Kaff

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

the strongest signal on @SeiNetwork rn is the boring capital.
the kind that hates surprises, hates re-orgs, hates chains that behave one way in quiet hours and a totally different way under load.
RWAs, treasury desks, fintech rails optimize for tail risk. that’s the lane I think Sei wins.
parallel execution + deterministic settlement isn’t about going faster on a good day.
it’s about not breaking on a bad one. when volume spikes, when multiple flows clear at once, when real money needs to settle on time.
you can already see tail risk is much lower on Sei.
big picture, #Sei attracts boring capi

Hopium for your robotic bags after I spent some time actually reading through the material is here.
This thing didn’t really pop in 2025 cuz it’s still a build year.
Macro was ugly for anything capital-intensive. Rates stayed high, risk appetite stayed selective, and money kept flowing to software-first stories with faster feedback loops.
Robotics, by nature, is a slow burn. That doesn’t play well in a market obsessed with instant narratives.
On the TradFi side, robot adoption is still surprisingly low in the US, IPO exits have been thin, and even big incumbents like Fanuc or Rockwell are repo

.@arbitrum stopped needing hype a while ago. The onchain stats are doing the talking now.
The chain already did $502M GDP in 2025 and is tracking to about $603M by year end (~43% YoY).
That’s users paying for blockspace to do things and apps printing real activity. It shows:
– in Oct, 108M txs with revenue hit $4.5M (highest since mid-2024)
– late Oct daily chain fees hovered around $1.17M
– by Nov, it was still averaging ~2.7M txs a day
– lifetime stats now sit at 2.16B tx and 75M+ unique addresses
Liquidity side, Arbitrum TVL sat ~$3.5B rn (~67.9% YoY). The exact TVL number depends on what y