Market-cap peers

LINK vs SUI

Chainlink 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.

LINK score
165/250
11th of 251 · HOLD
SUI score
146/250
23rd of 251 · HOLD
Variables won
13 to 5
7 level of 25
Framework prefers
LINK
by 19 points
01

What separates them

LINK scores 165 of 250 and ranks 11th of 251. SUI scores 146 and ranks 23rd. LINK leads by 19 points, which is a real gap, though small enough that one variable moving would close much of it. LINK takes 13 of the 25 variables, SUI takes 5, and 7 are level.

5 variables separate them by 3 points or more. LINK is clear on Institutional Adoption (10 against 6), Protocol Revenue (6 against 3) and Circulating / FDV Ratio (6 against 3). SUI is clear on BTC Alpha Potential (7 against 4).

Both score 3 or below on Supply Inflation. A weakness both sides share is not a reason to prefer either. It is a reason to check whether the category itself carries the problem.

SUI still has 58.8% of its eventual supply to enter circulation against 25.2% for LINK. On the same market capitalisation, a buyer of SUI is taking the 2.43x dilution path and a buyer of LINK the 1.34x one.

LINK is valued at $10.01B against $4.63B for SUI, a 2.2x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.

02

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

Cash flow variables compared between LINK and SUI
Protocol Revenue6
3LINK +3
Revenue Trend7
8SUI +1
P/S Multiple5
5level
Real Staking Yield5
5level

Supply

Supply variables compared between LINK and SUI
Supply Inflation3
2LINK +1
Vesting Schedule4
2LINK +2
Circulating / FDV Ratio6
3LINK +3
Buyback and Burn4
2LINK +2

Ownership

Ownership variables compared between LINK and SUI
Smart Money Flows8
8level
Insider Selling3
4SUI +1
Holder Concentration4
4level

Traction

Traction variables compared between LINK and SUI
TVL Trend7
9SUI +2
Active Users7
7level
Developer Activity8
8level
Network Growth8
7LINK +1

Position

Position variables compared between LINK and SUI
Market Share8
6LINK +2
Competitive Moat9
7LINK +2
Institutional Adoption10
6LINK +4
Exchange Depth8
7LINK +1
Social Mindshare7
8SUI +1

Risk

Risk variables compared between LINK and SUI
Regulatory Safety9
6LINK +3
Catalyst Calendar9
7LINK +2
BTC Alpha Potential4
7SUI +3
Team Execution9
8LINK +1
Treasury Runway7
7level

Bars read outward from the centre: LINK 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.

03

Market and supply

Market and supply figures for LINK and SUI
LINKSUI
Price$13.37$1.12
Market cap$10.01B$4.63B
Circulating74.8%41.2%
Dilution to full supply1.34x2.43x
Off all-time high-74.6%-79%
To recover the high3.9x4.8x
Total value locked$32.00B$2.10B
NetworkEthereumSui

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.

04

Catalyst and risk on each side

LINK · HOLD

Catalyst

DTCC Collateral AppChain July test → Q4 production. CCIP v1.5 self-serve. Confidential Compute GA.

Principal risk

60-76M LINK/yr treasury dumps to Binance ($500M+/yr). Fees go to node ops, not LINK holders.

SUI · HOLD

Catalyst

Dominant DEX volume growth; zkLogin adoption driving user onboarding; CETUS liquidity monopoly

Principal risk

Only 33% of tokens in circulation; Mysten Labs/VC releases through 2028 create structural sell pressure

05

Common questions

Is LINK or SUI the better investment?
On this framework LINK scores higher: 165 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 LINK still wins 13 of the 25 individual variables against SUI.
What is the biggest difference between LINK and SUI?
Institutional Adoption. LINK scores 10 of 10 there and SUI scores 6, a gap of 4 points on a single variable.
Which is bigger, LINK or SUI?
LINK is valued at $10.01B and SUI at $4.63B on the latest market snapshot.
06

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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.