After reading Messari's 2026 outlook report, I am now very optimistic about @ SeiNetwork's Giga upgrade. This may be a game changing infrastructure upgrade and could potentially compete with Hyperliquid in the future. Because Sei has enabled the simultaneous establishment of a "professional trading market" and a "privacy level application" on the same public chain for the first time. Let me talk about the 'root cause' first, and you will know why Sei is special. In the DeFi world, most DEX decentralized exchanges use "Automated Market Makers" (AMMs), such as Uniswap. But what professional traders really need are order book trading systems (CLOBs) like Binance and Coinbase, with transparent prices, low slippage, support for limit orders, and the ability to place and cancel orders. This is the true trading infrastructure. The problem is that running order books on chains such as Ethereum or L2 is almost equivalent to "self harm", and Hyperliquid is forced to be a self-developed L1 public chain. Core pain points: Delay too high: If you place an order and wait for a few seconds or even tens of seconds to complete it, the spread is forced to widen and the yellow flowers have cooled down. Trading queue: All trades are executed sequentially, and your order has to be placed behind a pile of NFT minting and junk airdrops, making it impossible to make a market. MEV draws blood: Your transaction has not been put on the chain yet, but it was preemptively attacked by robots, which invisibly increased the cost several times. The result is that the order book DEX either cannot be implemented or can only compromise on centralization (for example, dYdX first ran to ETH L2 and later developed a public chain based on Cosmos). How to 'rewrite the rules' for upgrading Sei Giga? Sei was designed for high-frequency trading from the beginning, and Giga's upgrade has pushed it to new heights: one ️⃣ Extremely fast final confirmation speed (<400ms) This means that your order is almost instantly on chain and executed. The Mempool window is extremely short, and robots do not have time to make small movements. Order execution is more fair and extremely friendly to market makers and arbitrageurs. two ️⃣ parallel execution Not all transactions are crowded into one queue. Sei can handle thousands of unrelated transactions simultaneously. Your ETH/USDC limit order will not be stuck by the neighboring cat NFT minting. Smooth order flow is the key to reducing price differences, which is what a professional market looks like. three ️⃣ MEV has been 'sealed' Sei has restricted the extractable value of MEV from the protocol layer (such as the upper limit of sorting revenue). In other words, your transaction is no longer a piece of fat that can be slaughtered. This greatly reduces hidden transaction costs and makes the pricing of order books closer to the 'real market'. This is the key reason why Monaco, derivatives, and some market making strategies are migrating to Sei. They want real trading, not volume boosting data. Messari mentioned that the "number of transactions per active address" on Sei continues to rise, indicating that it is not volume brushing, but rather high-frequency trading by real people. Only when the bottom layer is fast and fair enough can professional players and market makers be retained, and Sei Giga provides this soil perfectly. Even better, Sei is not only fast, but also provides ample "privacy" Many people think that "privacy" and "high performance" are like fish and bear's paw, but Sei uses DeCC (decentralized confidential computing) to pinch the two together: Using TEE (Trusted Execution Environment) and homomorphic encryption, your transaction data is computed in a "black box" and only the results are stored on the chain. Smart contracts, user assets, voting, AI model inputs... can all run encrypted. Without sacrificing speed (not as slow as ZK), it can still achieve over 200000 TPS with a transaction fee of only 0.02 cents. Under this performance, the available scenarios will be very diverse: In the future, banks can use Sei as a secure stablecoin for settlement; Hedge funds can implement private quantitative strategies on the chain; RWA projects can securely manage user identity and credit data. In summary, during the current downturn in the cryptocurrency market, Sei is solidly building its technology and generating real trading volume. While others are still working on L2 and meme, Sei is already laying the foundation for "Crypto Wall Street" and deserves special attention. It is recommended that everyone take the time to read the "Messari 2026 Outlook Report"