@circle, which once invested in Sei in a low-key manner, has now entered Wall Street and achieved brilliant results. Is it finally time to "help old friends"? After the native USDC was launched on Sei, many people may be curious, why is it @SeiNetwork? What impact will the "new identity" of the listed compliant stablecoin issuer have?
1) Sei is a high-performance layer1 blockchain specially created for the optimization of digital asset transactions. Through the parallel EVM architecture, it enables multiple transactions to be processed simultaneously, and then achieves 390 milliseconds of finality and 28,300 TPS of parallel processing capabilities, making it a typical representative of cutting-edge high-performance blockchains.
Moreover, the key is not the "running score" results. The high-performance layer1 performance mechanism actually aims to open up a new high-frequency application scenario that can solve enterprise-level high-concurrency payments.
Sei's differentiation lies in its underlying optimization specifically for trading scenarios: built-in native order matching engine (OME) directly combats MEV problems, dual-turbo consensus mechanism, SeiDB storage layer prevents on-chain data expansion, etc., making it the "exclusive" track for high-frequency circulation of stablecoins.
So, USDC joins hands with old friend Sei as a new compliant listed company. One provides highways and the other comes to drive cars. Is it a perfect pair? If Circle's early investment in Sei is a strategic investment, then the launch of USDC is obviously to realize the original investment commercially.
2) Circle, as a listed compliant stablecoin issuer, and USDC, as the world's most trusted and regulated stablecoin, can be launched on Sei. The obvious benefit is naturally the huge amount of liquidity injected into it, and the underlying assets of compliant stablecoins are brought into its DeFi, payment, games and other segmented application scenarios.
But the deeper benefit is that I feel that this is actually the "procurement standard" issued by Wall Street for crypto infrastructure.
Recalling the questioning of stablecoins three years ago, and then BlackRock, Fidelity and others actively laid out digital asset infrastructure, and now the introduction of the GENIUS Act, stablecoin issuer Circle has become the new favorite of the US stock market, etc. If nothing unexpected happens, Wall Street needs to screen out more "qualified suppliers" that can undertake institutional funds?
After the listing, Circle is burdened with performance growth and financial report data disclosure pressure. It can only push USDC to the "mainstream commercial application" territory with greater efforts, and there is only one way to make the stablecoin application scenario separate from the pure speculation transaction inner cycle: the scale breakthrough of enterprise-level high-frequency payment scenarios, including real-time salary payment, millisecond-level cross-border B2B settlement, supply chain financial payment and other segmented scenarios.
I think this is the core meaning of the rapid "marriage" between Circle as a listed compliant stablecoin issuer and $SEI as a new high-performance transaction optimization layer1.