AAVE vs SUI
Aave and Sui scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
AAVE scores 156 of 250 and ranks 18th of 251. SUI scores 146 and ranks 23rd. AAVE leads by 10 points, which is inside the range where the individual variables matter more than the total. AAVE takes 12 of the 25 variables, SUI takes 10, and 3 are level.
5 variables separate them by 3 points or more. AAVE is clear on Supply Inflation (9 against 2), Vesting Schedule (9 against 2) and Circulating / FDV Ratio (9 against 3). SUI is clear on TVL Trend (9 against 3) and BTC Alpha Potential (7 against 2).
SUI still has 58.8% of its eventual supply to enter circulation against 3.5% for AAVE. On the same market capitalisation, a buyer of SUI is taking the 2.43x dilution path and a buyer of AAVE the 1.04x one.
SUI is valued at $4.63B against $2.65B for AAVE, a 1.7x difference. The smaller of the two scores higher on fundamentals, which is the disagreement worth understanding before either position is taken.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 7 | 3 | AAVE +4 | |
| Revenue Trend | 5 | 8 | SUI +3 | |
| P/S Multiple | 8 | 5 | AAVE +3 | |
| Real Staking Yield | 6 | 5 | AAVE +1 |
Supply
| Supply Inflation | 9 | 2 | AAVE +7 | |
| Vesting Schedule | 9 | 2 | AAVE +7 | |
| Circulating / FDV Ratio | 9 | 3 | AAVE +6 | |
| Buyback and Burn | 4 | 2 | AAVE +2 |
Ownership
| Smart Money Flows | 7 | 8 | SUI +1 | |
| Insider Selling | 6 | 4 | AAVE +2 | |
| Holder Concentration | 4 | 4 | level |
Traction
| TVL Trend | 3 | 9 | SUI +6 | |
| Active Users | 6 | 7 | SUI +1 | |
| Developer Activity | 4 | 8 | SUI +4 | |
| Network Growth | 6 | 7 | SUI +1 |
Position
| Market Share | 8 | 6 | AAVE +2 | |
| Competitive Moat | 7 | 7 | level | |
| Institutional Adoption | 8 | 6 | AAVE +2 | |
| Exchange Depth | 8 | 7 | AAVE +1 | |
| Social Mindshare | 5 | 8 | SUI +3 |
Risk
| Regulatory Safety | 8 | 6 | AAVE +2 | |
| Catalyst Calendar | 7 | 7 | level | |
| BTC Alpha Potential | 2 | 7 | SUI +5 | |
| Team Execution | 4 | 8 | SUI +4 | |
| Treasury Runway | 6 | 7 | SUI +1 |
Bars read outward from the centre: AAVE to the left, SUI to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| AAVE | SUI | |
|---|---|---|
| Price | $171.60 | $1.12 |
| Market cap | $2.65B | $4.63B |
| Circulating | 96.5% | 41.2% |
| Dilution to full supply | 1.04x | 2.43x |
| Off all-time high | -74.1% | -79% |
| To recover the high | 3.9x | 4.8x |
| Total value locked | $14.49B | $2.10B |
| Network | Ethereum | Sui |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
AAVE · HOLD
V4 multi-chain expansion, Grayscale/Bitwise ETF filings, CLARITY Act DeFi safe harbor, Horizon $1B target
KelpDAO bad debt resolution, Morpho $175M raise competitive threat, governance centralization (top 3 = 58% votes)
SUI · HOLD
Dominant DEX volume growth; zkLogin adoption driving user onboarding; CETUS liquidity monopoly
Only 33% of tokens in circulation; Mysten Labs/VC releases through 2028 create structural sell pressure
Common questions
- Is AAVE or SUI the better investment?
- On this framework AAVE scores higher: 156 against 146 of 250, and it is rated HOLD against HOLD. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and AAVE still wins 12 of the 25 individual variables against SUI.
- What is the biggest difference between AAVE and SUI?
- Supply Inflation. AAVE scores 9 of 10 there and SUI scores 2, a gap of 7 points on a single variable.
- Which is bigger, AAVE or SUI?
- AAVE is valued at $2.65B and SUI at $4.63B on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.