What is expected in the development of SEI?
Sei’s development is moving forward with these key milestones:
- Giga Upgrade (Q4 2025) – Aims to handle 200,000 transactions per second (TPS) with final transaction confirmation times under 400 milliseconds, improving scalability for Ethereum-compatible applications.
- Builder Ecosystem Expansion (2025) – Provides grants, hackathons, and technical support to help developers build on Sei.
- Institutional RWA Adoption (Ongoing) – Major firms like BlackRock, Apollo, and Hamilton Lane are tokenizing real-world assets on Sei.
Deep Dive
1. Giga Upgrade (Q4 2025)
Overview:
The Giga Upgrade plans to increase Sei’s Ethereum Virtual Machine (EVM) transaction capacity by 50 times using parallel processing. The goal is to reach 200,000 transactions per second and confirm transactions in less than 400 milliseconds. This builds on Sei’s current "twin-turbo" consensus system, with improvements to how nodes sync and manage data.
What this means:
This upgrade is very positive for SEI because it positions the network as a fast, reliable Layer 1 blockchain suitable for institutional decentralized finance (DeFi), AI-powered apps, and instant settlements. However, delays or technical challenges could slow down how quickly it’s adopted.
2. Builder Ecosystem Expansion (2025)
Overview:
The Sei Foundation is increasing support for developers by offering:
- Direct grants and funding for completed projects.
- Tools that connect Ethereum-compatible apps with Cosmos-based systems (like the @sei-js libraries).
- Worldwide hackathons focusing on DeFi, gaming, and AI projects.
What this means:
This is somewhat positive for SEI. Better tools and funding can attract developers from Ethereum looking for more scalable options. But competition from other blockchains like Solana, Sui, and Aptos remains strong. Success depends on keeping developers engaged over time.
3. Institutional RWA Adoption (Ongoing)
Overview:
Since October 2025, over $30 million in tokenized real-world assets (RWAs) have been launched on Sei, including funds from big names like BlackRock, Apollo, and Hamilton Lane. Partnerships with Chainlink CCIP and Binance (now a Sei validator) help improve compliance and liquidity.
What this means:
This is a strong positive for SEI because it shows the network can support institutional-grade projects. Still, regulatory challenges around RWAs and exchange-traded fund (ETF) approvals—such as Canary Capital’s pending staked-SEI ETF—could affect growth.
Conclusion
Sei’s roadmap balances major technical improvements (Giga Upgrade), growing its developer community, and attracting institutional users with real-world assets. Its focus on speed and regulatory compliance gives it a unique position among Layer 1 blockchains. The big question is: Will Sei’s hybrid EVM-Cosmos design outperform modular blockchain competitors in 2026?
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What updates are there in the SEI code base?
Sei’s codebase is actively maintained with a clear focus on making Ethereum and Cosmos blockchains work together smoothly, along with improving tools for developers.
- EVM Interoperability Tools (July 2025) – New libraries and command-line tools help connect Ethereum and Cosmos ecosystems.
- Core Protocol Stability (April 2023) – Since mainnet launch, the focus has been on keeping the network stable rather than pushing big upgrades.
- Developer Momentum (2025) – Nearly 5,000 code updates over three years, with faster development in 2025.
Deep Dive
1. EVM Interoperability Tools (July 2025)
Overview: Recent updates to the sei-js project introduced new libraries and command-line tools designed to make it easier for developers to build applications that work across both Ethereum and Cosmos blockchains.
Key updates include:
- @sei-js/evm package: This package simplifies how developers interact with the Ethereum Virtual Machine (EVM) inside Sei’s unique parallel processing environment.
- EIP-6963 compliance: This update allows wallets to support both Ethereum and Cosmos networks natively, making it easier for users to manage assets across both ecosystems.
What this means: This is a positive sign for SEI because it lowers the technical barriers for Ethereum developers to start building on Sei, which could help grow its decentralized finance (DeFi) ecosystem. (Source)
2. Core Protocol Stability (April 2023)
Overview: Since April 2023, the main sei-chain codebase has not seen major upgrades. Instead, recent updates have focused on improving documentation for validators and outlining hardware requirements for running nodes.
Key focus areas:
- Testnet operations: Clear instructions for validators participating in the Atlantic-2 testnet.
- Docker scripts: Tools to easily set up local networks with four nodes for testing purposes.
What this means: This is neutral for SEI. While there haven’t been big new features, focusing on network stability and reliability is important for long-term success. (Source)
3. Developer Momentum (2025)
Overview: Sei’s GitHub activity shows nearly 5,000 code commits over the past three years, with a noticeable increase in 2025 that aligns with the rollout of the Giga upgrade.
Key metrics:
- Commit spikes: These align with important infrastructure updates like the Autobahn consensus protocol.
- Tooling focus: Continued maintenance and improvement of
sei-jspackages to support Ethereum and Cosmos compatibility.
What this means: This is a positive indicator for SEI. Consistent developer activity suggests a strong commitment to the project’s future, even when market prices fluctuate. (Source)
Conclusion
Sei’s codebase shows a thoughtful approach, balancing improvements in Ethereum compatibility with efforts to keep the network stable. While major protocol upgrades have slowed, ongoing developer work and better tools aim to attract Ethereum developers. The big question remains: can Sei’s parallel execution engine outperform other Layer 2 solutions without compromising its Layer 1 performance?
Why did the price of SEI go up?
Sei (SEI) increased by 0.78% to $0.129 over the last 24 hours, outperforming the overall cryptocurrency market, which rose by 0.33%. This growth is driven by strategic partnerships, positive technical signals, and increased use of stablecoins on the platform.
- Xiaomi Partnership – Sei’s wallet is now pre-installed on Xiaomi smartphones (outside China and the U.S.), helping more people use the platform.
- Stablecoin Activity – USDT transfers on Sei jumped 4.7 times to $320 million this week.
- Technical Signals – Indicators like MACD and RSI suggest potential upward momentum.
Deep Dive
1. Xiaomi Partnership (Positive Outlook)
What’s happening:
Sei has partnered with Xiaomi to have its crypto wallet pre-installed on Xiaomi phones sold worldwide, except in China and the U.S. This could reach over 168 million devices shipped in 2024. The wallet includes advanced security features and supports payments using the stablecoin USDC.
Why it matters:
- Xiaomi holds about 13% of the global smartphone market, giving Sei broad exposure.
- Users can easily sign in using Google or Xiaomi accounts, making it simpler for everyday users to start using Sei.
- A $5 million fund is set up to encourage developers to create mobile-friendly apps, which could increase how much people use Sei.
What to watch:
In the second quarter of 2026, Sei plans to roll out stablecoin payments in the European Union and Hong Kong. Success here could prove that Sei’s approach to consumer adoption works.
2. Surge in Stablecoin Activity (Positive Outlook)
What’s happening:
The amount of stablecoins on Sei increased by $7 million in two weeks, reaching a total of $85.5 million. On December 6, USDT transfers hit $320 million, up from $80 million earlier that week.
Why it matters:
- More stablecoins mean smoother trading with less price slippage, attracting professional traders and institutions.
- This growth shows increasing confidence in Sei as a platform for financial transactions, which is important for decentralized finance (DeFi) and gaming finance (GameFi) applications.
- USDT’s popularity fits well with Asian markets, where Xiaomi phones are widely used.
3. Technical Signals (Mixed Outlook)
What’s happening:
SEI’s price bounced from a low of $0.1205 on December 12 to $0.129. The MACD indicator turned positive, and the RSI is at 41.43, indicating there’s room for the price to rise before it becomes overbought.
Why it matters:
- To confirm a trend reversal, SEI needs to break above the Fibonacci resistance level at $0.1646.
- However, broader market challenges remain, with SEI still down 61% from its 90-day high, reflecting risks in the altcoin sector.
Conclusion
SEI’s recent gains are supported by Xiaomi’s strong global reach and real-world use cases like stablecoin payments, which help offset weakness in the wider crypto market. While technical indicators show cautious optimism, it’s important to see if stablecoin activity continues after the initial excitement from the partnership.
Key watch: Will SEI stay above $0.13 if Bitcoin tests support at $94,000?
What could affect the price of SEI?
Sei’s price outlook balances exciting tech upgrades with a cautious crypto market environment.
- Giga Upgrade (Positive) – Aiming for 200,000 transactions per second (TPS) could boost decentralized finance (DeFi) activity.
- Institutional Growth (Positive) – ETF filings and a partnership with Xiaomi expand Sei’s reach.
- Regulatory Uncertainty (Negative) – Delays from the SEC and Bitcoin’s dominance slow down alternative cryptocurrencies.
Deep Dive
1. Giga Upgrade & Mobile Expansion (Positive Impact)
Overview:
Sei plans a major upgrade in December 2025 called the Giga upgrade, targeting 200,000 TPS and transaction finality in 400 milliseconds. This will be achieved through parallel processing and a design that resists Miner Extractable Value (MEV) exploits. At the same time, Xiaomi will start preinstalling Sei’s wallet on smartphones sold outside China and the U.S. from the second quarter of 2026, potentially reaching over 168 million devices annually (CryptoNews).
What this means:
Higher transaction speeds could attract apps that rely on fast trading, while Xiaomi’s wide distribution helps overcome common user experience challenges in crypto. Similar upgrades in other projects, like Solana’s Firedancer, have led to token price increases between 30% and 80% after launch.
2. Institutional Validation (Positive Impact)
Overview:
Canary Capital updated its SEI ETF filing in December 2025, and major firms like BlackRock and Apollo are launching tokenized funds on Sei. Currently, SEI processes $5.5 billion daily in stablecoins, with the supply of USDT growing 47% month-over-month (CryptoFrontNews).
What this means:
ETFs that hold staked tokens usually increase buying pressure by locking up supply. Similar products helped Solana’s token rise 22% in 2024. However, SEI’s price has dropped 61% over the past 90 days, reflecting doubts about how quickly these plans will come to fruition.
3. Market Challenges (Mixed Impact)
Overview:
The U.S. Securities and Exchange Commission (SEC) has yet to approve SEI ETFs since April 2025. Meanwhile, Bitcoin’s market dominance at 58.6% limits momentum for alternative coins. SEI’s price movement has become closely tied to Bitcoin, with a 30-day correlation of 0.82 as of December.
What this means:
Delays in regulatory approval could keep SEI’s price under pressure. However, if 2026 brings a shift toward alternative cryptocurrencies (the “alt season”), SEI could see a strong rebound, as suggested by the current low Altcoin Season Index (19/100).
Conclusion
SEI’s future depends on successfully delivering the Giga upgrade’s speed improvements while navigating a cautious crypto market. Investors should watch for SEC decisions on ETFs and whether Xiaomi’s wallet rollout leads to real user growth. The key question remains: can Sei’s technology outperform Bitcoin’s “safe haven” appeal?
What are people saying about SEI?
The Sei (SEI) community is divided between excitement over upcoming technology upgrades and concerns about token releases. Here’s what’s currently trending:
- Claims that SEI is undervalued are challenged by falling Total Value Locked (TVL) data.
- A stablecoin pilot program in Wyoming is driving positive momentum.
- The upcoming Giga upgrade is seen as a crucial step for attracting institutional investors.
In-Depth Look
1. @Nicat_eth: Price vs. Fundamentals Are Bearish
"SEI trades at $0.14, down 88% from its all-time high, despite having a fast blockchain infrastructure... TVL has dropped 83% from its $650 million peak."
– @Nicat_eth (7.5K followers · 9.3M impressions · Nov 30, 2025)
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What this means: The negative outlook comes from a decline in network liquidity and risks related to inflation, since 63% of the total 10 billion SEI tokens are still locked up. This happens even though Sei has strong technical features supporting decentralized finance (DeFi) and non-fungible tokens (NFTs).
2. @Kaffchad: Institutional Interest Is Bullish
"SEI’s $1.8 billion market cap compared to Solana’s $120 billion is surprising... Wyoming’s WYST pilot and ETF filings suggest a supply shortage is coming."
– @Kaffchad (19.9K followers · 3.3M impressions · Sep 23, 2025)
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What this means: The positive outlook depends on partnerships with real-world asset managers like BlackRock and Hamilton Lane, along with regulatory progress that could reduce the number of tokens available on the market.
3. @genius_sirenBSC: Mixed Signals on Breakout Potential
"SEI’s price jumped 40% after being shortlisted for Wyoming’s stablecoin program, but the Relative Strength Index (RSI) at 73.6 suggests it might be overbought."
– @genius_sirenBSC (79.8K followers · 5.6M impressions · Jun 24, 2025)
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What this means: There are mixed signals as institutional interest pushes the market cap to $1.17 billion, but technical indicators warn that the price could be stretched near the $0.2545 resistance level.
4. @thanh_sky72: Growth vs. Challenges Is Neutral
"One million daily users but TVL is dropping... inflation from token vesting schedules remains a concern."
– @thanh_sky72 (388 followers · 4.2M impressions · Dec 2, 2025)
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What this means: The outlook is neutral because while gaming and NFT adoption are driving user growth (13 million monthly active users), token economics and competition from Solana limit potential gains.
Conclusion
Opinions on SEI are mixed. Supporters highlight the upcoming Giga upgrade, which promises 200,000 transactions per second (TPS) and the potential for new ETFs. Critics point to the 89% drop from its all-time high and risks from circulating token supply. Keep an eye on the Autobahn Consensus activation scheduled for this week—if successful, it could strengthen Sei’s reputation as the "Nasdaq of crypto." If it fails, selling pressure might increase. Either way, this Layer 1 blockchain remains very much in the spotlight.
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What is the latest news about SEI?
Sei is gaining momentum through growing mobile use and a rise in stablecoins, while also making progress on regulatory fronts. Here’s a quick update:
- Stablecoin Growth & Network Activity (December 13, 2025) – SEI’s stablecoin supply increased by $7 million in just two weeks, improving liquidity and attracting institutional interest.
- Xiaomi Smartphone Partnership (December 12, 2025) – Sei’s crypto wallet will come preinstalled on Xiaomi phones sold outside the U.S. and China.
- ETF Update (December 12, 2025) – Canary Capital updated its Staked SEI ETF filing, addressing feedback from the SEC.
In-Depth Look
1. Stablecoin Growth & Network Activity (December 13, 2025)
What happened:
The total value of SEI’s stablecoins reached $85.54 million, thanks to a $7 million increase over two weeks. Between December 3 and 6, stablecoin transfers jumped nearly five times to $320 million, showing more trading and liquidity on the network. SEI’s fast transaction speeds and low delays helped support this growth. Institutional recognition, like being included in Coinbase 50 and CoinShares Altcoins ETF, also boosted confidence.
Why it matters:
More stablecoin activity means SEI is becoming more useful for trading and settling transactions. Being part of major investment indexes exposes SEI to more investors. Plus, technical improvements like handling over 100,000 transactions per second (TPS) prepare SEI for future decentralized finance (DeFi) growth. Analyst Clifton Fx noted that if this momentum continues, SEI could see a strong price breakout.
(CryptoFront News)
2. Xiaomi Smartphone Partnership (December 12, 2025)
What happened:
Xiaomi will install Sei’s crypto wallet on all new phones sold outside the U.S. and China, focusing on markets like Europe, Latin America, and Southeast Asia. The wallet app uses Google and Xiaomi accounts for easy setup, includes advanced security features, and supports stablecoin payments (with pilot programs planned for Hong Kong and the EU by mid-2026). A $5 million Global Mobile Innovation Program will support this launch.
Why it matters:
Xiaomi sells about 168 million devices a year, so this partnership could bring Sei’s wallet to millions of new users. Making Web3 technology easier to access for everyday users could increase wallet sign-ups and use of decentralized apps (dApps). The innovation fund also encourages developers to build on Sei’s platform.
(CryptoNews)
3. ETF Update (December 12, 2025)
What happened:
Canary Capital submitted an updated prospectus for its Staked SEI ETF, responding to questions from the U.S. Securities and Exchange Commission (SEC) and clarifying how staking rewards will be handled. This fund aims to give investors regulated access to earnings from staking SEI tokens, similar to existing ETFs for Ethereum and Solana.
Why it matters:
This update is cautiously positive for SEI. While it’s not guaranteed the ETF will be approved, the filing shows growing institutional interest and fits with a trend toward crypto ETFs. If approved, it could bring more traditional financial investors into SEI. However, delays or denials could slow enthusiasm.
(CoinMarketCap)
Conclusion
Sei is making strides in mobile adoption, liquidity, and regulatory progress, all of which help it move closer to mainstream use. Partnerships like the one with Xiaomi expand its user base, while stablecoin growth and ETF developments strengthen its appeal to institutions. Even though SEI’s price is still down 78% from its 2024 high, these developments could spark renewed interest in a cautious market.