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SUI jumped about 50% over the past week after SUI Group Holdings disclosed that it held 108.7 million SUI as of May 4, with substantially all of those tokens staked.
The token rose from about $0.94 on May 4 to a high near $1.41 on Sunday, while daily trading volume climbed from roughly $213 million to more than $2.5 billion. SUI later eased back toward $1.25 on Monday after the sharp rally.
108.7M SUI Treasury is Mostly Staked
The staking disclosure gave traders a clear supply-side catalyst during SUI’s run higher. SUI Group Holdings said substantially all of its 108.7 million-token treasury was staked, reducing the amount of SUI available for immediate trading.
The position also gave the rally an institutional angle, with a Nasdaq-listed company holding a large staked allocation as the token outperformed much of the broader market.
Sui Plans Zero-Fee Transfers After $1T Stablecoin Volume
The rally also followed comments from Mysten Labs co-founder Adeniyi Abiodun, who said Sui plans to introduce zero-fee stablecoin transfers and privacy-focused payment features.
Reports said the network has processed more than $1 trillion in stablecoin volume since August, giving the payments push a stronger usage backdrop.
The planned features add a second catalyst for SUI by tying the network’s growth story to stablecoin payments, one of the fastest-expanding areas of crypto activity.
Paga Deal Links Sui to $11B Payments Network
Sui also gained a real-world payments angle after Paga Group announced a partnership to integrate Sui Dollar and adopt Sui as the primary blockchain across its payments ecosystem. Paga said it processed more than $11 billion in payments and 169 million transactions in 2025.
The partnership gives Sui another route into payments outside crypto-native users, but the clearest near-term market trigger remains the large staking disclosure that preceded SUI’s 50% weekly move.
For now, traders are watching whether SUI can hold part of its recent gain after the sharp run. The next test is whether staking, stablecoin plans and payment adoption translate into sustained network use after the initial rally cools.
