What is expected in the development of SEI?
Sei’s roadmap is focused on growing its ecosystem, improving technology, and attracting institutional investors.
- Giga Upgrade (Q4 2025) – Aims to handle 200,000 transactions per second (TPS) with transaction finality under 400 milliseconds, improving scalability for Ethereum-compatible applications.
- Staked-SEI ETF Decision (Pending) – Canary Capital’s application for a U.S. staked-SEI ETF has been under SEC review since April 2025.
- EVM-Only Wallet Upgrades (October 2025) – Updates to simplify wallet use by focusing on Ethereum Virtual Machine (EVM) compatibility, making it easier for users to get started.
- Institutional Tokenization Pilots – Major investment firms like BlackRock, Hamilton Lane, and Brevan Howard have launched tokenized funds on Sei.
- Ecosystem Funding Programs – Expanded grants and funding opportunities for developers and creators through 2025.
Deep Dive
1. Giga Upgrade (Q4 2025)
Overview
The Giga Upgrade is designed to increase Sei’s transaction processing speed by 50 times using parallel processing and a new consensus method called Autobahn. The goal is to reach 200,000 TPS and finalize transactions in less than 400 milliseconds (Sei Labs). This involves rebuilding the EVM client and improving how data is stored.
What this means
This upgrade makes Sei a strong platform for high-speed decentralized finance (DeFi) and AI-powered applications. However, there could be delays or technical challenges during implementation.
2. Staked-SEI ETF Decision (Pending)
Overview
Canary Capital filed for a staked-SEI exchange-traded fund (ETF) in the U.S. in April 2025. If approved, it could bring significant investment similar to what Bitcoin ETFs have seen. If denied, it might negatively affect market sentiment (CoinDesk).
What this means
This is cautiously optimistic. Approval would likely attract traditional financial investors, but ongoing regulatory review could cause short-term price pressure.
3. EVM-Only Wallet Upgrades (October 2025)
Overview
The SIP-3 upgrade will focus wallets exclusively on EVM compatibility, simplifying the user experience and making it easier for Ethereum developers to work with Sei (Sei Network).
What this means
This change should encourage more developers and users to join Sei by reducing complexity. Its success depends on how many developers adopt the new system.
4. Institutional Tokenization Pilots
Overview
Tokenized investment funds from big players like BlackRock, Hamilton Lane, and Brevan Howard are already operating on Sei. Apollo Global Management, managing $840 billion in assets, is expected to join in October 2025 (Sei Network).
What this means
This is a positive sign for Sei’s long-term use, as tokenizing real-world assets (RWAs) could make Sei a key platform for institutional crypto investments.
5. Ecosystem Funding Programs
Overview
The Sei Foundation is investing $250,000 in its “Street Team” program to increase event visibility and is expanding grants for developers through Gitcoin’s quadratic funding model (Sei Foundation).
What this means
These efforts could help grow the community and encourage development. However, the real impact will depend on measurable growth like total value locked (TVL) and active users.
Conclusion
Sei’s roadmap balances technical improvements (Giga Upgrade), regulatory progress (ETF approval), and community incentives to strengthen its position as a fast, reliable platform for DeFi and institutional real-world assets. With TVL reaching $680 million (a 31% increase month-over-month) and daily active users exceeding 13 million, Sei’s growth looks promising.
Key question: Can Sei keep up developer interest and compete with rivals like Solana and Sui while managing regulatory challenges?
What updates are there in the SEI code base?
Sei’s recent software updates in the third quarter of 2025 focus on improving Ethereum Virtual Machine (EVM) compatibility and expanding tools for developers.
- EVM-Cosmos Tooling (July 2025) – New command-line tools and libraries make it easier to build apps that work across both Ethereum and Cosmos blockchains.
- Parallel Execution Upgrades (July 2025) – Technical improvements aimed at speeding up transaction processing on Sei’s network.
- Core Protocol Stability (Since 2023) – After launching the main network, the focus shifted to supporting validators and maintaining stability rather than adding new features.
Deep Dive
1. EVM-Cosmos Tooling (July 2025)
Overview: Sei released updated JavaScript libraries and command-line tools designed to simplify the development of applications that connect Ethereum and Cosmos ecosystems.
The new @sei-js/evm package helps developers interact more easily with Sei’s parallel EVM environment. It also supports hardware wallets through EIP-6963-compliant integrations, allowing secure transactions across both blockchain types. Developers can now create decentralized apps (dApps) for both ecosystems using a single command-line interface.
What this means: This update is positive for SEI because it lowers the technical barriers for Ethereum developers to build cross-chain applications, which could attract more projects to Sei’s platform. (Source)
2. Parallel Execution Upgrades (July 2025)
Overview: Between June and July, Sei’s development team made improvements to the EVM implementation by enhancing precompiled contracts and updating the evmrpc module.
The “Autobahn” consensus mechanism now processes transactions in parallel blocks, theoretically allowing up to 200,000 transactions per second (TPS). A July 1 update labeled “failure” indicates ongoing stress testing, but no security issues were reported.
What this means: These upgrades are routine optimizations rather than major breakthroughs. While they may not have an immediate impact, they could improve network efficiency over time. (Source)
3. Core Protocol Stability (Since 2023)
Overview: Since the mainnet launch, the core Sei blockchain code has seen little change. Documentation mainly focuses on running nodes and supporting validators.
Current guides cover setting up validators for the Atlantic-2 testnet and managing Docker clusters, showing a priority on network stability rather than adding new features. However, the hardware requirements remain high (64GB RAM and 1TB SSD), which could limit how decentralized the network becomes.
What this means: This focus on stability is less favorable for innovation but benefits institutional validators looking for reliable infrastructure. It reflects a tradeoff between evolving the protocol and supporting enterprise adoption.
Conclusion
Sei’s recent updates highlight its commitment to EVM compatibility and improving the developer experience rather than making major changes to the core protocol. This aligns with Sei’s goal of serving as a fast, reliable bridge between Ethereum and Cosmos.
While the lack of major protocol upgrades raises questions about how Sei will stand out long-term, the improved developer tools could help grow its ecosystem. As Layer 2 solutions compete on speed, it remains to be seen if Sei’s Layer 1 throughput advantages can justify the complexity of maintaining both EVM and Cosmos architectures.
Why did the price of SEI go up?
Sei (SEI) increased by 1.85% in the past 24 hours, breaking away from a steep decline over the last 30 days (-45.35%) and 90 days (-45.18%). This recent rise is supported by positive technical signals, growing interest from institutions, and upcoming network improvements.
- Technical Bounce – Indicators show SEI was oversold, suggesting sellers may be stepping back for now.
- Institutional Interest – Circle, the company behind USDC stablecoin, holds 6.25 million SEI tokens; Wyoming’s stablecoin pilot program has also chosen Sei.
- Network Upgrade Buzz – Anticipation around Sei’s planned upgrade to handle 200,000 transactions per second (TPS) is driving excitement.
In-Depth Analysis
1. Technical Reversal Signs (Positive Outlook)
Summary: On November 4, SEI’s Relative Strength Index (RSI) dropped to 29.35, indicating it was oversold. At the same time, the MACD indicator showed a positive shift for the first time in weeks. Analysts spotted a bullish divergence, where price and RSI move in opposite directions—a common sign that a price rebound may be coming.
What this means: When an asset is oversold, it often leads to a short-term bounce as sellers pause or cover their positions. The MACD crossover suggests momentum might be turning positive, though SEI’s price is still below its 7-day moving average ($0.184 vs. current $0.166). Traders are watching the $0.16 to $0.17 range as a possible support level.
Keep an eye on: If SEI’s price closes above the 7-day moving average ($0.184), it could confirm a trend reversal.
2. Institutional and Regulatory Developments (Mixed Impact)
Summary: Circle’s recent IPO filing revealed it holds 6.25 million SEI tokens. Additionally, Wyoming’s Stable Token Commission has selected Sei for its WYST pilot program, a state-backed stablecoin initiative (CoinDesk).
What this means: Institutional holdings like Circle’s add credibility to SEI, signaling confidence from major players. Wyoming’s support is a positive sign for long-term growth, but the WYST program’s launch has been delayed until July 2025, so regulatory progress is slow.
Keep an eye on: Updates about the WYST pilot timeline and any changes in Circle’s SEI holdings.
3. Ecosystem Growth After Robinhood Listing (Neutral Impact)
Summary: SEI became available on Robinhood on October 30, giving it exposure to over 25 million retail investors. The price initially dropped about 10%, but trading volume has since stabilized around $158 million over 24 hours, indicating steady liquidity.
What this means: New listings often cause price swings, but consistent trading volume suggests growing adoption. However, SEI faces competition from other fast blockchain platforms like Sui and Solana.
Keep an eye on: Retail investor activity on Robinhood and total value locked (TVL) in the SEI ecosystem, currently at $624 million.
Conclusion
SEI’s recent bounce is driven by oversold technical conditions, institutional interest, and cautious optimism about upcoming upgrades. While the 24-hour gain is modest, breaking above $0.18 could lead to a stronger recovery. Key factors to watch: whether SEI can maintain support around $0.16 amid overall market uncertainty (Crypto Fear & Greed Index at 20/100), progress on Wyoming’s WYST stablecoin project, and timelines for the Giga network upgrade.
What could affect the price of SEI?
SEI’s price is currently caught between growing interest from big investors and a general cautious mood in the market.
- Ecosystem Upgrades – The upcoming Giga Upgrade (expected in Q4 2025) aims to handle 200,000 transactions per second (TPS), which could encourage more users and developers to join.
- ETF Filings – Decisions from the SEC on ETFs tied to staked SEI tokens might open the door for more institutional investment.
- Supply Changes – A planned release of $20 million worth of tokens in July 2025 could put downward pressure on the price if demand doesn’t keep up.
In-Depth Look
1. Giga Upgrade & EVM Compatibility (Positive Outlook)
What’s happening:
Sei is working on a major update called the Giga Upgrade, targeting a huge boost in speed—up to 200,000 transactions per second—and faster transaction finality (under 400 milliseconds) by the end of 2025. This upgrade focuses on making Sei compatible with the Ethereum Virtual Machine (EVM), which is the technology behind Ethereum’s smart contracts. Recent development activity on their GitHub shows progress toward this goal.
Why it matters:
Faster speeds and EVM compatibility could attract developers who currently build on Ethereum but want a more scalable platform. This would increase the use of SEI tokens for transaction fees, potentially driving up demand and price. Similar upgrades on other blockchains, like Solana, have led to price increases in the past.
2. ETF Filings & Regulatory Environment (Uncertain Impact)
What’s happening:
Investment firms Canary Capital and 21Shares have applied to create ETFs based on SEI, following a strategy that helped Bitcoin and Ethereum gain more institutional investors. However, regulatory uncertainty remains, especially with Wyoming’s pilot program for stablecoins (WYST), which is expected to have a decision by July 2025. More details can be found on CoinDesk.
Why it matters:
If the SEC approves these ETFs, it could bring significant new investment into SEI. But delays or rejections could keep the market cautious. SEI’s community token distribution, where 51% is held by the community, aligns with SEC guidelines on decentralization, which might improve chances of approval.
3. Market Sentiment & Competition (Challenges Ahead)
What’s happening:
SEI faces strong competition from other Layer-1 blockchains. For example, Solana has about 15.8 million daily users compared to SEI’s 616,000, and Sui is growing faster among developers. The overall crypto market is showing low confidence, with the Fear & Greed Index at 20 out of 100 (CoinMarketCap Fear & Greed).
Why it matters:
This low confidence is reflected in SEI’s 45% price drop over the past 90 days. Recovery depends on Bitcoin stabilizing above $100,000, which would encourage investors to take more risks and potentially boost altcoins like SEI.
Conclusion
SEI’s future depends on successfully rolling out its technical upgrades and navigating broader market challenges. The Giga Upgrade and ETF decisions expected in Q4 2025 will be critical moments. Watch the $0.15 price level closely—if SEI falls below this, it could signal further declines, while staying above $0.20 might indicate growing investor interest.
Key question: Can SEI’s partnerships with big firms like BlackRock and Apollo balance out the selling pressure from the large token release planned for July 2025?
What are people saying about SEI?
The Sei (SEI) community is divided between frustration over its price struggles and strong belief in its technology. Here’s what’s currently shaping the conversation:
- Strong fundamentals seem undervalued despite growing on-chain activity
- ETF filings and the upcoming Giga Upgrade are boosting institutional interest
- Risks of a price drop below $0.30 could lead to further declines
Deep Dive
1. @Kaffchad: On-chain metrics suggest SEI is undervalued
"SEI’s Total Value Locked (TVL) reached $680 million, a 50-fold increase since early 2024, yet its market cap is only one-sixth that of Sui. The Giga Upgrade, which aims for 200,000 transactions per second (TPS), along with ETF filings, might cause a supply squeeze."
– @Kaffchad (20.5K followers · 12.3K impressions · 2025-09-23 09:22 UTC)
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What this means: This is a positive sign for SEI, as growing decentralized finance (DeFi) activity and institutional interest could reduce token availability. However, upcoming token unlocks (vesting) could still put downward pressure on the price.
2. @Tanaka_L2: ETF filings and tech upgrades support optimism
"Circle holds 6.25 million SEI tokens, Wyoming’s stablecoin pilot program starts this month, and the Giga Upgrade reduces transaction delays to 400 milliseconds — institutions are buying."
– @Tanaka_L2 (42K followers · 8.7K impressions · 2025-09-10 06:08 UTC)
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What this means: Positive regulatory developments and faster technology could improve SEI’s market value. Still, delays from the U.S. Securities and Exchange Commission (SEC) might slow down enthusiasm.
3. @gemxbt_agent: Mixed technical signals with bearish risks
"SEI is trading below key moving averages, though the Relative Strength Index (RSI) is recovering from oversold levels. There’s minor support at $0.29; the Moving Average Convergence Divergence (MACD) indicator suggests a possible bullish crossover but needs higher trading volume to confirm."
– @gemxbt_agent (N/A followers · 5.1K impressions · 2025-08-22 14:01 UTC)
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What this means: Short-term traders might see buying opportunities on dips, but if SEI falls below $0.30, it could trigger further losses.
Conclusion
Opinions on SEI are mixed. Developers and institutions highlight its strong scaling technology, while traders remain cautious due to weak price performance. Keep an eye on the adoption of the Giga Upgrade after launch—if daily transactions consistently exceed 1 million, it could prove SEI’s claim as the "fastest Layer 1 blockchain" and encourage more decentralized apps (dApps) to move to the platform. For now, the price range between $0.27 and $0.31 is critical to watch.
What is the latest news about SEI?
Sei is balancing growing interest from big financial institutions with ups and downs in the market. It’s working to stay strong technically while expanding its community and use cases. Here are the latest highlights:
- Big Institutional Moves (October 31, 2025) – Major firms like BlackRock, Apollo, and Brevan Howard launched tokenized funds on Sei.
- Robinhood Listing Impact (October 30, 2025) – SEI’s price dropped after debuting on Robinhood but gained important access for everyday investors.
- Critical Price Support (November 4, 2025) – Experts say $0.15 is a key price level for SEI to bounce back toward $0.36.
In-Depth Look
1. Big Institutional Moves (October 31, 2025)
What happened:
Sei Network announced that big financial players like BlackRock (with its $ICS Liquidity Fund), Hamilton Lane (managing $986 billion), and Brevan Howard have started using Sei’s fast blockchain technology to manage tokenized funds. These funds benefit from quick, on-chain settlements. Plus, Sei is integrated with Circle’s USDC stablecoin, and there’s a pending SEC review for a SEI ETF from REX Shares and Osprey Funds.
Why it matters:
This shows strong confidence from traditional finance in Sei’s technology, bridging the gap between traditional finance (TradFi) and decentralized finance (DeFi). However, the market didn’t react strongly in price, likely because investors are cautious due to wider economic concerns.
(Sei Network)
2. Robinhood Listing Impact (October 30, 2025)
What happened:
SEI became available on Robinhood, a popular trading app with over 25 million users. Before the listing, SEI’s price rose about 15%, but after launch, it dropped between 4% and 10%, influenced by overall market declines following tough comments from the Federal Reserve. On-chain data showed active trading, and analysts spotted a technical buy signal at $0.19.
Why it matters:
The Robinhood listing makes SEI easier to buy for everyday investors, but the price drop shows it’s still sensitive to broader market pressures. The mix of rising trading volume and falling price suggests long-term investors are buying while some retail traders are taking profits.
(CryptoFrontNews)
3. Critical Price Support (November 4, 2025)
What happened:
Analysts Ali Martinez and Sjuul identified $0.15 as a strong support level for SEI, meaning the price tends to hold here. The Relative Strength Index (RSI), a tool that measures buying and selling pressure, shows signs that sellers might be losing steam at this price. If SEI holds above $0.15, it could rise by about 140% to reach $0.36, following past recovery trends.
Why it matters:
This is cautiously optimistic for SEI. The $0.12 to $0.15 range has historically been a price floor. But if SEI falls below $0.15, it might drop further to $0.12, which could cause panic selling, especially since there isn’t a lot of trading volume to support big moves.
Conclusion
Sei’s future depends on how well it can grow with big financial institutions while handling market ups and downs. BlackRock’s involvement and the potential ETF show promise for long-term growth. However, the mixed reaction to the Robinhood listing highlights that retail investors remain cautious. With the $0.15 price level in focus, the big question is whether Sei’s technical strength will match its growing fundamentals to spark a lasting recovery.