Here’s Why One Analyst Sees Sei (SEI) as a Long-Term Infrastructure Bet

Sei (SEI) is been noticed again after a rough year for its price. The network just pushed its “Giga” upgrade into devnet, targeting extreme speed and sub-second finality.  However, Sei wallet is now pre-installed on millions of Xiaomi phones outside the US and China. While SEI is still far below its old highs, on-chain data shows large holders buying during recent dips.  Together, these signals explain why some analysts see Sei less as a hype trade and more as long-term infrastructure. Why Sei Is Built Differently Most blockchains try to do a bit of everything. Sei does not. From the start, it has been built around trading, DeFi, and financial apps where speed and reliability matter more than flashy features. According to analyst Tanaka, Sei (SEI) edge comes from its technical design. The chain uses parallel execution, multi-proposal blocks, and deterministic ordering. In simple terms, it can process many actions at once, confirm them fast, and do it in a predictable way.  That matters for perps, tokenized funds, and automated strategies, where delays and uncertainty cost real money. The Giga upgrade takes this idea even further. In devnet testing, Sei is aiming for sub-400ms finality and massive throughput. If this reaches mainnet in early 2026, Sei would sit among the fastest chains by raw performance.

➥ Why I see @SeiNetwork as a long-term infrastructure bet?

Most chains try to be everything. Sei is clearly optimized for trading, DeFi, and real markets – where speed, determinism, and uptime actually matter.

From a technical side, Sei is not marketing fluff:

– Sub-400ms… pic.twitter.com/r6wrG9mZEP

— Tanaka (@Tanaka_L2) December 30, 2025

Moreover, speed alone is not enough. Distribution matters, and this is where Sei Xiaomi deal stands out. Sei wallet is now pre-installed on phones sold in parts of Europe and Hong Kong, giving access to stablecoins and dApps out of the box. This does not mean hundreds of millions of users will suddenly use Sei. Most will not. But it lowers friction in a way many chains never achieve.  Instead of asking users to download wallets and learn crypto from scratch, Sei is already on the device. History shows that mobile-first adoption is hard, but when it works, it can change network usage fast. _Read Also: _****HBAR Price Ignores Big Catalysts as Hedera Becomes Government Infrastructure What the Crypto Market Is Saying Despite strong development, the SEI price has struggled. It is still down sharply from 2024 highs, and monthly token unlocks add steady sell pressure. That keeps short-term rallies in check. Meanwhile, on-chain data reveals whales adding SEI following large drops, particularly following increases in TVL and natively supporting USDC. This hints more at longer-term positioning rather than speculation for the short term. Moreover, Sei is not trying to replace Ethereum or compete with every Layer 1. It is aiming to be the chain where speed, uptime, and precision matter most. As Tanaka puts it, in finance, milliseconds equal money. If the Giga upgrade delivers and real usage follows distribution, Sei (SEI) role as financial infrastructure could matter more than its short-term price swings. That is why some see SEI not as a quick trade, but as a long-term bet on how onchain markets evolve.