Bitcoin News Today: SUI Group's Treasury Surge Fuels Investor Premium Potential

Generated by AI AgentCoin World
Wednesday, Sep 3, 2025 3:32 pm ET2min read
Aime RobotAime Summary

- SUI Group's treasury now holds 101.795M SUI tokens ($344M), surpassing 100M milestone via discounted acquisitions.

- Strategic Sui blockchain focus boosted SUI per share to 1.14, with $58M cash reserves for further token purchases.

- Sui's 2.7B+ transactions and $1B+ TVL growth, plus BTCfi integration, drive DeFi expansion and shareholder value.

- $2.8M TVL from tBTC integration highlights BitcoinFi potential, supporting SUI Group's premium trading multiple (1.42x NAV).

SUI Group Holdings Limited, a publicly traded company with an official relationship with the

Foundation, has announced that its treasury holdings of SUI tokens have surpassed 101.795 million, reaching a valuation of approximately $344 million as of September 2, 2025. The company acquired an additional 20 million SUI tokens, marking a significant milestone in its strategy to build a digital asset treasury platform focused on the SUI blockchain. The valuation is based on the token price of $3.38 per SUI as of 12:36 p.m. ET on the same date [1].

SUI Group previously operated as Mill City Ventures before rebranding to align with its treasury strategy. The company has a unique arrangement with the Sui Foundation, allowing it to acquire tokens at a discount. This strategic position has enabled

to accumulate a substantial treasury and increase its SUI per share to 1.14, up from 0.92 as of August 11, 2025. The company’s CIO, Stephen Mackintosh, stated that the firm aims to continue capital raises to make further discounted SUI token purchases, aiming to enhance value for shareholders [4].

The company currently has approximately $58 million in cash available for additional SUI token acquisitions. A significant portion of its holdings is staked, generating a yield of approximately 2.2%, with an estimated daily yield of $20,000. SUI Group’s total net asset value, using the $3.26 price per SUI on September 2, 2025, stood at $332 million. The company’s shares are trading at a multiple of 1.42x its net asset value, indicating a potential premium in the market [4].

The Sui blockchain has demonstrated robust performance in the first half of 2025, with over 2.7 billion transactions and more than $1 billion in total value locked (TVL), peaking at $3.4 billion when including liquid staking tokens. The blockchain has also expanded its validator set and introduced several innovations, including Nautilus for verifiable off-chain compute and SEAL for decentralized secrets management. These developments position Sui as a key player in the DeFi space and support the long-term value creation goals of SUI Group [4].

The Sui ecosystem has also made notable strides in

adoption, with the launch of BTCfi and the integration of tBTC. These initiatives have enabled Bitcoin to be utilized in DeFi applications through lending, staking, and liquidity pools. On Alphalend, a lending market protocol on Sui, users supplied over $10 million in tBTC, demonstrating strong demand for Bitcoin-based credit markets. The tBTC integration has also driven over $2.8 million in additional TVL, indicating broad user engagement and the potential for further growth in the BitcoinFi sector [3].

As the Sui ecosystem continues to evolve, SUI Group is positioned to benefit from the increasing adoption and integration of digital assets. The company’s strategic focus on building a scalable and transparent treasury platform aligns with the broader trends in the blockchain industry. With ongoing developments in the Sui blockchain and the expansion of BitcoinFi, SUI Group is well-positioned to capitalize on the opportunities presented by the growing DeFi landscape [1].

Source: [1] SUIG's Total Treasury Holdings Exceed 100 Million SUI as of (https://www.stocktitan.net/news/SUIG/suig-s-total-treasury-holdings-exceed-100-million-sui-as-of-gjuypb7y90tu.html) [2] BTCfi on Sui | Earn Yield on Your Bitcoin (https://sui.io/btcfi-bitcoin-defi-on-sui) [3] Bitcoin Adoption on Sui Accelerates as Threshold Network (https://decrypt.co/337916/bitcoin-adoption-on-sui-accelerates-as-threshold-network-and-sui-launch-phase-2-of-tbtc-integration) [4] SUIG's Total Treasury Holdings Exceed 100 Million SUI as of (https://www.stocktitan.net/news/SUIG/suig-s-total-treasury-holdings-exceed-100-million-sui-as-of-gjuypb7y90tu.html)

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