Cindy胖迪🥰
Cindy胖迪🥰|1月 02, 2026 09:08
I have a premonition that the market is coming! Ethereum broke through 3025, and the market did not fall below 87000 last week. It's a good sign! Preparing for the upcoming major market trend Recently, my friends have been asking SEI so many global creators why the coin price is still the same. I said, 'Brother, don't worry!'! Quickly! SEI is not a flash in the pan Looking at the on chain data today, the total market cap growth of stablecoins in the Sei Network @ SeiNetwork ecosystem reached $98.85M, with a 7-day+12.03% and 30 day+15.77% increase, which is a very positive signal. Especially in the current situation of overall market pressure and TVL fluctuations, USDC dominates (85.18% share), indicating that the funds on the Sei chain have further strengthened their health.  What does the real return of funds indicate? one ️⃣ Liquidity recovery The short-term rapid rebound of stablecoin market value (30 days+15.77% ≈+$13M+new additions) indicates the inflow of real external capital into the Sei ecosystem. This is usually a precursor to an increase in DeFi usage, where users bridge/hold stablecoins such as USDC for swaps, lending, LPs, or payments. The growth of stablecoins is often a leading indicator of the recovery of "high-quality TVL", as it represents the true liquidity of "tradable, loanable, and settled", rather than passive assets pledged or locked in. two ️⃣ Led by USDC, with a clear preference for institutional compliance The high proportion of USDC (Circle Issuance) indicates that the Sei ecosystem mainly attracts institutional level, compliance oriented funds, rather than the retail wave dominated by USDT driven by memes or high-risk assets. Circle's USDC is natively integrated on Sei (CCTP supports instant cross chain), and PayPal PYUSD has also been launched, indicating that Sei is becoming the preferred choice for institutional stablecoin settlement. This is highly compatible with Sei's Market Infrastructure Grid: the Stable Value Layer (USDC/USDT0/PSYUSD) is the cornerstone of the entire grid. three ️⃣ DeFi demand scenario is strong Stablecoins are the core medium for lending (Yei Finance, Takara Lend), DEX (DragonSwap, Symphony), Peru, and game payments. The recent growth can be seen from the lending pool of Yei Finance. The utilization rate of funds is still quite high, reaching 61.3%, indicating a high demand for funds on Sei and a high level of fund activity.  DEX trading volume and depth are improving, and Symphony global servers+Oku 2.0 cross chain optimization has begun to take effect Game ecosystem Isekai Blade and TOKCombat users may be using USDC to buy NFT/props, leading to an increase in demand for on chain micro payments. This is consistent with the Messari Q3 report: gaming and DeFi drive activity growth for five consecutive quarters, with 2 million daily transactions. Based on the above data, I believe that the growth of Sei's stablecoin is one of the most underestimated positive signals by the end of 2025. Generally, the active signals of funds on the chain are due to the influx of hot money, which many people ignore. It indicates that after the upgrade of Giga in 2026, the ecological TVL and usage rate are likely to usher in a new round of explosion, which is the result of active layout and construction, not a fleeting hype narrative. SEI RWA
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