$US has 77.8% of its 10B supply still unvested, and that overhang matters more than any mainnet announcement for anyone sizing a position here. "Closed mainnet for strategic partners" with the open developer layer not expected until late 2026 makes this a controlled beta with mainnet branding β€” 35k testnet users is traction, but the gap between testnet activity and permissionless deployment is where most AI agent infra projects stall. Nexus offloads actual computation to off-chain service providers and only records agent decisions on Sui, so "verifiable onchain AI" means an audit trail for off-chain inference β€” Sui's object model makes the coordination layer cleaner than EVM alternatives, but nobody's running models inside Move.

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