Let’s go deeper—**tokenomics, competitors, and key catalysts** for **Sei (SEI)** and **Starknet (STRK)** that could define their success in 2025–2026.
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1. Sei (SEI): Tokenomics & Competitive Edge Tokenomics (Supply & Demand)
Max supply- 10B SEI (currently ~2.8B circulating).
Inflation:~3% annual staking rewards (similar to Cosmos chains).
Key unlocks:Large vesting schedules for team/investors (watch for sell pressure in 2024–2025).
Demand Drivers:
Gas fees:Paid in SEI (burn mechanism proposed in future).
Staking:~12% APY attracts holders.
Ebcosystem growth: More DEXs → more SEI utility.
Sei’s Edge:
First-mover in trading-optimized L1 (Solana is broader but congested).
V2 upgrade (EVM + parallelization) could steal market share from Solana.
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2. Starknet (STRK): Tokenomics & ZK Wars
Tokenomics (Supply & Demand)
-Max supply: 10B STRK (currently ~1.3B circulating).
Inflation: None (fixed supply, but ~1.3B STRK allocated to prover incentives).
Unlocks:Early contributors/investors unlock linearly until 2027.
Demand Drivers:
Gas fees: Paid in ETH (but STRK used for staking/protocol governance).
Staking: Coming soon (likely high APY to secure network).
Ethereum’s scaling narrative: More L2 activity → more STRK value.
Starknet’s Edge:
Best tech for complex dApps(gaming, AI) due to Cairo.
-Account abstraction (AA) leader – Better UX than rivals.
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Catalysts for 2025–2026
Sei (SEI)
✅ Sei V2 launch (EVM + parallel execution) – Could onboard Ethereum devs.
✅ CEX integrations – More listings (Coinbase?) and institutional trading.
✅ Perpetuals DEX boom – If Sei becomes the go-to chain for derivatives.
Starknet (STRK)
✅ $Ethereum’s Dencun upgrade – Lowers L2 fees, boosting Starknet adoption.
✅ ZK-proofs becoming standard – If Starknet’s tech outpaces zkSync/Polygon.
✅ Staking launch– Could reduce circulating supply if demand is high.
