We have been closely following the stablecoin and #RWA sectors recently, as professional investors in this field. One thing I have been particularly focused on is the official launch of #Circle's native USDC and #CCTP on #Sei.

Don’t underestimate this news; it is a key step for stablecoin infrastructure entering the "high-speed execution era." Let me briefly discuss the development ideas and future potential behind it. To put it simply: now you can use the most reliable dollar stablecoin, USDC, natively on #Sei, a chain as fast as an exchange, and cross-chain transactions have become super efficient.

🧐 Why do I think this is a key signal?

1️⃣ The relationship between #Circle and #Sei is not just "launching," but "strategic binding."

Circle is not just casually launching on a chain; it specifically named #Sei in its IPO documents and has personally invested in it, indicating that #Circle has long recognized #Sei's potential. This relationship is at the level of "partners" rather than "clients."

2️⃣ The native launch of #USDC + #CCTP is the true "highway" for stablecoins.

The launch of native USDC means this is not a "bridge version" of a pseudo-coin; it is the official minted, redeemable dollar. The CCTP (Circle's Cross-Chain Transfer Protocol) allows you to seamlessly transfer USDC between chains without bridges or intermediary asset pools, maximizing efficiency, security, and compliance.

3️⃣ The positioning of #Sei itself is crucial: it is not a speculative coin chain, but a "transaction execution chain."

The design of #Sei is like an exchange, specifically built for high-speed, low-latency financial-grade trading scenarios. Stablecoins are naturally the "fuel for trading," making them a perfect match on Sei. This represents a significant narrative shift: it’s not about where to speculate on coins, but where to "settle" real transactions.

From the perspective of the overall stablecoin landscape, the strategic significance of this integration is extraordinary, with long-term influence. This is an important step towards "stablecoins as financial operating systems." #Circle is building a system of "composable, compliant, on-chain dollars," while #Sei is one of the infrastructures for the future "on-chain settlement layer." It’s like a merger at the level of #VISA and #NASDAQ, with stablecoins as the "payment engine" and #Sei as the "trading engine," working together to serve the core scenarios of the next generation of on-chain finance.

Especially for institutions, having stablecoins without a stable execution environment is useless; having a high-performance chain without compliant assets is pointless. Now that both conditions are met, the future potential of #Sei is self-evident.

If previous stablecoins were used for "transfers," then current stablecoins are used for "executing trades." The ultimate goal of trading is to be fast, stable, low-cost, and compliant. #Sei is transforming into this compliant "financial settlement layer," no longer relying solely on airdrops to attract retail investors, but genuinely starting to connect with stablecoins, cross-chain transfers, and institutional custody as part of a compliant "foundation."

The combination of #Sei + #USDC + #CCTP is working towards this ultimate goal. And this goal is for on-chain finance to become one of the mainstream financial alternatives.

📈 For us #Web3 investors, this releases several investment signals that I will focus on:

• Native DeFi projects on #Sei, especially derivatives and settlement tool applications;

• Infrastructure for inter-chain stablecoin migration using #CCTP;

• Chains, custody institutions, and payment systems that are deeply integrated with #Circle.

With the expansion of stablecoins around the "Genius Act" and #Circle, a convergence of on-chain dollar infrastructure and high-performance chain financial evolution is erupting. Don’t blink; this could be the starting point of the current stablecoin explosion cycle. 🧐

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