Sui Surges Toward $4 Breakout as TVL Blasts Past $2B—DeFi Summer 2.0?

Move over, Ethereum—Sui's making moves. The Layer 1 chain just smashed through the $2 billion TVL barrier again, fueling speculation of a $4 price breakout. Traders are piling in like it's 2021, but let's see how long the champagne stays fizzy.

When protocols bleed value, Sui pumps. While other chains wrestle with 'ghost chain' accusations, Sui's TVL resurrection has market watchers scrambling. $2 billion locked? That's not just recovery—that's a middle finger to the bears.

Price action's looking spicy. The $4 resistance level isn't just psychological—it's the make-or-break zone where paper hands become diamond hands. Break it, and we're talking top 10 coin vibes. Reject it? Well... at least the VC unlocks make for good exit liquidity.

Here's the kicker: Sui's uptick coincides with yet another 'up only' narrative in crypto. Because nothing solves systemic risk like doubling down on leverage—just ask your local bankrupt hedge fund manager.

But the rise in TVL isn’t just about token prices. Sui recently surpassed solana in monthly stablecoin transfer volume, pointing to growing user demand and broader adoption. DeFi activity on the network is also climbing, adding weight to the recovery.

Positive momentum surrounding the ecosystem is also fueled by a surge in Bitcoin-backed liquidity, following Sui’s July 7 integration of tBTC. As the first non-EVM chain to enable direct minting of the asset, sui has already funneled $500 million in BTC into native DeFi protocols like Bluefin and AlphaLend, equivalent to around 10% of its total TVL.

Institutional interest is picking up too. Nasdaq’s recent 19b-4 filing for a spot SUI ETF and $300 million in Sui-based ETP inflows in Europe signal growing attention from traditional finance. Together, these developments are adding weight to SUI’s rally and fueling expectations for further upside.

Can Sui reclaim $4?

Technically, the token is on the verge of breaking out from a multi-month macro triangle pattern. According to market analyst Rekt Capital, SUI has spent most of 2025 consolidating within this structure, moving between support and resistance. It’s now pressing against the upper trendline, and a decisive move above the resistance could confirm a breakout.

$SUI

SUI is on the cusp of a breakout from its Macro Triangle

It is one Weekly Close above the diagonal resistance away from kickstarting trend continuation to the upside

SUI continues to be a leader in terms of metrics across Layer 1s, with its TVL is over $2B now#BTC #SUI https://t.co/KV1kYkpCiC pic.twitter.com/WtiuMi0cnz

What this means is that if SUI upholds momentum and pushes ahead, it could unlock trend continuation to the upside. The move WOULD confirm a major breakout, opening the door for a leg higher, and possibly a push toward the $4 region in the weeks ahead.

While both its current level and the $4 mark remain below its all-time high of $5.30 set in January, reclaiming this zone would mark a meaningful recovery for the token and with momentum building across the board, an even stronger breakout may already be underway.