SUIG 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-06

• As used in this section and unless otherwise indicated, the terms “we,” “us,” “our,” and “the Company” refer to Sui Group Holdings Limited.

• As of June 30, 2026, the Company held approximately 91.1 million SUI tokens in our treasury (excluding SUI loaned to third parties), representing $62.8 million in digital assets. Including SUI tokens held through digital asset loan arrangements and digital asset receivable, the Company held approxim…

• During the current quarter, substantially all of our SUI holdings were deployed in staking, staking-related or lending arrangements. Approximately 82% of SUI holdings are staked, generating an estimated annualized yield of 1.7%. For the six months ended June 30, 2026, we earned $0.9 million in staki…

• We have also participated in ecosystem initiatives related to the deployment and promotion of SUI‑native stablecoins (“SuiUSDe”) in partnership with third‑party platforms and SUI Foundation‑supported programs. These initiatives are intended to support on‑chain liquidity, transactional use cases, and…

• The Company also participates in strategic ecosystem initiatives designed to promote adoption and utility of the SUI network. As part of these efforts, the Company has entered into a digital asset lending arrangement with BlueFin Labs Inc., under which the Company has lent 6.0 million SUI tokens and…

相对上期删除的文字 · 来源:10-Q · 2026-05-08

• As of March 31, 2026, the Company held approximately 93.7 million SUI tokens in our treasury, representing $81.8 million in digital assets. The SUI tokens together with the underlying SUI in the digital asset receivables, but excluding the SuiUSDe in the Ember Protocol equates to approximately 1.34 …

• As of March 31, 2026, we held 93.7 million SUI tokens, valued at $81.8 million based on a market price of $0.9 per token.

• During the current quarter, substantially all of our SUI holdings were deployed in staking or staking related arrangements. Approximately 99% of SUI holdings are staked, generating an estimated annualized yield of 1.8%. For the three months ended March 31, 2026, we earned $0.5 million in staking rew…

• In addition to staking, we selectively deployed portions of our SUI holdings into Defi arrangements through a third-party asset manager during the three months ended March 31, 2026. These activities included Defi lending and liquid staking strategies on SUI blockchain‑native protocols, as well as su…

• We have also participated in ecosystem initiatives related to the deployment and promotion of SUI‑native stablecoins (“SuiUSDe”) in partnership with third‑party platforms and SUI Foundation‑supported programs. These initiatives are intended to support on‑chain liquidity, transactional use cases, and…

相对上期新增的文字 · 来源:10-Q · 2026-08-06

• We have made, and may continue to make, loans to and minority investments in the digital asset, financial technology and artificial intelligence sectors, which subject us to distinct operational, regulatory, valuation, and liquidity risks that are separate from, and in addition to, the risks associa…

• In addition to our digital asset treasury strategy, we selectively allocate capital to loans to and minority equity investments in private digital asset, financial technology and artificial intelligence entities that we believe are complementary to our broader investment thesis. These investments di…

• Digital assets, financial technology and artificial intelligence are dynamic sectors, each subject to its own rapidly evolving and unsettled regulatory landscape. Financial technology entities in which we invest may be subject to evolving money transmission, banking, consumer protection, and other f…

• Because these are minority investments, we generally do not, and may not in the future, control the management, strategic direction, development, or commercialization of the underlying technologies or businesses. While we may seek to negotiate board observer rights, information rights, or other prot…

• These entities are frequently early-stage, unproven, and face significant competition, and their technologies may never be successfully developed, commercialized, or adopted by the market. Our investments in these entities are illiquid and non-marketable at the time of investment, are typically subj…

相对上期删除的文字 · 来源:10-Q · 2026-05-08

• If we or our third‑party service providers or partners experience a security breach or cyberattack and unauthorised parties obtain access to our SUI, or if our private keys are lost, compromised or destroyed, we may lose some or all of our SUI and our financial condition and results of operations co…

• Substantially all of the SUI we own is held in custody accounts at BitGo, a well‑known custodian. Security breaches and cyberattacks are of particular concern with respect to our SUI. SUI and other blockchain‑based cryptocurrencies, and the entities that provide services to participants in the SUI e…

• For example, in February 2025, a major cryptocurrency exchange reported that unauthorised actors had compromised a cold‑wallet custody system and stolen approximately $1.5 billion in digital assets, illustrating that custody solutions designed to operate offline may be vulnerable to increasingly sop…

• Further, it has been reported publicly that cyber attacks targeting decentralized finance (“DeFi”) systems focus increasingly on off-chain infrastructure, governance processes, cross-chain messaging and verification mechanisms, and human factors, which increases the attacks’ sophistication and the l…

• Similar incidents affecting other market participants could occur in the future. A successful security breach or cyberattack, whether affecting us or a third-party service provider or partner on which we rely, could result in a partial or total loss of our SUI in a manner that may not be covered by …