SUI Group Crosses 100M Token Threshold—A Treasury Play for the Future

SUI Group Holdings, a publicly traded company with an official partnership with the Sui Foundation, has surpassed the 100 million SUI token milestone in its treasury as of September 2, 2025. The company now holds 101,795,656 SUI tokens, valued at approximately $344 million based on a token price of $3.26 as reported by ChainCatcher, and $332 million using the same valuation method detailed in a BusinessWire press release. The recent addition of 20 million SUI tokens brings the company’s total holdings to a level that reflects its continued strategy to build a foundation-backed digital asset treasury platform. SUI Group's CIO, Stephen Mackintosh, emphasized the company's commitment to executing capital raises to purchase discounted locked SUI tokens, aiming to increase its SUI per share and generate long-term value for shareholders. The company currently holds $58 million in cash available for further SUI token acquisitions and has grown its SUI per share from 0.92 on August 11, 2025, to approximately 1.14 as of September 2.

The recent accumulation follows a corporate rebranding initiative, with the company renaming itself SUI Group Holdings Limited and updating its Nasdaq ticker symbol from MCVT to SUIG. This rebranding aligns with the company’s strategic goal of becoming the premier SUI treasury company. The company has also staked the majority of its SUI holdings, generating an approximate 2.2% yield, with daily earnings estimated at around $20,000. This staking strategy is part of a broader effort to maximize the value of its holdings while maintaining transparency and operational efficiency.

The Sui blockchain has continued to expand its capabilities and adoption, particularly in the first half of 2025. The network processed over 2.7 billion transactions and achieved a total value locked (TVL) of more than $1 billion, peaking at $2 billion. Innovations such as the integration of verifiable offchain compute through Nautilus and the launch of SEAL, a decentralized secrets management service, underscore the blockchain’s growing utility in enterprise applications. The platform also supports real-world asset (RWA) use cases, including tokenized gold from Matrixdock and the storage of over 5,000 BTC on the network. These developments highlight the Sui ecosystem’s focus on scalability and enterprise-grade solutions, positioning it as a strong contender in the blockchain space.

SUI Group’s stock valuation also shows signs of growth, with the company’s shares trading at an approximate market net asset value (mNAV) of 1.42x as of September 2, 2025. The company has 89.1 million shares outstanding, and the per-share net asset value has risen from $3.54 to $3.72 during this period. This increase reflects the ongoing accumulation of SUI tokens and the company’s strategic focus on capital efficiency. However, investors are reminded that the company’s financial performance is subject to the volatility of the digital asset market and broader economic conditions. Risks include regulatory changes, competition in the blockchain industry, and the potential for market price fluctuations that could affect the company’s balance sheet and income statements.

Looking ahead, SUI Group remains optimistic about its ability to execute its SUI treasury strategy, with plans to continue acquiring discounted tokens and expanding its digital asset holdings. The company’s long-term vision aligns with the Sui Foundation’s roadmap for mass adoption in finance, gaming, and AI applications. Despite the challenges inherent in the cryptocurrency market, SUI Group is positioned to benefit from the broader trends driving innovation and adoption in the blockchain space. As it continues to refine its treasury model, the company aims to strengthen its institutional-grade exposure to the Sui blockchain and deliver sustainable value to shareholders in a rapidly evolving digital asset landscape.

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[1] SUIGs Total Treasury Holdings Exceed 100 Million SUI as of September 2, 2025 (https://www.businesswire.com/news/home/20250903179699/en/SUIGs-Total-Treasury-Holdings-Exceed-100-Million-SUI-as-of-September-2-2025)

[2] The listed company SUI Group increased its holdings by ... (https://www.chaincatcher.com/en/article/2203087)

[3] Sui Price USD, SUI Price Live Charts, Market Cap & News (https://www.bitget.site/price/sui)