Time flies! Half of January is already gone! If you ask me what to focus on besides the Binance ecosystem in 2026, personally, it has to be @SeiNetwork!

Last week, we discussed a lot about @SeiNetwork's "connectivity"—such as which exchanges it integrates, which wallets it connects to. This is "hard infrastructure," like building roads, with toll booths and entrances all open.

But this week, I noticed a clear shift in Sei's narrative focus: from "components" to "behavior," from "infrastructure" to real "capital flow."

Simply put: it’s no longer just about showing off muscle with TPS speed, but about demonstrating—how money actually moves within this system.

And what does a "complete financial lifecycle" look like?

In traditional on-chain experiences, our funds are often fragmented: when managing assets, you do your financial planning; when you want to spend, you need to redeem, swap to USDT, then recharge to your card... Each step wears down the assets, each step waits for settlement.

But this week, Sei introduced the concept of "The Grid," which addresses a key problem: enabling seamless capital flow between Yield → Payments → Savings → Spending.

A concrete scenario is this: your assets on Sei might be earning yield one second, and the next second, they can be used directly for payments. The remaining funds are automatically transferred into savings. The entire process is continuous, without pauses, without leaving the ecosystem, and without long settlement waits.

This is what a "modern financial global settlement layer" should look like. Capital shouldn't sleep during circulation; it should remain productive throughout its entire lifecycle.

My simple view: no matter how well the infrastructure is built, if funds only circulate for "idle transfer" or "dead holding," it’s of little significance. Sei’s current story is about truly making funds "come alive."

Only when capital can freely change forms like water—between investment and consumption—can large-scale adoption at the Giga level truly happen.

Since we’re on this topic, I have to mention some recent projects in the Sei ecosystem. @Kindred_AI needs no introduction; it’s been gaining massive popularity lately!

But we’re talking about "making funds come alive," so these "living waters" in the ecosystem are even more worth paying attention to. For example, @YeiFinance’s $CLO token. I’ve looked at its recent performance, and it’s very impressive—steady growth, with the token price soaring past 0.8. It’s setting an example in the Sei ecosystem’s DeFi track.

Its activity and growth also confirm the potential for fund flow on Sei chain. Of course, there are also projects like @MonacoOnSei, incubated by Sei Labs, and high-performing projects like @TakaraLend. These are all worth spending more time researching.

They are not just isolated projects; more importantly, they are key components of the big "infrastructure" that Sei is building. Infrastructure alone isn’t enough; you also need these high-quality "applications" to truly carry funds and users. That’s what makes the ecosystem vibrant.

This week, let’s pay more attention to how they are running this closed loop. The transition from "building roads" to "opening roads" is the beginning of value realization. Let’s keep observing and building Sei together!

#Sei #TheGrid #CapitalFlow #Giga