apqee_sb
IM HERE TO SHARE THE NEWS AND GIVE YOU ADVICE AND ANALYSE IN TRADIND
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THE UNLOCK STRESS TEST.
Watch the $0.12–$0.14 zone. $SEI is entering a "boss fight" with supply.
On January 15, 2026, 55.56M $SEI tokens enter circulation. Historically, these unlocks create a dip; but with daily stablecoin volume hitting $5.5B and gaming activity surging, the demand might just swallow the supply whole.3!
Watch the $0.12–$0.14 zone. $SEI is entering a "boss fight" with supply.
On January 15, 2026, 55.56M $SEI tokens enter circulation. Historically, these unlocks create a dip; but with daily stablecoin volume hitting $5.5B and gaming activity surging, the demand might just swallow the supply whole.3!
🚨 Is $SEI one of the most mispriced L1s right now?
I keep coming back to the same question: is the market massively underpricing what’s actually happening on SEI?
On paper, $SEI is trading around $0.12–$0.125, sitting at roughly an $800M market cap and ~$1.25B fully diluted.
That’s almost 90% off the $1.14 all-time high. If you stop there, it’s easy to write the whole thing off.
But once you look past the chart and dig into onchain activity, the picture changes quickly.
Usage has been quietly exploding.
In 2025 alone, SEI averaged around 800K daily active addresses in Q3, then ramped up to roughly 1.3–1.4M by the end of the year. That puts it firmly in the top tier of EVM-compatible chains by actual users, not just hype.
Transactions followed the same trend.
Daily tx volume pushed past ~2M with consistent uptime, which matters more than most people admit. Even through the broader market drawdown, people kept using the chain.
TVL peaked near $680M mid-year and, while it’s come down with everything else, it’s still holding around ~$185M.
Stablecoin supply and peer-to-peer volumes both hit all-time highs. Protocols like Takara Lend and Yei Finance onboarded tens of thousands of real users, not just mercenary capital chasing yields.
Valuation is where things get really interesting.
At today’s TVL, Sei’s MC/TVL ratio is roughly 4.4. At peak TVL, it was closer to ~1.2. That’s dramatically lower than comparable L1s like Solana, Sui, or Aptos.
Even more striking: Sei has flipped Aptos on daily active addresses and regularly matches or beats Sui on raw activity — yet trades at a fraction of their valuation.
That gap feels less like “market efficiency” and more like neglect.
Looking ahead to 2026, there are real catalysts on the roadmap:
1. The Giga upgrade aiming for massive throughput and lower latency
2. Expansion into RWAs and institutional integrations
3. Distribution plays like Xiaomi wallet pre-installs
4. Signals of deeper legitimacy: Binance as a validator, Robinhood listing, even early ETF chatter
I keep coming back to the same question: is the market massively underpricing what’s actually happening on SEI?
On paper, $SEI is trading around $0.12–$0.125, sitting at roughly an $800M market cap and ~$1.25B fully diluted.
That’s almost 90% off the $1.14 all-time high. If you stop there, it’s easy to write the whole thing off.
But once you look past the chart and dig into onchain activity, the picture changes quickly.
Usage has been quietly exploding.
In 2025 alone, SEI averaged around 800K daily active addresses in Q3, then ramped up to roughly 1.3–1.4M by the end of the year. That puts it firmly in the top tier of EVM-compatible chains by actual users, not just hype.
Transactions followed the same trend.
Daily tx volume pushed past ~2M with consistent uptime, which matters more than most people admit. Even through the broader market drawdown, people kept using the chain.
TVL peaked near $680M mid-year and, while it’s come down with everything else, it’s still holding around ~$185M.
Stablecoin supply and peer-to-peer volumes both hit all-time highs. Protocols like Takara Lend and Yei Finance onboarded tens of thousands of real users, not just mercenary capital chasing yields.
Valuation is where things get really interesting.
At today’s TVL, Sei’s MC/TVL ratio is roughly 4.4. At peak TVL, it was closer to ~1.2. That’s dramatically lower than comparable L1s like Solana, Sui, or Aptos.
Even more striking: Sei has flipped Aptos on daily active addresses and regularly matches or beats Sui on raw activity — yet trades at a fraction of their valuation.
That gap feels less like “market efficiency” and more like neglect.
Looking ahead to 2026, there are real catalysts on the roadmap:
1. The Giga upgrade aiming for massive throughput and lower latency
2. Expansion into RWAs and institutional integrations
3. Distribution plays like Xiaomi wallet pre-installs
4. Signals of deeper legitimacy: Binance as a validator, Robinhood listing, even early ETF chatter
BANKING HOURS ARE OFFICIALLY DEAD.
Why wait for Monday morning to settle a trade?
Ondo Finance just integrated with XRP Ledger and Stellar to kill the "T+2" settlement cycle.
• XRP Ledger: Institutional-grade OUSG with 24/7 minting & redemption.
• Stellar: USDY brings U.S. Treasury yields to global users who can't access a US bank account.
This is the promise of crypto realized:
Institutional assets moving at the speed of the internet. No delays. No middlemen. Just yield.
Why wait for Monday morning to settle a trade?
Ondo Finance just integrated with XRP Ledger and Stellar to kill the "T+2" settlement cycle.
• XRP Ledger: Institutional-grade OUSG with 24/7 minting & redemption.
• Stellar: USDY brings U.S. Treasury yields to global users who can't access a US bank account.
This is the promise of crypto realized:
Institutional assets moving at the speed of the internet. No delays. No middlemen. Just yield.
$BONK On the macro level, I still don't see anything really bullish. The main structure hasn't changed, and until it does, any movement should only be considered temporary.
That said, on the lower time frames, it's clear that the price is bottoming out: selling pressure has eased, the market is absorbing, and an orderly structure is forming. This creates the right conditions for a technical rebound.
So yes:
it is not a change in the macro trend,
but it is a bullish structure on the lower time frames that could offer a good rebound.
Just don't confuse a technical rebound with a market reversal.
That said, on the lower time frames, it's clear that the price is bottoming out: selling pressure has eased, the market is absorbing, and an orderly structure is forming. This creates the right conditions for a technical rebound.
So yes:
it is not a change in the macro trend,
but it is a bullish structure on the lower time frames that could offer a good rebound.
Just don't confuse a technical rebound with a market reversal.
$BTC
This seems to be the pullback we were watching for. If this pullback indeed is a wave 2 as per the orange scenario, then the price should ideally hold above $87,903.
#bitcoin
This seems to be the pullback we were watching for. If this pullback indeed is a wave 2 as per the orange scenario, then the price should ideally hold above $87,903.
#bitcoin
gSui Community ☕️💧
Step by step, we’re the biggest project on the earth $SUI
Like and RT to support us 🚀
Step by step, we’re the biggest project on the earth $SUI
Like and RT to support us 🚀
$ASTER update
20 hours ago, the team bought back $ASTER in Stage 5.
The price climbed ~6% in 24 hours.
That kind of reaction usually comes from smart accumulation during dips.
The team has already bought back 4.267M $ASTER in Stage 5.
$ASTER is built for the long term, and if the roadmap stays on track, $10+ remains very realistic.
This is how strong trends are formed slowly, then suddenly.
20 hours ago, the team bought back $ASTER in Stage 5.
The price climbed ~6% in 24 hours.
That kind of reaction usually comes from smart accumulation during dips.
The team has already bought back 4.267M $ASTER in Stage 5.
$ASTER is built for the long term, and if the roadmap stays on track, $10+ remains very realistic.
This is how strong trends are formed slowly, then suddenly.
💥BREAKING:
VENEZUELAN PRESIDENT MADURO CAPTURED, FLOWN OUT OF COUNTRY.
VENEZUELAN PRESIDENT MADURO CAPTURED, FLOWN OUT OF COUNTRY.
$ZEC I don't buy at that level because 'it's a support'.
I only become a buyer if it first sweeps, takes liquidity below the lows and then comes back above.
That sweep serves to clean up the market:
it removes the anticipated longs, absorbs the sellers... and only then creates the conditions for an upturn.
I only become a buyer if it first sweeps, takes liquidity below the lows and then comes back above.
That sweep serves to clean up the market:
it removes the anticipated longs, absorbs the sellers... and only then creates the conditions for an upturn.
There’s a lot to be optimistic about in 2026, but Sei Giga is near the top for me
@SeiNetwork is starting the year with real performance already live on mainnet:
⤷ sub-second blocks, parallel execution, and stability under load
🔴Sei Giga will be the ultimate unlock
➤ Multiple proposers running at the same time
➤ Up to 5 gigagas
➤ 200k+ TPS
This is where separation happens
Most chains will spend 2026 discovering their limits
$SEI is spending it pushing them higher
When Giga lands, the market won’t need convincing
The difference will be impossible to ignore 👀
@SeiNetwork is starting the year with real performance already live on mainnet:
⤷ sub-second blocks, parallel execution, and stability under load
🔴Sei Giga will be the ultimate unlock
➤ Multiple proposers running at the same time
➤ Up to 5 gigagas
➤ 200k+ TPS
This is where separation happens
Most chains will spend 2026 discovering their limits
$SEI is spending it pushing them higher
When Giga lands, the market won’t need convincing
The difference will be impossible to ignore 👀
$SUI just absorbed a $60M token unlock without breaking a sweat.
The numbers don't lie:
real on-chain activity is holding at 866 TPS, supported by the Mysticeti v2 rollout that just dropped latency into the floor.
Why the whales aren't flinching:
- ETF Momentum: Bitwise and Canary Capital have both filed for Spot SUI ETFs. If approved this quarter, SUI becomes the third "Must-Own" asset for Wall Street.
- TVL Powerhouse: Sui’s TVL just smashed back over the $1 Billion mark, fueled by a 30% jump in DEX volume and massive BTCfi integrations.
- The "January Effect": SUI is already up 9% to start the year, reclaiming key moving averages while the RSI shows a massive bullish divergence.
SUI isn't just a Solana killer.
It's a full-stack execution engine for the global economy.
The numbers don't lie:
real on-chain activity is holding at 866 TPS, supported by the Mysticeti v2 rollout that just dropped latency into the floor.
Why the whales aren't flinching:
- ETF Momentum: Bitwise and Canary Capital have both filed for Spot SUI ETFs. If approved this quarter, SUI becomes the third "Must-Own" asset for Wall Street.
- TVL Powerhouse: Sui’s TVL just smashed back over the $1 Billion mark, fueled by a 30% jump in DEX volume and massive BTCfi integrations.
- The "January Effect": SUI is already up 9% to start the year, reclaiming key moving averages while the RSI shows a massive bullish divergence.
SUI isn't just a Solana killer.
It's a full-stack execution engine for the global economy.
See original
#WLD
I am sharing the post I quoted on December 30, a comment appears under my post on December 31.
The current situation is as shown in the graph.
First, read the post I quoted, then look at the current graph from the visual I shared and provide your answer to the comment.
I am sharing the post I quoted on December 30, a comment appears under my post on December 31.
The current situation is as shown in the graph.
First, read the post I quoted, then look at the current graph from the visual I shared and provide your answer to the comment.
$LIGHT
Who would take it from $5 to even below $0.5 ?
And now, who is taking it from $0.3 up to $2 ?
This coin is taking liquidation from both sides, not letting go of the long positions nor the short positions!
Behind this, there are large exchanges at play, & later they come forward wearing a mask of respectability....
Who would take it from $5 to even below $0.5 ?
And now, who is taking it from $0.3 up to $2 ?
This coin is taking liquidation from both sides, not letting go of the long positions nor the short positions!
Behind this, there are large exchanges at play, & later they come forward wearing a mask of respectability....
🚨 My 2026 Prediction
2026 will be a breakout year for $SEI purely due to their partnership with Xiaomi.
Let me explain.
In crypto’s adolescence, it’s all about adoption.
But adoption only happens with good distribution.
That’s where Xiaomi comes in.
Xiaomi controls about 14% of the global smartphone market and ship about 168M phones a year.
That’s massive reach, especially in emerging markets across Asia and Europe where crypto adoption actually grows.
Starting in 2026, SEI’s wallet and discovery app will be pre-installed on all new Xiaomi phones sold outside China and the US.
That puts SEI directly in front of hundreds of millions of users over time, without needing them to “discover” crypto first.
That kind of distribution is extremely rare in this space.
Now here’s why this likely converts into real usage, not just installs:
1. Onboarding friction basically disappears
No seed phrases.
No setup headaches.
The wallet is already there and ready to use.
For mainstream users, fewer steps = higher adoption. This is how platforms scale.
2. Built-in real-world utility
The partnership enables stablecoin payments across Xiaomi’s global retail network (20,000+ stores).
Rollout starts in Hong Kong and the EU in 2026.
That means users can actually spend crypto on day one, not just hold it.
3. Developer flywheel
SEI is backing this with a $5M mobile developer program focused on Xiaomi-optimized apps.
More apps → more users → more transactions → stronger network effects.
Put it all together and this isn’t a “logo partnership.”
It’s distribution + usability + incentives, aligned at the same time.
That’s why 2026 could be the year $SEI moves from a fast L1 to a genuinely mainstream blockchain.
Expecting fireworks in 2026, Happy New Year to all!
2026 will be a breakout year for $SEI purely due to their partnership with Xiaomi.
Let me explain.
In crypto’s adolescence, it’s all about adoption.
But adoption only happens with good distribution.
That’s where Xiaomi comes in.
Xiaomi controls about 14% of the global smartphone market and ship about 168M phones a year.
That’s massive reach, especially in emerging markets across Asia and Europe where crypto adoption actually grows.
Starting in 2026, SEI’s wallet and discovery app will be pre-installed on all new Xiaomi phones sold outside China and the US.
That puts SEI directly in front of hundreds of millions of users over time, without needing them to “discover” crypto first.
That kind of distribution is extremely rare in this space.
Now here’s why this likely converts into real usage, not just installs:
1. Onboarding friction basically disappears
No seed phrases.
No setup headaches.
The wallet is already there and ready to use.
For mainstream users, fewer steps = higher adoption. This is how platforms scale.
2. Built-in real-world utility
The partnership enables stablecoin payments across Xiaomi’s global retail network (20,000+ stores).
Rollout starts in Hong Kong and the EU in 2026.
That means users can actually spend crypto on day one, not just hold it.
3. Developer flywheel
SEI is backing this with a $5M mobile developer program focused on Xiaomi-optimized apps.
More apps → more users → more transactions → stronger network effects.
Put it all together and this isn’t a “logo partnership.”
It’s distribution + usability + incentives, aligned at the same time.
That’s why 2026 could be the year $SEI moves from a fast L1 to a genuinely mainstream blockchain.
Expecting fireworks in 2026, Happy New Year to all!
A $1 BILLION MISPRICING?
Let's look at the valuation gap.
$SEI
is sitting at a ~$1.1B FDV. For that price, you get:
• Integration with Xiaomi (World's 3rd largest phone maker).
• Partnership with Kalshi (Prediction market giant).
• #1 Sentiment ranking across all social metrics.
The market is sleeping on the utility here.
When you combine consumer hardware (Xiaomi) with institutional rails, a $1B valuation looks like a gift.
Let's look at the valuation gap.
$SEI
is sitting at a ~$1.1B FDV. For that price, you get:
• Integration with Xiaomi (World's 3rd largest phone maker).
• Partnership with Kalshi (Prediction market giant).
• #1 Sentiment ranking across all social metrics.
The market is sleeping on the utility here.
When you combine consumer hardware (Xiaomi) with institutional rails, a $1B valuation looks like a gift.
UNITED STATES OF AMERICA COIN? 💪
A new memecoin, $USA
(United States of America), has just opened its presale 🇺🇸
We saw $TRUMP early on, and will history repeat itself this time? 👀
Always DYOR, Not Financial Advice!
Early traction is building fast, and the community is forming aggressively. Is this true?
A new memecoin, $USA
(United States of America), has just opened its presale 🇺🇸
We saw $TRUMP early on, and will history repeat itself this time? 👀
Always DYOR, Not Financial Advice!
Early traction is building fast, and the community is forming aggressively. Is this true?
🎉 HAPPY NEW YEAR 2026 🎉
Wishing the very best to the entire Sui community - partners, builders, lovers, and dreamers 💙
2026 is shaping up to be a massive year for the $SUI ecosystem.
Drop your wish for Sui in the comments 👇
#Sui #suicommunity #SuiNetwork
Wishing the very best to the entire Sui community - partners, builders, lovers, and dreamers 💙
2026 is shaping up to be a massive year for the $SUI ecosystem.
Drop your wish for Sui in the comments 👇
#Sui #suicommunity #SuiNetwork
$FET
now reached the target zone and the expected low occurred. I am watching for a reaction, but at the moment this is still a falling knife.
now reached the target zone and the expected low occurred. I am watching for a reaction, but at the moment this is still a falling knife.
Who would have thought that this range would stay relevant for an entire year 😭
$XRP
$XRP
LATEST: 💰 Winklevoss-backed Cypherpunk Technologies bought another 56,418 ZEC for roughly $29 million, bringing its total holdings to 290,062 coins, or roughly 1.8% of Zcash's circulating supply.
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