Sei Ecosystem Weekly Updates!

Here is everything that went down this week 👇

🔴 Sei Labs published "The Evolution of Consensus" unveiling the architectural thesis behind Sei Giga

🔴 Justin Barlow joined Hankyung TV’s Spotlight—Korea’s leading national economic news channel—for a live segment covering Sei

🔴 Canary Capital filed an updated prospectus for the Staked SEI ETF, marking a key step in the SEC review process

🔴 TenX, a DAT company participating in staking and validator activity across L1 networks, went public on the TSXV

🔴 A new perp DEX on Sei, Toro, went live

🔴 Kindred generated $1.85M of revenue in one week, selling 268k SATO units

🔴 Seimurai drove 10k+ transactions with 2,800+ new wallets in just three days of Closed Beta

🔴 Oku introduced a limited edition Sei x Oku jersey drop

Markets Move Faster on Sei. ($/acc)

https://x.com/i/status/2000227530955989283

🚨 JUST IN: Sei is now available to accredited investors on OSL.

OSL is one of only two fully licensed digital asset trading platforms in Hong Kong.

https://x.com/i/status/2000928960235102491

Sei Ecosystem Weekly Updates!

Here's what went down 👇

🔴 The Sei Market Infrastructure Grid was published, outlining the systems supporting enterprise adoption on Sei

🔴 SEI went live on OSL, one of only two licensed CEXes in Hong Kong

🔴 KuCoin Web3 Wallet integrated Sei mainnet

🔴 Messari "State of Sei Q3" report revealed that Sei daily active addresses nearly doubled year-over-year

🔴 Dynamic featured Sei as scalable payment infrastructure in their Builder's Guide

🔴 OurNetwork reported that daily gaming activity on Sei consistently exceeds 500k unique wallets

🔴 Oku launched Oku 2.0, utilizing 15 routers and 14 bridges for optimal routing

🔴 Symphony deployed global servers to enhance quoting speed and reliability

🔴 DIA went live on Sei with trustless oracles and verifiable price feeds

🔴 TOK Kombat announced it will bring its 20M user base onchain

https://x.com/i/status/2002761477376123273

Sei Ecosystem Weekly Updates!

Here’s what you may have missed this week 👇

🔴 The Capital System of the Market Infrastructure Grid was unveiled, highlighting the industry-leading capital infrastructure powering modern markets on Sei

🔴 Messari confirmed Q3 '25 as the fifth consecutive quarter of growth for Sei, with daily active addresses surging 93.5% and transactions rising 87%

🔴 Spot volume on Sei surpassed $4.6B in Q3, driven by core AMMs and the early rise of onchain CLOBs

🔴 Dune highlighted the steady growth of the Sei ecosystem in their 2025 Multichain Report

🔴 Sei Development Foundation released "Waking the Dead Capital" — an opinion article analyzing the long tail of RWA liquidity

🔴 Sakura Nexus concluded Round 2 of its Genesis launch, setting a new trading volume record on Magic Eden

Markets Move Faster on Sei. ($/acc)

https://x.com/i/status/2005294543202386054

Sei Ecosystem Weekly Updates!

Here’s how that showed up this week 👇

🔴 The 2025 Sei Report was released, detailing a formative year for modern market infrastructure on Sei

🔴 The Data & Transparency System was introduced as a core pillar of the Market Infrastructure Grid

🔴 Sei closed out December as a leading EVM chain by active addresses, capping a year of sustained network usage

🔴 Per Token Relations, P2P stablecoin supply on Sei surged 157% to an ATH of $78.4M in December

🔴 Takara Lend surpassed 80K unique users on its lending platform in 2025

🔴 Toro reached $1M in total trading volume, reflecting early traction for new market venues on Sei

Markets Move Faster on Sei. ($/acc)

https://x.com/i/status/2007825344720441682

🚨 Attention USDC.n (USDC via Noble) Holders

Check your Sei wallet: if you hold USDC.n (USDC via Noble), you should move to native USDC before the end of March 2026.

The SIP-3 upgrade (expected on mainnet in late March) will effectively make Sei an EVM-only chain, and Cosmos-native assets like USDC.n won’t be supported.

Blog post: https://bit.ly/4jwATC9
X: https://bit.ly/3L92xZv

Sei Ecosystem Weekly Updates!

Distribution to 235M+ users. Smart contract activity up 60%. Payments and gaming leading demand.

Here’s how that looked this week👇

🔴 The Distribution & Access System connects Sei to global exchanges, wallets, and on-ramps, mapping over 235M users worldwide.

🔴 Per Token Relations, smart contract activity on Sei surged in H2 2025, driven by sustained onchain usage across payments and gaming.

🔴 Crypto (dot) com launched a SEI Rewards campaign.

🔴 Face-off Arcade debuted fast-paced 1v1 competitive duels on Sei, adding to the growing real-time gaming surface.

🔴 Capy Mellow went live with a new puzzle game on Sei, expanding the casual gaming ecosystem.

🔴 Action Required: USDC.n holders must migrate to native USDC ahead of the March 2026 SIP-3 upgrade as Sei transitions to EVM-only.

Markets Move Faster on Sei.

https://x.com/SeiNetwork/status/2010357278247973078

Sei Ecosystem Weekly Updates!

Usage, capital, and infrastructure are moving at one speed on Sei: faster.

Here's how that showed up this week👇

🔴 Yei Finance reached $685M in cumulative volume, with total protocol revenue hitting $7.3M.

🔴 Sei reached 1.5M+ daily active addresses, up 100% in four months.

🔴 P2P stablecoin supply has grown 152% in six months as payments activity accelerates on Sei.

🔴 Sei Labs co-founder Jayendra outlined the path to Sei Giga, detailing upcoming EVM upgrades.

🔴 The Tooling & Infrastructure System was revealed as the latest pillar of the Market Infrastructure Grid.

🔴 Sei Labs published new research on quantum security for Sei Giga.

🔴 Carbon DeFi's Arb Fast Lane activity grew 29% WoW on Sei.

🔴 OKCoin Japan and Sei are ringing in the New Year with a New Year's Party in Tokyo.

Markets Move Faster on Sei. ($/acc)

https://x.com/SeiNetwork/status/2012912112155443324

🚨 JUST IN: Kingdom of Bhutan is working with Sei Development Foundation and becoming a Sei validator.

Since 2019, Bhutan has been a global blockchain leader—its wealth fund DHI holds one of the largest national BTC reserves.

Now it'll secure the fastest L1 and explore tokenization on Sei.

https://x.com/i/status/2013679492993294799

Sei Ecosystem Weekly Updates!

More from the week on Sei 👇

🔴 Chainlink 24/5 U.S. Equities Data Streams went live, with Monaco set to be among the first venues to integrate

🔴 Tokenized treasuries reached $9B — still just 0.1% of the $8T corporate cash market

🔴 Sei crossed 5B total transactions as daily active addresses approach all-time highs

🔴 Token Relations reported 214% YoY DAU growth on Sei, with activity surging across apps like Yei Finance, Takara Lend, and Match Fighters

🔴 Blits went live with Tap Trading, introducing price-based prediction markets on Sei

🔴 Mysten Labs Sui and Sei Labs researchers co-authored "Sedna" — a research piece on sharding that addresses the latency-censorship tradeoff in high-throughput chains

🔴 Sei Labs explored how stablecoin adoption extends U.S. monetary policy in a new research paper

⭕ Markets Move Faster on Sei. ($/acc)

https://x.com/i/status/2015447317529399713

🚨 JUST IN: Ondo's tokenized U.S. Treasuries are live on Sei 🇺🇸

USDY by Ondo is one of the most adopted tokenized Treasury products in the market, with over $1.2B in circulation.

Now you can use it on the fastest L1—for lending, collateral, savings, and more.

https://x.com/i/status/2016519264371458326

Sei Ecosystem Weekly Updates!

Here’s what you might have missed 👇


🔴 Ondo Finance launched USDY on Sei, bringing tokenized U.S. Treasuries to real-time settlement

🔴 DeFi protocols on Sei moved quickly to integrate, with USDY already live across Saphyre, Takara Lend, Yei Finance, Carina, and more

🔴 Circle crosschain forwarding is now live for CCTP on Sei

🔴 The v6.3 mainnet upgrade will go live next week—advancing Sei’s transition to EVM-only and setting the stage for Sei Giga

🔴 Token Relations reported a new ATH in daily active addresses on Sei, surpassing 1.2M

🔴 Kindred Labs, home to 30+ iconic IPs brought to life as persistent AI companions, went live on Binance Alpha

🔴 Dragonswap has rebranded to Saphyre as it evolves beyond a single AMM into broader onchain trading infrastructure

🔴 Markets Move Faster on Sei

https://x.com/i/status/2017982774657929475

🚨 JUST IN: AIxC (NASDAQ: AIXC) is partnering with Sei Development Foundation to explore blockchain integrations on Sei.

⭕ The collaboration is focused on potential applications on Sei across AIxC’s product portfolio, including apps for Faraday Future’s mobility and robotics ecosystem.

https://x.com/i/status/2018373443612475745

🔴 Check your Sei wallet: if you hold USDC.n (USDC via Noble), you should move to native USDC before the end of March 2026.

🔴 Tomorrow, Sei mainnet will be upgraded to v6.3. This upgrade is part of the broader transition to Sei becoming an EVM-only chain. As part of this transition, Cosmos-native assets like USDC.n won't be supported after the end of March.

We put together a guide for holders of USDC.n: https://read.sei.io/4ac6zbY

🔴 USDC.n supply has dropped from ~$1.4m to ~800k over the last month

🔴 If you hold any USDC.n, you need to swap or migrate before support of IBC assets is disabled next month

https://x.com/i/status/2008922611821236513

Sei Ecosystem Weekly Updates!

Here's what you might have missed this week 👇

🔴 AIxC Official is partnering with Sei Development Foundation to explore onchain applications, including apps for Faraday Future's mobility and robotics ecosystem

🔴 Stablecoin payroll is replacing legacy rails. Read the Sei market report exploring the forces bringing sub-second settlement to the global workforce

🔴 Sei and OKJ rang in the New Year in Tokyo's bustling crypto market

🔴 USDY went live on Yei Finance, bringing Ondo Finance's yield-bearing treasury asset to more lending markets on Sei

🔴 Jay joined FintechTv to talk x402 on Sei, AI, and USDY

🔴 The broad application of USDY, from collateral to payments to yield, was laid out in a simple how-to guide

🔴 Predpred launched prediction markets with a bonding curve on Sei

🔴 Dune is hosting a "Learn on Dune" workshop for Sei onchain analytics, Feb 12 at 1pm EST

🔴 Markets Move Faster on Sei. ($/acc)

https://x.com/i/status/2020521502677094749

Sei Ecosystem Weekly Updates!

Here's what you might have missed this week 👇

🔴 Toku integrated Sei for global stablecoin payroll — bringing real-time settlement to the $50T payroll market

🔴 Monaco private alpha officially opened

🔴 Monaco introduced Mach1, a high-speed front end for Monaco's CLOB

🔴 CoinShares highlighted Sei's role in pushing the boundaries of programmable money

🔴 The Envio went live on Sei, enabling developers to sync millions of events in minutes

🔴 Dune hosted a how-to workshop for real-time insights on Sei

🔴 Messari released the Q4 Sei report, showing DAAs and transactions hitting all-time highs across a volatile quarter

🔴 Toro DEX, the newest DEX on Sei, reached $5M in volume

🔴 Markets Move Faster on Sei. ($/acc)

https://x.com/i/status/2023062244179980724