Today, I took a look at the Q3 2025 report on #Sei from #Messari, and one highlight left me in disbelief. We've always emphasized #Sei's rapid layout and development in institutional adoption and RWA (Real-World Assets), but we know that any ecosystem's growth ultimately depends on user traffic. And now, I've finally found the answer to #Sei's traffic breakthrough — Web3 gaming. Let's start with the most straightforward number: 116 million game transactions in a single quarter, nearly 120 million in total — a 137.8% surge from the previous quarter. These aren't fake or刷量 (inflated numbers), but real players actively playing, clicking, and transacting. More importantly, over 800,000 active addresses on #Sei are playing games daily. Considering the entire Sei network has a daily active address count of 824,000, this means almost every user on Sei is, in some way, playing games. This isn't just "gaming as part of the ecosystem" — it's the driving force behind Sei's traffic. I pay special attention to "real user behavior," and the signals from Sei are very clear: institutional partnerships bring compliance and development, while gaming brings users. Games like @worldofdypians, @Mokoko_AI, and @hotspring_HQ are simple, fast-paced, and easy to pick up — some resemble Candy Crush, others are idle management games. These are all types of games that ordinary people can casually play during their commute or before bed. These are not designed for geeks — they are Web3 entry points for the general public. Take the hot spring simulation game, *Hot Spring*, for example. It has 73,000 daily active users and is available directly on the Apple and Google app stores. You don't need to understand wallets or download MetaMask — just open the app and play. As you play, you naturally interact with on-chain activities, achieving a true "seamless Web3 experience" and education. What really caught my attention is teams like @Mokoko_AI, who have developed over 100 lightweight mobile games. This is a direct copy of the "hyper-casual game" strategy from Web2 — free, fast-paced, and monetized through ads and in-game items. Now, they're leveraging #Sei's high-performance chain (low latency, high TPS) to run these games natively on-chain. Sei's technical foundation not only enhances the Web3 gaming experience but also helps attract more off-chain user growth. Another point often overlooked is Sei's UAW (Unique Active Wallets) over the past 30 days, which reached 2.46 million, ranking second among L1 blockchains, just behind Solana. However, much of Solana's activity comes from DeFi and meme coin speculation, while Sei's activity is almost entirely driven by gaming. This means Sei's user base is more sticky and its behavior more sustainable. After all, crypto speculators come and go, but addicted players return every day. I even have a bold idea: if Sei partners with phone manufacturers like Xiaomi in the future and pre-installs games like *Sugar Senpai* or *Tokentails* (that Mario-style cat game) on new phones, the user growth curve for Web3 could "take off vertically." Imagine this: you buy a new phone, open a game after booting it up, and by the third level, the system asks, "Would you like to claim a free NFT item?" This painless onboarding to Web3 would be a massive growth driver, with huge potential. So, from an asset allocation perspective, Sei is currently walking on two legs: one is the institutional side, continuously expanding business boundaries and adding compliance channels; the other is the retail side, capturing user mindshare through gaming and achieving continuous growth. Perhaps our evaluation of Sei's value should no longer solely depend on token economics or TVL, but also on the number of daily active players × retention rate × depth of on-chain behavior. Fully understanding #Sei's growth model is crucial, and it will give us much more confidence. 🧐