The U.S. SEC officially approved the first Sui leveraged ETF (issued by 21Shares, code TXXS) on December 4, 2025, marking Sui's transition from an emerging public chain to being 'seen' in traditional finance. This product offers 2x daily leveraged exposure to SUI price fluctuations and has been listed for trading on Nasdaq, with a first-day trading volume of over 4,700 shares and a closing price of $24.57.
This is not just a short-term catalyst for price, but also the starting point for a new cycle of capital pricing in the Sui ecosystem: institutional funds will flow in through compliant channels, driving on-chain activity, user growth, and narrative amplification.
The point you mentioned is very accurate—the true value of the ETF lies in 'traffic spillover,' rather than simply stimulating the SUI price. Traditional investors, once they enter, will look for efficient applications within the ecosystem to 'land' their exposure. At this time, projects that can accommodate incremental traffic and provide real use cases will become the most direct beneficiaries. Jackson.io is precisely such a 'lowland.'
#### Why is Jackson.io the most direct beneficiary?
As the core GameFi protocol of the Sui ecosystem, Jackson.io has built a community-driven entertainment matching layer empowered by LP (liquidity provision). It is not just a simple gaming platform; it integrates prediction markets, on-chain battles, NFT point systems, and DeFi yields into a comprehensive infrastructure. Here is its unique positioning under the ETF event:
1. Traffic acquisition and user growth: The institutions and retail investors attracted by the ETF often seek an 'easy to use' entry point. Jackson.io's Points System and seamless staking model allow new users to quickly participate in the game and earn $JACKSON token rewards. Its TGE was completed on December 1, 2025, with 33% of tokens allocated for community airdrops and rewards, which will amplify the influx of 'new sharks' (Sharkz, user nicknames) brought by the ETF. The ecological TVL has reached $5,899, proving its liquidity foundation on Sui is solid.
2. On-chain activity and volatility amplification: Sui's high TPS (transactions per second) and low latency perfectly match Jackson.io's real-time gaming needs. The price volatility of SUI triggered by the ETF (the current target price for SUI is $2) will stimulate the use of prediction markets and battle modules—these are core gameplay features of Jackson. The LP fee mechanism will also automatically repurchase $JACKSON, creating built-in buying pressure that enhances token resilience.
3. Narrative and ecological synergy: Jackson.io positions itself as a 'decentralized entertainment matching layer on Sui' and has secured $10 million in seed round financing (including investments from Animoca Brands). In the X (Twitter) community, Jackson is seen as the 'dark horse' of Sui's gaming narrative, especially after the ETF news, with its post interaction rate significantly rising. With Grayscale also submitting SUI Trust S-1 filings (spot ETF), the institutional attention across the ecosystem will further tilt towards application layer 'stars' like Jackson.
#### Potential risks and outlook
Of course, the ETF is not a panacea: leveraged products like TXXS are more suited for short-term trading, while long-term value still depends on the growth of Sui ecosystem's TVL and the diversity of dApps. Jackson.io needs to continuously iterate (such as the upcoming ecological modules) to avoid being a 'flash in the pan.' However, given the current momentum, its deflationary design with a total supply of 9.999 billion $JACKSON tokens (fixed supply + repurchase), coupled with the overall surge in Sui's activity (recent spikes in network transaction volume), makes it stand out in this cycle.
If you are a holder or potential participant of Jackson, it is recommended to pay attention to its market positioning in the Litepaper: it is not just a game, but a 'value hub' connecting players, developers, and LPs. Under this wave of ETF, Jackson.io is likely to become the 'traffic black hole' of the Sui ecosystem—absorbing capital and spitting out growth. Want to delve into $JACKSON's staking strategy or other potential projects in Sui? Feel free to ask me!
