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SeiIncomum
69/100STRICT
Incomum
#132cap. de mercado22 de out. de 2026

Sei

Plataforma de Contratos Inteligentes, pesos de protocolo de redeRanking de cap. de mercado 132, CoinGecko 8 de nov. de 2026
Fundamentos, não preço
PilarAvaliaçãoPosição na escala de 0 a 100PesoContribuição
Sustentabilidade63×0,2012,60
Transparência72×0,1410,08
Receita38×0,103,80
Inovação88×0,2421,12
Comunidade78×0,1814,04
Tokenomics53×0,147,42
Soma ponderada, total de pesos 1,0069,06Arredonda para a pontuação publicada69
Analisado
22 de out. de 2026
Motor
v5.2.0
Calculado
2026-10-22 05:31 UTC
Hash de entradas
d8711ef71c76

O Lite desbloqueia Sei por completo. Variação, cenário, sinal, fatores de risco, catalisadores.

Ver planos

Pesquisa, não constitui aconselhamento financeiro. Leia os termos.

Evidências dos pilares

Conjunto de dados 22 de out. de 2026. 6 fontes, 12 citações.
Cada arco é a avaliação de um pilar, desenhada em escala de 0 a 100.

Em inglês

Sustentabilidade63

Este projeto consegue continuar operando e se financiando por anos?

Sei completed its EVM-only migration in April 2026 and hosts $30 million in Securitize RWA funds, though DeFi TVL sits near $43 million.12

Transparência72

Pessoas de fora conseguem ver e verificar o que a equipe e o protocolo fazem?

Core parallel EVM execution and Sei Giga V2 repositories are open-source on GitHub with public technical specifications and validator metrics.32

Receita38

O protocolo gera taxas reais ou receita com o uso?

Zero-fee swap mechanics reduced daily gas fees from $103,000 to near zero, leaving future protocol monetization dependent on x402 facilitator fees.14

Inovação88

A tecnologia está sendo desenvolvida e lançada, e ela realmente importa?

Sei Giga V2 combines Autobahn consensus, Sedna pre-execution MEV privacy, and post-quantum security research targeting 200,000 TPS and sub-250ms finality.35

Comunidade78

Quem usa, desenvolve e detém a moeda, e quão durável é essa base?

Over 80 million wallets and 4 billion transactions pair with Xiaomi smartphone distribution and October 2026 CFTC-regulated US perpetual futures.54

Tokenomics53

O fornecimento, a emissão e os desbloqueios protegem os detentores contra a diluição?

Circulating supply stands at 6.73 billion of the 10 billion SEI cap (67.3%) as of October 22, 2026, with 112M to 132M monthly unlocks through 2031.46

Fontes

Sobre Sei

Análise de 22 de out. de 2026

Em inglês Tradução pendente: esta análise é apresentada em inglês.

Sei (SEI) is a parallelized EVM Layer 1 blockchain engineered for high-frequency trading, gaming, and consumer applications. As of October 22, 2026, roughly 6.73 billion SEI circulate out of a 10 billion total supply following the April 2026 EVM-only mainnet migration.

Visão geral completaMostrar menos

The network has processed over 4 billion lifetime transactions across 80 million wallets, though DeFi TVL remains modest near $43 million. Its Giga V2 architecture combines Autobahn consensus with Sedna pre-execution privacy to target 200,000 transactions per second and sub-250ms finality.

On October 16, 2026, Nadex and OG.com Markets launched CFTC-regulated USD-settled SEI perpetual futures in the United States.

Tese de investimento

Sei pairs high-throughput parallel EVM engineering with institutional distribution milestones as of October 22, 2026. Following the April 2026 EVM-only migration, user activity exceeded 80 million wallets and 4 billion transactions across 19 consumer and gaming applications with over 100,000 monthly users.

Tese completaMostrar menos

Institutional access expanded via $30 million in Securitize and Apollo ACRED tokenized credit commitments, Ledger Enterprise custody, the Canary Capital SEIZ staking ETF filing, and the October 16, 2026 CFTC-regulated SEI perpetual futures launch. Technically, Sei Giga V2 demonstrated 5 gigagas devnet throughput with Autobahn consensus, Sedna MEV resistance, and a post-quantum security roadmap.

However, fundamental value capture remains unproven. The April 2026 zero-fee swap model reduced daily chain fees from $103,000 to near zero, and DeFi TVL sits near $43 million, down 94% from its $688 million July 2025 peak.

Monthly unlocks of 112 million to 132 million SEI through 2031 also weigh on the 67.3% circulating float.

Pontos fortes
  • Completed its EVM-only migration in April 2026 and leads EVM chains in wallet activity with 80 million wallets and 4 billion transactions.
  • Sei Giga V2 pairs Autobahn consensus and Sedna MEV-resistant pre-execution privacy to target 200,000 TPS, sub-250ms finality, and post-quantum security.
  • Institutional milestones include the October 16, 2026 CFTC-regulated SEI perpetual futures launch, $30 million in Securitize RWA funds, and the Canary SEIZ ETF filing.
  • The Xiaomi partnership pre-installs Sei wallet infrastructure across smartphones alongside a $5 million Global Mobile Innovation Program.
  • Proposed the x402 fee transparency protocol to monetize autonomous AI agent payments and facilitator order flow.
Riscos
  • Eliminating swap gas fees in April 2026 reduced daily protocol revenue from roughly $103,000 to near zero, leaving fee capture dependent on x402 adoption.
  • DeFi TVL remains stagnant near $43 million, down 94% from its $688 million July 2025 peak despite rising transaction counts.
  • Monthly unlocks of 112 million to 132 million SEI continue through 2031 across the remaining 32.7% uncirculated supply.
  • Pre-installed Xiaomi mobile wallets face uncertain active retail payment conversion, while removing Cosmos IBC isolated legacy cross-chain liquidity.
Posição competitiva

Sei competes in the high-performance parallel EVM Layer 1 sector alongside Monad, Aptos, and Sui as of October 2026. While Sui and Aptos hold far larger DeFi TVL bases using Move smart contracts, Sei offers standard EVM compatibility after retiring its Cosmos runtime in April 2026.

Posição completaMostrar menos

The network leads peers in raw wallet count (80 million wallets) and consumer gaming engagement, supported by zero-fee swaps and Xiaomi mobile distribution. Furthermore, the October 16, 2026 CFTC-regulated SEI perpetual futures listing and $30 million in Securitize Apollo ACRED deployments provide institutional credibility.

Nevertheless, $43 million in DeFi TVL and near-zero gas revenue leave Sei trailing fee-generating Layer 1 competitors in economic depth.

Conclusão

As of October 22, 2026, Sei combines high-speed parallel EVM execution and 80 million active wallets with weak on-chain fee revenue and $43 million in DeFi TVL. The October 16, 2026 launch of CFTC-regulated SEI perpetual futures, $30 million in Securitize RWA deployments, and the Giga V2 upgrade roadmap strengthen its institutional profile.

Conclusão completaMostrar menos

Investors can accumulate SEI selectively while monitoring x402 fee monetization, TVL recovery, and monthly token unlocks.