Sei (SEI) Price Prediction

Deep Dive

1. Institutional RWA Adoption (Bullish Impact)

Overview:
Sei hosts $840B asset manager Apollo’s tokenized private credit and Securitize’s AUSD0 stablecoin – firms controlling >50% of tokenized US Treasury markets (Binance News). These partnerships validate Sei as an institutional-grade settlement layer.

What this means:
Tokenization of real-world assets (RWAs) could funnel billions in traditional finance liquidity into SEI-denominated transactions. Historical precedent: MakerDAO’s RWA vaults drove 300% MKR gains in 2023-24.

2. Giga Upgrade & EVM Dominance (Bullish Impact)

Overview:
July’s Giga Upgrade introduces parallel block processing, aiming for 200,000 TPS and sub-400ms finality – a 50x throughput boost (Sei Labs). Coupled with full EVM compatibility, this targets Ethereum’s developer base.

What this means:
High-performance EVM chains like Fantom saw 8x TVL growth post-tech upgrades. If Sei attracts just 5% of Ethereum’s $42B DeFi TVL, it implies $2B+ inflow potential.

3. ETF Regulatory Hurdles (Mixed Impact)

Overview:
21Shares’ SEI ETF filing (Aug 2025) faces SEC scrutiny amid 100+ delayed crypto ETF decisions (AMBCrypto). Approval could mirror Bitcoin ETF inflows (avg. $300M/day).

What this means:
Delays may suppress short-term momentum, but approval would unlock institutional capital. Comparatively, Solana ETF rumors added $4B to its market cap in Q3 2025 despite pending decisions.

Conclusion

Sei’s price could swing between $0.25-$0.50 in Q4 2025, driven by RWA traction, upgrade adoption, and ETF news. Technicals show bullish divergence (RSI 54.67, MACD nearing crossover), but $0.30-$0.36 Fibonacci zone remains critical.

Key question: Will the Giga Upgrade’s July 17 launch catalyze developer migration fast enough to offset potential ETF delays? Monitor daily active addresses (currently 800K+) and TVL ($682M ATH) for confirmation.