2026-01-19 19:43:15

Sei's weekly summary made me think a lot.

This public chain is actually an interesting counterexample. Most projects in the market are using additive thinking—stacking features, building ecosystems, increasing concurrency. Sei goes against the grain and takes a subtractive approach: cutting the Cosmos framework, removing hundreds of thousands of lines of redundant code, with the entire team focused on a single goal.

Speed.

This is actually a precise insight into the market. Applications like high-frequency trading and AI Agents require only one thing from the chain—speed. Speed to the point of minimal latency, fast enough that users don't perceive the wait. Instead of doing everything and doing it mediocrely, it's better to excel in one dimension.

This kind of bold trade-off is indeed rare. Most teams prefer to pile up features in mediocrity rather than make such radical sacrifices. But when you see clearly what the market truly needs, simplification can actually be the key to seizing opportunities.

SEI-0,99%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
3
Repost
Share

Comment

0/400

Tokenomics911

· 7h ago

To be honest, this focused approach is indeed rare; most are just fooling themselves by building ecosystems. However, whether the reduction strategy can truly gain market recognition depends on subsequent execution—don't become another PPT public chain. Prioritizing speed is the right direction, but how to crack the cold start of the ecosystem... Sei bet correctly on a niche segment this time, but whether the niche market is big enough is a question. There is indeed some substance; it's much more clear-headed than projects that want to do everything.

View OriginalReply0

LiquiditySurfer

· 7h ago

Subtractive thinking is truly scarce; most teams are still greedily wanting everything. Sei, by focusing on speed, has clearly seen the essence of arbitrage opportunities—delay is money.

View OriginalReply0

AirdropHarvester

· 7h ago

Honestly, Sei's move this time is really aggressive. Cutting Cosmos, deleting code... most projects wouldn't even dare to think about it. It's really just about focusing on this point—speed is vitality, and the AI Agent part indeed requires this kind of ultra-low latency. But to be fair, this bet is a bit risky. What if the market trend changes? Subtractive thinking is correct, but the real question is how long can Sei stick to it? Hmm? Isn't anyone worried that a single dimension might be overtaken by other chains? Is speed alone enough? How will the ecosystem break through? To put it nicely, it still depends on transaction fees and real TPS data. This all-in-one approach... either it becomes a huge success or fails completely, with no middle ground. I think Sei has bet right—at least they've recognized their position clearly. Anyway, let's wait and see if they can truly become the king of MEV chains.

View OriginalReply0