60/ 100
Grade C

Sui

SUISeedEarly growth (2+ years mainnet)

Seed-stage: credible team (ex-Meta) with novel tech (Move language), but gaming/social thesis is unproven and ecosystem is thin.

Pillar Breakdown

ProblemProductTeamTokenomicsTechRisk55%56%80%47%60%70%

VC Due Diligence Summary

Solves: object-centric programming model for digital assets
Team built Move at Meta — strong engineering pedigree
Gaming/social Web3 thesis is still unvalidated at scale
Foundation controls most validators — centralization risk
Competing directly with Aptos (same origin, same tech)
Barrier: Move developer ecosystem is tiny vs Solidity/EVM

Detailed Scoring — 24 Sub-Criteria

Every score is deterministic. Same inputs = same output. No opinion, no bias.

Problem & Market

55%×20
Problem Clarity3/5

Object-centric L1 for gaming/social

Market Size3/5

Web3 gaming niche, unproven TAM

Timing3/5

Gaming thesis not yet validated at scale

Competition2/5

Aptos, SOL, many others targeting same niche

Weighted contribution: 11 / 20

Product & Traction

56%×25
Working Product5/7

Mainnet live 2+ years

User Metrics3/6

~500K daily txns, $600M TVL — growing but still small

Growth Trajectory3/6

Upward trend but from low base

Ecosystem3/6

Growing but early-stage dApps

Weighted contribution: 14 / 25

Team & Execution

80%×15
Identity4/4

Ex-Meta (Diem/Libra) team, fully doxxed

Track Record3/4

Built Move at Meta, first independent project

Delivery3/4

Shipping on schedule

Hiring2/3

Engineering-focused

Weighted contribution: 12 / 15

Tokenomics & Treasury

47%×15
Supply Mechanics2/4

Inflationary with storage fund rebates

Distribution1/4

~70% insider allocation (team + investors)

Unlock Schedule2/4

Significant team/investor unlocks ahead

Treasury Health2/3

Well-funded from raise

Weighted contribution: 7 / 15

Technology & Moat

60%×15
Differentiation3/4

Move language, object model is novel

Open Source2/3

Open source but Move tooling limited

Security2/4

Audited but young chain

Network Effects2/4

Move ecosystem growing but small

Weighted contribution: 9 / 15

Risk & Governance

70%×10
Regulatory2/3

VC-backed token, securities risk

Centralization2/3

Foundation controls most validators

Smart Contract Risk1/2

New VM, less battle-tested

Legal2/2

No known legal issues

Weighted contribution: 7 / 10

The Anny Confidence Score is for educational and informational purposes only — not financial advice and not investment advice. Past performance does not indicate future results. Scores reflect project fundamentals at the time of assessment and may become stale as conditions change. Anny is an AI-powered analytics platform, not a registered investment adviser. Crypto assets are volatile and you can lose your entire investment. Always do your own research before making any investment decisions.