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Sei Weighs an EVM-Only Direction, Raising Questions Over CosmWasm and IBC
On May 25, 2026, Sei signaled an EVM-first direction that market watchers interpret as a possible move toward an EVM-only execution and tooling stack. The potential shift could reshape how CosmWasm apps migrate, how wallets and infrastructure adapt, and whether IBC-linked liquidity remains a meaningful distribution channel.