July 17, 2025 Virtual Currency Selected Stock Morning Report

Market Overview

Today, the overall cryptocurrency market showed a mixed trend, with Bitcoin breaking through $66,500, driving some altcoins stronger, but concerns about regulation and internal selling rumors led to divergent capital flows. The user-selected SEI, SUI, and JUP performed differently, with JUP leading the way due to integration within the Solana ecosystem, SEI pressured by on-chain capital outflows, and SUI fluctuating amidst technical upgrades and selling rumors.

Core Currency Dynamics

1. SEI (Sei)

Price Performance: Current price $0.3591, down 6.24% in the last 24 hours, but up 107% over the past 7 days, with a market cap rising to $1.812 billion.

Ecosystem Highlights:

Daily trading volume increased by 3600%, TVL (Total Value Locked) surged by 790%, and ecosystem activity significantly improved.

Native USDC and CCTP V2 are set to launch, supporting efficient cross-chain liquidity transfers, with Circle as the largest institutional investor holding 6.25 million SEI.

Capital Movement: In the past 24 hours, there was a net outflow of $4.5 million on-chain, while Unichain saw a net inflow of $14.7 million during the same period, indicating a divergence in market sentiment.

2. SUI (Sui)

Price Performance: Current price $3.98, down 2.53% in the last 24 hours, but up 44% in July, with TVL reaching a historic high of $2.219 billion.

Technology and Ecosystem:

Utilizes parallel transaction processing technology, leading in TPS (transactions per second) performance, with zkLogin functionality supporting Web2 credential logins to Web3 applications.

Monthly active addresses exceed 40 million, with stablecoin market cap reaching $800 million, and USDC accounting for over 60%.

Market Rumors: Analysts have accused the foundation of allegedly selling $400 million in tokens, but the foundation responded that it was a compliant transfer by infrastructure partners, and the tokens remain subject to lock-up restrictions.

3. JUP (Jupiter)

Price Performance: Current price $0.5495, up 9.86% in the last 24 hours, with a 24-hour trading volume of $59.4 million and a turnover rate of 3.8%.

Driving Factors:

Deep integration with Solana ecosystem decentralized exchanges (DEXs), optimizing trading routing algorithms, capturing 80% of DEX trading volume on the Solana chain.

Supports limit orders, DCA (Dollar-Cost Averaging), and other features, with a continuously expanding user base and a circulation rate of 28.44%.

Risk Warning

The SEI ecosystem relies on leading gaming projects (such as Nika Labs), posing a risk of structural singularity;

SUI needs to be cautious of the impact of internal selling rumors on market confidence;

JUP's price is significantly affected by overall fluctuations in the Solana ecosystem, requiring attention to network stability.$SUI $SEI $JUP