KETJU Research

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lp

Full Sail

Rejected
Max sleeve
Reviewed
2026-08-16 · v1
Next review
2026-11-15
Chains
Sui · freezable

Rejected venues wait the longest for re-review; a rejection has to earn another look before the scheduled date.

Full Sail is a concentrated-liquidity AMM on Sui whose prediction voting directs emissions and fee rewards; LPs still deposit token pairs into bounded price ranges. Full Sail’s own risk disclosure says range movement can leave liquidity inactive and rebalancing can realize impermanent loss. The 2026-08-16 survey measured about $384,000 on Sui. Prediction accuracy, dynamic fees and emissions change reward allocation, not the underlying paired-asset inventory, so the AMM-LP class rejection remains dispositive.

The research file

Mechanism applicability

Full Sail LPs choose a token pair and a custom concentrated-liquidity range. Positions earn only while in range and may choose fee-earning or emission-earning mode. veSAIL holders predict pool volume to direct rewards, but that voting layer sits above a standard two-asset CLMM position and does not replace its rebalancing mechanics.

Control and record applicability

The protocol publishes Sui package and object addresses for its CLMM, governance, voter and reward components and identifies Mysten Labs, Asymptotic and Plainshift reviews. Its governance documentation anticipates veSAIL control over fee formulas, pair management and insurance-fund use after stabilization. These controls do not change LP classification.

Exit applicability

A provider may partially or fully remove liquidity and receive the underlying tokens in the position at withdrawal. Price movement outside the selected range leaves capital inactive; adjusting the range swaps assets to rebalance and may crystallize impermanent loss. A one-token Zap packages entry but does not remove the paired-asset exposure.

Why the dossier still applies

The 2026-08-16 survey measured about $384,000 on Sui. Small size reinforces caution, but the fundamental basis is the concentrated-liquidity position itself. Reopen only for a separately reviewable product without paired-asset rebalancing; predictive voting, higher TVL, dynamic fees, insurance reserves or automated range changes would not suffice.

Sources

The claims above trace to these. Where a number could not be independently verified, the thesis says so.

Inherited controls

The verdict above grades the protocol layer. Every position also inherits the asset it holds and the chain it settles on. The least safe layer sets the position’s grade, and the position table names which one that is.

ChainVerdictGradeControl constraint
SuiRejected freezable freeze and seizure are demonstrated: standing validator deny lists began freezing the Cetus exploiter’s ~$162M within about 80 minutes, and a Foundation-organized vote later moved the frozen funds without the owner’s keys.
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