Kaff

This year is that year Sei goes Giga, lining up a consumer + institutional + gaming triple lane at the same time.
200k+ TPS target, sub-400ms finality, async execution, parallel block proposals, 5 gigagas throughput. That stack is built for:
– real orderbook perps
– high-frequency gaming logic
– onchain AI calls
– payment rails that don’t choke under load
If Giga lands anywhere close to spec in Q1, @SeiNetwork becomes the fastest serious EVM environment by a mile.
Historically, every major L1 infra upgrade gets a multi-month repricing window once the market believes it actually works.
→ Now

stablecoins on @Aptos crossed the line into actual infrastructure. you can see it clearly in the numbers now at $1.8B ATH.
moving stablecoins costs roughly $0.00003 per transfer, so fees stop being something Aptos users think about at all.
once fees disappear, usage patterns change.
→ people stop batching transfers
→ apps stop forcing minimum sizes
→ platforms can subsidize gas without even noticing it on the balance sheet
at scale, gas becomes a customer acquisition lever. that’s why the real growth showed up in payments and remittances first.
I like how they rolled out Yellow Card for gas-sp

the tokenized treasuries market just crossed $9b.
this is balance-sheet capital moving onchain because once treasuries become base collateral, the system needs:
– continuous repricing, not batch settlement
– low-latency liquidation paths
– predictable execution under size
– composability across trading, lending, and payments
this is where infra selection matters.
@SeiNetwork is already proving this layer works:
– ~400ms finality in production
– parallelized EVM execution built for constant repricing
– bounded MEV, so execution costs stay stable as volume scales
– billions of lifetime txs and

SEI usage is booming that’s the real signal for the SEI ecosystem.
In the second half of 2025, smart contract activity on SEI grew sharply.
For most of the year, SEI ran steadily with 500–800 active contracts.
By year-end:
– active contracts expanded to 1,000 - 1,500.
– the 30-day average rose from 570 to 1,187.
– returning contracts climbed from 445 to 1,361.
– new deployments jumped from 5 to 42 per day.
The key detail: returning contracts overtook the average.
This is how real ecosystems grow: early experimentation → repeat usage → persistence.
I’m so excited to see how SEI scales in 2026!

.@Kindred_AI is literally one of the clearest consumer signals on @SeiNetwork rn.
25+ iconic IPs with 100M+ fans are coming on-chain as persistent AI companions, characters people already know, now living on sei and interacting in real time.
that only works on a chain that can handle:
– massive concurrent interactions
– low-latency state updates
– predictable execution at scale
this is where sei quietly separates itself.
i’m so impressed by how sei is shipping consumer AI that needs speed by default.
and the DAU chart shows it: steady, meaningful usage driven by actual interaction, not incenti

SEI Network: The Leading Chain For Real-World Usage
by mid-2025, @SeiNetwork quietly crossed a line most chains talk about but rarely hit: actual users, at scale.
one-third of the web3 gaming market is already running on #sei.
the signals are hard to ignore:
– 8.8m gaming wallets, growing fast
– 14 games already past 100k active wallets
– high-frequency gameplay that needs sub-second settlement to even function
this is why sei keeps winning usage.
real users pick chains that are fast, predictable, and cheap enough to disappear into the background. ($/acc)

real-time execution without real-time intelligence is useless at scale.
fast markets without synchronized data just create hidden risk, stale pricing, and delayed blowups.
so the @SeiNetwork Market Infrastructure Grid is layered the way it is:
→ pricing that updates at execution speed
→ observability that’s audit-ready at finality
→ analytics that explain what’s happening while it’s happening
this is very TradFi-coded thinking. cuz institutions don’t care about “number go fast” if they can’t see risk in real time or reconcile flows instantly.
some of the second-order stuff these layers unlo

The old crypto playbook finally breaks.
For the last decade, everyone anchored on the 4-year halving loop: Halving → hype → blowoff → bear → repeat.
That rhythm worked when Bitcoin was tiny and retail-driven.
But the data in front of us now says that model is done.
2026 looks like the decisive turning point where crypto fully transitions from a halving-led market to a liquidity and institution-led market.
That shift stretches the cycle from 4 years to closer to 5. Why?
1/ The halving just doesn’t hit like it used to.
Early halvings cut millions of BTC in annual issuance. The 2024 halving cut

looked at the latest data and it confirms something important: #Sei momentum is getting stronger
according to messari, Sei trading volume on Q3 ’25 closed at $4.6B
what stands out to me:
– core AMMs are doing consistent size
– multiple venues sharing flow instead of one winner
– early onchain CLOBs starting to matter
– volume holding even as volatility cools
sei already proved it can move fast and market depth is no longer theoretical on @SeiNetwork .
market moves faster on sei ($/acc)

~18.4M active addresses in Nov puts @Aptos right behind Tron and ahead of a bunch of chains people still mentally bucket as bigger.
BNB, Solana, Near, Tron all have very clear identity loops.
#Aptos landing right there suggests it’s already crossed the experimental L1 phase and moved into “people actually do things here” territory.
fees are low, finality is fast, so people don’t batch or wait. They transact:
stablecoins flowing in heavy
RWAs choosing Aptos as a settlement rail
liquid staking and DeFi looping quietly rebuilding TVL
first comes boring activity, then capital starts paying attenti