3 massive TGEs/tokens I'm excited to see go live on @SeiNetwork in Q1!!!!! Q1 could be a real boost for the Sei eco if these TGEs land cleanly, we already saw how hard $CLO ran and I would not be surprised if these end up even bigger. 1⃣ @TakaraLend ➤ One of the most used money markets in all of DeFi, sitting near the top by DAU ➤ Biggest dApp on Sei atm ➤ Top tier $USDC / $USDT yields, pre-TGE, with Karat points lining up what could be one of the bigger lending 🪂 the market 2⃣ @Kindred_AI – $KIN ➤ Licensed IP × AI companions (Teletubbies, Hello Kitty, Pudgy, Axie etc) with a 7.4M+ waitlist already ➤ SATO presale did ~$1.85M, $KIN becomes the rail for compute, IP packs and creator rewards, all settling on Sei ➤ +20 IPs lined up for 2026 3⃣ @KAIO_xyz – $KAIO (likely multichain with higher focus on Sei given their history) ➤ RWA engine for names like BlackRock, Brevan Howard, Hamilton Lane, Laser Digital and a sovereign wealth fund ➤ Compliance-first infra already pushing tokenized funds into Sei, $KAIO is the alignment layer on top If even two of these land cleanly in Q1, 2026 flow and narrative on Sei step into a very different bracket. Markets Move Faster on Sei. 🫡

If these launch cleanly, Sei’s Q1 narrative shifts fast.