$SEI | Despite the market's red candles, I'm standing behind my bullish thesis.
Why? I will touch on a lot of significant points in this thread. Focus.
Sei's ecosystem isn't just surviving, it's exploding with real-world utility that screams "institutional-grade infrastructure".
🔥 RWA Tokenization Goes Nuclear
- Apollo's $1.2B Diversified Credit Fund (ACRED) launched onchain via Securitize & Wormhole
- BlackRock & Brevan Howard tokenized funds hit Sei through KAIO
- Wall Street giants proving Sei's 400ms finality & 200K+ TPS can handle trillion-dollar liquidity
RWA market? Projected $2.8T by 2028. Sei owns the rails.
🔥 Stablecoin Dominance Accelerates
- Circle's Gateway integrated for seamless USDC (100M minted in 10 days)
- PayPal's PYUSD via LayerZero
- Agora's AUSD (backed by State Street/VanEck) incoming
- Ondo's USDY at 94.5% of Sei's RWA TVL
- Wyoming's state-backed WYST pilot testing Sei infra
-Result? $5.5B daily stablecoin volume, $243M issued in 4 months
Sei isn't chasing stables, it's the magnet.
🔥 AI & DeSci Innovation
- Kindred Labs x Sei dropped 25+ iconic IPs (Teletubbies to Astro Boy) as persistent onchain AI companions
- Sapien Capital appointed Dr. Alex Cahana (25+ yrs in blockchain/healthcare/AI) to steer $65M Open Science Fund I
- DeSci pitched at UNGA80 to 193 nations. 542 builders → 186 AI projects in the $1M ai/accelathon
AI needs speed? Sei delivers.
🔥 Gaming Ecosystem Leads the Pack
- #1 blockchain for gaming with 600% YoY growth
- Sacred Tails (turn-based RPG) launched iOS Early Access
- Token Tails funds real-world causes via gameplay
- Sei Survivor: first 2D roguelike survival game live
- Idle Glory: Top 5 global blockchain games
- Three NFT drops (RuneHero, DiveDiary, Archer Hunter) minted out
Microtransactions at scale? Check.
🔥 Institutional Green Lights
- Crypto com rolled out institutional-grade custody for SEI
- REX Shares & Osprey filed for staked SEI ETF (joining 21Shares/Canary)
- OneKey full wallet integration
- Union bridge unlocks BTCfi liquidity
- SDF at Token2049 with MetaMask/PayPal on stables & adoption
Institutional heavyweights are betting on Sei.
🔥 On-chain Metrics
- TVL? Up to $474M+
- DAUs? 960K+
- Staking? 54.6% locked
- Giga Upgrade incoming for 50x EVM throughput
Metrics and fundamentals are pointing up!
Yeah, short-term PA sucks, but this is the Nasdaq of DeFi building in stealth mode.
Sei maturing faster than most, because Markets move faster on Sei ($/acc).
Bears? Temporary. Bulls? Loading.

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