Seiは並列EVMとGigaの物語は強いが、低いチェーン収益とアプリ収益転換が成熟度の制約だ。
Investment View
Investment View: SeiはGigaの性能約束が実際の手数料、アプリ収益、持続的なSEI需要へ転換するかが焦点だ。
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Report Type
Project Maturity Analysis
Version
v1
Analysis Date
2026年6月17日
Language
ja
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.