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Sei

34 pieces · Jun 2023 to Oct 2025 · 2 flagship

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L1/L230 Perps9 Market structure7 DeFi7 Ethereum3 ZK2

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222025

Start here · the strongest pieces on Sei

Breakdown23 Jun 2023Sei Network deep dive: Twin Turbo consensus, parallelization and native CLOBTechnical introduction to Sei, an application-specific Cosmos SDK L1 built for DEXs. Covers Twin Turbo consensus, parallelized DeliverTx and EndBlock processing, a native order matching engine and validator-run price oracles.Article21 May 2025Giga Sei: Scaling the EVM to Web2-Level PerformanceLong-form breakdown of Giga Sei's whitepaper: Autobahn multi-proposer consensus, decoupled asynchronous execution, a rebuilt Sei EVM with optimistic concurrency control, flat key-value storage, and the use cases a real-time EVM enables.Explainer10 Jul 2023Sei for market makers and MEV: batch auctions on an on-chain orderbookExplains how Sei's native CLOB, parallel order matching, optimistic block processing and frequent batch auctions aim to reduce HFT stale-order picking and MEV, and why Sei plans Flashbots-style auctions for value accrual.

Timeline · every piece, newest first

2025 22

28 Oct 2025Sei GIGA upgrade and Autobahn consensus as enabler for MonacoSei GIGA scales the L1 to 5 gigagas/s (over 200k TPS) at 400ms latency via Autobahn's multi-proposer consensus and async execution. Monaco's Rust engine matches off-chain at microsecond latency and settles on Sei EVM in under 400ms.ExplainerL1/L2PerpsMarket structure18 likes

24 Oct 2025Monaco: shared CLOB liquidity layer on Sei without a native frontendMonaco's design without a native frontend, with shared liquidity and PitPass revenue share from orderflow, lowers developer overhead and the cold-start problem. It could return Sei to its 'Layer 1 for Trading' roots.ThesisPerpsL1/L2Market structure23 likes

23 Oct 2025Real-time EVM chains compared: Monad, MegaETH, RISE, Sei, SonicSide-by-side of real-time EVM contenders with their throughput and latency claims: Monad L1, MegaETH L2, RISE L2, Sei GIGA and Sonic.MapL1/L2Ethereum15 likes

07 Oct 2025Monaco deep dive: Wall Street-grade trading layer on SeiA1 deep dive on Monaco: off-chain Rust matching with 5-25 microsecond latency, settlement on Sei under 400ms, gasless order management, a unified liquidity pool and PitPass revenue sharing instead of PFOF.BreakdownPerpsL1/L2Market structure25 likes

06 Oct 2025Real-time blockchains and onchain CLOBs: A1 article TL;DRTL;DR of A1's real-time chains article: parallel execution drives performance, hybrid offchain-matching designs are giving way to fully onchain systems, and shared liquidity layers like Monaco and DeepBook solve cold-start liquidity.BreakdownL1/L2PerpsMarket structure23 likes

30 Sep 2025Monaco: Wall Street-grade CLOB infra on Sei, TL;DRMonaco is a permissionless backend with 5-25 microsecond off-chain matching and sub-400ms settlement on Sei. It has no native frontend, offers shared liquidity from day one, and reinvents PFOF with PitPass.BreakdownPerpsL1/L2Market structure40 likes

21 Aug 2025Monaco on Sei: Wall Street grade onchain CLOB infrastructureArgues onchain CLOB infrastructure inside a composable execution layer, not an appchain, can reach microsecond latency. Cites the Giga Sei upgrade scaling to 5 gigagas per second, roughly 200k TPS.Market takePerpsL1/L229 likes

05 Aug 2025Vibe-coding a Sei dashboard with Cursor for research and contentDescribes building a Sei analytics dashboard with Cursor and argues vibe-coding unlocks data analysis and visualization for research. Recommends chaining multiple LLMs to prompt and check each other with human review loops.Build logToolingL1/L28 likes

14 Jul 2025Niche verticals and network effects: Polkadot and Sei ecosystem playbooksAgrees that public ledgers gain value by picking verticals and building network effects. Polkadot is gaining traction in gaming and data/DePIN, while Sei's gaming push spilled into DeFi with higher TVL and usage after GIGA Sei, a SEI ETF filing and native USDC.Market takeL1/L2DePIN39 likes

13 Jul 2025Union testnet stats: 90.9M transfers and 586K unique addresses in 30 daysUnion's testnet logged 90.9M transfers over 30 days from 586K unique addresses, with receivers outnumbering senders by about 15%. Sei to Xion is the top route and USDC dominates, with visible farming addresses.DataZKL1/L253 likes

11 Jul 2025Why RWA tokenization hasn't scaled yet and what is unblocking itRWAs are held back by missing high-performance DeFi infra, weak oracle infra and regulatory ambiguity. All three are improving through verifiable CLOBs, modular oracles like eOracle, the Genius Act and treasury adoption, with stablecoins already the largest onchain RWA class.ThesisRWADeFiMarket structure44 likes

10 Jul 2025Sei native USDC: stablecoin activity up 300% and Giga Sei roadmapSei's native USDC and CCTP V2 follow 300% growth in stablecoin transactions since 2024 and a >100% rise in stablecoin TVL in four months. Giga Sei targets a path to 200k TPS and sub-400ms finality for trading and payments.DataStablecoinsL1/L262 likes

06 Jul 2025CLOB wars: why onchain orderbooks are replacing AMMs and who builds themAMMs were a forced tradeoff until real-time chains, scalable DA, ZK proving and fast oracles made orderbooks viable. Maps CLOB appchains (Hyperliquid, Bullet, Lighter, Paradex, Hibachi) and onchain CLOBs (GTE, Nitro, Monaco, Fuel, Aptos).MapPerpsDeFiHyperliquid24 likes

19 Jun 2025Leaderboard watchlist: Fuel, Sei, Boundless, Union, Allora, Paradex and moreExplains the thesis behind each project the author yaps on: FuelVM's UTXO/account hybrid, GigaSEI scaling, Boundless proof marketplace, Union's aggregate ZK proofs, Allora, Paradex, Openledger and MegaETH.BreakdownL1/L2ZKAI36 likes

12 Jun 2025Giga Sei as the first EVM chain able to host high-performance CLOBsArgues Giga Sei's multi-proposer consensus and parallel execution make Sei the first EVM chain capable of hosting high-performance CLOB infrastructure, citing Monaco as an example.ThesisL1/L2Perps33 likes

08 Jun 2025Sei after Giga Sei: speed metrics and the execution layer winner questionCalls Sei underrated after Giga Sei with 200k TPS, 5 gigagas per second, sub-400ms finality and $490M TVL, then asks how many winners the crowded general-purpose execution layer market can support.Market takeL1/L218 likes

08 Jun 2025Onchain CLOB design trade-offs and the race to be the decentralized NasdaqLists nine design axes for onchain CLOBs, from privacy vs transparency and speedbumps to L1 finality vs L2 latency and retail vs institutional design, and names the main contenders led by Hyperliquid.ThesisPerpsDeFiHyperliquid10 likes

08 Jun 2025Why Monad risks disappointing against faster-shipping high-performance chainsArgues Monad's long delay let rivals catch up: Sei at about 200k TPS, MegaETH at 100k TPS with sub-10ms blocks, Hyperliquid at 200k orders per second, plus Fuel and RISE. Having raised at billion-dollar valuations, Monad risks disappointment despite its community.Market takeL1/L243 likes

21 May 2025GIGA Sei vs MegaETH: consensus, execution, DA and tradeoffsCompares Giga Sei, a decentralized multi-proposer L1 (about 200k TPS, sub-400ms finality), with MegaETH, a centralized single-sequencer L2 (about 100k TPS, about 10ms latency), across consensus, execution, data availability and use cases.BreakdownL1/L252 likes

21 May 2025Giga Sei technical summary: Autobahn, async execution and flat storageSummarizes Giga Sei: about 200k TPS and under 400ms finality, Autobahn multi-proposer consensus cutting rounds from about 3 to 1.5, async execution cutting finality latency about 70%, OCC parallel EVM and flat key-value storage.ExplainerL1/L2Ethereum32 likes

21 May 2025Giga Sei: Scaling the EVM to Web2-Level PerformanceLong-form breakdown of Giga Sei's whitepaper: Autobahn multi-proposer consensus, decoupled asynchronous execution, a rebuilt Sei EVM with optimistic concurrency control, flat key-value storage, and the use cases a real-time EVM enables.ArticleL1/L2Ethereum26 likes

20 May 2025Sei Giga: how 5 gigagas per second worksExplains how Sei reaches about 200k TPS: Autobahn multi-proposer consensus finalizes ordering only via tip cuts, execution is async and parallel with optimistic concurrency, and flat key-value state replaces Merkle trees.ExplainerL1/L217 likes

2024 7

25 Oct 2024Most transactions in 24h by chain: Aptos 326M vs Sui 67M, Solana 56MRanks chains by transactions processed in 24 hours, with Aptos far ahead of Sui and Solana. Cites it as evidence that MoveVM is leading on throughput two years after Aptos mainnet.DataL1/L2260 likes

21 Jul 2024L1 vs L2 TVL takeaways: Base and Blast lead, Scroll overtakes Aptos and SuiAggregated TVL chart (excluding Solana >$5B and Arbitrum >$3B) shows Base ($1.8B, +12% MoM) and Blast (-33% MoM post-airdrop) in their own league. TON levels with Optimism at $780M and Scroll ($670M) passes Aptos, Sui and Mantle.DataL1/L213 likes

20 Jul 2024TVL wars charts: alt L1s vs L2s, and Solana vs OP, Arbitrum, BaseTwo TVL charts framing alt L1s against L2s: Aptos, Sui and Sei vs Scroll and Mantle, and Solana vs Arbitrum, Optimism and Base. The post itself gives no takeaways.DataL1/L224 likes

08 Jun 2024Execution layer innovation map: alt-VMs, parallel EVMs and zkEVMsLists the wave of new execution environments this cycle: blended EVM/SVM/Wasm, MoveVM chains, SVM L2s, zkEVMs, parallel EVM L1s and Linux-based VMs. Argues it broadens the app design space and lets millions of developers build in more performant or familiar languages.MapL1/L273 likes

19 May 2024Axelar on-chain data: 64 chains, GMP dominance and cross-chain volumeData thread on Axelar, an interoperability L1 with a 75+ validator set using threshold signatures. General message passing dominates activity, with BNB and Sei leading by dollar value on fewer transactions, which suggests whale activity.DataL1/L2DeFi28 likes

01 Apr 2024Shared sequencing thesis: Sei and Fantom pivot away from monolithic L1sArgues Sei and Fantom (post-Sonic) are quietly becoming shared sequencers for rollups. Explains why centralized sequencers are risky and how shared sequencing gives censorship resistance, MEV mitigation and atomic composability across rollups.ThesisL1/L229 likes

22 Mar 2024Sei Parallel Stack: pivot from alt-L1 to shared sequencer for parallel rollupsArgues Sei has pivoted from the alt-L1 narrative toward acting as a shared sequencer for parallel EVM rollups that settle on Ethereum and use modular DA like Celestia or Avail, under the name Parallel Stack.Market takeL1/L231 likes

2023 5

16 Aug 2023Sei as a faster Solana: parallel execution and native order matchingLists Sei's differentiators (high-speed consensus, parallel execution, native order matching engine and oracles, WASM, IBC) and frames it as potentially the better SOL.ThesisL1/L228 likes

15 Aug 2023Sei ecosystem map: nine projects building on the Sei L1Thread mapping leading Sei ecosystem projects by category: liquidity hub, naming service, NFT marketplace, DEX, liquid staking, launch layer, wallet, gamified DeFi and a layered DeFi hub.MapL1/L2DeFi2 likes

10 Jul 2023Sei for market makers and MEV: batch auctions on an on-chain orderbookExplains how Sei's native CLOB, parallel order matching, optimistic block processing and frequent batch auctions aim to reduce HFT stale-order picking and MEV, and why Sei plans Flashbots-style auctions for value accrual.ExplainerDeFiMarket structure71 likes

28 Jun 2023Anticipated L1s for the next cycle: Manta, Aleo, Sei and Aptos reading listShort thesis that most tokens from the last cycle's ATHs will not repeat, followed by an index of his deep dives on four highly anticipated L1s.MapL1/L25 likes

23 Jun 2023Sei Network deep dive: Twin Turbo consensus, parallelization and native CLOBTechnical introduction to Sei, an application-specific Cosmos SDK L1 built for DEXs. Covers Twin Turbo consensus, parallelized DeliverTx and EndBlock processing, a native order matching engine and validator-run price oracles.BreakdownL1/L2DeFi1,045 likes

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MegaETH46 Monaco18 Aptos39 Sui24 Solana60 Monad20 Fuel26 Hyperliquid113

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