SimonLemke

@y_cryptoanalyst SEI something LOL

高性能公链赛道现状： 理论tps: 100,000+ 实际tps: 10+ 欢迎对号入座。

有没有曾经赚到过大钱又返贫的大哥， 你作为过来人给现在的兄弟们讲讲忠告?

@jayendra_jog Stuff and nonsense

Ethereum ecosystem is in disarray. There is a very real possibility that in the future, Ethereum won't be the center of the EVM.

@SeiNetwork @Mastercard From Mastercard.com No sei at all lol

NEW: Sei is joining the Mastercard Crypto Partner Program. This comes ahead of a co-authored paper by @Mastercard and Sei exploring new blockchain evaluation frameworks for financial services.

硬件涨了10倍，软件还没动。这才是AI超级周期下半场真正的机会 说一个很多人不敢说的感受： AI涨了一年。 Nvidia涨了10倍。存储涨了10倍。光互连涨了10倍。但你打开手机，用了哪个AI应用让你觉得"这真的改变了我的工作"？硬件的繁荣是真实的。但应用层的繁荣还没来。这让我很焦虑。相信你也有同感。但焦虑本身就是机会的信号。当所有人都在买GPU的时候，软件还没动。 这就是下半场最大的不对称赔率。 1. 先说清楚一件事：为什么软件现在还没涨，反而在跌 AI浪潮分三个阶段： 第一阶段（2023-2026）：基础设施 谁卖铲子谁赢 Nvidia、AMD、TSMC、存储、光互连 第二阶段（2026-2027）：平台层 谁控制数据和调用入口谁赢 正在发生 第三阶段（2027+）：应用层 谁有真实用户和真实收入谁赢 还没完全爆发 市场现在处于第一阶段向第二阶段过渡的节点。软件公司还没涨，不是因为它们不重要，是因为市场还在等一个信号：财报里的真实AI收入数据。故事不够，要数字。 2. 已经给出答案的：DOCN和TEAM $DOCN（DigitalOcean）——AI初创公司的首选战场 这家公司三个月前还被当成"廉价云"。 现在单日拉升40%，从$82涨到翻倍。为什么？AI应用需要灵活、便宜、低延迟的推理接口。AWS太贵，GCP太复杂，DOCN刚好填这个空缺。AI客户ARR已达$1.7亿，同比暴增221%。这不是故事，这是财报里的真实数字。 标签已经换了：从"廉价云"到"AI推理首选平台"。这就是闪迪公式的软件版本。 $TEAM（Atlassian）——AI没有杀死Jira，反而让它更值钱 所有人都说AI会替代项目管理软件。 现实是：AI Agent需要企业内部的数据和上下文才能工作。这些数据在哪里？在Jira里，在Confluence里，在TEAM的生态里。Rovo智能体上线后，使用Rovo的客户增速是非用户的2倍。RPO大增说明客户在提前锁定预算。 AI没有消灭TEAM，AI让TEAM的护城河变得更深。 3. 即将引爆的：SNOW和CRM $SNOW（Snowflake）——企业AI Agent的数据控制层 AI落地需要海量企业数据。谁控制数据，谁就控制AI Agent的大脑。Snowflake正在把自己从"数据仓库"重新定义为"企业AI Agent控制层"。5月27日财报是关键——盯三件事：产品收入能否超预期、RPO增速、AI工作负载量。如果三个都超，SNOW会成为下一个DOCN。 $CRM（Salesforce）——目前跑得最快的企业AI Agent Agentforce ARR已达$8亿，同比增长169%。 这不是概念，这是真实的企业在付钱买的东西。 更关键的是：Agentforce已经跨系统执行——连接Google Workspace、BigQuery、ServiceNow。 它不再是一个AI工具，它正在成为企业工作流的入口。 这个位置一旦占住，护城河比任何单一软件都深。 4. 最被低估的暗线：AI通信基建 这是大多数人没想到的逻辑： AI Agent越多，通信调用量越大。AI客服要打电话。AI助理要发短信。AI系统要做身份验证。每一个AI Agent背后，都有通信基建在支撑。 $BAND（Bandwidth） 拥有自己的全球通信网络，不是租用。这在AI语音代理时代是核心壁垒——低延迟、高稳定性是AI客服的生命线。已被Salesforce选为AI客服关键基础设施合作伙伴。这个背书意味着：每一个Agentforce的语音调用，都要经过BAND的网络。 $TWLO（Twilio） 语音收入同比增长20%，创19个季度新高。 这个数字说明了一件事：企业正在大规模采购AI客户互动能力，而Twilio是目前最成熟的通道。 5. 我自己觉得不错的：SERVICE NOW和REDDIT $NOW（ServiceNow）——企业AI自动化的操作系统 如果Salesforce是销售端的AI入口，ServiceNow是IT和运营端的AI入口。企业有多少重复性的IT工单、审批流程、合规检查——这些全部可以被AI Agent自动化。NOW的平台就是这些Agent运行的操作系统。 AI不是NOW的竞争者，AI是NOW的燃料。 $RDDT（Reddit）——AI训练数据的稀缺资源 这个逻辑很多人没想到： 所有大语言模型都需要高质量的人类对话数据。Reddit是全球最大的真实人类讨论数据库，而且有强烈的社区情感和垂直专业深度。Google已经签了数据授权协议。OpenAI也在谈。Reddit不只是社交媒体，它是AI时代最稀缺的数据资产之一。$130附近是很多人认为的买入区间，也是大级别上涨趋势线的强力支撑位。 6. 最后说ZOOM $ZM（Zoom）——从会议工具到AI工作流平台 这是争议最大的一个，但也可能是赔率最高的反转故事。AI Companion活跃用户同比增长超三倍。Virtual Agent 3.0能处理50%的客服案例。如果Zoom能从"开会的地方"扩展到电话、客服、协作的全场景AI入口——它的估值逻辑会被完全重写。现在的Zoom是被旧标签定价的。 最终想法 已经证明的（买入确定性高）： $DOCN → AI推理平台，数字已验证 $TEAM → 护城河被AI加深 $CRM → 5/27号财报Agentforce ARR $8亿，最快的企业Agent（如果能在财报前回到140，大级别趋势线的支撑位，那就是完美的买入位置，这个老牌公司希望能在agentic ai的叙事下给他新的估值，我感觉这次财报就是一次机会了） 即将验证的（等财报）： $SNOW → 5/27财报，企业AI控制层（如果在财报前是跌的把140缺口补了，也是完美的买入位置） $NOW → IT自动化操作系统（让now再磨一下底，缓慢筑底过程） 暗线机会（最被忽视）： $BAND → AI通信基建，Salesforce背书 $TWLO → 语音收入19季度新高 反转赌注（高赔率高风险）： $RDDT → AI训练数据稀缺资产（盯着130的趋势线支撑） $ZM → 旧标签包装的新故事 最后说一句： 硬件的繁荣是AI的第一章。 应用的繁荣是AI的第二章。 第一章涨了10倍的公司，第二章不一定还是它们。第二章的主角，在上面这张清单里。但记住：软件涨的信号不是故事，是财报里的数字。 等数字出来，再重仓。 #AgenticAI #SaaS #软件股 #AI应用 #美股 #DOCN #CRM #SNOW #TEAM #Twilio #Bandwidth #Reddit #Zoom #ServiceNow #USStocks #AIStocks #下半场 #软件反转 #AI落地 #美股分析

最近大家都在讨论的美股版本之子——燃料电池公司 Bloom Energy（NYSE: $BE ）财报后跳涨 24%，最近一年股价涨了 20 倍。 而那个被 OpenAI 扫地出门，做对冲基金，一年从 2.25 亿做到 55 亿美金的天才少年 Leopold Aschenbrenner，2025 年初就重仓了这家公司，现在浮盈 20 亿美元。 这期 2 个月前的播客介绍了他的持仓逻辑和对 AI 的判断。

@SeiNetwork @Techweek_ @Mastercard Mastercard: Don’t make up stories

a16z’s @Techweek_ is where the future of tech and finance is defined. It's where Sei x @Mastercard will be coming together to introduce a new evaluation framework for financial services in an onchain world. The standards for finance are being rewritten in real time. RSVP ↓

@SeiNetwork @MonacoTrading Fake news

@MonacoTrading huge if true

Monaco will change markets forever.

$SEI is 95% down from its ATH But here is what makes it worse. The market cap actually went HIGHER after the ATH price and @SeiNetwork token still collapsed. That one fact tells you everything about : "Why $1 is probably never coming back" Let me break it down : 👉 THE MARKET CAP ILLUSION This is the part most people miss entirely. $SEI hit its all-time high price of $1.14 in March 2024. At that point circulating supply was around 2.7 to 3 billion tokens. The market cap was roughly $2.2 to $2.5 billion. Fast forward to January 2025. The market cap climbed even higher. It pushed above $2.5 billion during the broader altcoin rally. By traditional logic the price should have been at or above ATH. Instead. $SEI was trading at $0.63. How? Because while the market cap grew, the circulating supply had exploded from roughly 3 billion tokens to nearly 5 billion. The float almost doubled in less than a year. New money was flowing in. But new tokens were flooding in faster. 👉 THE SUPPLY TSUNAMI $SEI has a total supply of 10 billion tokens. As of April 2026 roughly 6.73 billion are in circulation. That is 67% unlocked. Sounds like the worst is over right? It is not. The token allocation tells the real story. 48% goes to Ecosystem Reserve. 20% each to Team and Private Sale Investors. 9% to Foundation. 3% to Binance Launchpool. Monthly unlocks have averaged 100 to 150 million $SEI during peak vesting periods in 2025. That is 1.5 to 2% of circulating supply every single month. The April 15 2026 unlock alone releases another 55.56 million $SEI to the Team allocation. And this schedule continues through 2032 to 2035. Now here is the math that kills the $1 dream. At current circulating supply of 6.73 billion tokens, $SEI at $1 requires a market cap of $6.73 billion. The current market cap is $354 million. That is a 19x from here. But by the time enough momentum builds to push the price anywhere near $1 the circulating supply will be 7.5 to 8 billion tokens. 👉 THE CHAIN IS BLEEDING VALUE Good technology means nothing if capital does not stay. $SEI TVL exploded to $600 to $680 million by mid-2025. Incentive programs. By April 2026 it has cratered to $39 to $60 million. That is a 90 to 95% collapse. One of the worst capital flights of any Layer 1 in this cycle. The daily chain fees tell the real story. $368 per day, yes, Three hundred and sixty eight dollars in daily revenue. For an entire Layer 1 blockchain that raised $95 million from investors including Jump Crypto, OKX Ventures, and Multicoin Capital. DEX volume hovers around $9 to $10 million daily. Stablecoin market cap sits at $181 million but native liquidity is only $118 million. The rest is bridged assets looking for an exit. 👉 THE TECHNICAL SIDE The weekly chart paints a brutal picture. Since the March 2024 ATH $SEI has printed nothing but lower highs. Every single rally has been sold. The descending trendline from $1.14 has rejected every attempt at recovery. This structure has been intact for over two years. The price currently sits at $0.053. To even begin a conversation about $1 you first need to reclaim $0.25. That is the key level where prior support turned into resistance. The zone between $0.24 and $0.27 acted as a base throughout mid-2024 and mid-2025. Now it sits overhead as a ceiling. Getting from $0.053 to $0.25 is already a 370% move. And that does not even get you to $0.50 let alone $1. The structure shows two major rejection zones. The first around $0.25 to $0.30 where multiple rallies have died. The second around $0.60 to $0.70 which capped the late 2024 and early 2025 bounces. Both of these need to flip to support before $1 is remotely in play.

@SeiNetwork @jayendra_jog Sei Giga will be 0

Sei Giga will be '...the first high-performance post-quantum blockchain.' -@jayendra_jog

@SeiNetwork @sumvin Visa: Don’t make up story lol

JUST IN: Visa announces @sumvin as a pilot partner for Intelligent Commerce Connect, a new on-ramp for AI agent payments across major card networks. Sumvin's permission layer is built on Sei. Agents prove identity, define authorization scope, settle the transaction. Sei infrastructure, plugged into Visa's agent payment network.

@Damelocabra @glenn_tunes U talked like an idiot

@lemke41586 @glenn_tunes At leat he IS not chinese. Imagine eat dogs and spread lethal virus

NO WAY IN HELL DOES TRUMP HAVE AN IQ ABOVE 50 🤷

@Sei_Labs there is NO ROADMAP ON THIS SITE! And this site is empty, just fake neural site

We rebuilt SeiLabs.io to show what we're working on: from Giga to the projects we've been incubating We'll have a lot more going live in the coming months If you like solving hard problems, check the open roles

@SeiNetwork there is NO ROADMAP ON THIS SITE! And this site is empty, just fake neural site

The road to Sei Giga will live on seilabs.io Check Sei Labs' new site for updates on the next evolution of the Sei protocol ↓

@SeiNetwork Old video, fake news

Sei Giga is for global scale finance.

@SeiNetwork @Morpho @Featherlend Dead chain

🦋 @Morpho Vaults V2 are live on Sei via @Featherlend Morpho's Vaults V2 introduce advanced risk management, role-based governance, and customizable access controls designed for compliance enablement. Institutional-grade DeFi powered by Morpho, live on Sei.

@kaseemsei Are u drunk?

When it happens, don’t say we didn’t warn you 🔥 $SEI