$SEI just printed one of the cleanest infra-to-adoption runs I’ve seen in 2025.
1M+ daily active wallets. EVM tx ATH. Then @MetaMask comes in native 100M+ users unlocked overnight.
Stablecoin flow is wild: $289M native stables in 2w, already flipped Hedera/Near/Tron. 83% USDC-heavy vs market’s 60% USDT tilt positioning Sei as a stablecoin hub with room for 9× growth if it hits 1% global share.
On-chain, velocity is up: 70+ tx/s, 0.5s blocks, $60M daily perps on Citrex, $500M+ moved in via Stargate. Yei V2 glow-up, RWAs from BlackRock/Hamilton Lane/Apollo live through fastUSD.
Feels like infra friction is gone and compounding starts here.
If you’re tracking cycles, this is the kind of setup that front-runs narrative + liquidity rotations watch this space.
#Sei #Eth
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