web3research

Yesterday, I asked a simple question:
SEI's 200K TPS sounds impressive—but what does it actually mean?
The important part is this:
200K TPS is a target for technical capacity.
So naturally, the next question is:
How is Sei trying to get there?
This is where Sei Giga becomes important. 👇
⚙️ What Is Sei Giga?
Giga is not simply a “speed upgrade.”
It represents a major redesign of the infrastructure underneath Sei, with the goal of making the network capable of handling much higher transaction throughput and very fast finality.
The architecture focuses on several key areas:
1️⃣ Parallel Execution
Instead of processing every transaction strictly one after another, independent transactions can be processed simultaneously.
Think of it like:
1 checkout counter ❌
vs.
Multiple checkout counters working together ✅
The goal:
More efficient execution → higher throughput.
2️⃣ A New Execution Engine
Giga introduces Ares, a new execution engine designed to improve how transactions are processed.
The objective is simple:
Make the EVM execution layer significantly more efficient.
3️⃣ A New State Database
Giga also introduces Eidos, a separate state database architecture.
Why does that matter?
Because blockchain performance isn't only about processing transactions.
The network also needs to efficiently store, access and update its state.
So Sei is looking beyond just “more TPS.”
It's optimizing the underlying infrastructure.
4️⃣ New Consensus Architecture
Giga also introduces Autobahn, part of Sei's planned consensus architecture.
The goal is to improve how the network reaches consensus while supporting much higher throughput.
In simple terms:
Execution + Storage + Consensus
all need to work efficiently.
Optimizing only one layer isn't enough if the entire system needs to operate at extreme scale.
🧠 Here's the Important Research Point
When you hear:
“SEI is targeting ~200K TPS.”
Don't immediately translate that into:
“SEI will have massive adoption.”
That's not what the number tells us.
It tells us about potential infrastructure capacity.
The bigger question remains:
Can Sei turn that technical capacity into real economic activity?
That means watching:
Applications
↓
Liquidity
↓
Users
↓
Trading Volume
↓
Fees
↓
Economic Value
🔎 This Is How I Look At Giga
I don't see Giga simply as:
“SEI wants to be faster.”
I see the thesis as:
“SEI is redesigning its infrastructure to support extremely high-performance, EVM-compatible financial applications.”
But the technology still needs to prove itself under real-world usage and economic demand.
That's where the next stage of the research gets interesting.
Technology can create capacity.
Adoption creates value.
And I'm watching the gap between the two.
👁️ Follow @The On-Chain Observer
For more Web3 education, protocol research, on-chain data analysis, RWA intelligence and evidence-based crypto research.
Don't just follow the narrative. Observe the data.
$SUI
$SOL
#TheOnChainObserver #SEİ #Web3Research #CryptoEducation💡🚀 #Write2Earn

📉 Impermanent Loss Explained: A Core Risk in Liquidity Provision on STONfi
Impermanent loss is one of the most important concepts to understand before providing liquidity on a decentralized exchange like stonfi
It occurs when the price of the tokens you deposit into a liquidity pool changes compared to when you first added them. As prices move, the pool automatically rebalances your assets to maintain its ratio. This can result in a lower value compared to simply holding the tokens in your wallet.
🔍 Example (TON/USDT Pool on STON.fi)
Assume you provide liquidity to a TON/USDT pool on STONfi You deposit equal values of TON and USDT. If the price of TON increases significantly, the pool will gradually sell some of your TON for USDT to keep the balance.
When you withdraw, you may end up with:
Less TON
More USDT
Even though your total value might still grow, it can be lower than if you had just held TON without providing liquidity. That difference is called impermanent loss.
⚖️ Why It Is Called “Impermanent”
It is described as impermanent because if prices return to their original ratio, the loss can reduce or disappear. However, once you withdraw liquidity, it becomes permanent.
📊 Key Insight
Understanding impermanent loss helps users make better decisions when choosing pools, balancing potential rewards from fees or farming incentives against possible price divergence.
#STON.fi #TONDeF #DeFiEducation #LiquidityFa #Web3Research

Liquidity pools are the foundation of trading on STONfi Instead of matching buyers and sellers like traditional exchanges, stonfi uses an automated system where trades happen against pooled assets.
A liquidity pool contains two tokens, for example TON and USDT. Users, known as liquidity providers (LPs), deposit equal values of both tokens into the pool. These funds create the liquidity that traders use to swap assets.
Prices inside the pool are determined algorithmically. As users buy one asset, its price increases relative to the other; when they sell, the price decreases. This constant rebalancing allows trading to happen continuously without needing a counterparty.
In return for providing liquidity, LPs receive LP tokens. These represent their share of the pool and entitle them to a portion of trading fees generated by swaps. The more trading activity a pool has, the more fees are distributed among providers.
However, liquidity provision also involves risk. Price changes between the paired tokens can lead to impermanent loss, meaning the value of deposited assets may differ from simply holding them.
Understanding how liquidity pools function helps users make informed decisions, balancing potential rewards from fees and farming incentives with the risks associated with price volatility.
#STONfi #TONDeFi #DeFiEducation #LiquidityPools #Web3Research

1 Friday farming check is active.
For participants on STONfi this is the weekly positioning update.
Liquidity conditions shift quickly—timing and allocation matter
2
💧 STON / USDT Pool
Stable yield structure
Earn from swap fees + STON incentives
Low volatility exposure
👉 Suitable for consistent farming with reduced risk pressure.
3
⚡ STORM / TON Pool
Variable APR performance
Reward spikes during high volume activity
Higher risk, higher upside potential
👉 Designed for active participants tracking market flow.
4
🧠 TON / USDT Pool
Balanced APR dynamics
Deep liquidity support
Stable fee generation over time
👉 Acts as a core “baseline” pool for steady yield exposure.
5
📌 Weekly insight:
Avoid chasing maximum APR in isolation.
Effective liquidity strategy is built on balance between stability and growth exposure.
In DeFi, consistent positioning often outperforms short-term reaction
#STONfi #TONDeFi #DeFiEducation #LiquidityFarming #Web3Research