The AI x Web3 Market Map Series: Sui

AI x Web3 Ecosystem Series: Sui Ecosystem Market Map -– Abdul Al Ali, Venture Investor at Decasonic 

We are excited to present our second AI x Web3  Market Map series, with the release of our Sui AI Ecosystem market map. Sui is a high-performance layer 1 blockchain developed by the Mysten Labs Foundation, and launched on May 3, 2023. Sui is built by former Meta engineers, leveraging their team’s expertise in developing the former Meta Diem stablecoin project. The L1 is built from the ground up, with the relatively more developer friendly Move programming language. 

One of the core missions of Sui, as shared by Eman Abio, a co-founder of Mysten Labs, is to enable the “global coordination layer, empowering billions of autonomous agents to transact, build, and innovate without limits.” Looking at the current L1 landscape, a key assumption for agentic adoption is based on enabling coordination between agents, with a vision of agents paying other agents and establishing a global economic network on-chain. Another very interesting ‘hint’ from the Sui team is the usage of Sui to enable smart contract guardrails, preventing hallucination(s) from AI Agents conducting on-chain transactions. This could give Sui an edge over other L1 solutions aiming to attract DeFAI usage, empowering users to be more comfortable in utilizing DeFAI interfaces and agents. This is a vision we very much share at Decasonic, and one of the key reasons for why Sui is the second market map to be shared in our series. 

Sui is also active in supporting the development of local and native AI foundational models, with projects like Zark Lab aiming to build models that leverage both Sui and Walrus (data storage protocol), enabling on-chain models enhanced by Sui’s infrastructure. Looking at the history of Sui’s interest in AI extends to 2024, when Mysten Labs announced a partnership with BytePlus, a unit of ByteDance to integrate AI algorithms onto Sui’s infrastructure and nodes. 

Key Infrastructure and Development

Object-Oriented Language

A key difference between Sui and other L1s is the focus on object-centric storage, with the Sui object model enabling applications such as AI Agents to store and retrieve structured data as on-chain objects, simplifying both the storage and retrieval process. This is, primarily enabled by Move (the Sui language) organizing code into modules, which contains structs and enables the defining of data structures and their core associated functions. 

Nautilus

A recent release by the Sui team was their introduction of Nautilus, a confidential computing layer that is completely verifiable. This enables developers to build Web3 apps that are fast, private, and decentralized. The key part to highlight is “private and decentralized,” with the potential to usher in Consumer AI applications built on the network and streamlined through Nautilus. 

Walrus

Walrus, a key project co-developed by Mysten Labs leverages Sui’s infrastructure to provide cost-efficient, programmable, and scalable data storage solutions, making it ideal for AI applications and storage solutions. Walrus stores data as onchain objects, leveraging the Object Oriented language of Sui to enable smart contracts to interact with blobs for real-time AI applications. Use cases for AI include: Storing large foundational AI models, and training datasets. 

Walrus is further integrated with a number of key AI builders on Sui, including Talus and Atoma. 

Sui Agent Kit

Similar in function to Base’s Agentic Kit, the Sui Agentic Kit is an open-source toolkit designed to onboard and enable on-chain Sui agents. It facilitates the integration of AI Agents with Sui, enabling developers to create autonomous and composable AI-driven applications. 

The Sui Ecosystem

Typhoon Hackathon and Sui Overflow

The Mysten Labs team has sponsored events to attract builders to build on Sui. This includes the “Sui Overflow” event that hosted Alibaba Cloud as a key sponsor of the AI track. 

Other events hosted by the Mysten team include(s) the AI Agent Typhoon hackathon, which included participation tracks from BlueFin, Suilend, and Navi. The Typhoon hackathon was launched in a partnership with ElizaOs and Atoma. 

Sui Pitch Winners

A key highlight in Base Camp was the number of AI builders that advanced towards the finalist and winning stage for their respective presentations. 2 of the 4 winners (50%) were AI projects building on Sui: OpenGraph and BluePrint. Zooming out and looking at the number of participants, 7 of the 12 finalists for the Pitch Day were Sui AI projects. 

Supporting Key Builders

Sui foundation is quite supportive of its AI founders and projects. Their team and X accounts often post partnerships with Sui AI builders, including Atoma Network (inference layer on Sui) that enables decentralized and scalable inference on Sui’s network. In addition, to other key builders including Talus Network. 

This weekend, I had the pleasure to speak alongside key SUI AI builders in an event supported by Mysten Labs. The panel included the co-founder(s) of Talus Network and Lofi. 

Credits: Link

Founder-Led Advocacy

Adeniyi Abiodun, one of founders of Mysten Labs is an advocate for advancing Sui as the key ecosystem for AI x Web3 builders. This support was highlighted in his AI x Sui article, which focused on exploring the next-gen solutions for Sui AI builders. The key takeaway from the article is that Move and by nature Sui “treat on-chain assets and data as first-class citizens.” This enables faster, smarter, and more efficient AI use cases on Sui, including enabling consistency for AI models, and enabling agents to learn faster and perform better through RAG and other solutions. 

The State of Sui

Despite its impressive growth, Sui remains a developing ecosystem. As of the writing of this article, Sui has a cumulative 10.18B in total transactions. The TVL is $1.8B, and it is the #8 chain by TVL. The total number of ‘active accounts’ on Sui defined by an address having made at least 1 transaction since the mainnet is ~155.2M. The daily active accounts as of May 23, 2025 is ~290k. This positions Sui quite well as the potential home for on-chain AI Agents, with a full stack solution that enables the next layer of coordination for AI Agents. 

Source: Link 

Sui AI x Web3 Market Map (2025)

Similar to our other market maps focused on AI x Web3 , we map the Sui AI ecosystem across two axes:

• X-Axis – AI standard layers: Compute → Data → Model → Interface → Application.

• Y-Axis – Target audiences: Web3 Natives, Developers, Users, and Mainstream Audiences.

Note - as with our other market maps, this is a continued iteration and is a rapidly evolving, dynamic landscape. The current state of the ecosystem is unlikely to be the same over the next few quarters and years to come. You may notice there are white spaces in this market map, and this is by design. The ecosystem is still growing, and there are significant opportunities for new AI builders to enter and be market-category leaders in the ecosystem. To date, we have identified 50+ projects building on Sui categorized based on our three key pillars. 

The Three Pillars of Sui AI x Web3 

Infrastructure 

Model Layer

1. Inference: Infrastructure that enables running AI models. 

   1. A key example of an Inference project on Sui operating at the model layer is Atoma, which is building the decentralized hyperscaler for open-source AI, with a focus on enabling decentralized, scalable, and privacy focused models. 

2. Agentic Framework: Frameworks that support the creation and execution of autonomous AI Agents using open-source models.

   1. G.A.M.A on Sui is the “Generative Autonomous Memory Agent” framework built by the team at Sui AI. 

3. Model Framework: SDKs and tools for training or fine-tuning AI models, aimed at simplifying model development.

   1. Zark Lab, is building the AI gateway to Web3 knowledge with a focus on foundation models on Sui. 

4. Verifiability: Ensures AI model outputs are accurate and verifiable.

   1. On Sui, OpenGraph (winner of the Sui Base Camp Pitch Day) is building the first ML validation stack for Physical AI. 

   
   

Data Layer

1. Marketplace: Platforms for buying, selling, or sharing datasets used for training and fine-tuning AI models.

   1. Sui DePIN, enables users and devices to transact and monetize their data. 

2. Physical AI: Integration of AI models with real-world hardware or robotics to gather or act on real-time data.

   1. A key project at this intersection is SuiBotics, which enables machine to machine coordination leveraging Sui’s infrastructure.

3. Decentralized Training: Distributed networks that enable model training across nodes and a decentralized workforce.

4. Storage: Decentralized storage solutions optimized for datasets, models, or artifacts.

   1. Walrus, a flagship Sui AI project, is building a protocol for scalable storage that allows users to publish, deliver, and program data on-chain.

   
   

Compute Layer

Interface Layer

1. AI Agent Launchpad: Platforms to deploy and customize AI agents. 

   1. Sui AI is a project that enables users to launch and co-create onchain AI Agents on Sui. 

2. Analytics: Analytics platforms that leverage AI to generate insights, often incorporating real-time data parsing, summarization, and predictive intelligence.

3. Model: Platforms or apps allowing access to multiple foundation models or LLMs, often enabling model aggregation. 

4. MCP: Decentralized Model Contextual Protocols (deMCPs) coordinating AI workloads or agents across distributed servers for collaboration or inference.

5. OS: Decentralized or AI-native operating systems designed to orchestrate AI agents, local models, or multi-modal inputs across devices or environments.

6. Physical AI: AI-enhanced physical devices such as robotics, sensors, or wearables. 

7. Model Launchpad: dApps to release, share, or monetize AI models with integrated UX, often tied to token distribution and co-ownership. 

8. DeFAI: Interfaces at the intersection of AI and DeFi that enable users to execute on-chain transactions through natural language. 

   1. Rockee is a DeFAI interface that enables users to interact with and trade through AI Agents on their terminal.

   
   

Application Layer

1. Apps: End-user applications that integrate AI models for consumer-focused use cases. 

2. SocialFi: Applications operating at the intersection of AI and SocialFi, enabling social interactions, creator economies, and on-chain reputation systems. Refer to our previously published market map on AI x SocialFi here: link.  

   1. FanTV on Sui aims to usher in the next evolution of social media driven by millions of creators powered by AI Agents and AI tools. 

3. Vibecoding: Platforms that enable “vibe coding” and the low-code or no-code development of on-chain dApps using AI-assisted tooling and generation.

4. AppStore: App stores dedicated to AI applications and agents. 

5. GenAI: Apps leveraging generative models for content such as text, images, or video.

6. GameFi: Gaming applications at the intersection of AI and GameFi, often leveraging agents for gameplay, creation, or economic coordination. Refer to our previously published market map on the intersection of AI x GameFi here: link.  

7. Agents

   1. Analytics: AI Agents providing analytics and insights, often focused on on-chain data, market trends, or DAO/community metrics.

   2. Video: AI Agents focused on generating content across formats like video aligned with user goals. 

   3. Music: AI Agents specialized in music generation. 

   4. Memes: AI Agent meme projects, often generating 24/7 content on X and other social platform(s) distribution avenues. 

      1. Lofi is a key and iconic Sui meme project that offers an AI Agent for content and community-engagement. 

   5. Marketplace: Marketplace for the listing, purchase, and sale of AI Agents. 

      1. A key marketplace for AI Agents on Sui is Orbit AI, which offers an Agent marketplace with pre-built AI Agents. 

   
   

Why Sui AI?

We asked the builders directly. Hisham from Atoma mentioned that Sui is ideal due to offering one of the “fastest consensus and low cost transaction ecosystems.” Sui offers a full-stack solution for builders, including Walrus for data storage, zk-login for onboarding abstraction (ideal for consumer AI applications), amongst other key infrastructure including Seal. Mike from Talus highlighted several reasons for why Talus is building on Sui, including Sui’s vision to be the coordination layer for internet assets, and its consumer-centric infrastructure which aligns with the core mission of Talus. 

Opportunities

The Sui AI ecosystem continues to evolve, and has underexplored opportunities. Considering the three key pillars identified in our market map (Infrastructure, Application, and Interface) layers, 45% fall under Interface, 41% of the projects fall under the Application Layer, and 14% under Infrastructure.

Opportunities at the intersection of Sui AI include:

1. AI x SocialFi: Sui’s infrastructure lends well to consumer-driven, SocialFi applications. The BytePlus partnership aims to enhance SocialFi and gaming projects on Sui, and we at Decasonic believe the chain is well-positioned to be a market-category leader at this intersection. 

2. Physical AI: Physical AI integrates AI models with hardware and wearables, to process and act on physical data. Key opportunities for Sui AI at this intersection includes:

   1. Powering decentralized robotics for real-time applications: Leveraging Sui’s object oriented language and Walrus to provide real-time data processing for robotic startups and labels. 

3. Consumer AI Apps: Sui’s consumer-centric design positions the network quite well to lead adoption for Consumer AI Apps. This can lead to the development of consumer AI apps that focus on personalized offerings for users. 

4. AI x GameFi: The SuiPlay0x1 developed by Mysten Labs in collaboration with Platron offers a bridge between Web2 and Web3 gaming, offering traditional PC games and Web3-native gaming projects. This is a significant distribution avenue for Sui to expand the growth of the AI x GameFi intersection, with a focus on AI games that offers players the ability to generate dynamic gaming experiences, enhancing player liquidity and player retention rates.

5. Coordination: We envision a scenario where Sui plays a key role in empowering on-chain AI Agent economies, enabling millions of on-chain agents to transact internally and externally, on-chain. 

   
   

Conclusion

The SUI AI ecosystem market map continues to evolve and remains early. At Decasonic, we believe the next phase in AI x Web3 adoption will focus on co-ownership, co-ordination, and culture (what we refer to internally as the three ‘Cs’). 

Decasonic is an AI x Web3 venture and digital assets fund focused on partnering with founders and innovators at the intersection of AI x Web3. If you are a founder, a potential founder, or a partner investor - reach out to us at Decasonic, together, we can shape the future of this rapidly evolving intersection. 

The content of this material is strictly for informational and educational purposes only. It is not intended to constitute investment advice, nor should it be considered a recommendation or a solicitation to buy, sell, or hold any asset. Decasonic does not endorse investments in any specific tokens, and nothing in these blog posts should be construed as legal, tax, or financial advice. Please consult with a qualified professional advisor before making any financial decisions. Decasonic provides no warranties, whether expressed or implied, on the content provided in these blog posts, including its accuracy, completeness, or correctness. The opinions expressed here are those of the authors and do not necessarily reflect the views of Decasonic. Please note that Decasonic may hold a position in some of the tokens mentioned, including Virtuals. Decasonic is not liable for any errors or omissions in the content of this material or for any actions taken based on the information provided herein.