SUI Group Treasury Grows to 108.8M SUI Tokens, Narrows NAV Discount to 0.91x
SUI Group’s digital-asset holdings climbed to 108,793,779 SUI tokens as of May 19, valued at about $115 million, narrowing its stock’s discount to market net asset value to 0.91x. The company stakes all tokens at 1.8% yield (≈5,200 SUI/day) and holds 1.34 SUI per share, implying a net asset value of $1.43 per share.
1. Treasury Holdings and NAV Discount
As of May 19, SUI Group’s treasury held 108,793,779 SUI tokens, including digital asset loans, valued at approximately $115 million based on a $1.06 token price. This brought the company’s share price to roughly 0.91 times market net asset value, its narrowest discount in recent months.
2. Staking and Ecosystem Yield
Substantially all of the treasury’s tokens are staked to generate yield, earning about 1.8% annually and producing an estimated 5,200 SUI tokens per day through native staking rewards.
3. Per-Share Valuation
On a fully adjusted share count of 80.9 million, SUI Group holds 1.34 SUI tokens per share, implying a net asset value of $1.43 per share, down from $2.42 earlier in the year due to token price fluctuations.
4. Strategic Investments and Outlook
The company is diversifying beyond token accumulation by investing in the Sui ecosystem and pursuing agentic finance through stakes in Nof1 and Recursive Superintelligence, aiming to transform its token-heavy balance sheet into a public-market vehicle valued on strategic growth.