$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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