$SEI Dominating the Rankings? Circle Reveals Three Underlying Logics Behind Its Holdings
Recently, SEI has frequently appeared on the ranking lists, until Circle's IPO documents were exposed — the token it holds the most is neither ETH nor BTC, but SEI! This move by the stablecoin giant conceals three major strategies:
1. Building a 'High-Speed Runway' for USDC
As a blockchain dedicated to trading, SEI’s core advantages are low latency and high concurrency, which precisely address the efficiency pain points of high-frequency USDC transfers and trading, making it a 'traffic accelerator' for stablecoin liquidity.
2. Breaking the Shackles of EVM with Native Trading Genes
Unlike blockchains that replicate EVM, SEI's underlying architecture directly supports an Order Book structure, which is inherently compatible with on-chain CLOB (Central Limit Order Book) and clearing systems, providing the foundational soil for the implementation of financial instruments.
3. Positioning for the 'On-Chain Swift' Settlement Layer
Circle may view SEI as the blockchain version of SWIFT — as traditional finance accelerates its layout for on-chain clearing, SEI's high-performance settlement layer could become a hub connecting fiat currency and crypto assets, which is precisely the 'puzzle piece' that old money values.
Market Insight: Institutions never chase trends, but instead strategically position themselves based on underlying technology and ecological factors. The explosion of SEI may be a prelude to the integration of traditional finance and crypto infrastructure. What other deep reasons do you think exist? Feel free to ask if you don't understand!!
