庞教主
庞教主|Aug 14, 2025 10:11
The SEI chain has entered an acceleration period, and a true "lending demon" may have emerged, with potential new opportunities for short positions I have been looking at data on defillama because the data is relatively objective, and the earliest hyperliquid mining was also due to defillama. This time, the data on the SEI chain on defillama is quite abnormal. After digging deeper, the recent performance of the SEI chain can only be described as "full chain frenzy". The daily active wallet has surpassed 1 million for the first time, with a record high daily transaction volume of over 1.3 million transactions. DEX trading volume surged into the top 15 globally, while TVL refreshed to $620 million. More importantly, Circle USDC has been launched on SEI This is not a simple on chain news, but a historical signal: the last one to complete this path was SUI, and SUI directly entered the market value acceleration period after the USDC went online Stablecoins are the lifeblood of the ecosystem, while USDC is the high-pressure pump. ” In addition to the SEI chain itself, after looking around the ecosystem, the core project is @ TakaraLend, the fastest growing TVL protocol on the SEI chain. Let me tell you one point that you are more interested in, but it hasn't been released yet In the past month, Takara TVL has grown by 20%, stablecoin APR has reached 12%+, zero borrowing fees, and circular arbitrage and stablecoin leverage parties have been enjoying themselves. Backed by the SEI Foundation, Takara is at the forefront in terms of resource allocation and traffic import Before the market starts, it's not the traders who stand at the forefront, but the entry point for funds. And Takara is this entry point. Takara is the core ecosystem of the SEI chain and has not yet issued coins If you want to obtain future airdrops from Takara, you can participate in his Karats points system. Takara's Karats system is almost tailor-made for "long-term players", and normal user interaction can accumulate Karats. Content creation, activity participation, and community operation can also earn additional Karats. For example, if you are good at traffic, you can also adopt the invitation recommendation mode, with an additional 5% for the inviter and 10% rewards for the invitee. KOL whitelist can also directly open "distribution stores" on the chain Visa's Ambition in Loan Agreements Takara is not satisfied with being a high APR lending market, but wants to become the infrastructure for on chain credit payments: Takara Lend: Driven by user, revenue, and credit demand, it attracted over 110 million deposits in just three months. API infrastructure: Directly connected to wallets, cards, and merchants, allowing users to receive funds directly from on chain lending limits when making purchases in the real world. At the moment you swipe your card to pay, the assets on SEI are still rising, which is the ultimate form of DeFi. ” Explosive viewpoint SEI enters a period of accelerated capital inflow, and Takara has the opportunity to become the "exclusive leader" of on chain credit infrastructure In SEI's capital cycle, DEX is the driving force for trading, borrowing is the reservoir, and Takara's design makes it more like the main gate for SEI funds - stablecoin cycles, LST arbitrage, LP liquidity, all of which may need to go through Takara. Grab the main gate, and you'll catch the entire chain of water flow Summary: Macro: SEI is repeating the explosive curve after the launch of SUI USDC. Mid term: Takara is SEI's fastest-growing lending agreement, occupying a significant capital entry point. Micro: Karats integration system+recommendation mechanism forms long-term binding and fission growth. At the moment when SEI's ecological valuation is reassessed, Takara may be the first spark to ignite the entire chain. And now, it is the tranquility before entering the venue Takara is currently the best opportunity to participate in the ecological dividends of the SEI chain. Welcome to join: https://app. (takaralend.com)/leaderboard? code=kiki
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