Dp大鹏
Dp大鹏|Jan 12, 2026 09:26
Although I have been playing Meme these past few days, my weekly investment plan for Sei remains unchanged. I invested three times last week and still believe that Sei will explode in the next bull market Update on Sei's recent updates: This week, Sei began to truly shift from components to behavior, from infrastructure to capital flow. It is no longer just a toolbox for building Grid (Data&Transparency System, Distribution&Access System, etc.), but a direct demonstration of how capital can run on Sei: from revenue generation, to payment settlement, to savings appreciation, and to consumer spending - seamlessly, without pause, without exiting off chain clearing, and without waiting for batch processing. The real flow scenario of capital in Grid: Revenue → Payment: tokenized crises on RWA platforms such as Ondo and Securitize (with a market size exceeding $9B) serve as the underlying collateral for composable products, generating yield directly on the chain; These profits do not require withdrawal and can be instantly deposited into payment channels through stablecoins such as PYUSD (PayPal), native USDC (Circle CCTP), USDT, etc. Robinhood, OKX, MetaMask and other 200M+user integrations instantly turn yield into daily payments or cross-border settlements with zero friction. Payment → Savings: Cash flow generated from regulated prediction markets such as Kalshi or real-time gaming such as Faceoffarcade/Capymelow seamlessly transitions to savings/lending through Morpho's institutional grade lending or Takara Lend protocols. Capital does not leave Sei, but shifts from consumption/trading behavior to yield bearing assets, sustaining productivity. Saving → consumption: Lending assets (such as users who actively borrow and lend on Takara every day) can be directly spended to in game purchases, AI partners (Kindred AI), or monetized to fiat through on rams such as MoonPay/Transak, but more often they are directly recycled back to the chain for consumption - because 400ms finality+native stable currency makes everything as instant as Internet payment. All of this relies on Market Infrastructure Grid: it is not a static "puzzle", but a dynamic "operating system" that keeps capital moving in a closed loop of income payment savings consumption. The Distribution&Access System connects 235M+users, the Liquidity&Payments system ensures high velocity USD flow, and the Data&Transparency provides real-time visible smart money and system level flow. Giga continues to heat up: Sei Giga (target 200k+TPS, sub-400ms finality, multiple proposer EVM, 5 gigagas/sec) has entered the research deepening stage from the white paper, including post-quantum security(proof batching、recursive zk、commit-now-verify-later Waiting for innovation to avoid exploding signature bandwidth. This is not just icing on the cake, but paving the way for truly global scale capital perpetual movement: when institutional level traffic (such as BlackRock, Apollo, Hamilton Lane's RWA) and consumer level traffic (such as Xiaomi's potential hundreds of millions of user payments) flood in at the same time, Sei is the always online, non blockchain settlement layer. Markets Move Faster on Sei。 Capital is no longer 'anchored', but flows, produces, and appreciates endlessly. This is what Grid is actually doing, and it is also the starting point of the "Giga" era in 2026.
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