SEI price has been quietly compressing near $0.12 while most of the market looks elsewhere. That silence is exactly what caught the attention of a well followed analyst who argues that this phase may be one of the most asymmetric moments SEI has offered so far. Price action looks calm on the surface, yet the underlying story points in a very different direction.
SEI price already absorbed one of its toughest structural tests. The network went through a period where large monthly token unlocks consistently added supply to the market. Those releases peaked through 2024 and 2025, with more than 150 million SEI entering circulation each month.
Close to 60% of the total 10 billion supply is expected to be unlocked by mid 2025. That matters because future dilution pressure drops sharply from 2026 onward. The analyst behind the $0.12 thesis frames this moment as the point where uncertainty fades and supply dynamics finally begin to stabilize. Markets often underestimate how powerful that transition can be once heavy unlocks are no longer a looming threat.
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Sei Expansion In Japan And Asia Signals A Consumer Focus Shift
Sei is not positioning itself as another DeFi only chain chasing short term liquidity. The project has been deliberately aligning with consumer technology markets across Asia, with Japan playing a central role in that strategy. The long term vision points toward mass adoption driven by everyday usage rather than speculative hype.
WHY $0.12 SEI IS THE "BEST DEAL" $SEI survived its unlock.
— Altcoin Buzz (@Altcoinbuzzio) January 22, 2026
It’s building in Japan.
It’s shipping in 20K stores.
It has the fastest EVM.
If you aren't stacking $SEI during these "quiet" accumulation days, you’re going to be chasing it at $0.30.
The fundamentals have never… pic.twitter.com/hAz9tBNqyw
A major pillar of this push is Sei’s partnership with Xiaomi. Through this collaboration, Sei wallet and app discovery tools are being pre installed on smartphones sold across multiple regions, including parts of Europe and India. That kind of distribution places Sei directly in front of hundreds of millions of potential users without relying on crypto native onboarding funnels.
SEI Price Tied To 20K Store Rollout And Real World Payments
SEI price fundamentals extend beyond apps and wallets. The same Xiaomi relationship opens the door to stablecoin payments across more than 20,000 physical retail stores worldwide. Initial rollout regions include Hong Kong and the European Union, with further expansion expected over time.
This move turns Sei into something more tangible than a trading venue. Merchants gain a practical payments layer, while users see crypto functioning inside familiar retail environments. The analyst notes that chains rarely get this kind of offline distribution at scale, especially while valuations remain compressed.
Sei Fastest EVM Narrative Gains Credibility After Giga Upgrade
Sei price also reflects a major technical shift. The Giga upgrade introduced native EVM support built around parallel execution, Autobahn style multi proposer consensus, and asynchronous state commitments. These changes allow Sei to process transactions at speeds traditional EVM chains struggle to approach.
Targeted finality sits around 400 milliseconds, with theoretical throughput reaching roughly 200,000 transactions per second. Marketing phrases like 100x faster EVM only matter when developers and users actually feel the difference. On Sei, those performance gains are already translating into rising activity and expanding application diversity.
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Usage data reinforces the broader thesis. Sei reports seven figure daily active addresses alongside sharp growth in TVL and derivatives volume throughout 2025. Developers appear increasingly drawn to high throughput EVM environments where performance constraints are less limiting.
Off chain traction adds another layer. Pre installed wallets on mainstream devices combined with stablecoin acceptance in thousands of stores create a bridge from speculation to everyday utility. That combination helps explain why the analyst describes $0.12 SEI as the best deal in current conditions.
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