#加密钱包 Seeing Stripe's acquisition of the Valora team and Sei's collaboration with Xiaomi, I am reminded of an interesting phenomenon – wallet applications are transitioning from "professional tools" to "necessities".

The logic of these two matters is somewhat different. Stripe's actions are relatively conservative; they acquire the team but allow Valora to continue operating, primarily to supplement their stablecoin business. However, the collaboration between Sei and Xiaomi is different—pre-installing on 168 million phones represents a layout at the level of traffic entry. Transitioning from "users actively searching" to "automatically reaching users" sounds simple, but in reality, it marks the critical point of consumer-grade Web3.

However, from a trading perspective, these infrastructure developments inspire me to pay attention to traders' understanding of industry cycles when selecting them. Some experts can sense the turning points in these tracks in advance—from niche applications to mainstream manufacturers' pre-installations, the logic of asset value will be restructured. The stories of ecosystem coins like Sei and Celo upgrade from "developer toolchains" to "payment infrastructures," often accompanied by a dual surge in liquidity and narrative.

If you want to follow traders in this category, I would suggest dividing your positions according to your risk preference. Aggressive positions can follow those who are optimistic about the long-term value of ecological coins, while conservative positions should focus on the progress of payment implementations. After all, there is still a gap until the actual launch in Q2 2026, with many variables in between. Experience has taught me that the best following strategy is never to blindly go all in, but to understand what the opposing trader is betting on.