Once a low-key investor in Sei, @circle has now made a remarkable entry into Wall Street, and is it finally time to "support old friends"? After the native USDC launched on Sei, many might wonder, why @SeiNetwork? What impact will the "new identity" of a compliant stablecoin issuer have? 1) Sei is a high-performance layer 1 blockchain specifically optimized for digital asset trading. It achieves the ability to process multiple transactions simultaneously through a parallel EVM architecture, resulting in a finality of 390 milliseconds and a parallel processing capacity of 28,300 TPS, making it a typical representative of emerging high-performance blockchains. Moreover, the key is not just in the "performance score"; the goal of high-performance layer 1 is to open up a brand new high-frequency application scenario that can solve enterprise-level high-concurrency payments. Sei's differentiation lies in its underlying optimization specifically for trading scenarios: it has a built-in native order matching engine (OME) that directly addresses the MEV issue, a dual-turbine consensus mechanism, and a SeiDB storage layer that prevents on-chain data bloat, making it the "exclusive" track for high-frequency circulation of stablecoins. Thus, USDC, with its new identity as a compliant listed company, teaming up with its old friend Sei—one providing the highway and the other the sports car—could be a perfect partnership? If Circle's early investment in Sei was a strategic investment, then the launch of USDC is clearly a commercial realization of that initial investment. 2) As a listed compliant stablecoin issuer, Circle, with USDC as the most trusted and regulated stablecoin globally, can bring significant liquidity to Sei, which naturally benefits its DeFi, payment, gaming, and other segmented application scenarios by introducing compliant stablecoin underlying assets. But the deeper benefit is that I feel this is actually Wall Street issuing a "procurement standard" for crypto infrastructure. Looking back three years when stablecoins were questioned, to BlackRock, Fidelity, and others actively laying out digital asset infrastructure, to the current launch of the GENIUS Act, stablecoin issuer Circle has become a new darling of the US stock market, etc. If nothing unexpected happens, Wall Street will need to filter out more "qualified suppliers" that can accommodate institutional funds? After going public, Circle bears the pressure of performance growth and financial report disclosure, and it can only push USDC more vigorously into the realm of "mainstream commercial applications." The only path to separate stablecoin application scenarios from pure speculative trading cycles is through large-scale breakthroughs in enterprise-level high-frequency payment scenarios, including real-time payroll, millisecond-level cross-border B2B settlements, supply chain finance payments, and other segmented scenarios. I believe this is the core significance of Circle as a listed compliant stablecoin issuer and $SEI as a new high-performance trading-optimized layer 1 rapidly "marrying".