After reading the #Messari 2026 outlook report, I have become very optimistic about the Giga upgrade of @SeiNetwork. This could be a foundational upgrade that changes the "game rules" and may compete with Hyperliquid in the future. Because #Sei allows the "professional trading market" and "privacy-level applications" to coexist on a single public chain for the first time. 🧐

Let me first explain the "root cause," and you'll understand why #Sei is special. In the DeFi world, most DEX decentralized exchanges use "automated market makers" (AMM), like Uniswap. However, what professional traders really need is an order book trading system (CLOB) like Binance or Coinbase, which offers price transparency, low slippage, support for limit orders, and the ability to place and cancel orders—this is the true trading infrastructure.

The problem is: running an order book on chains like Ethereum or L2 is almost equivalent to "self-harm," and Hyperliquid is forced to develop its own L1 public chain. The core pain points are:

High latency: When you place an order, it takes several seconds or even tens of seconds to execute, causing the spread to widen, and by then, the opportunity is gone.

Transaction queuing: All transactions are executed serially, and your order has to wait behind a bunch of NFT minting and junk airdrops, making it impossible to provide liquidity.

MEV extraction: Before your transaction is on-chain, it gets front-run by bots, resulting in you paying several times the cost invisibly.

The result is: order book DEXs either cannot be established or can only compromise on centralization (for example, dYdX initially ran on ETH L2 and later developed its own public chain based on Cosmos).

📝How does the Sei Giga upgrade "rewrite the rules"?

Sei was designed from the beginning as a chain for high-frequency trading, and the Giga upgrade has taken it to new heights:

1️⃣ Ridiculously fast final confirmation speed (<400ms)

This means your orders are almost "on-chain and executed in seconds." The mempool window is extremely short, leaving bots no time for tricks, making order execution fairer and extremely friendly to market makers and arbitrageurs.

2️⃣ Parallel execution

Not all transactions are crammed into a single queue. Sei can handle thousands of unrelated transactions simultaneously. Your ETH/USDC limit order won't get stuck behind a neighboring cat NFT minting. Order flow is smooth, allowing spreads to be tightened, which is what a professional market looks like.

3️⃣ MEV is "sealed"

Sei restricts the extractable value of MEV (for example, capping sorting profits) at the protocol level. In other words, your transaction is no longer a piece of meat for anyone to cut up. This greatly reduces hidden trading costs, making order book pricing closer to the "real market."

This is why Monaco, derivatives, and some market-making strategies are migrating to Sei; they want real trading, not inflated data. Messari mentioned that the "number of trades per active address" on Sei continues to rise, indicating that it's not just inflated numbers, but real people engaging in high-frequency trading. Only with a sufficiently fast and fair underlying system can professional players and market makers be retained, and Sei Giga provides that soil.

🎯 Even better: Sei is not only fast but also offers ample "privacy"

Many people think "privacy" and "high performance" are mutually exclusive, but Sei combines the two using DeCC (Decentralized Confidential Computing):

Using TEE (Trusted Execution Environment) + homomorphic encryption, your trading data is computed in a "black box," with only the results stored on-chain. Smart contracts, user assets, voting, AI model inputs… all can run encrypted.

Without sacrificing speed (unlike ZK, which is slow), it can achieve 200,000+ TPS, with transaction fees as low as 0.02 cents. With this level of performance, the potential use cases will be very rich:

→ In the future, banks can use Sei for confidential stablecoin settlements;

→ Hedge funds can conduct private quantitative strategies on-chain;

→ RWA projects can securely manage user identities and credit data.

In summary, during the current downturn in the crypto market, #Sei is solidly building technology and attracting real trading volume. While others are still focused on L2 and memes, Sei is already laying the foundation for "Crypto Wall Street," which is worth paying close attention to. I recommend everyone take some time to check out the "#Messari 2026 outlook report." 🧐

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