Sui vs Aptos：哪個將主導下一代區塊鏈時代？

我們將SUI和APTO在區塊鏈績效，可伸縮性，生態系統和交易優勢方面進行了比較，並預測，到2025年底，SUI的價格將達到16美元，APT將達到22美元。

Author: Patrick Bush, VanEck

作者：帕特里克·布什（Patrick Bush），瓦內克（Vaneck）

Compiled by: Alex Liu, Foresight News

編譯者：Alex Liu，預科新聞

We compared Sui and Aptos in terms of blockchain performance, scalability, ecosystem, and transaction advantages, and predicted that by the end of 2025, the price of SUI will reach $16, and APT will reach $22.

我們將SUI和APTO在區塊鏈績效，可伸縮性，生態系統和交易優勢方面進行了比較，並預測，到2025年底，SUI的價格將達到16美元，APT將達到22美元。

Please note that VanEck holds Sui (SUI) and Aptos (APT).

請注意，Vaneck持有SUI（SUI）和APTO（APT）。

Sui vs. Aptos: Origins and Overview

Sui與Aptos：起源和概述

Previously, we discussed the potential of Ethereum and Solana to attract billions of users into the crypto space. While both ecosystems are highly attractive, they represent early blockchain technology. Since their inception, a new generation of blockchains has emerged to break through the limitations of these systems, including Aptos and Sui, founded by former members of Facebook's blockchain project Diem.

以前，我們討論了以太坊和Solana吸引數十億用戶進入加密貨幣領域的潛力。儘管兩個生態系統都非常有吸引力，但它們代表了早期的區塊鏈技術。自成立以來，新一代的區塊鏈已經出現了，以突破由Facebook Blockchain Project Diem的前成員創立的這些系統的局限性，包括Aptos和Sui。

Diem attempted to create a stablecoin payment system for Facebook's social media platform but was shelved due to regulatory pressure. However, its technological experiments led to significant breakthroughs in the blockchain field. The most important legacy of Diem is the Move smart contract programming language—developed based on Rust, which is used by 4.3 million developers globally and is the third fastest-growing language, optimized to address the shortcomings of early smart contract languages like Ethereum's Solidity and Cardano's Haskell. Both Aptos and Sui leverage Move to build a faster, safer, and more intuitive development environment for developers. Move also enables both virtual machines (VMs) to achieve faster transaction confirmation speeds (the time users receive confirmation) and higher throughput (the volume of transactions processed by the system in a given time). The potential of Move is so great that the total market capitalization of Move-based blockchains skyrocketed from about $5 billion to $22 billion within a year.

Diem試圖為Facebook的社交媒體平台創建一個穩定的支付系統，但由於監管壓力而被擱置。但是，其技術實驗導致區塊鏈領域的突破。 DIEM最重要的遺產是“舉動智能合同編程語言”，該語言是根據Rust開發的，該語言是由全球430萬開發人員使用的，它是第三個增長最快的語言，旨在解決以太坊牢固和諸如以太坊的牢固性和智能合同語言的缺點卡達諾的哈斯克爾。 Aptos和Sui都槓桿作用，為開發人員建立更快，更安全，更直觀的開發環境。移動還使這兩個虛擬機（VM）都可以實現更快的交易確認速度（用戶接收確認的時間）和更高的吞吐量（系統在給定時間內處理的交易量）。移動的潛力是如此之大，以至於基於移動的區塊鏈的總市值從一年內從約50億美元飆升至220億美元。

Core Comparison Dimensions

核心比較維度

The size of the crypto developer community is only 1/1000 of JavaScript

加密開發人員社區的大小僅為JavaScript的1/1000

Data source: Electric Capital, Slash Data (as of 2024/12/19)

數據來源：電資本，斜線數據（截至2024/12/19）

The significance of the Move language lies in providing a more developer-friendly entry point. The crypto developer community is extremely small—Meta (Facebook) has more full-time developers than the entire crypto industry. By offering a more user-friendly and efficient language, Move is expected to attract a broader developer community, fostering experimentation and innovation. This innovation is crucial for uncovering "killer applications" that drive mass adoption. We view blockchain as an innovation experimentation platform, with its high valuation stemming from its ability to nurture applications for hundreds of millions of users. Since no one can predict how the next breakthrough application will emerge, attracting as many developers as possible to experiment is particularly critical.

移動語言的意義在於提供更友好的開發人員的入口點。 Crypto開發人員社區非常小 - Meta（Facebook）擁有的全職開發人員比整個加密行業都多。通過提供更具用戶友好和高效的語言，Move有望吸引更廣泛的開發人員社區，從而促進實驗和創新。這項創新對於揭示推動大量採用的“殺手級應用”至關重要。我們將區塊鏈視為一個創新實驗平台，其高估歸因於其培養數億用戶申請的能力。由於沒有人能預測下一個突破性應用程序將如何出現，因此吸引盡可能多的開發人員進行實驗至關重要。

Both Aptos and Sui combine the Move virtual machine with advanced consensus mechanisms to ensure efficient transaction validation on the network. This cutting-edge combination of virtual machines and consensus protocols forms the technical foundation that provides performance beyond previous blockchain systems. Before innovations like Solana's Firedancer prove their limitations, Sui and Aptos represent the pinnacle of blockchain technology.

APTO和SUI都將虛擬機與高級共識機制相結合，以確保網絡上有效的交易驗證。虛擬機和共識協議的尖端組合構成了技術基礎，該基礎提供了以前的區塊鏈系統以外的性能。在索拉納（Solana）的《解僱者》（Firnancer）這樣的創新證明其局限性之前，Sui和Aptos代表了區塊鏈技術的頂峰。

Aptos set a record of 326 million transactions in a single day on 2024/10/18 (13,300 TPS)

Aptos在2024/10/18（13,300 TPS）的一天中創造了3.26億件交易的記錄

Daily transaction peaks of various blockchains Data source: Artemis XYZ (as of 2024/12/19)

各種區塊鏈數據來源的每日交易峰：Artemis XYZ（截至2024/12/19）

Sui and Aptos provide key blockchain technologies capable of serving hundreds of millions of users. Both outperform Solana (which sacrifices complexity for scalability) and Ethereum (which sacrifices flexibility for a rich ecosystem) in simplifying development processes and ensuring security. Tactically, Sui and Aptos offer a better experience for current core crypto use cases (speculation and value transfer); strategically, they lay the foundation for non-speculative applications such as AI agents, social media, and cloud services. While the forms of future phenomenal applications remain unknown, Sui and Aptos have already demonstrated strong potential to attract the next generation of blockchain users.

SUI和APTO提供了能夠為數億用戶提供服務的關鍵區塊鏈技術。在簡化開發過程和確保安全性方面，均超過了Solana（為可伸縮性犧牲複雜性）和以太坊（為豐富的生態系統而犧牲靈活性）。從戰術上講，SUI和APTO為當前的Core Crypto用例（投機和價值轉移）提供了更好的體驗；從戰略上講，他們為非代表性應用（例如AI代理，社交媒體和雲服務）奠定了基礎。儘管未來現象應用的形式尚不清楚，但SUI和APTO已經表現出了吸引下一代區塊鏈用戶的強大潛力。

But what exactly makes these systems so exceptional? Which one is superior?

但是，什麼使這些系統如此出色？哪一個是優越的？

Sui vs. Aptos: Blockchain Performance and Scalability

SUI與Aptos：區塊鏈性能和可擴展性

Despite sharing the Move language gene, the blockchain architectures of the two reflect different design philosophies. Each network employs a customized version of the Move language, uniquely optimized for transaction processing.

儘管分享了移動語言基因，但兩者的區塊鏈體系結構反映了不同的設計理念。每個網絡都採用移動語言的自定義版本，並為交易處理唯一優化。

When a transaction is sent to the blockchain, it carries information about the database (i.e., "state") that needs to be modified. Blockchain engineers refer to these database updates as "state changes." Most blockchains use a hierarchical validation mechanism: a single validator acts as a temporary "leader," responsible for receiving transactions, validating their validity (checking signatures, preventing double spending), ordering execution, and updating the state, with the generated transaction block broadcasted to other validating nodes. When more than two-thirds (66%) of validators reach consensus, the blockchain proceeds to process the next block.

當事務發送到區塊鏈時，它將隨附有關需要修改的數據庫（即“狀態”）的信息。區塊鏈工程師將這些數據庫更新稱為“狀態更改”。大多數區塊鏈使用層次驗證機制：單個驗證器充當臨時的“領導者”，負責接收交易，驗證其有效性（檢查簽名，預防雙支出），訂購執行），並隨著生成的交易塊更新狀態，到其他驗證節點。當超過三分之二（66％）的驗證者達成共識時，區塊鏈將繼續處理下一個區塊。

Blockchain architecture can be divided into two core components:

區塊鏈體系結構可以分為兩個核心組成部分：

To enhance throughput, either block size must be increased or data processing efficiency must be optimized. Sui

為了增強吞吐量，必須提高塊大小或必須優化數據處理效率。 Sui