Sei's momentum is hard to ignore right now. They've secured $20.3m in live real-world assets from Blackrock and Brevan Howard, while daily active addresses hit 824k—a solid 93% quarter-over-quarter jump. Xiaomi's about to pre-install their app on 170m devices next year. Current market cap sits at $711m.
Compare that to Monad's trajectory: they raised $431m but hemorrhaged 76% of users within just 3 weeks. Trading at $300m, the execution gap between these projects tells you everything about what matters in this cycle. The gap between capital raised and actual adoption is wider than ever.
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zkNoob
· 2h ago
SEI is indeed impressive this time. Xiaomi pre-installing on 170 million devices is no joke.
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GigaBrainAnon
· 20h ago
Real gold and silver are the hard currency; no matter how much funding you raise, without users it's all in vain.
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LiquidationAlert
· 12-27 02:48
Funding doesn't guarantee the future. Just look at Monad; even with plenty of money, it can still cool down.
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GasFeeCryer
· 12-25 17:52
Damn, Sei really can't hold up this time. Xiaomi pre-installed on 170 million devices? If that happens, I’d have to eat my hat.
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not_your_keys
· 12-25 17:45
Having a lot of money isn't everything; the lessons from Monad are profound.
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Frontrunner
· 12-25 17:29
Having a lot of money is useless; Monad's recent drop was really brutal.
Sei's momentum is hard to ignore right now. They've secured $20.3m in live real-world assets from Blackrock and Brevan Howard, while daily active addresses hit 824k—a solid 93% quarter-over-quarter jump. Xiaomi's about to pre-install their app on 170m devices next year. Current market cap sits at $711m.
Compare that to Monad's trajectory: they raised $431m but hemorrhaged 76% of users within just 3 weeks. Trading at $300m, the execution gap between these projects tells you everything about what matters in this cycle. The gap between capital raised and actual adoption is wider than ever.