In 12 months, more DeFi volume will come from stablecoin routing than trading.

That’s not a hot take, it’s a directional shift already underway.

Stablecoins aren’t just collateral anymore.
They’re becoming the medium for yield, settlement, and payments.

Which means the new problem isn’t liquidity. It’s routing fast, composable, institutional-grade.

And @SeiNetwork is positioning itself as the high-speed router for that.

Let me explain.

Since 2020, most DeFi activity has revolved around trading:

- DEX swaps
- Perps
- Yield-farming tokens
- MEV arbitrage

But trading is zero-sum. It extracts value more than it generates.

The next growth wave will come from automated stablecoin flows:

- Yield rebalancing across stablecoin vaults ($USDC ↔ $USDY)

- Cross-chain movement of stablecoins via CCTP, Axelar, Wormhole

- On-chain payments and settlements for real-world use cases

- Interest-bearing wrappers automating passive earnings

And it’s already starting.

From the last few months, it's clear now that; stablecoins are no longer just passive assets. They’re becoming active capital flows.

Think:

- TreasuryDAOs auto-rotating yield positions
- RWAs offering tokenized T-bills to anyone, anywhere
- Stablecoins “hopping” chains for best rates in real-time
- Automated payrolls, cross-border remittance, B2B settlements

This flow isn’t about speculation. It’s about optimization. And optimization scales.

The volume won’t look like AMMs, but it’ll be constant, predictable, and growing.

So, to support this kind of infrastructure, we don’t need just another L1.

We need:

- Sub-second finality
- Parallel execution
- Stablecoin-native interoperability
- Deep integrations with issuers, oracles, and RWA providers

Guess who has all four? Sei!

Sei has all four already in place.

✅ @circle (CCTP)
✅ @OndoFinance (RWAs)
✅ @axelar (interchain infra), and
✅ @chainlink (oracle data) are already in place.

That’s not just a chain.

It’s programmable financial infrastructure.

In 12 Months we’ll look back and realize:

- “DeFi” no longer means degens swapping tokens.
It means:
- Capital automatically flowing where it earns the most
- Stablecoins acting as programmable money
- Execution layers competing not on hype, but on throughput

And Sei?

It becomes the router, not the casino.

That’s the asymmetric bet most still don’t see.