In June 2025, the well-known stablecoin issuer Circle successfully went public on the US stock market, with the company's market value briefly reaching $59 billion. This milestone not only demonstrates the global recognition of the stablecoin industry but also serves as another landmark event of Web3 infrastructure accelerating its integration into mainstream capital markets.
Notably, Circle disclosed in its IPO prospectus that the largest crypto asset in its holdings is the $SEI token. This choice releases an important industry signal: the Sei Network has become one of the key foundations for the next stage of technological upgrades and growth for stablecoin issuers.
Regulatory policy benefits released, stablecoin market welcomes a new cycle
This IPO coincides with the US Senate passing the GENIUS Act stablecoin regulatory bill, providing a clearer and more compliant regulatory framework for stablecoins. Circle's successful listing almost simultaneously with the policy release reflects the institutional high recognition of stablecoin infrastructure's role in the compliant financial system.
As stablecoins are incorporated into sovereign regulatory systems, related issuance platforms and clearing routes are also facing a crucial technological turning point.
Sei: The next-generation high-performance infrastructure chosen by stablecoin issuers
As an L1 blockchain designed specifically for trading optimization, Sei's parallel execution architecture, extremely low latency, and strong determinism constitute an ideal underlying network for stablecoin clearing and settlement. Circle's selection of $SEI as its primary token holding is not just a financial strategy but can be seen as a strategic endorsement of Sei's technological route.
Compared to traditional public chain performance bottlenecks, Sei can provide a better solution for high-frequency, programmable, and strictly compliant stablecoin application scenarios.
Looking forward: Web3 financial infrastructure evolving with dual drives of "performance + compliance"
The deep connection between Circle and Sei foreshadows the key trend in the next stage of the stablecoin market: high-performance infrastructure will become the standard configuration for sovereign-level crypto asset operations. With its broad adaptability in DeFi and TradFi scenarios, Sei is gradually entering the strategic deployment of global top-tier financial technology enterprises.
