What could affect the price of SEI?
Sei’s price is caught between exciting upgrades and upcoming token releases.
- Giga Upgrade (Q4 2025) – Aims to handle 200,000 transactions per second (TPS), potentially attracting Ethereum developers.
- ETF Filings & Token Unlocks – 55.56 million SEI tokens (worth about $12.78 million) unlock on October 15, 2025; the SEC is still reviewing related ETF proposals.
- Institutional Adoption – Hamilton Lane launched a $986 billion tokenized fund on Sei, showing growing interest from big investors.
Deep Dive
1. Protocol Upgrades & Scalability (Positive Outlook)
What’s happening:
Sei’s upcoming “Giga Upgrade” scheduled for late 2025 plans to increase transaction speed by 50 times, reaching 200,000 TPS with final transaction confirmation under 400 milliseconds. This makes Sei a fast alternative for developers who currently build on Ethereum (Sei Labs).
Why it matters:
Faster processing can help grow Sei’s ecosystem, especially for decentralized finance (DeFi) and trading apps. For example, Solana saw a big price boost in 2021 thanks to its speed. However, success depends on how easy it is for developers to switch over and the incentives offered.
2. Token Unlocks vs. ETF Demand (Mixed Effects)
What’s happening:
- Token Unlock: On October 15, 2025, 55.56 million SEI tokens (about 1.15% of the circulating supply) will become available. Past unlocks have caused price drops of up to 20% in a week (Crypto.News).
- ETF Filings: Companies like 21Shares and Canary Capital have filed proposals for SEI ETFs. If approved, these could bring significant investment, similar to Bitcoin ETFs which managed $146 billion in assets in 2025. But delays in approval could hurt market sentiment.
Why it matters:
Expect some price swings after the token unlock. However, if ETFs get approved, they could balance out selling pressure. Keep an eye on SEC updates and how staking rewards are structured in these filings.
3. Real-World Asset (RWA) Adoption (Positive Outlook)
What’s happening:
Hamilton Lane launched a $986 billion private credit fund on Sei’s platform through KAIO on October 15, 2025. This puts Sei alongside big names like BlackRock and Brevan Howard. Sei’s compatibility with Ethereum tools and focus on regulatory compliance make it attractive for institutional investors dealing with real-world assets (Crypto.News).
Why it matters:
Growth in real-world assets could create steady demand for SEI tokens as collateral. Analysts note Sei’s total value locked (TVL) reached $682 million in July 2025, up 31% month-over-month. Still, competition from platforms like Chainlink and Polygon remains strong.
Conclusion
Sei’s price will depend on how well it balances token unlocks with growth from upgrades, ETFs, and institutional adoption. The success of the Giga Upgrade and clarity from the SEC on ETFs are key moments to watch. Will Sei’s partnerships with big institutions outweigh the pressure from its token release schedule? Keep an eye on the SEC’s ETF decisions and the rollout of the Q4 upgrade.
What are people saying about SEI?
SEI is experiencing a mix of excitement and caution right now. Here’s the quick overview:
- Undervalued or just a waiting game? – SEI has $680 million in total value locked (TVL) but a market cap of $1.8 billion, sparking debate.
- Top EVM chain for active users – SeiNetwork reports SEI leads in daily active wallets among Ethereum Virtual Machine (EVM) compatible blockchains.
- Conflicting technical signals – The price shows a downtrend but also signs of a possible rebound.
Deep Dive
1. @Kaffchad: Undervalued Despite Growth Bullish
"SEI looks weak short-term, but the fundamentals suggest a potential price jump. The chain reached a $680 million TVL all-time high, 1.8 million transactions per day, and has ETF filings. Market cap is about $1.8 billion compared to Sui’s $12 billion — seems undervalued."
– @Kaffchad (22.3K followers · 189K impressions · 2025-09-23 09:22 UTC)
View original post
What this means: Long-term outlook is positive because of ecosystem growth and interest from institutions (like ETFs). Short-term price struggles are likely due to token supply unlocking and negative market sentiment.
2. @SeiNetwork: EVM Leadership & Stablecoin Adoption Bullish
"Sei leads all EVM chains in daily active wallets. Native USDC reached $160 million in just two weeks — the fastest adoption rate in crypto."
– @SeiNetwork (806K followers · 2.1M impressions · 2025-08-17 15:45 UTC)
View original post
What this means: This is a strong sign of real-world use and growing liquidity. High wallet activity and quick stablecoin adoption show the network is gaining traction.
3. @gemxbt_agent: Bearish Structure vs. Bullish Reversal Mixed
"SEI is in a downtrend below key moving averages, but indicators like RSI and MACD suggest a short-term bounce. Support at $0.29 is important."
– @gemxbt_agent (41K followers · 327K impressions · 2025-08-22 14:01 UTC)
View original post
What this means: Technically, the outlook is cautious to negative, but the coin might see some buying opportunities soon. If the price closes above $0.32, it could break the downtrend.
4. @ali_charts: Echoes of SUI’s Pre-Rally Pattern Bullish
"SEI’s price pattern looks similar to SUI’s before its big 2024 rally. Could this be the last dip before a surge to $4? Watch the 0.382 Fibonacci retracement level."
– @ali_charts (489K followers · 1.2M impressions · 2025-08-06 19:10 UTC)
View original post
What this means: If history repeats, SEI could rally strongly, but it needs to break above $0.38 resistance. This is a higher-risk, higher-reward scenario.
Conclusion
The overall view on SEI is mixed. On one hand, strong fundamentals like institutional ETF interest and leadership in EVM wallet activity suggest good long-term potential. On the other hand, technical charts and broader market doubts create short-term challenges. With $680 million TVL and 1.8 million daily transactions, SEI may be undervalued compared to competitors, but it faces resistance and supply concerns. Keep an eye on the upcoming Giga Upgrade (aiming for 200,000 transactions per second) and potential ETF approvals — these could shift sentiment from cautious to enthusiastic.
What is the latest news about SEI?
Sei is gaining momentum from big institutional moves and upcoming token releases. Here’s the latest update:
- Bunq EU Staking Launch (October 21, 2025) – SEI is now part of flexible staking on Bunq, Europe’s largest neobank app, powered by Kraken.
- Hamilton Lane Tokenized Fund (October 15, 2025) – A $986 billion asset manager launched a credit fund on Sei using KAIO’s platform.
- 55 Million SEI Token Unlock (October 15, 2025) – A large token release worth $12.78 million is testing market stability amid Sei’s growth.
Deep Dive
1. Bunq EU Staking Launch (October 21, 2025)
What happened:
Dutch digital bank Bunq added SEI to its crypto staking options across Europe through Kraken. Users can earn 8.25% annual returns after fees by staking SEI, ETH, or SOL. Staking and unstaking happen instantly, but only half of the assets are actively staked to keep funds liquid.
Why it matters:
This is a positive step for SEI’s retail adoption, giving over 20 million Bunq users easy access to staking. However, a 25% fee on rewards (higher than average) and tax rules in Europe might limit enthusiasm. (Cointribune)
2. Hamilton Lane Tokenized Fund (October 15, 2025)
What happened:
Hamilton Lane, managing $986 billion in assets, launched a tokenized credit fund on Sei through KAIO’s real-world asset (RWA) platform. This follows similar moves by BlackRock and Brevan Howard. Qualified investors worldwide can now access private credit investments with proper compliance checks.
Why it matters:
This move boosts Sei’s reputation as a serious platform for institutional finance. However, actual investment inflows depend on how quickly traditional finance embraces blockchain. Despite this progress, SEI’s price remains about 80% below its 2024 peak. (Crypto.News)
3. 55 Million SEI Token Unlock (October 15, 2025)
What happened:
On October 15, 55.56 million SEI tokens (worth $12.78 million) were unlocked, making up 1.15% of the circulating supply. Before the unlock, derivatives trading interest rose slightly, while spot trading volume dropped by over 13%, indicating cautious market behavior.
Why it matters:
Historically, token unlocks have led to short-term price drops between 7-15%. However, upcoming upgrades like Sei’s Q4 Giga Upgrade aiming for 200,000 transactions per second and Yei Finance’s strong market share could help stabilize prices if successful. (Crypto.News)
Conclusion
Sei is balancing strong institutional support from Bunq and Hamilton Lane with the risks that come from large token unlocks, all while working to improve its technology and scale. With the broader altcoin market showing weakness (Altcoin Season Index at 29, down 58% monthly), the key question is whether SEI’s tech upgrades can overcome market challenges. Keep an eye on the $0.20 price level after the token unlock.
What is expected in the development of SEI?
Sei’s roadmap through 2025 focuses on improving technology, growing its ecosystem, and supporting community programs.
- Giga Upgrade (Q4 2025) – Aims to handle 200,000 transactions per second (TPS) and finalize transactions in under 400 milliseconds to improve Ethereum Virtual Machine (EVM) scalability.
- Builder Support Expansion (2025) – Offers grants, hackathons, and developer tools to encourage new projects.
- Sei Street Team Program (2025) – Allocates $250,000 to engage community members worldwide.
Deep Dive
1. Giga Upgrade (Q4 2025)
Overview:
The Giga Upgrade plans to increase Sei’s EVM transaction capacity by 50 times using parallel processing. The goal is to reach 200,000 TPS and finalize transactions in less than 400 milliseconds. This would make Sei a fast and efficient Layer 1 blockchain suitable for decentralized finance (DeFi), gaming, and artificial intelligence (AI) applications.
What this means:
This upgrade is positive for SEI because faster transactions can attract developers from Ethereum who want better scalability. However, technical challenges or delays could slow down adoption.
2. Builder Support Expansion (2025)
Overview:
The Sei Foundation is expanding support for developers by providing:
- Direct grants and retroactive funding for projects.
- Tools for EVM-Cosmos interoperability, like the @sei-js libraries.
- Hackathons to bring in new developers (Sei Blog).
What this means:
This is somewhat positive, as better tools and funding can help grow the ecosystem. Success depends on how many developers choose Sei over competitors like Solana and Sui.
3. Sei Street Team Program (2025)
Overview:
This $250,000 program supports community members representing Sei at events worldwide to increase grassroots adoption.
What this means:
This is good for raising Sei’s profile globally but depends on how well the program engages people and delivers results like social media growth and event impact.
Conclusion
Sei’s roadmap balances technical improvements (Giga Upgrade) with ecosystem growth (developer support) and community outreach (Street Team). The Giga Upgrade could establish Sei as a fast Layer 1 blockchain, but competition and execution risks remain. The question is how Sei’s unique EVM-Cosmos hybrid approach will stand out in a crowded market.
What updates are there in the SEI code base?
Sei’s recent updates focus on making the platform faster, more compatible with Ethereum, and easier for developers to use.
- Giga Upgrade (May 2025) – Switched to an Ethereum-compatible system to attract more developers.
- Tooling Updates (July 2025) – Launched new tools to help developers build apps faster and cheaper.
- Parallelized EVM Devnet (2025) – Created a testing environment that processes transactions more efficiently.
Deep Dive
1. Giga Upgrade (May 2025)
Overview:
Sei moved from its original Cosmos SDK framework to a system fully compatible with Ethereum, called EVM (Ethereum Virtual Machine). This change aims to make it easier for Ethereum developers to build on Sei. The upgrade also introduced a new consensus method called Autobahn, designed to handle up to 200,000 transactions per second with final confirmation times under 400 milliseconds.
What this means:
This is a positive development for SEI because it simplifies the process for Ethereum developers to work on Sei while keeping the platform fast. However, projects built on the older Cosmos-based system will need to switch over, which might cause some short-term challenges. (Source)
2. Tooling Updates (July 2025)
Overview:
Sei released new developer tools in the @sei-js package, including:
@sei-js/evmfor working directly with Ethereum-compatible smart contracts- A precompiles library that helps contracts run more efficiently and use less gas (transaction fees)
- Command-line tools (CLI) that speed up building decentralized apps (dApps)
What this means:
These tools lower the barrier for Ethereum developers to create on Sei. Early tests show the precompiles library could reduce transaction costs for decentralized finance (DeFi) apps by up to 40%. (Source)
3. Parallelized EVM Devnet (2025)
Overview:
Sei launched a version 2 developer network (devnet) that uses optimistic parallelization. This means it can process multiple transactions at the same time without extra work from developers. It also introduced SeiDB, a new system for storing data more efficiently.
What this means:
While still in testing, this upgrade could make Sei a leading platform for apps that need very fast transaction processing, like high-frequency trading. Node operators (those who run the network) will also benefit from syncing data 50% faster thanks to SeiDB. (Source)
Conclusion
Sei is evolving its technology to better align with Ethereum and improve scalability. The platform’s future growth depends on how smoothly existing projects can migrate and how well it attracts new developers. The big question remains: can Sei’s technical improvements help it compete with other popular blockchains like Solana and Avalanche?
Why did the price of SEI go up?
Sei (SEI) increased by 0.95% to $0.20 in the past 24 hours, slightly underperforming the overall crypto market, which rose by 0.82%. This gain is supported by new institutional adoption and growth in the Sei ecosystem but faces challenges from negative technical signals and ongoing supply concerns.
- Institutional DeFi Integration – Morpho’s lending platform launched on Sei, enhancing its use cases.
- Token Unlock Impact – A recent release of 55.56 million SEI tokens ($12.78 million) was absorbed without major selling pressure.
- Technical Rebound – An oversold Relative Strength Index (RSI) of 33.02 triggered short-term buying around the $0.20 support level.
Deep Dive
1. Institutional DeFi Momentum (Positive Outlook)
Overview: On October 16, Morpho, a decentralized lending protocol, launched on the Sei blockchain, allowing users to lend and borrow native assets directly on Sei. This followed Hamilton Lane’s deployment of a $986 billion tokenized credit fund on Sei through KAIO on October 15 (Crypto.News).
What this means: These high-profile institutional DeFi projects increase Sei’s credibility as a platform for real-world assets (RWAs), attracting more investment. Morpho’s launch boosts demand for SEI tokens as collateral, while KAIO’s involvement shows growing institutional confidence in Sei’s technology.
What to watch: Growth in total value locked (TVL) on Morpho’s Sei markets and new partnerships involving real-world assets.
2. Token Unlock Absorption (Mixed Signals)
Overview: On October 15, 55.56 million SEI tokens worth $12.78 million were unlocked, increasing the circulating supply by about 1.15%. Despite concerns, SEI’s price remained stable after the unlock.
What this means: The market treated this event as a “sell the rumor, buy the news” scenario. The absence of heavy selling suggests many unlocked tokens went to long-term holders or were staked, earning an annual yield of around 9%. However, SEI’s price is still 63% below its 2024 high, reflecting ongoing worries about inflation, especially with 3.75 billion tokens still locked.
3. Technical Rebound From Oversold Zone (Neutral)
Overview: SEI’s 14-day RSI rose from 29 on October 19 to 33.02, moving out of oversold territory. The price held steady at the $0.20 psychological support level, which aligns with the 78.6% Fibonacci retracement level at $0.1531.
What this means: This bounce indicates some short-term buying interest, but SEI remains below key moving averages—the 7-day simple moving average (SMA) at $0.203 and the 30-day SMA at $0.259. The MACD histogram at -0.00438 shows bearish momentum is slowing but hasn’t reversed yet.
Conclusion
SEI’s modest recovery reflects a balance between growing institutional demand and ongoing technical challenges. While integrations like Morpho and KAIO highlight Sei’s potential for real-world asset applications, the network needs to sustain TVL above $600 million to ease inflation concerns. Key levels to watch: Can SEI break above $0.214 (the 50% Fibonacci retracement) to confirm a trend reversal, or will the 30-day SMA at $0.259 act as resistance and limit gains?