. Each developing their own native currency, infrastructure that creates demand and fees, storage dynamics, and broad economic activity. And Sui happens to be the one i beileve will be the most important in that future. The three positions (the wealth-building flywheel): $USDSui (Sui Dollar, currently earning about 7,78% in yield): My safety and insurance layer. It serves as the stable “cash reserve” that gives me peace of mind, so I never have to interrupt or sell my compounding positions for life or short-term needs. $vSUI (Liquid staked Sui, currently earning about 1,46% yield): My core long-term compounding position. I hold SUI itself because it gives broad exposure to the entire “state”. Acting like a combination of currency, infrastructure stake, and index of all economic activity inside the ecosystem. I prefer this over spreading across lots of individual applications (as im not the best at picking winners). MANIFEST: My fixed asymmetric venture bet. I see it as targeted exposure to the builder (@funkii), the culture (@manifestsui and @mission69b), and potential revenue flywheels (from protocols like Audric, Tide, etc.) that could deliver significant upside through buybacks and burns. This is just my personal thesis and it could easily be wrong. Again, my passport has been claimed. If you’re looking for a clean and easy way to interact with Sui, you should check out Audric, and claim yours too. Feel free to donate some MANIFEST to hodlvault@audric if you want, or support the journey by giving me a like and a follow! I challenge @RaoulGMI, @EvanWeb3 and @b1ackd0g to claim their passport next. Share this and challenge someone else to claim their passport on Audric aswell!

A Different Path to Sustainable Value on Sui I've been following what @funkii is building with @mission69b on Sui, and it strikes me as one of the more thoughtful and forward-looking efforts in the space right now. He stepped away from a 15-year career, put meaningful personal capital to work, including 3% of the MANIFEST supply, and has been executing quietly, without relying on the usual funding rounds or hype cycles. Just conviction, skin in the game, and steady progress. What interests me is how mission69b is approaching things differently from the traditional crypto playbook. Instead of the familiar pattern of raising capital through token sales, promising hype and hoping for speculation, this feels like a deliberate attempt to build a self-sustaining ecosystem where real utility and economic activity come first. An ecosystem where value can compound naturally over time. Here’s a closer look at the protocols I find to be most interesting and what makes each one stand out as potentially different: Audric (@audricai) isn’t just another DeFi interface. It’s a conversational AI finance application that lets you interact in plain language; “show me my yield” “swap this to SUI” or “pay my team”, and then executes the on-chain actions seamlessly. The groundbreaking piece is how it lowers the barrier to on-chain finance dramatically, making sophisticated tools feel as natural as texting. Powered by the T2000 stack, it’s an early glimpse of finance that meets people where they actually are. T2000 (@t2000ai) is the foundational layer. An agentic finance operating system that gives AI agents their own non-custodial wallets on Sui. These agents can hold yield-bearing assets, manage payments, borrow, invest, and operate autonomously in financial and commercial contexts. This could be one of the more significant developments: moving beyond humans using crypto tools to a world where AI itself participates as an economic actor with real financial sovereignty. T2000 and Audric fits perfectly and are very relevant to the future Sui is building for which both @RaoulGMI and @EmanAbio laid out perfectly in their latest presentations at Miami recently. (watch the presentations here: youtu.be/HzpuFOEKdds?si=RvMM… and youtu.be/paVBZliKfpA?si=txX0…) Tide (@tidedotam) rethinks capital formation for projects that already have product-market fit. Instead of the repeated token sales that dilute early holders and misalign incentives, it enables revenue-share arrangements. Teams get non-dilutive runway to grow, while the ecosystem potentially receives real, sustainable revenue streams. It’s a quiet but important shift away from the “raise and speculate” model that has dominated for years. What ties it all together is the way these protocols are designed to connect. Individually, each solves a real problem in a fresh way. Collectively, they form an ecosystem where activity, growth, and value capture from any protocol amplifies each other, and eventually also trickles down and flow into MANIFEST. It’s structured in spirit almost alike a digital asset treasury. Not as a promise of immediate mechanics or timelines, but as an architecture where real activity at the protocol level naturally nourishes the broader token over time. In a world full of short-term noise and extractive models, this patient, product-first approach feels like discovering a different path: one where building genuine economic infrastructure on Sui can create sustainable value that accrues back to the ecosystem rather than being extracted early. $MANIFEST Worth keeping an eye on.

Using @audricai to Manifest future wealth, using this simple command: