6 In a major shift that’s making waves across DeFi circles, Sui overtakes Solana in daily stablecoin volume for the first time. This change reflects more than just token flow—it’s a signal of evolving user behavior, DeFi adoption, and blockchain utility. Source: Bitcoin Bharat With ETF talks pushing Solana into institutional territory and Sui’s rising yield attraction, the competition between these two Layer-1 networks is heating up fast.What is the Sui vs Solana Shift All About?The crypto market thrives on metrics, and stablecoin transfer volume is one of the strongest indicators of real economic activity. As of June 2025, Sui has flipped Solana in this key metric, marking a pivotal moment in its DeFi journey.Here’s why it matters:Sui now processes more daily stablecoin transfers than Solana, signaling increased financial utility.SUI’s DeFi protocols are seeing an uptick in both trading and lending activity.Meanwhile, Solana is capturing institutional attention through strong ETF speculation.Why This Matters in 20251. DeFi Isn’t Just About Hype AnymoreWith on-chain adoption becoming a benchmark of blockchain relevance, Sui’s rising daily active addresses and growing TVL underscore a serious play for dominance.2. ETF Speculation Can Drive Price VolatilityWhile Sui gains traction in DeFi, Solana ETF news is pushing SOL price action. Analysts now estimate a 90% chance of a spot Solana ETF approval in 2025—potentially around October.3. Capital Chases Yield and TrustSUI lending yields are offering up to 12.7% on stablecoins.That’s nearly double Solana’s lending returns, drawing in yield-hungry investors.Top Insights: Comparing the EcosystemsSui vs Solana: Side-by-Side MetricsMetricSuiSolanaStablecoin VolumeHigher (recently flipped)Slightly behindDEX Volume$34M+ daily, up 14.5%Strong, but slower growthLending Yields~12.7% APYsLower (5–7%)Active Protocols~52~197Inflation ModelFixed (10B SUI)Inflationary (1.5%/yr cap)Throughput~297k TPS (theoretical)~65k TPS Sui’s Growth DriversSpike in DEX trading volumesMore active addresses (up 14% QoQ)Institutional partnerships (e.g., with Dubai’s VARA)Solana’s ETF SurgeETF conversations with Grayscale, VanEck, Bitwise, and 21SharesPrice jump of ~4% in one day, now hovering around $170Whale activity increasing, adding liquidity and speculationWhat to Watch NextFor Sui:Will it maintain its lead in stablecoin transfers?Can it expand its ecosystem beyond 52 protocols?Is the fixed supply model more attractive for long-term holders?For Solana:Watch for ETF approval updates, especially in Q4 2025.Track large wallet movements for clues on institutional interest.Observe performance around the $172–185 resistance level.Sui’s rise in stablecoin volume signals more than just temporary hype—it reflects strong DeFi fundamentals, high lending yields, and increasing adoption. Meanwhile, Solana’s ETF momentum could usher in an altcoin ETF wave, attracting major capital flows.FAQs:Why did Sui surpass Solana in stablecoin transfer volume?Sui’s growing DeFi activity, high DEX volumes, and attractive stablecoin lending yields have contributed to this shift.What’s the current status of the Solana ETF?Industry experts believe there is a strong (~90%) chance of a Solana spot ETF being approved in 2025, with SEC discussions already underway.Is Sui a better investment than Solana right now?Sui offers higher yields and rising adoption, while Solana holds potential for institutional investment through an ETF. Both have different value drivers.How is Sui achieving such high APYs on stablecoins?Through competitive lending protocols and liquidity incentives designed to attract users and capital.What could happen if a Solana ETF gets approved?It could trigger significant inflows into Solana, similar to the impact seen with Bitcoin and Ethereum ETFs.