We have been closely monitoring stablecoins and the #RWA track as specialized investors in this field. Recently, I have been particularly focused on the fact that #Circle's native USDC and #CCTP have officially launched on #Sei.

Don’t underestimate this news; it is a key step for stablecoin infrastructure entering the “high-speed execution era.” Let me briefly discuss the development ideas and future potential. In simple terms: now you can use the most reliable dollar stablecoin USDC natively on #Sei, a chain as fast as an exchange, and cross-chain has become super efficient.

🧐 Why do I think this is a key signal?

1️⃣ The relationship between #Circle and #Sei is not just “launching” but “strategic binding.”

#Circle isn’t just casually jumping onto any chain; it specifically mentioned #Sei in its IPO documents and has invested personally, indicating that #Circle has long recognized #Sei's potential. This relationship is at the level of “partners” rather than “clients.”

2️⃣ The native launch of #USDC + #CCTP is the true “highway” for stablecoins.

The launch of native USDC signifies that this is not a “bridge version” of a fake coin; it is officially minted and redeemable for real dollars. And CCTP (Circle's cross-chain transfer protocol) enables seamless inter-chain transmission of USDC without bridges or intermediary asset pools, maximizing efficiency, security, and compliance.

3️⃣ The positioning of #Sei itself is crucial: it is not a coin speculation chain; it is a “transaction execution chain.”

#Sei is designed like an exchange, specifically built for high-speed, low-latency financial-grade trading scenarios. Stablecoins are naturally the “fuel for trading,” making them a perfect match on Sei. This represents a significant narrative shift: it’s not about where to speculate on coins, but where to “settle” real transactions.

From the overall perspective of stablecoin dynamics, the strategic significance of this integration is extraordinary and has long-term influence. This is an important step towards “stablecoins as financial operating systems.” #Circle is building a system of “composable, compliant, on-chain dollars,” and #Sei is one of the infrastructures for the future “on-chain settlement layer.” It’s like merging something of #VISA and #NASDAQ levels; stablecoins as the “payment engine” and #Sei as the “trading engine” will serve the core scenarios of next-generation on-chain finance together.

Especially for institutions, having stablecoins without a stable execution environment is useless; having a high-performance chain without compliant assets is equally futile. Now that these two conditions are met, the potential of #Sei is self-evident.

If previously stablecoins were used for “transfers,” now they are used for “executing trades.” The endgame of trading is to be fast, stable, low-cost, and compliant with regulations. #Sei is transforming into this compliant “financial settlement layer,” no longer relying solely on airdrops to attract retail investors, but genuinely starting to connect with stablecoins, cross-chain transfers, and institutional custody as a compliant “foundation.”

#Sei + #USDC + #CCTP is a combination that is advancing towards this endgame. And this endgame is for on-chain finance to become one of the mainstream financial alternatives.

📈 For our #Web3 investors, this releases several investment signals that I will focus on:

• Native DeFi projects on #Sei, especially derivatives and settlement tool applications;

• Using #CCTP as the infrastructure for inter-chain stablecoin migration;

• Deep integration with #Circle, chains, custodians, and payment systems.

The recent developments surrounding the (Genius Act) and #Circle's stablecoin expansion signify an outbreak of convergence regarding on-chain dollar infrastructure and the evolution direction of high-performance chain finance. Don't blink; this could be the starting point of the current stablecoin explosion cycle. 🧐