HarisEbrat

Microsoft, Meta, Amazon and Google have spent $650B+ on AI in 2026 ALONE.
That's $1.9B every single day.
Thats 10x the cost of the Manhattan Project with "inflation adjusted"😐
We aren’t just building software anymore, we’re building a new digital continent.
The numbers are getting so big they don't even feel real anymore.

Name a more bullish DeFi moment than a DEX becoming the world's most active oil trading venue. I'll wait.
When the Middle East war escalated in early March and oil spiked past $110 and traders didn't go to the CME.
They went -> @HyperliquidX
Here's what's actually happening 👀
🔹 Total HIP-3 open interest hit $1.33B ATH
🔹 Only 7 of the top 30 markets on HL are crypto pairs
🔹 Oil, gold, silver, S&P and equity indexes are running the show
🔹 OI spikes consistently on weekends, when traditional markets are closed
🔹 $HYPE up ~65% in 2026 off the back of this activity alone
The market is usin

Fear & Greed just printed the lowest level in crypto history.
Lower than 2017.
Lower than March 2020.
Lower than FTX 2022.
Let that sink in.
Historically, buying $BTC during these peak panic era has looked insane in the moment…... yet a very OBVIOUS move 2 years later.
Will history repeat one more time?!🥲

.@SeiNetwork user curve is doing exactly what you want to see, up and to the right on actual dApp activity.
January closed as the strongest month yet for onchain dApp usage, and the first week of February is already keeping that pace.
🔷 What’s driving it
➤ @Kindred_AI still holds the top spot by activity
➤ @Mokoko_AI climbed hard into #2
➤ Gaming remains the dominant onchain sector on Sei
dApps move faster on Sei 🫡

Once a Seiyan, always a Seiyan!!!
Across all EVM chains, @SeiNetwork finished the year as the #2 chain for highest daily returning users, only behind BNB.
🔷 By the numbers
➤ BNB: ~2.0M
➤ Sei: ~1.6M daily returning users
Minor but telling, Sei’s returning user level was even slightly higher than of Solana’s for 2025.
hands down one of the best/friendliest ecos out there, and the returning users shows that clearly
gSei 🫡

The Yeiliens brethren woke up and chose violence in this market!!!!!
$CLO from @YeiFinance up 100% in 2 days, glad I had my airdrop locked for extra max $CLO.
Unlock is coming on 11th of feb and looking at the current PA, its looking super good. @SeiNetwork eco tokens kickstarting 2026 nicely.
Send it and LFCLO!!!!!!

7.4M users on the @Kindred_AI waitlist now!!!!!
And growing by a few hundred thousand per week. Hard not to be curious if this clears +10M before the $KIN TGE.
🔷 Why this matters for @SeiNetwork
➤ If 10m is cleared, that’s potentially 10M new users entering the Sei ecosystem through one dApp
➤ The kind of distribution that can lift everything onchain and add additional liq
➤ If even a slice sticks around post- $KIN, Sei’s consumer base can step-function up fast
IPs/AI/Gaming Moves Faster on Sei🫡

.@RaylsLabs is basically trying to make “bank-grade on-chain settlement” real, private by default, compliance-native, but still programmable.
DvP (delivery vs payment) is the core primitive here, cash and asset have to swap at the same time, or you get counterparty risk.
Here’s how Rayls Enygma does confidential DvP ⤵️
🔷 Phase 1, Setup + validation
➤ Bank A requests a trade with Bank B (ex: USDC for a tokenized security)
➤ Private network runs the compliance gate first
🔸 permissions check
🔸 limits check
➤ Regulator can see “A ↔ B initiated” but not trade details by default
🔷 Phase 2, Lock

Banks won’t touch public DeFi unless they can keep settlement private and prove compliance. @RaylsLabs is aiming at that exact constraint.
🔷 What Rayls is
➤ An EVM stack with two domains
1⃣ Private, permissioned EVM networks for banks/FIs
2⃣ A public, permissionless EVM L1 for apps + liquidity
🔷 The topology
➤ Banks / FMIs sit on Rayls Private Networks
➤ Those networks can do private interbank settlement directly
➤ A Rayls Privacy Node is the controlled gateway to the public chain
🔷 Private vs public
➤ Private: KYC/ACL, policy rules, confidential tx, settlement
➤ Public: liquidity, comp

.@SeiNetwork is ranked #1 across all chains with the highest positive community sentiment for the entire year.
🔸 Ranked #1 across all L1-L2s
🔸 99.1% positive sentiment for 2025
🔸 not a single negative sentiment period recorded for 2025
Shoutout to the incredible community of Seiyans and the amazing projects building on Sei.
Community support moves faster on Sei. 🫡

From the first EVM block to now, @SeiNetwork has quietly stacked 7 consecutive growth quarters back to back.
Next year is where we see what that compounding really looks like at scale.
gSei Seiyans🫡

The more you dig into lending stats, the more you'll see that @TakaraLend on @SeiNetwork has turned into one of the leading money markets in all of DeFi, not just “another lending protocol.”
🔷 Takara in one look
➤ 2nd lending protocol by daily usage, sitting right behind @aave
➤ Highest stablecoin yields across top 50 in DeFi:
🔸For $USDC roughly 10% base / ~13% 30d avg
🔸for $USDT ~9.5% base / ~19% 30d avg
➤ Only top-30 lending venue that is still pre TGE with an active 🪂 and all $USDC / $USDT deposits earn max Karate💎 points for the airdrop farming
➤ #1 DeFi app on Sei by TVL and

.@Kindred_AI is still pre TGE with launch targeted for Q1 2026, and they have already proven people will pay real money for this before the token even exists. Hard not to be bullish on what this does to @SeiNetwork once it all lands onchain.
🔷 Kindred in one look
➤ IP driven AI companions with 20+ licensed brands instead of another faceless agent app
➤ First chapter SATO already did around $1.85M in presale on its own
➤ Roadmap points to 25+ IP launches through 2026, each with its own presale and in-agent economy
🔷 Why this matters for Sei
➤ Every IP drop, presale and in-agent purchase

Unlike other chains, institutional adoption on @SeiNetwork is not just a pitch, its already in motion.
🔷Two major headlines this week:
➤ CoinShares’ Staked SEI ETP is now live on Interactive Brokers, giving regulated brokerage access to SEI
➤ IBKR serves 200+ countries and executes 2.6M+ trades per day
➤ SEI is now part of the DIME ETF, putting it in front of 50M Vanguard customers
🔷 Why it matters
➤ Vanguard runs over $11T and is the largest admin of U.S. 401(k) assets
➤ Between CoinShares, IBKR, and Vanguard, SEI is becoming one of the few L1s you can reach from both DeFi rai

So you're saying we have a behemoth like @Kindred_AI launching on @SeiNetwork next year and you're still sidelined, NGMI !!!
Kindred has been a consistent top 5 runner on @KaitoAI pre TGE arena and has one of the biggest mindshare grabs over the last 4 months which is evident by waitlist just hitting 6m.
At this point the waitlist is growing by 1m every 2 weeks or so which is insane demand.
$KIN is def on track to be the biggest event on Sei so far and Sei szn for 2026 is looking good.
Markets Move Faster on Sei. 🫡

Just when we wrapped Nov as one of the biggest months for @SeiNetwork, first 2 days of Dec and we already got fully SEC regulated PM, $11B @Kalshi plugging into Sei on native USDC rails.
this is huge considering this brings Sei one step closer to further adoption by regulated venues with deeper liquidity and a much broader appeal for the general public and normie onboarding.
Markets Move faster on Sei. 🫡

Kinda crazy that something that we once thought would be a distant dream in DeFi is now about to become an onchain reality within weeks from now
that dream is having gold -> a fully onchain asset thats programmable in DeFi and earning us yields directly in our wallets and this was made possible thanks to @Theo_Network with their upcoming new beast of product $thGLD.
Judging by the growth record of $thBILL, $thGLD is likely going to follow the same if not a better trajectory
Exciting times in DeFi are ahead of us.

Kinda insane that the utopian futuristic scenario that we once thought was nothing but a distant dream in DeFi is so close (a few weeks max) from us now.
That dream is having gold -> onchain fully programmable within DeFi and earning yields directly in our wallets all thanks to @Theo_Network for giving us $thGLD, a gold 2.0 thats onchain and fully integrated with DeFi protocols on HyperEVM, @arbitrum, @base, and Ethereum.