Recently, there has been a lot of news about @SeiNetwork and @Aptos. But the coin prices haven't taken off. I think we should look for opportunities within the ecosystem instead. Sei: Slow, but stable. Sei has been quietly doing a lot of real work during this time. Apollo (managing $840 billion) has sent $1.2 billion in credit funds to Sei, with Securitize as the custodian. At the same time, PayPal's PYUSD, Circle's USDC, and Tether's USDT have all been integrated. This isn't just talk; it's real money going on-chain. Sei's positioning has also shifted from a "high-frequency trading chain" to an "on-chain settlement layer." RWA, stablecoins, and settlement in these directions have already started to close the loop, with TVL rising to $618 million. Sei seems to be gradually paving the way for traditional finance. This structural progress may not immediately reflect in prices, but true value growth usually comes this way. Aptos: Fast, but needs to be more solid. The recent hype around Aptos has been driven by Bitwise and the Trump family. Bitwise submitted an ETF application for Aptos to the SEC, and the Trump family's USD1 stablecoin is also set to launch. These two events happening together have significantly boosted Aptos's visibility. APT has risen by over 30% in a week, with TVL breaking $800 million. But the problems are also evident: the ecosystem isn't thick enough. The chain's performance is unquestionable, with the Move language being secure and fast, but there aren't many projects on the application side that can hold the stage. This wave of ETF and stablecoin hype has indeed provided opportunities, but whether it can be sustained depends on the ecosystem's capacity. Personal opinion: @SeiNetwork seems to be laying the foundation, while @Aptos is lighting up the sky. One is steadily building and sinking down, while the other is rapidly advancing and expanding upward. In the short term, Aptos's narrative is more concentrated, with the ecosystem being reignited by capital; in the medium term, Sei's path is clearer, with RWA, stablecoins, and settlement layers gradually taking shape. They represent two different forces: one is paving the way for traditional finance, while the other is expanding the boundaries of the crypto world. One focuses on speed, while the other focuses on structure. Both paths are valid; it's just a matter of different rhythms. When the main chain is stagnant, I prefer to look at the ecosystem projects that are still quietly building and being undervalued.
Show original
17.25K
38
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.