Sei really is quietly making big moves — they've managed to deeply integrate with Xiaomi phones. Pre-installing like this is something Chinese companies are really good at, and surprisingly, it was an American public blockchain that did it first.

I gathered the collaboration information and fed it into Gemini to estimate how many new users @SeiNetwork could potentially gain from this partnership.

Xiaomi's shipments last year were 170 million units, but pre-installation in China isn't possible, so the effective overseas market (Ex-China): approximately 70% share ≈ 119 million units (this is the hard ceiling Sei can actually reach).

The key estimation lies in conversion rate. Gemini provided three scenarios: curiosity-driven sign-ups, payment-driven adoption, and explosive adoption, with conversion rates of 5%, 15%, and 30%, respectively.

The third one really sounds exciting: if Sei actually functions like WeChat Pay, integrated with Xiaomi's ad push system, combined with strong marketing campaigns such as 'Get U upon registration' or 'Payment discounts'.

119 million × 30% = 35.7 million new users.

But I'm worried: Sei's current market cap is only $800 million, FDV at $1.4 billion — can it really afford such large-scale spending to capture the market? 😂😂😂

If users buy a phone with money (stablecoins) pre-loaded, and can directly pay for coffee on the go, that's true Mass Adoption — far more effective at retaining real users than any airdrop.

Users don't need to trust a new Sei app; they just need to trust the payment feature built into their Xiaomi phone. This truly solves Web3's biggest hurdles — trust and complicated onboarding.

Personally, if Sei can actually convert 3% in a year, that's already impressive — around 3.57 million new users. That would be solid data to justify buying $SEI.