Recently, the overall market has been hard to watch, with Bitcoin and Ethereum continuously dropping, and gold has even surpassed 5000 points! Don't just focus on the old L1s, Sei (

$SEI

) Really went crazy in January 2026! 🔥 If 2025 was just warming up, then now it has directly entered "berserk mode." Of course, $SEI's performance on the candlestick is still linked to the overall market trend, and from the 4H chart, it has been dropping all the way, typically having narrative but no price, with the price oscillating around value at this moment, appearing so valueless!

Although the price is so hard to see, I still want to briefly summarize this wave of terrifying "all-purpose evolution":

1️⃣ The stock market 'never sleeps': Chainlink deeply integrates 📈Sei and collaborates with Chainlink to produce 24/5 US stock pricing data streams! This means you can trade perpetual contracts for AAPL and TSLA on Sei, completely bidding farewell to the liquidity gaps during US stock market closing hours. With a sub-400ms ultra-fast response time, this is the real 'on-chain Nasdaq'. Of course, looking at it now, this is no longer a novelty; on-chain US stocks have already been launched on centralized exchanges like bitget and gate, along with precious metals like gold and silver.

2️⃣ RWA behemoth: $9 billion Treasury bonds hit the scene 🏦 The scale of tokenized Treasury bonds has directly broken through $9 billion! In this era of high interest rates, Sei has become a black hole for absorbing TradFi funds. With a Gas fee of $0.01 + real-time settlement, enterprise-level users simply cannot return to Ethereum. This isn't just DeFi; this is aiding the dollar in 'on-chain policy extension'! Coincidentally, just a moment ago, we were discussing precious metals like gold and silver on bitget, and now Sei has become a black hole for absorbing TradFi funds! $SEI is a layer one public chain, and there is an essential difference between infrastructure and exchanges.

3️⃣ Data explosion: 5 billion transactions achieved 📊 Total network transactions have surpassed 5 billion, with DAU increasing by 214% year-over-year! From lending protocol YeiFinance to RWA's TakaraLend, ecosystem applications are blooming. Over 100,000 active applications for 19 months, who wouldn't be amazed at this level of activity?

4️⃣ Strong alliance: Sedna protocol debuts 🤝 Sei + Mysten Labs (Sui team) jointly announced Sedna. Combining the black technologies of HotStuff and Narwhal, it can maintain sub-second finality at 200K TPS. The ultimate blessing for performance enthusiasts, resistance to scrutiny is directly maximized.

Based on the above narrative, an analyst has called out for 2026

$SEI

has 5 times the potential (not financial advice!), although there will be selling pressure from the unlocking of 55.56M tokens in January, in the long run, Sei has officially transformed from a 'high-performance trading chain' to a 'global real-time financial settlement platform'.

From the perspective of individual investors in the secondary market, if you are only concerned about

$SEI K-line fluctuations, there really isn't much to see, it's honestly quite disappointing. But from the developer's perspective, where is the opportunity?

  • I think it could be about studying Sei SDK and 24/5 Oracle. Previously, during high-frequency trading, market closure delays often caused issues, but now Sei's 24/5 oracle + sub-400ms settlement means developers can build applications that achieve real-time pricing mechanisms outside traditional trading hours (US stock market hours are typically Monday to Friday, 9:30 AM to 4:00 PM ET).

  • Technically realized: Chainlink's decentralized oracle network provides real-time, tamper-proof price data, supporting continuous quotes for US stock indices, individual stocks (like AAPL and TSLA), and ETFs. Sei's parallel processing architecture (based on Cosmos SDK and Tendermint) ensures data streams are integrated with sub-400ms low latency, avoiding the traditional CeFi market closure issues. Developers can directly call Chainlink functions through Sei's EVM-compatible layer to generate perpetual contracts or options products.

  • Why is this important: Traditional financial markets have the 'weekend effect' and liquidity gaps, leading to significant price deviations for DeFi applications during non-trading hours. Now, Sei supports 24/5 pricing, which can attract high-frequency traders and institutions, achieving a 'stock market that never sleeps'. Combined with Sei's Giga upgrade (targeting 200K+ TPS), it further reduces MEV (miner extractable value) and frontend operational risks.

  • Let's look at the impact: The first batch of applications such as BlitsTrade has utilized this data to launch the Tap Trading price prediction market, allowing users to bet on US stock price fluctuations 24/5. Test data shows a 30% increase in trading volume. This may accelerate Sei's transition to EVM, driving more TradFi players to enter, but potential risks related to oracle delays or data accuracy should be noted.

These developments have shifted Sei from a 'potential stock' in 2025 to a 'growth catalyst' in 2026, but market uncertainties (such as Federal Reserve policies) should be noted. Have you tried the Sei app? Share your thoughts and experiences in the comments section so we can avoid detours together! I will provide you with a complete checklist, technical proposal drafts, UI design suggestions, the latest demos + source code consultation + deployment guides, and even assist your team in implementation.