2025-12-30 14:42:41

The intuitive feeling I have from this year's end market trend is very clear: on one side, the market is accelerating deleveraging and liquidity is tightening; on the other side, institutional reforms are actually speeding up. Whenever macroeconomic and regulatory policies show signs of change, they ultimately come down to "settlement and compliance."

Thinking this way, Sei's path becomes very clear—it is not just an L1 public chain, more precisely, it is developing towards "modern financial settlement infrastructure." Collaborations with institutions like Ondo, Securitize, and CoinList are signals that they are all handling the settlement needs of real financial assets on-chain.

In other words, when compliance and settlement become the core demands of the market, public chains that excel in these areas will have opportunities. Sei's positioning in this regard is worth paying attention to.

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LightningWallet

· 15h ago

Settlement infrastructure definitely needs attention, but whether Sei can handle it depends on the subsequent execution. --- The compliance trend is inevitable now; it will come sooner or later. Sei betting on this direction is indeed smart. --- That's a valid point, but there aren't many public chains that can truly excel in settlement. Will Sei become the next "concept king"? --- The logic is clear. Ondo and their partners do have some strength, but we still need data to verify. --- When liquidity is tight, it's best to look for sectors with strong certainty. The settlement infrastructure seems worth getting on board with.

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PrivateKeyParanoia

· 15h ago

Liquidity tightening but compliance accelerating, this logic is quite interesting.

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CountdownToBroke

· 15h ago

Settlement infrastructure is indeed easy to overlook, but it seems to be a long-term vital aspect. I like Sei's positioning, but do big institutions really rely on on-chain settlement? I'm a bit skeptical. Compliance is easy to talk about, but how many public chains have truly implemented it... During the deleveraging phase, no one has an easy time, but Sei has indeed avoided the competition from grassroots projects. The endorsement from Ondo and those institutions still carries weight; it's worth quietly observing. By the way, will the settlement demand in this cycle be overestimated? It feels a bit like hype around concepts.

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HorizonHunter

· 16h ago

Yes, the infrastructure for settlement is indeed the future direction. It's good that Sei is focusing on this point. Real assets being on the chain—speed alone isn't enough; compliance is essential. Wait, how's Ondo doing lately? It feels like the activity has slowed down. In this market cycle, who can survive and come out ahead really depends on who hits the policy trend right. I understand Sei's positioning, but is it overhyped? Looking back, what happened to those public chains that promoted liquidity... compliance is the true moat. Only when the Big Three really start to bring settlement on-chain will be the time for Sei to prove itself.

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