币圈荒木|Araki🪵|11月 14, 2025 07:34
My recent status on @ SeiNetwork is like moving into a newly opened financial pedestrian street.
At first, I just went for the @ Kindred_AI airdrop and small on chain activities, thinking to myself: it's another 'new public chain+new story', doing tasks, earning points, and almost withdrawing.
As a result, the person came in and looked up
The decoration sign next door reads: BlackRock USD Liquidity Fund Brevan Howard、Apollo, Carrying boxes of "US dollar assets" up the chain through @ KAIO-xyz. Sei Blog+1
Going a little further, the DeFi protocol of Morpho, which has billions of deposits on Ethereum, has also been deployed on Sei. Sei Blog+1
Just imagine:
I thought I was here to speculate in a small county town, but when I opened my eyes, I found out that it was the foundation building stage of the CBD new area, and the license plate numbers of large institutions were all behind the excavators.
At that moment, I was a bit confused:
This chain is a bit different.
To be honest, there are several common pain points on the blockchain in the past two years:
A bunch of L1 and L2 are calling themselves "high-performance" and "next-generation DeFi infrastructure" every day, but in reality, there are only two problems:
Either the speed is average, or there isn't any real gold or silver coming up.
When they said they wanted to do RWA and go institutional on chain, the result was just a press release and two group photos. Ordinary users couldn't even touch the product, let alone participate in the profits.
If you want to invest in DeFi, RWA, and real institutional funds, the actual experience is:
You have to open a bunch of accounts, cross a bunch of chains, and your wallet is filled with strange small coins. The transaction fees and time costs are very discouraging.
To put it simply, it means:
There are many stories, but little money; there are many chains, but the road is blocked
That's the question——
Is there a chain that seriously paves the way for "real funds+real business", rather than just paving the way for emotions?
Project answer: @ SeiNetwork, the 'path of giving money'
What Sei is doing now
I won't argue with you about who writes bigger TPS,
But it's about 'who can make real gold and silver willing to walk on their own path'.
So you will see:
BlackRock and Brevan Howard's USD funds are tokenized directly on Sei through KAIO channels; Sei Blog+1
Laser Digital has also launched its own tokenized LCF fund on Sei, taking care of institutions that require compliance, profitability, and automation; Laser Digital
Binance acted as the verification node itself, Robinhood and Binance US listed SEI spot, and ETF issuers began queuing up to apply for "pledged SEI ETFs". Securities and Exchange Commission+1
Morpho moved its deposit and lending system, which was used by Coinbase and http://(Crypto. com), directly to Sei. Sei Blog+1
In conjunction with AI projects such as Kindred, airdrops, and ecological activities, the hard puzzle of "new narrative+old money+DeFi" will be pressed onto one chain.
Many chains like to shout, "Money Lego
Sei is more like saying, "Money Highway
Three point disassembly: What is the difference between Sei and others
If I were to break it down into simplicity, I would look at this chain like this:
① Financial side: Who is moving money in
Established institutions such as BlackRock, Brevan Howard, and Apollo, which manage trillions of assets, have started to turn their funds into on chain versions and have chosen to land in Sei. CoinDesk+1
KAIO provides a set of "tokenization templates" for institutions, where subscriptions, redemptions, and reports are all on chain, but compliance and risk control still follow the traditional approach. Sei Blog+1
The intuitive feeling towards retail investors is:
The fund that used to be so far away from you will gradually grow into a token that you can see in your wallet.
② Trading side: Who will provide real DeFi tools
The deposit and lending infrastructure like Morpho, which has already been integrated into Coinbase, means that after joining Sei, this is not a "self entertaining small pool", but a lending layer with the same logic as the market funds. Sei Blog+1
For users:
It's not just small platforms that earn points, but also old players who take risk control and profit structure seriously.
③ Export end: Who brought Sei into the hands of the public
Binance, Robinhood, Binance US offer SEI spot trading, OKCoin Japan provides SEI staking services, and ETF issuers queue up to apply for "SEI+staking products". Yahoo Finance+1
This means:
In the future, many traditional users may encounter SEI for the first time not on the chain, but in their familiar brokerage apps or ETF products.
Bottom support: It's not just about saying fast, but about the specifications of the settlement layer
Can the chain itself withstand so many institutions coming up
Sei's recent SIP-3 upgrade is actually sweeping the floor and laying the foundation for this matter: Sei Blog+1
Cut the architecture into EVM only and eliminate the complexity of the previous multi architecture;
To pave the way for the next upgrade of Sei Giga: the goal is to achieve sub 400ms termination and 5 gigagas/s throughput, corresponding to approximately 200000 TPS levels. Altcoin Buzz+1
Simply put, it means:
Previously, this road was a "county road+traffic lights",
Now it's changed to 'loop elevated+overpass'.
You may not feel what has been changed in every detail,
But the ones who really need to drive big trucks are those funds, lending agreements, and market making robots.
What they want is not 'occasionally fast',
But it's' stable during peak hours every day '.
Application scenario: What can ordinary people do?
From the perspective of ordinary chain players like us, the usage of Sei can be very down-to-earth:
① Want to invest in AI/DeFi/airdrops
Kindred AI projects, various DeFi and NFT activities are likely to migrate more airdrops, points, and OG qualifications to Sei in the future.
You are now familiarizing yourself with the environment on this chain, which is actually a "multiple narrative overlay" of squatting in advance for the future.
② I want to touch the edge of some 'institutional money'
As funds such as BlackRock and Laser Digital gradually tokenize, even if you only spend tens or hundreds of dollars to buy a few tokens representing fund shares,
What you are participating in is actually a market that was originally only accessible to "qualified investors". Sei Blog+1
③ I want more stable DeFi deposit and lending
The deployment of Morpho on Sei allows you to use tools similar to those used by large institutions for lending, rather than just throwing it into a small agreement you haven't heard of and betting on your opponent's plate. Crypto News+1
Even if you just want to hang up with SEI to earn some interest,
The risk control and clearing logic behind it is also more mature than many 'new public chains with their own farms'.
Cost Details: Comparison of Time Cost and Learning Cost
Many people may ask, 'Will it be troublesome for me to do Sei now?'? ”
I stepped on it myself and it looked like this:
Wallet layer:
Old users need to perform a SIP-3 upgrade to migrate their previous Cosmos address to an EVM address; New users can directly use common EVM wallets to experience a more similar experience to their habits on other EVM chains. OKX+1
Fee layer:
Compared to first-line L1, Sei's on chain transaction fees are currently very friendly, and the daily operating costs can be ignored, at least not like some chains, where a few clicks will cause heartache.
Learning layer:
If you already know how to use a little DeFi and adapt to the Sei ecosystem, it's more of a process of "recognizing projects+changing habits", not starting from scratch.
By comparison, what you really put in is a little time and a little attention.
But what you're getting in return is a whole set of future possibilities that institutions ETF、 The infrastructure dividend shared by the fund.
Action guide: If you want to get started now
If I were to give you a list of things that can be done today, it would be like this:
Wallet is done
New user: Prepare a wallet that supports SEI EVM and add a little SEI as gas.
Old user: Follow the official instructions to upgrade SIP-3 and migrate Cosmos old address to new EVM address.
Familiarize yourself with the environment
Go to the official ecological page to browse DEX, lending, RWA related applications, and first run the basic operations with a small amount: transfer Swap、 Simple deposit and lending. KuCoin
Focus on a few key directions
RWA/fund direction: KAIO related funds and potential new products in the future;
Lending direction: The market opened by Morpho on Sei;
New narrative direction: AI, gaming, and agency projects, see who opens a new game on Sei.
Leave a bottom line for yourself
Not pursuing blindly or blindly FOMO;
Regard Sei as a 'long-term settlement layer' rather than a 'gambling ground for short-term gains'.
At the end of the day, the market can be noisy, and the narrative can be changed,
But the person who silently walks the way in the audience ultimately decides where the money goes.
Emotions move quickly, often coming and going quickly;
The settlement layer may move slowly, but it may accompany you even further.
Markets move faster on Sei,
But the real point is——
When others are still running faster than anyone else, it is already thinking:
Is this road enough to carry real gold and silver for the next ten years
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