2026-01-17 15:38:01

The recent market trend of the Sei ecosystem suggests that we should take a step back and observe carefully. The recent surge in CLO a while ago was like a signal flare, indicating that Sei's capital is indeed becoming more active. But here’s the question: hot money entering the market and genuine ecosystem development are two different things. Valuable projects need to be able to convert this heat into real application scenarios and operational cycles; otherwise, it’s just an emotional wave.

Currently, attention is focused on two low-profile leading projects: Monaco and Takara. The common point between these two is quite interesting—they didn’t rush to hype with token issuance to ride the trend, but instead occupy a quite critical position within the ecosystem. Such projects are often more worth tracking because their growth potential comes from actual applications rather than expectations.

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ContractBugHunter

· 4h ago

Hmm, Monaco and Takara are indeed low-key, but I think the real issue depends on who can truly implement the narrative. Hot money comes quickly and leaves just as fast; in the end, it's all about practical application. How much Sei's current popularity can be sustained will depend on the data in the second half of the year. CLO's rapid rise doesn't quite match the ecosystem's fundamentals. Wait, projects with real ideas tend not to issue tokens, I understand this logic. It seems Monaco is working on some key infrastructure, which is often overlooked but most important. I need to do a deeper dive into Takara; I feel there's not much information available. Those who always dream of overnight riches usually end up facepalming, especially obvious on Sei. The disappointment in expectations hits hard; most people in the crypto space fall for this trick. But Sei's ecosystem is indeed consolidating; otherwise, there wouldn't be so many committed projects. The work fatigue is almost causing calluses; multi-chain deployment is necessary—don't go all-in on a single chain.

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BoredWatcher

· 4h ago

People who are still chasing Sei should calm down and think about it—can hot money really settle into an ecosystem that quickly? That's tough. Monaco and Takara are indeed low-key, not relying on the usual crypto narratives, which makes them more promising. The real growth potential still depends on application implementation, not just hype and speculation. --- The recent rise and fall of Sei feels like emotional fluctuations; it depends on who is actually doing the work. --- No hype, no blackening—projects that are not rushing to raise funds or issue tokens are often the hidden kings in the ecosystem. --- Application scenarios and operational cycles are the key; everything else is just superficial. --- Low-key projects are more formidable because they are truly building.

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0xSoulless

· 4h ago

Hot money comes in for a wave and then disperses; the ones that can truly survive will depend on who can build a solid ecosystem. Monaco and Takara don't follow the typical crypto circle routines; instead, they are more interesting.

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ProbablyNothing

· 4h ago

That's right, this wave of Sei is just hot money flowing out. It depends on who can truly survive. Monaco and Takara are indeed low-key, with fewer tricks in the crypto circle, making them more reliable. Wait, is the CLO surge real? It feels like the entire ecosystem is still in the hype stage. Not issuing tokens is actually more valuable? Does this logic still hold now... The real skill in evaluating projects is during the accumulation phase. Don't be fooled by the hype. I agree, hot money and real gold and silver are two different things. It's better to watch patiently. What has Monaco been up to lately? I haven't heard any big news. Ecosystem circulation is the key, otherwise you're just being cut for your resources. How about the Takara project? Has anyone been in contact with it? Compared to others, I still favor projects with practical applications rather than just storytelling.

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MevTears

· 4h ago

It seems that Sei is about to start storytelling again, but how many of these can actually be implemented? Hot money comes quickly and goes just as fast. Monaco and Takara, which quietly make big profits, are the real winners, not relying on the narrative tricks of the crypto circle. The recent surge in CLO indicates that funds are looking for opportunities, but opportunities and traps are often just one limit-up away. Ecological accumulation is the key, but everyone knows it's easier said than done. Low-profile projects are usually looked down upon, but they often turn out to be the biggest surprises with lower risks. Hype is just an illusion; only those that can be truly accumulated are real gold and silver. Ultimately, it's still about who can survive until the end in this market wave.

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GasFeeNightmare

· 5h ago

Hot money flows in easily, but only those who can truly stay are the real deal. This time, Sei will see who can truly settle down. Monaco and Takara are indeed interesting; those who work quietly tend to be more solid, unlike those who are busy telling stories every day. The narrative of issuing tokens has long become tiresome. As always, user retention rate is the real key indicator. Sei's rise is just the beginning; the real test starts now. No rush, take it slow. Let's wait until the application layer truly takes off.

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