Today, I looked at #Messari's Q3 2025 report on #Sei, and there was a highlight that I found incredible. We have been discussing #Sei's rapid layout and development in institutional adoption and the RWA field, but we know that any ecological development relies on user traffic. I finally found the answer to #Sei's traffic explosion point—Web3 games.

First, let’s look at a straightforward number: 11.6 million game transactions, nearly 120 million in one quarter! This is a staggering 137.8% increase from the previous quarter. This is not just inflated numbers; these are real players playing, clicking, and trading. More importantly, there are over 800,000 active addresses playing games on #Sei every day. To put this in perspective, the entire Sei network has a daily active user count of only 824,000, meaning almost every person using Sei is somewhat involved in gaming. This is no longer just “games are part of the ecosystem,” but rather games are the biggest driver of traffic for Sei.

I pay special attention to “real user behavior,” and Sei sends me a very clear signal: institutional cooperation leads to compliant development, while games attract users. For example, games like @worldofdypians, @MokokoAI, and @hotspringHQ have simple gameplay, fast pace, and are easy to pick up. Some are like Candy Crush, while others resemble idle management games, all designed for ordinary people to play during their commutes or before bed. This is not designed for geeks; it’s a Web3 entry point for the masses.

For instance, the game "Hot Spring," a hot spring nurturing game, has 73,000 active users daily and can be directly downloaded from the Apple and Google stores. Essentially, you don’t need to understand wallets or download MetaMask; you can just open the app and start playing. As you play, you naturally engage with on-chain interactions, achieving a truly “seamless Web3 experience and education.”

What really caught my eye is teams like @Mokoko_AI, where a studio has created over 100 lightweight games, all running on mobile. This completely replicates the Web2 era's approach to “hyper-casual games”—free, fast-paced, monetized through ads and in-game items. Now, they are utilizing #Sei's high-performance chain (low latency, high TPS) for native on-chain operation. Sei's technological foundation maximizes the Web3 gaming experience while also attracting more off-chain incremental users.

Another point that many people may not have noticed: Sei's UAW (Unique Active Wallets) reached 2.46 million in the past 30 days, firmly holding the second position in L1, only behind Solana. However, much of Solana's activity comes from DeFi and meme coin speculation, while Sei's activity is almost entirely driven by games. This means stronger user stickiness and more sustainable behavior. After all, those who speculate on coins may come and go, but addicted players will return every day.

I even have a bold idea: if Sei later collaborates with phone manufacturers like Xiaomi to pre-install games like "Sugar Senpai" or "Tokentails" (the cat Mario game) on new phones, the user growth curve for Web3 could potentially “take off vertically.” Imagine this: you buy a new phone, turn it on, open a game, play to the third level, and the system asks you, “Would you like to claim a free NFT item?” This painless integration into Web3 would undoubtedly lead to significant growth, with potential that cannot be underestimated.

Therefore, from an asset allocation perspective, Sei is currently walking on two legs: one leg is focused on the institutional side, continuously expanding business boundaries and increasing compliant channels; the other leg is targeting retail users, capturing their minds through games for sustained incremental growth. Perhaps our assessment of Sei's value should no longer depend solely on token economics or TVL, but rather on daily active player count × retention rate × depth of on-chain behavior. Understanding #Sei's growth model comprehensively is crucial and will also boost our confidence. 🧐

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