Why did the price of SEI fall?

Sei (SEI) dropped 3.75% in the last 24 hours, underperforming the overall crypto market, which fell by 2.25%. Here’s why:

1. Token Unlock Concerns – On November 15, 1.11% of SEI’s total supply will become available, raising worries about increased selling pressure.
2. Technical Breakdown Risk – SEI’s price is near a key support level between $0.14 and $0.15, with chart patterns suggesting possible further declines.
3. Market Sentiment Drag – The crypto market is currently in a "Fear" phase (CMC Fear & Greed Index at 26), which tends to weigh on riskier assets like SEI.

1. Token Unlock Concerns (Bearish Impact)

What’s happening?
On November 15, about 69.4 million SEI tokens (1.11% of the circulating supply) will be unlocked, meaning they can be sold on the market. According to Tokenomist, this often leads to increased selling as traders try to avoid dilution.

Why it matters:
When new tokens become available, it can create extra supply, which often pushes prices down. SEI’s recent price drop fits this pattern, as some holders may be selling ahead of the unlock. With a turnover ratio (trading volume divided by market cap) of 0.102, SEI has moderate liquidity, making it more sensitive to supply changes.

2. Technical Breakdown Risk (Mixed Impact)

What’s happening?
SEI’s price is testing a crucial support zone between $0.14 and $0.15. This area is important because it’s part of a descending triangle chart pattern, which can signal a potential breakdown if the price falls below it.

Why it matters:
The 30-day and 200-day simple moving averages (SMAs) are at $0.1915 and $0.2596, respectively—both above SEI’s current price of $0.179—acting as resistance levels. The Relative Strength Index (RSI) is at 43.44, indicating the price isn’t oversold yet. If SEI holds this support zone, prices may stabilize; if not, the next target could be around $0.13.

3. Market Sentiment Drag (Bearish Impact)

What’s happening?
The overall crypto market is showing a "Fear" sentiment, with the CMC Fear & Greed Index at 26. Bitcoin’s dominance is high at 59.37%, meaning investors are favoring Bitcoin over altcoins like SEI.

Why it matters:
SEI gained 11.05% over the past week, making it a target for profit-taking amid uncertain market conditions. Additionally, a 32.29% drop in 24-hour trading volume means fewer buyers and sellers, which can increase price swings when sell orders come in.

Conclusion

SEI’s recent price drop is driven by a combination of upcoming token unlocks, technical vulnerability, and cautious market sentiment. The key question now is whether SEI can maintain support between $0.14 and $0.15 before the November 15 unlock, or if these bearish factors will push the price lower.

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What could affect the price of SEI?

The future price of SEI depends on how well it is adopted by big institutions, upcoming token releases, and important technical improvements.

1. Institutional Support – Binance acting as a validator adds credibility (Positive)
2. Token Unlock Risks – 1.11% of tokens unlocking on Nov 15 could lead to short-term selling (Negative)
3. Giga Upgrade Boost – Aiming for 200,000 transactions per second by late 2025 to improve scalability (Positive)

In-Depth Look

1. Growing Institutional Interest (Positive)

Summary:
Binance joining as a validator (NullTX) along with partnerships with firms like BlackRock, Brevan Howard, and Apollo for tokenized funds show increasing trust from large financial players. SEI’s Total Value Locked (TVL) reached $680 million, driven by adoption of real-world assets.

Why it matters:
Institutions appreciate SEI’s fast transaction speed (12,000 TPS) and compliance features, which could help keep demand steady and bring in new investments. For comparison, Solana’s validator growth in 2024 was followed by a 300% price increase.

2. Token Unlock Pressure (Negative)

Summary:
On November 15, about 69.3 million SEI tokens (worth roughly $12.3 million at current prices) will be unlocked. These tokens are part of the 48% Ecosystem Reserve (Sei Blog).

Why it matters:
Token unlocks often cause price swings—SEI dropped 18% after a similar event in July 2025. However, staking rewards offering 4.03% annual yield (via @splashing_xyz) might encourage holders to keep their tokens locked, reducing selling pressure.

3. Giga Upgrade and Ecosystem Expansion (Positive)

Summary:
SEI’s upcoming V3 Giga upgrade aims to reach 200,000 transactions per second and finalize transactions in under 400 milliseconds by December 2025. This comes with wallet improvements under SIP-3 (Sei). Robinhood listing SEI and $29.7 million stablecoin inflows in 24 hours show growing interest from everyday investors.

Why it matters:
Higher speed and scalability could attract developers from Ethereum looking for better performance. After a similar upgrade, Solana saw a 450% price jump in 2023. If SEI follows this path, its price could rise to around $0.25–$0.30.

Conclusion

SEI faces short-term challenges from token unlocks and market uncertainty, but strong institutional support and the Giga upgrade point to a positive outlook for 2026. Watch how the market handles the November 15 token unlock and the progress of the upgrade. Will SEI’s technical improvements overcome the slow altcoin market?

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What are people saying about SEI?

Sei's community is buzzing with excitement over upcoming upgrades and growing institutional interest, but questions remain about whether its price can hold steady. Here’s what’s trending:

1. Giga Upgrade excitement 🚀 – Promises 200,000 transactions per second (TPS) and new ETF filings are driving optimism
2. Institutional support 🏛️ – Wyoming’s stablecoin pilot program and Circle’s SEI holdings show growing trust
3. Technical challenges 📉 – Price resistance and overbought signals are testing momentum

Deep Dive

1. @Tanaka_L2: Giga Upgrade & ETF Progress Bullish

"The Giga Upgrade (200K TPS) drops this month, while 21Shares and Canary Capital ETF filings signal institutional readiness."
– @Tanaka_L2 (41.5K followers · 12.3K impressions · 2025-09-10 06:08 UTC)
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What this means: This is positive news for SEI. The technical upgrade could attract developers from Ethereum who want faster and cheaper transactions. Meanwhile, ETF approvals would allow more regulated investment money to flow into SEI.

2. @Kaffchad: On-Chain Growth vs Market Skepticism Mixed

"SEI’s $680M TVL and 1.8M daily tx suggest utility, but price struggles at $0.30 resistance show trader doubt."
– @Kaffchad (19.9K followers · 8.7K impressions · 2025-09-23 09:22 UTC)
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What this means: This is a mixed signal for SEI. While the network shows strong usage with $680 million locked in value and 1.8 million daily transactions, the price hitting a ceiling at $0.30 indicates some traders are hesitant.

3. @CryptoLifer33: Bearish Technical Structure Bearish

"SEI faces a supply wall at $0.30 – same zone that crushed rallies in Feb and July 2025. RSI divergence warns of pullback."
– @CryptoLifer33 (40.2K followers · 9.1K impressions · 2025-09-08 23:00 UTC)
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What this means: This is a warning sign for SEI. The price has repeatedly struggled to break above $0.30, which acts as a strong resistance level where sellers take profits. Momentum indicators suggest the price could pull back soon.

Conclusion

The outlook for SEI is mixed. On one hand, institutional interest is growing with ETF filings and partnerships like Wyoming’s stablecoin pilot. On the other hand, the price faces strong resistance and technical hurdles. The upcoming Giga Upgrade could spark renewed developer interest, but SEI needs to maintain support around $0.27 to avoid falling back to June’s lows. Keep an eye on how quickly developers adopt the Ethereum Virtual Machine (EVM) after the upgrade — a rise in new smart contracts would support SEI’s goal of becoming a “Solana killer.”

What is the latest news about SEI?

Sei (SEI) is balancing growing interest from big financial players with its technical goals as artificial intelligence (AI) and market forces come together. Here’s the latest update:

1. Binance Becomes a Validator (Nov 9, 2025) – Big-name trust meets fast blockchain technology.
2. AI Agent System Launches (Nov 11, 2025) – Sei prepares for AI-powered finance.
3. Token Unlock Scheduled (Nov 15, 2025) – About 1.11% of SEI tokens will enter the market.

In-Depth Look

1. Binance Joins as a Validator (Nov 9, 2025)

What happened:
Binance, one of the world’s largest cryptocurrency exchanges managing $180 billion in assets, has become a validator on the Sei network. Validators help secure the blockchain and confirm transactions. This move boosts Sei’s credibility and aligns with other big financial firms like BlackRock and Brevan Howard who are already involved with Sei.

Why it matters:
This is a positive sign for SEI’s role in regulated finance. Having Binance as a validator adds to the network’s security and decentralization. Binance’s technology might also help Sei reach its goal of processing 200,000 transactions per second (TPS) with its upcoming GIGA upgrade. On the downside, relying on big centralized companies like Binance could attract regulatory attention. (NullTX)

2. Launch of AI Agents and Quantum Roadmap (Nov 11, 2025)

What happened:
At the Blockchain Futurist Conference 2025, Sei’s Justin Barlow announced the integration of the Model Context Protocol (MCP). This allows AI agents to independently carry out transactions on the blockchain. However, Sei is not prioritizing protection against quantum computing threats in the near future.

Why it matters:
This is a cautiously optimistic development. By adopting the X402 protocol early, Sei is positioning itself to grow in the AI-driven decentralized finance (DeFi) space. However, competitors like Fetch.ai are also advancing in this area. Delaying quantum security could be risky if quantum computing advances faster than expected before 2030. (CCN)

3. Upcoming Token Unlock (Nov 15, 2025)

What happened:
On November 15, about 1.11% of SEI’s total supply—roughly 69 million tokens valued at $12.3 million—will become available for trading. This follows a $17.5 million token unlock earlier in November.

Why it matters:
Token unlocks often lead to selling pressure, which can push prices down. SEI has already dropped 50% this year, so this could add to the downward pressure. However, recent positive developments like SEI’s listing on Robinhood and nearly $30 million flowing into stablecoins on the network might help balance out the selling if demand increases.

Conclusion

Sei is facing a critical period in the last quarter of 2025, with strong institutional support, new AI capabilities, and significant token unlocks all happening at once. While its technology and partnerships are attracting Wall Street interest, the upcoming token unlock will test how confident everyday investors remain. The key question: will the growth in AI-driven transactions be enough to absorb the new tokens entering the market after November 15?

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What is expected in the development of SEI?

Sei’s roadmap focuses on technical improvements, growing its community, and building partnerships with big companies.

1. Giga Upgrade (Q4 2025) – Aims for 200,000 transactions per second (TPS) and transaction finality under 400 milliseconds to improve Ethereum-compatible (EVM) scalability.
2. Ecosystem Expansion (2025) – Offers grants, hackathons, and funding programs to attract developers and users.
3. Institutional Partnerships (Ongoing) – Working with companies like BlackRock and PayPal, plus filing for ETFs.

Deep Dive

1. Giga Upgrade (Q4 2025)

Overview:
The Giga Upgrade is designed to make Sei’s Ethereum-compatible network much faster and more efficient. It targets 200,000 transactions per second and finalizes transactions in less than 400 milliseconds by using advanced methods like parallel processing and a new consensus system called Autobahn. Improvements also include better data storage and faster transaction handling, making Sei a top contender in high-speed blockchain technology (Sei Labs).

What this means:
This upgrade is positive for SEI because faster transaction finality can attract decentralized finance (DeFi) and gaming projects that need quick settlements. However, there are risks like potential delays or technical challenges that often come with big software updates.

2. Ecosystem Expansion (2025)

Overview:
The Sei Foundation is increasing support for developers and creators by providing grants, retroactive funding, and special programs like a $250,000 “Street Team” initiative. They also offer early access to new features and feedback opportunities. So far, over $3 million worth of SEI tokens have been given to more than 500 creators through platforms like Gitcoin (Sei Foundation).

What this means:
This is moderately positive for adoption because these efforts encourage more people to build and use the network. Still, success depends on keeping developers engaged, especially with competition from other blockchains like Solana and Sui.

3. Institutional Partnerships (Ongoing)

Overview:
Sei is partnering with major financial players:

• BlackRock’s ICS U.S. Dollar Liquidity Fund launched in October 2025.
• PayPal introduced its PYUSD stablecoin on Sei in October 2025.
• ETF filings by REX Shares and Osprey Funds are under review by the SEC.

What this means:
These partnerships are good for Sei’s credibility and liquidity, potentially reducing price swings. However, regulatory challenges could still arise.

Conclusion

Sei’s 2025 plan combines advanced technology upgrades with community incentives and big-company partnerships. While short-term price changes will follow the overall market, Sei’s focus on scalable infrastructure and practical use cases sets it up for long-term growth. The big question is whether Sei’s EVM improvements will outperform other Layer 1 blockchains in attracting fast, high-volume applications.

What updates are there in the SEI code base?

Sei’s development team is actively maintaining and improving tools that help Ethereum and Cosmos blockchains work together smoothly.

1. EVM Tooling Updates (July 2025) – New command-line tools and software libraries make it easier to build apps that run on both Cosmos and Ethereum environments.
2. Core Protocol Stability (April 2023) – Focus on guides for validators and keeping the network stable after launching the mainnet.
3. Ongoing Development Activity (2025) – Nearly 5,000 code updates since 2023 show steady work by developers.

In-Depth Look

1. EVM Tooling Updates (July 2025)

What happened: In July 2025, Sei’s sei-js code repository added new tools to help Ethereum and Cosmos blockchains interact better. This includes a package for working with Ethereum’s virtual machine (EVM) and a library to speed up certain operations. Developers can now use new command-line tools to quickly start projects that work across both blockchain systems. Plus, integration with Ledger hardware wallets improves security for users making cross-chain transactions.

Why it matters: These updates make it easier for developers familiar with Ethereum to build on Sei, which could grow its user base and app ecosystem. For users, this means smoother experiences when moving assets or data between blockchains, with added security from hardware wallets.
(Source)

2. Core Protocol Stability (April 2023)

What happened: Since April 2023, there haven’t been major changes to Sei’s core blockchain software. Instead, the focus has been on improving documentation for validators (the nodes that help secure the network) and managing server clusters using Docker technology. The hardware requirements for running a node are quite high (64GB RAM, 1TB NVMe SSD), showing Sei’s focus on enterprise-level performance.

Why it matters: This is neutral news for Sei. While there aren’t big new features, the focus on stability and clear setup guides could attract professional validators and institutions, which helps keep the network reliable over time.

3. Ongoing Development Activity (2025)

What happened: Sei’s GitHub shows about 4,900 code updates over the past three years, with a noticeable increase in 2025 during the rollout of its “Giga” upgrade. Key projects like sei-chain and sei-js are actively maintained, focusing on improvements and optimizations rather than major protocol changes.

Why it matters: This steady development is a good sign for Sei. It shows the team is committed to maintaining and improving the platform, which lowers the risk of the project being abandoned and supports long-term growth, even if the price has been volatile recently.
(Source)

Conclusion

Sei is prioritizing a smooth developer experience and network reliability over rapid, disruptive changes. The new EVM tools strengthen its hybrid blockchain approach, making it easier for developers to build across ecosystems. However, the lack of major core upgrades since 2023 raises questions about whether Sei can outpace other Layer 2 solutions. The key question remains: will Sei’s unique parallel execution engine attract enough developers to justify its $1 billion-plus valuation in a competitive blockchain market?