Sei Network (SEI)

gSei The current 4x rise of $CLO most directly signals that the Sei ecosystem has finally gotten through the awkward phase of “high‑tech but cold wallets”. As the DeFi flagship of the ecosystem, @YeiFinance ($CLO)’s 450% upward pulse is essentially “smart money” that has been deeply embedded in Sei and truly understands the parallel EVM logic, completing a systematic value vote. In crypto markets, price moves often lead public perception, and this surge likely means capital has sharply sensed a fundamental transformation of $Sei. Many people still associate Sei with abstract terms like “fast” or “parallel technology”. Yet if you look at the data, you’ll see the hidden currents have already gathered scale: over the past four months, daily active addresses on Sei have doubled. If you missed the $CLO launch, there’s no need to force a gamble now. In fact, the more worthwhile opportunities are often hidden in projects that are being polished jointly by the foundation and the market. Take @MonacoOnSei, which has been heavily backed by Sei Labs. The community generally believes that “lab‑incubated” projects carry the foundation’s ambition to turn traffic into application assets. Once Sei flips the so‑called “Giga mode”, Monaco could be the direct catalyst. Looking at @TakaraLend, which now holds over $80 million TVL and is sprinting down the lending track. Its role in the ecosystem is akin to a massive liquidity reservoir. Everyone watches for when it will issue a token, but I’m more interested in how, after $CLO, it will absorb the funding pressure spilling over from top‑tier protocols. There’s also @Kindred_AI. Kindred follows a cross‑border path of AI and cultural IP, holding licenses for 25 world‑class IPs such as Astro Boy and Teletubbies. While everyone is busy stacking compute power and models, Kindred tries to run AI interactions and cultural consumption on Sei’s high‑speed network, a strategy that may actually break the ecosystem out of its niche and bring tangible user sentiment and consumption scenarios. Today’s @SeiNetwork is undergoing a holistic awakening from “points” to “surfaces”. From Yei’s explosion to Monaco’s strategic positioning, to Takara’s scale effect and Kindred’s cultural layout, a mutually supporting logic is now clearly visible. This momentum of a full‑line awakening from infrastructure to applications hasn’t been seen on other new L1s for a long time. Rather than obsess over where the next breakout will be, it’s better to closely watch how far this “foundation support + core asset leadership” logic can extend on Sei. 🧬🏹

Everybody wants news on Sei Giga. We're working on it and pretty soon we'll have a big announcement to share. The Giga upgrade is immensely complicated. Right now the team is focused on the final technical hurdle before Giga: SIP-3. To make something faster, you either have to add power or reduce weight. To make something a lot faster, you do both. In simple terms, that's what the SIP-3 upgrades will accomplish. They will dissolve Sei’s dual EVM + Cosmos architecture and make Sei an EVM-only chain. The code changes for implementing SIP-3, which the Sei ecosystem approved last May, are enormous. We are removing literally hundreds of thousands of lines of code. Over the coming months the last of these upgrades will go live, largely rounding out the implementation of SIP-3. By mid 2026 Sei will be an EVM-only chain, where only EVM addresses will be able to initiate transactions. This doesn't sound exciting, but it has huge implications: once SIP-3 is implemented, Sei Giga comes next. Two important things

Sei Network is experiencing strong on-chain user growth in late 2025 to early 2026, as clearly shown by active address metrics. @SeiNetwork's Daily Active Addresses have repeatedly surpassed 1.5 million, maintaining an average around this level by mid-January 2026. Compared to Q3 2025, when DAAs were around 805,000, the current figure represents approximately a 100% growth. The main drivers are the natural expansion of DeFi, gaming, and consumer applications. From a longer-term perspective, Monthly Active Addresses indicate a clearer growth trend. As of January 17, 2026, Sei's MAAs reached 6.3 million, a 560% increase from Q4 2025, with gaming being the primary driver. Notably, in just the first week of 2026, @SeiNetwork onboarded about 1 million new users, with the total number of wallets created exceeding 90 million. Data by @tokenterminal

Everybody wants news on Sei Giga. We're working on it and pretty soon we'll have a big announcement to share. The Giga upgrade is immensely complicated. Right now the team is focused on the final technical hurdle before Giga: SIP-3. To make something faster, you either have to add power or reduce weight. To make something a lot faster, you do both. In simple terms, that's what the SIP-3 upgrades will accomplish. They will dissolve Sei’s dual EVM + Cosmos architecture and make Sei an EVM-only chain. The code changes for implementing SIP-3, which the Sei ecosystem approved last May, are enormous. We are removing literally hundreds of thousands of lines of code. Over the coming months the last of these upgrades will go live, largely rounding out the implementation of SIP-3. By mid 2026 Sei will be an EVM-only chain, where only EVM addresses will be able to initiate transactions. This doesn't sound exciting, but it has huge implications: once SIP-3 is implemented, Sei Giga comes next. Two important things

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