ChainCatcher message, Su Zhu posted on X: "I find it strange that people are surprised by SUI's outstanding performance. The success of Solana this cycle has made people realize that smart contract platforms can be quickly disrupted, and each generation is much better than the last. In the ocean of copy-pasting EVM, Move represents a significant upgrade moment.In fact, during the competition in 2022, Sui was at a disadvantage compared to Aptos. In reality, the two major mistakes of 3AC that year were only investing in Aptos instead of Aptos + Sui (and investing in Fuel Labs instead of Fuel + Celestia).Therefore, Sui has a more resilient and guerrilla-like underdog advantage. If you talk to Solana developers who are currently deploying on Sui, you will find that they are very optimistic about the developer experience. Ultimately, if the projects we are talking about can reach a market cap of over $100 billion, those are the truly important things."

ChainCatcher message, Su Zhu posted on platform X stating: "Unless a black swan event occurs, I believe we are in the early stages of a super liquidity story, and the team has done an excellent job in designing a community around profitable products. There have been other successful perp trading platforms in the past, but these platforms often provide relatively little value accumulation for token holders. In some cases, tokens are directly used as emissions to generate dollar fees, which are pocketed by shareholders. This amounts to invisible dumping. In other cases, even if the token successfully generates a community, the usage of the underlying product itself is minimal. This defines most of the DeFi summer situation. Cases that have both are extremely rare.While centralized exchanges (CEX) have traditionally been extractive and opaque, often operated by founders from mainland China, high liquidity spot listings are simple auctions where value accumulation directly belongs to the tokens themselves. I think it is meaningless to discuss its idea as L1 before Hyperliquid truly launches, but I believe if the team continues to execute, it will pose the first significant challenge to recent memory's tier 1 CEXs. Overall, I think services and workflows will be simplified and purified, which will greatly benefit newcomers without legacy structures.I believe solana/pump.fun has a significant moat because all new attention is first attracted here. Competing with this will be extremely difficult, as what you need are thousands of permissionless launches every day, along with shared knowledge and beliefs, some of which will even reach billions of dollars. You cannot replicate this through a few pumps here or there or even community wealth effects—you need a culture and toolkit that has been gradually built around it. pump.fun is the worst in terms of crypto nativeness throughout the cycle (no points, no tokens) and the most profitable product, which is no coincidence, as it summons the energy of the external world into cryptocurrency."

ChainCatcher news, Three Arrows Capital founder Su Zhu posted on X that he has gone long on HYPE at $29 and long on SOL at $195.

ChainCatcher news, Su Zhu posted on X that he has repurchased ETH at $3470.Previously, Su Zhu stated on December 17 that he sold ETH at $4029 and went long on SOL at $219.

ChainCatcher news, Su Zhu posted on X that he has closed his ETH long position at $4029 and gone long on SOL at $219. FTX claims are coming soon, and the Pump.fun token is about to launch.

ChainCatcher news, Su Zhu posted on X that he has closed the long position on SOL (from $185 to $238) and went long on FTM at $0.96, while continuing to long ETH from $2766.

ChainCatcher news, Su Zhu posted on X: "Re-bought ETH at the $3090 level; re-bought SOL at the $211 level; increased position in 3ac tokens at the $0.0038 level. Originally planned to buy ETH and SOL at the $3000 and $200 levels, but (the current prices are acceptable too, so) it's fine."

ChainCatcher message, Su Zhu posted on X: "People are starting to realize that cryptocurrencies will generate infinite assets within a market cap range of $50,000 to $500 million, while there are very few assets in the $500 million to $50 billion range. The only total coordination point is BTC, while Meme coins exhibit endless diversity and subculture. VC coins have no value accumulation, so they are also memes."

ChainCatcher news, according to RootData, the project OX.FUN (OX), ranked 11 in the "Web3 Popular Projects Ranking," has seen a 24-hour increase of over 37%, currently priced at $0.005618.According to RootData, OX.FUN is a platform for trading cryptocurrency derivatives. Using the platform token OX as collateral, it employs a dual-token model mechanism that allows trading users to earn token rewards regardless of profit or loss, providing a gamified trading experience. The project was founded by Kyle Davies and Su Zhu, co-founders of Three Arrows Capital.It is reported that RootData has launched the first "Web3 Popular Projects Ranking." This popularity ranking helps users capture the real pulse of attention by analyzing 4.3 million real user behavior data points, improving the accuracy of user investment decisions. The ranking is calculated in real-time based on weighted factors such as the frequency of searches by platform users, project click rates, user votes, and the popularity and influence on the X platform.

ChainCatcher news, Su Zhu posted on platform X that he has bought some Bittensor (TAO) at the price of $469. Although he doesn't quite understand the project, he really likes its trend.Market data shows that TAO is currently quoted at 467 USDT.

ChainCatcher news, Su Zhu posted that if the Ethereum spot ETF is really approved, then ETH will rise 80% from $3,000, reaching $5,400, and Bitcoin will rise to $80,000 (with an ETH/BTC exchange rate of 0.0675), which would also be a new high for ETH prices.Previous news, Su Zhu stated on X: "Compared to the ETF itself, today's price movement more clearly shows the amount of off-market funds waiting, ready to buy at any catalyst that appears. Even if the ETF is rejected, although it will take longer, the price will eventually rise. This is the study of predetermined certainty."

ChainCatcher message, Su Zhu stated on X: "Compared to the ETF itself, today's price movement more clearly shows the amount of off-market funds waiting on the sidelines, ready to buy at any catalyst. Even if the ETF is rejected, although it will take longer, the price will eventually rise. This is the study of predetermined certainty."

ChainCatcher news, Su Zhu posted on platform X stating that venture capitalists (VCs) will go from mocking Meme coins to arrogantly insulting them, and finally realize that the era of high FDV / low float is over within two months.Among the tokens that have performed poorly in the past month, 95% of them will never return to their original prices.

ChainCatcher news, Su Zhu posted on platform X stating that he believes multiple CEXs will list FRIEND this week.

ChainCatcher message, Su Zhu stated on platform X that Ethena has created an interesting dynamic. Normally, if people choose to hold spot positions and short contracts for funding rate arbitrage, when the rate returns to neutral, they might start to cover their contracts and go long again. However, due to the presence of Ethena, some positions are now staked and have turned into USD (referring to some spot and futures shorts that have been collateralized to mint USDe in a combined form). This could mean that ETH may experience a deeper pullback and a quicker rebound.Note: Ethena Labs is the development team behind the stablecoin USDe. The characteristic of USDe is that its collateral assets are composed of an equal amount of spot ETH and short positions in futures ETH.

ChainCatcher message, Zhu Su tweeted that FTX is selling linear unlocked Solana tokens at a significant discount, while cryptocurrency traders are paying large sums to go long, presenting a polarized situation. He stated that if SBF were present, he would seriously address this issue.

ChainCatcher news, Su Zhu, co-founder of Three Arrows Capital, stated that the perpetual contract trading platform OX.FUN will launch updates next month, including:Multi-collateral (accepting Ethereum, stablecoins, and OX);OX fee staking vault: all trading fees belong to OX holders;Copy trading, including former Three Arrows Capital co-founders Kyle Davies and Su Zhu;OX token upgrade.

ChainCatcher news, according to CNBC senior reporter Clement Tan, Three Arrows Capital co-founder Su Zhu faced a lengthy inquiry in a Singapore court regarding the collapse of the cryptocurrency fund for the first time, providing liquidators with the opportunity to gather information to help creditors recover billions of dollars.