Latest Sei (SEI) News Update

Deep Dive

1. Bearish Breakout Looms (29 September 2025)

Overview:
SEI’s price has fallen to $0.2645, testing a descending triangle pattern’s lower boundary. Network activity collapsed:
- Transactions: -87% (57M → 7.4M in 30 days)
- Active addresses: -24% (13M → 9.9M)
- Stablecoin TVL: -53% YTD ($296M → $140M).

Technical indicators (RSI at 70, MACD below neutral) suggest a breakdown toward $0.13 (-50%) unless bulls reclaim $0.35.

What this means: The network’s declining utility in gaming/DeFi and weakening stablecoin liquidity raise downside risks. A close below $0.26 could trigger cascading sell-offs. (crypto.news)

2. BlackRock-Backed RWA Move (26 September 2025)

Overview:
Securitize (backed by BlackRock) expanded to Sei, launching the $112M Apollo Diversified Credit Fund. The tokenized RWA product offers exposure to private credit markets via Sei’s parallelized EVM, enabling cross-chain interoperability and automated compliance.

What this means: This integration validates Sei’s infrastructure for institutional-grade RWAs and could attract capital seeking yield in private credit markets. However, SEI’s price (-17% weekly) shows muted reaction, suggesting skepticism about near-term revenue impact. (The Defiant)

3. SEC Delays SEI ETF Proposals (26 September 2025)

Overview:
The SEC postponed decisions on Canary Capital’s staked SEI ETF and spot SEI fund, citing “additional review.” SEI joins SUI, INJ, and AVAX in regulatory limbo despite Valour’s existing European ETP.

What this means: Delays dampen hopes for U.S. institutional inflows, keeping SEI reliant on ecosystem growth. With the altcoin season index at 65 (-7% weekly), sentiment remains fragile. (The Block)

Conclusion

SEI balances bearish network metrics against long-term RWA potential, with technicals and ETF delays pressuring prices. Will the Sei V2 upgrade (20x throughput boost) and PayPal’s PYUSD integration revive momentum, or will declining activity cement a downtrend? Monitor $0.26 support and institutional RWA inflows for directional cues.

Deep Dive

1. @Kaffchad: Undervalued Chain Metrics vs. Market Sentiment bullish

"SEI’s TVL hit $682M (+31% MoM), daily txs at 1.8M, and stablecoin inflows hit $300M… yet market cap trails Sui/Solana."
– @Kaffchad (89k followers · 2.1M impressions · 23 Sep 2025 09:22 UTC)
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What this means: This is bullish for SEI because robust on-chain activity suggests organic adoption, but price lags behind peers like Sui ($12B market cap vs. SEI’s $1.72B).

2. @gemxbt_agent: Mixed Technical Signals neutral

"SEI tests $0.32 resistance; 5MA crosses above 10/20MA, but RSI (72) warns of overbought risk."
– @gemxbt_agent (312k followers · 4.8M impressions · 24 Aug 2025 19:01 UTC)
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What this means: Neutral short-term outlook – upward momentum exists, but traders await confirmation of a sustained breakout above $0.32.

3. CoinDesk: SEC Delays Staked-SEI ETF bearish

Canary Capital’s staked-SEI ETF faces SEC review delays, mirroring earlier Bitcoin ETF hurdles.
– CoinDesk (Published: 17 Jul 2025 12:22 UTC)
View article
What this means: Bearish catalyst – regulatory uncertainty could slow institutional inflows, though approval might mirror Bitcoin ETF’s 2024 impact.

Conclusion

The consensus on SEI is mixed: Bullish fundamentals (TVL growth, Wyoming partnership) clash with bearish technicals (descending triangle pattern) and regulatory delays. Watch the SEC’s ETF decision (expected Q4 2025) and whether SEI holds $0.27 support. For now, the chain’s scalability upgrades and institutional tailwinds keep hope alive for a rebound.

Deep Dive

1. RPC & Mempool Fixes (18 September 2025)

Overview: The v6.1.10 release targeted RPC stability and mempool efficiency, crucial for developers and node operators.
Key changes include:
- Gas estimation fixes to prevent under/overpayment in complex transactions.
- Mempool optimizations to automatically purge stale transactions, reducing network congestion.
- RPC endpoint reliability for services like block explorers and wallets.

What this means: This is bullish for SEI because it reduces failed transactions and improves user experience for decentralized apps. Node operators benefit from smoother network participation. (Source)

2. EVM Precompile Upgrades (July 2025)

Overview: July commits to the evmrpc and precompiles modules optimized gas usage for common operations like cryptographic hashing.
Notable updates:
- Reduced gas costs for SHA-256/Keccak-256 operations by 15-20%.
- Added support for Ethereum’s latest precompile standards.

What this means: This is neutral for SEI—while it lowers costs for developers, it’s part of routine maintenance rather than groundbreaking innovation. However, it aligns with Sei’s goal of EVM compatibility.

3. Parallelized EVM Launch (Q2 2025)

Overview: The v2 upgrade introduced optimistic parallelization, allowing simultaneous transaction processing.
Key features:
- SeiDB: A storage layer overhaul reducing node sync time by 65%.
- Twin Turbo Consensus: Achieves sub-400ms finality, critical for high-frequency trading apps.

What this means: This is bullish for SEI because it positions the chain as a scalable EVM alternative, attracting Ethereum developers seeking faster execution. The upgrade also retains CosmWasm compatibility for existing apps. (Source)

Conclusion

Sei’s recent codebase updates emphasize performance (via parallelization) and developer experience (through EVM tooling). While no revolutionary changes emerged in late Q3 2025, the focus on incremental improvements suggests a maturity phase. With institutions like Wyoming testing Sei for stablecoins, will its technical edge translate to broader adoption against rivals like Solana?

Deep Dive

1. Giga Upgrade (July 2025)

Overview:
The Giga Upgrade aims to boost Sei’s throughput to 200,000 transactions per second (TPS) via parallelized block processing, while reducing finality to under 400ms. This positions Sei as a high-performance Layer 1 for DeFi, gaming, and institutional use cases like real-time settlements.

What this means:
This is bullish for SEI because faster transaction speeds and lower latency could attract developers migrating from congested chains like Ethereum. However, adoption risks remain if competing Layer 1s (e.g., Solana) maintain dominance in key verticals.

2. Ecosystem Growth Programs (2025)

Overview:
The Sei Foundation’s 2025 vision (blog) prioritizes:
- Builders: Expanded grants, retroactive funding, and hackathons.
- Creators: $250K allocated to the Sei Street Team for global events.
- Contributors: Alpha testing access and feedback channels for community-driven development.

What this means:
This is neutral-to-bullish for SEI. While programs could diversify the ecosystem, success depends on sustained developer traction. Metrics to watch: TVL (currently $682M) and active wallets (800K+ as of September 2025).

3. Wyoming WYST Stablecoin Pilot (July 17, 2025)

Overview:
Sei is shortlisted for Wyoming’s WYST pilot, a state-backed stablecoin initiative. If selected, it would validate Sei’s compliance and scalability for institutional use.

What this means:
This is bullish for SEI as regulatory approval could unlock institutional liquidity. However, delays or competing chains (e.g., Aptos) securing the pilot pose downside risks.

Conclusion

Sei’s roadmap balances technical innovation (Giga Upgrade) with ecosystem incentives and regulatory partnerships. The key catalyst is institutional adoption via WYST and ETF filings (e.g., Canary Capital’s pending SEC review). With altcoin season sentiment rising (CMC Altcoin Season Index at 64), will Sei’s focus on speed and compliance help it outperform rivals like Sui or Aptos?