2025-12-11 07:20:51

#数字资产生态回暖 A leading mobile phone manufacturer sold 168 million units worldwide in 2024, with a market share of 13% and ranking among the top three globally. This scale is not a small number. The new devices (excluding mainland China and the US) all come pre-installed with Sei's Web3 wallet—ready to use right out of the box, no download needed.

Remember how Alipay became popular back then? It was the same logic. Pre-installed on Android phones, directly eliminating customer acquisition costs. Now, replaced with a crypto wallet, the principle remains the same.

But there's a critical issue to consider: Latin America, Southeast Asia, and Africa have high mobile phone sales shares, and stablecoin regulations are still relatively lenient in these regions. Once policies tighten, the advantage of pre-installation could vanish. Risks and opportunities often coexist.

SEI-2.07%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

8 Likes

Reward
8
10
Repost
Share

Comment

0/400

PanicSeller

· 12-14 06:26

Wow, this approach is really just like Alipay; pre-installation is the secret weapon... Once policies tighten, it will crash directly. By then, the 168 million phones with this pre-installed will just contain useless code. Stablecoins in Latin America are really wild, but who knows when they will be banned? Betting on this is too risky. The real opportunity still depends on how long Southeast Asia can stick it out. But honestly, ecosystems built on pre-installation are inherently fragile...

View OriginalReply0

MetaverseLandlord

· 12-13 14:30

168 million devices. This wave of pre-installation is really aggressive, copying Alipay's approach but risking policy issues. Latin America and Africa are truly a double-edged sword. If policies tighten, all efforts are in vain. That's why I remain bearish in the short term. Pre-installation sounds great, but it's quite risky... Regulation is really hard to predict. Alipay's success is backed by the central bank, but what about wallets? The risk is indeed high. The logic of making quick money is just afraid of a night returning to the pre-liberation era. Having a user base of 168 million is definitely tempting, but the premise is that policies must cooperate; otherwise, it's a joke. As the old saying goes, opportunity and risk are twin siblings. Sei is betting quite aggressively this time. Pre-installation has become standard, and it feels like Web3 is truly breaking out of the circle? But the premise is that regulators shouldn't cause trouble. In Southeast Asia and Africa, if the policy direction really changes, it will definitely backfire. It looks promising in the short term, but long-term depends on policy attitudes, doesn't it?

View OriginalReply0

OldLeekNewSickle

· 12-13 13:37

The same logic that Alipay uses has now moved into the crypto world. Essentially, pre-installation = forced customer acquisition. This approach is indeed ruthless. With a user base of 168 million devices, whether it continues to expand or not is just a matter of numbers... But my friend, if this stuff could really survive like Alipay has, Sei would have already become a big deal. But the reality? The relaxed regulations in Latin America and Southeast Asia are only temporary. A single policy paper can wipe out the entire pre-installation advantage. That's why I say the "long-termism" in the crypto world is a joke — risk has never coexisted with opportunity; instead, opportunity itself is rooted in risk.

View OriginalReply0

hodl_therapist

· 12-12 00:36

Alipay's approach is indeed aggressive, but can the crypto wallets really succeed? The policy threat is always looming overhead. --- Relying on pre-installed app market share, Southeast Asia certainly has a large space, but regulatory changes can wipe it all out. --- 1.68 billion devices sounds impressive, but the real question is: can this wallet truly retain users? Powering on doesn’t equal daily active users. --- The relaxed policies in Latin America are actually a double-edged sword. Just because it's relaxed now doesn’t mean next year will be the same. --- Both pre-installation and ecosystem building aim to copy Alipay’s path, but can Web3 really reach that scale? --- The logic makes sense, but the worry is that a sudden wave of strict regulation could turn the advantage of pre-installation into a burden overnight. --- Sei’s move is solid, but will Southeast Asia and Africa really adopt this wallet? Or will users just open it once and then uninstall? --- Customer acquisition costs have been lowered, but retention is the real challenge. Pre-installation alone isn’t enough.

View OriginalReply0

AirdropBlackHole

· 12-11 07:51

Haha, the old tricks of Alipay have now moved on-chain. It all depends on who can go all the way to the end. Policies will eventually come knocking; at that point, pre-installation is pointless. 1.68 hundred million devices is a real number, but pre-installed wallets are really just a gamble on regulatory attitudes. Southeast Asia is indeed open, but risk awareness must keep pace. Pre-installation and customer acquisition costs—it's just the old internet tricks dressed up in Web3 armor. No one can guarantee policy risk; no matter how loudly you boast, it all depends on how things develop later. Thinking back to the Alipay era, it was indeed impressive, but the game of crypto is much more complicated. Pre-installation = traffic dividends, but without regulation, traffic is just liabilities.

View OriginalReply0

ApeEscapeArtist

· 12-11 07:51

Oh wow, isn't this the same as the old Alipay trick... The pre-installed feature is indeed impressive, but once regulation hits in Latin America, this might be in trouble.

View OriginalReply0

just_another_wallet

· 12-11 07:50

Pre-installed tricks are really ruthless, basically copying Alipay's approach, but encrypted wallets are too risky. When policies change, everything can get chaotic. Things are relaxed now in Africa, but can we trust that? 1.68 hundred million devices sound like a lot, but only a few percent actually use wallets. If this wave hits a snag, it's like handing a knife to regulatory authorities. You guys should be optimistic about stablecoins, but don't get too carried away. The advantage of pre-installation is indeed strong, but if it fails, it's all over. Betting on national policies is truly uncertain. But I have to admit, this idea is brilliant—who would have thought to pack money into a phone?

View OriginalReply0

TommyTeacher1

· 12-11 07:47

Alipay's approach is indeed impressive, but can encrypted wallets be replicated? It still feels like two different things. --- Once policies tighten, the advantage of pre-installation instantly vanishes. This risk definitely needs to be carefully considered. --- 168 million devices... If that number could really be converted, that would be amazing. But does anyone really use wallets on startup? --- Lax regulation in Latin America is both an opportunity and a ticking time bomb. --- Alipay became popular because of its consumption scenarios. So what if wallets are pre-installed? --- If stablecoin regulations suddenly tighten, how much blame will manufacturers have to bear? --- This idea is good, but the actual implementation definitely won't be that smooth. --- Pre-installation logic isn't wrong; I'm just worried that one day the government might call a stop, and users will simply delete the app. --- If Web3 wallets could truly become as popular as Alipay, that would be incredible. The current awareness levels are completely different. --- Opportunities exist, but the underlying stability still needs to be questioned.

View OriginalReply0

AltcoinMarathoner

· 12-11 07:23

just like mile 20 in a marathon, regulatory headwinds are where most sprinters tap out. but if you're building for the ultra... this pre-install play is genuinely interesting infrastructure momentum. adoption curves don't lie.

Reply0

LidoStakeAddict

· 12-11 07:22

Damn, 168 million devices pre-installed with wallets? If that really happens, customer acquisition costs will drop to zero. Alipay's approach is indeed impressive, but crypto depends on policies for survival. Latin America and Southeast Asia are currently relaxed, but who knows what next year will bring. Betting on policies not suddenly reversing is just gambling.

View OriginalReply0

Trending TopicsView More
#2025GateYearEndSummary
74.97K Popularity
#CryptoMarketMildlyRebounds
32.45K Popularity
#GateChristmasVibes
15.52K Popularity
#SantaRallyBegins
4.95K Popularity
#CreatorETFs
3.35K Popularity

Hot Gate FunView More

1
CROSSCross
MC:$3.5KHolders:1
0.00%
2
SLMiSolmiau
MC:$3.49KHolders:1
0.00%
3
rowrow
MC:$3.5KHolders:1
0.00%
4
SIBSanta's Inevitable Bag
MC:$3.53KHolders:1
0.21%
5
VPNVirtual Private Network
MC:$5.47KHolders:44
9.27%

Sitemap