Sei Network (SEI)

$SEI-nta Clause is coming to town! 🎅 Rumour has it, Santa was super bullish on $SEI and changed his name to $SEI-nta Clause… ’Tis the $SEI-zn to be bullish… https://t.co/GgTkRvmPLK

➥ What Makes Sei’s Ecosystem Different From Other Emerging L1s I see that recent new L1 ecosystems often have the same model: strong tech but weak adoption, or strong hype but weak fundamentals. So I put them on the table to compare with @SeiNetwork and here are the main ways I see Sei separating itself from other L1s: 1/ EVM compatibility that actually scales - Parallelized EVM, not a brand new VM. - Solidity apps can move over with almost no friction. - Onboarding cost for devs is much lower than on Move based L1s. → I see this as the core engine behind Sei. It keeps Solidity, adds parallel execution, and keeps RPC simple enough for both users and institutions to plug in quickly. 2/ Institutional rails already live - BlackRock, Brevan Howard, Hamilton Lane, Nomura all have tokenized funds on Sei - SEI ETF filed in the United States - ETP live in Europe through CoinShares → I read this as the clearest gap between Sei and other emerging L1s, while other L1s are still at the 'narrative', SEI already has products and ecosystems that go straight into institutional cash flow. 3/ #GameFi on Sei is actually scaling. - Millions of active wallets from titles like Nika Labs. - Millions of daily transactions without major outages. - Ecosystem games such as @idle_gIory @MetaArenaGaming @archerhunter_HQ ... run under real load. → I see that other L1s like Sui and Aptos do gaming and hackathons, but have not created as many users and stable on-chain volume as Sei, most of them are still short-term campaigns. 4/ A true multi narrative ecosystem - RWA - Institutional finance - Gaming - Decentralized AI → Sei builds all four at the same time and all four generate attention, while Aptos focuses on objects, Monad focuses on performance, Berachain focuses on PoL, Sui focuses on UX. 5/ Real performance under real load - More than 200K TPS target - Finality under 400 milliseconds - Over 100M blocks - Execution layer designed natively for order book style trading. Most new L1s look impressive in theory, but very few have real traffic that matches these numbers. → Speed is a critical part of blockchain, I thinh if Sei keeps executing at this pace, it can stay far ahead of other emerging L1s. If Sei Giga, RWA, AI agents, and gaming all move forward through 2026, I expect the ecosystem to re rate sharply and start competing directly with the top L1s.

December has just begun, and users on @SeiNetwork are already feeling the heat. Sei has energized its institutional platform with strategic integrations: + joining the Coinbase 50 index, appealing to a wide array of institutional investors from @coinbase + being selected for the CoinShares Altcoins ETF DIME fund, an alternative fund focusing on robust L1s, unlike BTC or ETH ETFs These two initiatives boost Sei's customer base to millions and its asset value to trillions. Institutional funds move swiftly on Sei.

🔥 LATEST: $SEI added native $USDC through Circle for instant transfers. https://t.co/mty7eFFUcT

🚨HUGE! Sei just strapped Allora’s “prediction brain” onto its core infra. @AlloraNetwork = a decentralized AI network that aggregates outputs from many ML models, scores how accurate they are, then turns them into on-chain predictive feeds (price, vol, risk…). Now those feeds are plugged natively into @SeiNetwork, they behave like an oracle layer, but one that can see a step ahead. On Sei, this starts to get interesting: – DEXs and perps can auto-adjust fees and concentrate/expand liquidity before volatility spikes – Lending markets can lower LTVs and raise rates as risk builds up, reducing liquidation cascades – Vaults/looping agents can cut leverage and rebalance using multi-horizon forecasts – Structured products can be built directly on forward-looking signals instead of only reading past data Sei was already positioned as a real-time execution layer; Allora brings a self-improving predictive AI layer on top → a “Predictive DeFi hub” where flows, bots, and agents can both move fast and see a few steps ahead. If you’re building on Sei, or just bullish on the AI x DeFi narrative, this is one of those upgrades worth reading the docs for. AI Moves Faster on Sei. ($/acc)

🔥 LATEST: Sei passed 81.5M users with 230K new signups in one day. https://t.co/yuoVfAibjQ