Dp大鹏🔶BNB|1月 14, 2026 12:21
Continue to track Sei, who is also a regular investor, and share a brief with my fellow investors through this tweet. The content is a bit long and I won't let everyone read it for nothing. After reading it, please leave your opinion in the comment section. I will choose the top three content that I think are good comments. The first place will be rewarded with , the second place will be rewarded with , and the third place will be rewarded with . Monthly Number Lottery
The following is the main text:
Sei's narrative continues to shift from infrastructure components to showcasing actual capital behavior, emphasizing how Grid enables seamless flow of capital from income generation to payment, savings, and consumption, rather than static tool stacking. Ecological activities focus on data-driven growth proof and key project linkage, foreshadowing broader global scale potential in the 2026 "Giga" era.
Recent progress highlights:
Active address and ecological compound growth: Sei official emphasizes that the daily active address has exceeded 1.5 million, doubling in growth within 4 months. This is not driven by a single application, but by the combined effects of DeFi, payments, consumption, and gaming -19 applications with over 100000 monthly active users, 11 games with over 300000 monthly active users, weekly stablecoin trading volume increasing by 104% to approximately $1.5 billion within 3 months, and P2P stablecoin supply rising by 155% within 6 months. These data directly demonstrate the dynamic role of Grid: capital can flow from RWA returns (such as tokenized trends) to instant payments (such as PYUSD/USDC) on Sei without pause, and then be recycled to borrowing/savings, maintaining perpetual productivity.
Technology and Security Upgrade Announcement: Sei forwards research on the potential impact of quantum computing on transaction security, emphasizing that Giga upgrades (target 200000+TPS, sub-400ms endgame, multiple proposer EVM, 5 gigagas/sec) are deepening post quantum security (such as proof bathing and recursive zk), providing always online settlement tracks for institutional level traffic (such as BlackRock RWA) and consumer level payments (such as potential Xiaomi billions of users). At the same time, users are reminded to migrate USDC. n to native USDC before March to adapt to SIP-3's EVM only transformation and avoid liquidity losses. This strengthens Sei's transition from infrastructure to capital flow, ensuring seamless operation of the Grid under high loads.
Ecological Integration and Community Momentum: New project Spectra Finance announces landing on Sei, expanding license less yield agreement; Jay, co-founder of Sei Labs, posted a metaphor for the current ecological explosion similar to 2023 Solana, but emphasized that Sei relies on fundamentals (such as institutional adoption and global distribution) rather than speculation. Community interaction is active, and Sei has responded to multiple posts, highlighting "adoption moves faster on Sei" and welcoming more applications to join Grid, demonstrating how capital accelerates in the revenue payment consumption loop.
Ecological Renewal and Project Link:
The performance of Sei's ecosystem is showcasing its future potential through the linkage of key projects, which are not isolated islands but activators of Grid, enabling capital to flow throughout the entire lifecycle on Sei's high-speed infrastructure. For example, the flagship DeFi project YeiFinance CLO's recent performance has been very impressive - CLO prices have surged by 57%, reflecting its strong momentum as a cross chain liquidity layer (Clovis). YeiFinance implements yield stacking directly on Sei through YeiBridge, YeiEnd, and YeiSwap, allowing users to shift from the fragmentation of the average DeFi journey (bridging assets to chase small yield differences but paying high gas) to a seamless closed loop: instant payment or savings after income generation, and then consumption returning. This not only increases Sei's transaction count (YeiFinance has become the 5th largest lending protocol in EVM history), but also amplifies the value of Grid, driving the velocity of stablecoins and RWAs within the ecosystem.
Attention is worth turning to Sei Labs' key incubation project - Monaco (soon to enter private alpha). As a leader in the DeFi ecosystem, it will focus on the prediction market and real-time gambling, but with a fundamental tone (such as institutional level robustness), and will be linked to Sei's Giga upgrade to provide sub second settlement, allowing capital to be directly invested from savings locations to consumption scenarios without the need for off chain clearing. This will further connect Sei's gaming and payment tracks, attract global users, and achieve
Similarly, excellent projects such as TakaraLend have also stood out - it has become the second most active lending application in EVM (second only to Aave), seamlessly shifting capital from paying cash flows (such as Kalshi forecasting markets or in-game purchases) to yield bearing assets through institutional growth lending. TakaraLend recently reminded users to migrate assets, reflecting a deep integration with Sei's infrastructure to ensure a more efficient ecosystem after SIP-3. The links between these projects, such as YeiFinance's liquidity support for TakaraLend's lending and Monaco's adoption of extended consumer layers, demonstrate the stickiness and surface area growth of the Sei ecosystem: high-performance rails enable everything to be composed, heralding a leap from 1.5M daily activity to global scale (235M+user access) by 2026.
In short, Sei's progress and ecological updates are proving that Grid is not an abstract concept, but an engine for capital perpetual motion machines. Giga upgrade will amplify these potentials, allowing the modern market to run faster and farther on Sei - seamlessly flowing from institutional RWA to consumer AI. Markets Move Faster on Sei!
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