Three days ago I told you the August 1 $SUI unlock was noise, not a cliff. Screenshot it, check back on the 1st. Same call I made on July 1.
It's the 1st+. Here's what the unlock did to the price:
Nothing.
13.7M SUI unlocked. SUI is $0.68 exactly where it sat before. No dump, no cliff, absorbed in an hour. Same as July 1. That's twice now, same call, same result.
This is the whole point of sizing. 0.14% of supply was never going to move a $2.8B market. The accounts that screamed "unlock dump incoming" were wrong both times, and they'll be wrong the next time too.
If anything, capital leaned in TVL up 3% today, inflows spiked to $280K into the unlock, not out of it.
SUI's problem was never the unlocks. It's the same one it's had all month: weak tape, BTC going nowhere. Blame the right thing.
Two unlock calls, two clean reads.
Aug 3, 2026 · 8:06 AM UTC
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