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**Strategic Focus on Sui Blockchain**: SUI Group is the first publicly traded company with an official Sui Foundation relationship, leveraging its object-oriented architecture for AI-driven transactions. 
- **Partnership Highlights**: 3-year Bluefin DEX agreement yielding 15% annual return in SUI; $100M stablecoin launch with Ethena. 
- **Financial Growth**: Q3 lending revenue up 125% YoY to $1.6M; SUI holdings at 105.7M ($344.5M value). 
- **Innovation Pipeline**: Collaborating with Google on agentic AI; exploring ETF to expand institutional access. 
- **Regulatory Support**: CLARITY Act progress could clarify digital asset classification, reducing regulatory risk. 


**【Management Opening Remarks】**
- SUI Group positions itself as the first publicly traded company with an official relationship with the Sui Foundation, focusing on building a digital asset treasury anchored in the Sui blockchain. 
- The Sui blockchain is highlighted for its object-oriented architecture, Move programming language, and scalability for AI-driven transactions. 
- Key partnerships include the Agent Payments Protocol (AP2) with Google, stablecoin initiatives with Ethena, and a 3-year validator agreement with Bluefin DEX. 
- Regulatory tailwinds include the GENIUS and CLARITY Acts, which clarify digital asset frameworks and distinguish securities from commodities.

**【Chief Investment Officer (Stephen Mackintosh)】**
- Launched a $50M stock buyback program, repurchasing 276,000 shares in Q3 to reduce shares outstanding. 
- Partnered with Bluefin to lend 2M SUI tokens, earning a 5% revenue share in SUI (~$14.5M annualized). 
- Launched suiUSDe and USDi stablecoins with Ethena, targeting $100M liquidity at launch. 
- Expanding into agentic AI through collaborations with Google and Beep, enabling autonomous AI transactions on Sui. 

**【CEO (Douglas Polinsky)】**
- Legacy lending business generated $1.6M in Q3 revenue (vs. $711K in Q3 2024), with $525K in unrealized gains. 
- Specialty finance operations remain cash-generative, supporting digital asset treasury growth. 

**【CFO (Joseph Geraci)】**
- Q3 2025 gross revenue: $2.6M (vs. $711K in Q3 2024), driven by staking income. 
- Net loss: $44.3M ($0.72/share) due to $60.7M unrealized loss on SUI holdings. 
- Cash balance: $42.7M (vs. $6M at year-end 2024). 
- SUI holdings: 105.7M tokens ($344.5M net value) as of Q3 end. 

**【Q&A Highlights】**
- **Bluefin Partnership**: 3-year agreement with 15% annual return in SUI; Bluefin is Sui Foundation-supported with $14.5M annual fee generation. 
- **Agentic AI Progress**: Beep's agentic wallet launched on Sui, enabling AI-driven yield; Google AP2 protocol demo showcased atomic multi-party transactions. 
- **Stablecoin Launch**: suiUSDe and USDi expected to launch in 2-3 weeks with $100M liquidity; revenue share TBD based on ecosystem adoption. 
- **Future Pipeline**: Exploring ETF launch to drive institutional participation in Sui ecosystem. 


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