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Sei 2025 Annual Report is freshly released, with a key overview.
What is the most critical cognitive shift? Sei is not just pursuing a high-speed blockchain, but aims to become the global financial settlement layer. This positioning is repeatedly emphasized in the report and is also the core ambition of the project team.
From a technical perspective, Sei's three main validation directions in 2025 are clear: technical validation, market validation, and distribution moat.
Technically, the parallelizable EVM production environment has been successfully deployed, with transaction finalization times controlled within 400 milliseconds. This speed is indeed competitive within the same track. According to the latest data, on-chain active users have reached over 8,200.
In simple terms, Sei aims to leverage technological innovation, market expansion, and ecological moat—the three pillars—to transform from a fast chain to a financial infrastructure.
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The number of 8200+ active users seems a bit inflated; we need to look at the actual transaction volume.
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From fast chains to infrastructure, the transition is well thought out, but the key is whether execution can keep up.
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Moats, moats, always talking about them, but the crucial thing is to have something to defend.
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Has the parallel EVM been successfully implemented? If it truly stabilizes, it could be promising.
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Once again, the three pillars—listening to them gets tiring. It's better to see how many good projects go live.
But on the other hand, from fast chain to financial infrastructure, can the moat really be built in between? Let's wait and see market validation.