In the past week, $SEI has risen by 68%, an astonishing increase, while the recent stablecoin giant #Circle has surged in market capitalization post-IPO, breaking through $59 billion and setting a new all-time high. Our research team is actively seeking the public chain that #Circle has invested in. If the public chain platform selected by #Circle is successful, it will undoubtedly be the biggest beneficiary in the stablecoin payment sector, which is a trillion-level market.


Recently, we re-read Circle's prospectus, page F30, reading address: https://www.sec.gov/Archives/edgar/data/1876042/000119312525070481/d737521ds1.htm

👉 Among all token holdings, Circle holds the most SEI, essentially telling the market: 'We are betting on Sei, not to speculate on coins, but for the next generation of payment infrastructure.'

Think about it, what does Circle's market capitalization breaking through $59 billion represent? First, Wall Street has recognized the role of stablecoins. Second, the US GENIUS stablecoin bill is highly likely to pass ✅.

At this moment, Circle's successful IPO represents a gradually clearer legal and regulatory framework for stablecoins. In this larger context, Circle surprisingly chooses to bet heavily on SEI, which indirectly suggests: SEI is one of our future options for stablecoin settlement/payment infrastructure. This is no longer just a localized understanding of Crypto, but has transformed into a trend entrance under the consensus of traditional capital + Wall Street + Congress.

Many of us looked at Sei before, perhaps because of the airdrop, the fast DEX, and the smooth trading experience, but we never thought: stablecoin payments—this trillion-level market—could potentially explode on SEI.

If Circle gradually moves the payment path of USDC (cross-border, institutional settlement) to #Sei in the future, then the use case for SEI will be very solid:

• As a fee payment

• Serve as the underlying asset for settlement chains

• Pair with USDC to form trading pairs

• Become a clearing 'transit station', linking multi-chain assets

I think this is not a matter of 'choosing a track', but that #Sei is truly at the crossroads of 'monetary infrastructure', deserving attention and research.🧐