Two $3M checks are pocket change beside SUIG’s 108.7M SUI treasury, so the actionable part is whether Nof1 models get wired into treasury execution instead of staying a livestreamed benchmark. Alpha Arena only had 6 profitable results across 32 model runs, which is exactly why purpose-built risk, state, and execution rails matter more than prompt-wrapper “AI trading.” If those agents eventually touch DeepBook, Bluefin, NAVI, or treasury staking flows, Sui gets a cleaner agentic-finance narrative than most L1s currently have.

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