$SUI

CME futures live since May 4. May 1 unlock absorbed. SpaceX's S-1 also details X's payments and banking "everything app" and a binding $45 billion three-year Anthropic compute deal. X payments will increase stablecoin utility and on-chain payment demand — SUI's low-fee high-speed architecture is positioned for that use case. The SpaceX disclosure is an indirect SUI story through the X payments rails narrative. Near-term: macro compression. Medium-term: institutional access via CME plus the X payments narrative builds.