baseball-bull

$ondo $tao $sei $render $inj $kas $ath

[CyrilXBT @cyrilXBT]

Most people are watching $SEI and $TAO only from price.

But the real story is in the catalysts most people are missing.

Here’s what actually matters:

[baseball-bull @albtprodigy]

Buy the bottom of $sei

Team is building regardless of price action

[Sei @SeiNetwork]

Robinhood, OKX. MetaMask, Backpack. Crossmint, MoonPay—and more.

200M+ exchange users, 35M+ wallet users, and fiat on-ramps spanning 160+ countries.

On Sei, distribution and access are built in, connecting enterprises and institutions to global users and capital from day one.

[Not Telling @nottellingyou73]

🚨 Is $SEI one of the most mispriced L1s right now?

I keep coming back to the same question: is the market massively underpricing what’s actually happening on SEI?

On paper, $SEI is trading around $0.12–$0.125, sitting at roughly an $800M market cap and ~$1.25B fully diluted.

That’s almost 90% off the $1.14 all-time high. If you stop there, it’s easy to write the whole thing off.

But once you look past the chart and dig into onchain activity, the picture changes quickly.

Usage has been quietly exploding.

In 2025 alone, SEI averaged around 800K daily active addresses in Q3, then ramped up to roughly 1.3–1.4M by the end of the year. That puts it firmly in the top tier of EVM-compatible chains by actual users, not just hype.

Transactions followed the same trend.

Daily tx volume pushed past ~2M with consistent uptime, which matters more than most people admit. Even through the broader market drawdown, people kept using the chain.

TVL peaked near $680M mid-year and, while it’s come down with everything else, it’s still holding around ~$185M.

Stablecoin supply and peer-to-peer volumes both hit all-time highs. Protocols like Takara Lend and Yei Finance onboarded tens of thousands of real users, not just mercenary capital chasing yields.

Valuation is where things get really interesting.

At today’s TVL, Sei’s MC/TVL ratio is roughly 4.4. At peak TVL, it was closer to ~1.2. That’s dramatically lower than comparable L1s like Solana, Sui, or Aptos.

Even more striking: Sei has flipped Aptos on daily active addresses and regularly matches or beats Sui on raw activity — yet trades at a fraction of their valuation.

That gap feels less like “market efficiency” and more like neglect.

Looking ahead to 2026, there are real catalysts on the roadmap:
1. The Giga upgrade aiming for massive throughput and lower latency
2. Expansion into RWAs and institutional integrations
3. Distribution plays like Xiaomi wallet pre-installs
4. Signals of deeper legitimacy: Binance as a validator, Robinhood listing, even early ETF chatter

None of this guarantees upside, and it’s worth being honest about the risks. Token unlocks are real. L1 competition is vicious. The market is still highly selective about what it rewards.

But from where I sit, the fundamentals and the price are telling two very different stories.

If adoption continues to compound and we see even a modest shift back to risk-on behavior, Sei feels like one of those cases where the chart is lying to you (at least for now).

I can’t stop circling back to this as I don’t believe my longterm thesis on $SEI is wrong

[Mister Crypto @misterrcrypto]

Why I'm bullish on $SEI in 2026 👇

⚡ Fastest L1 with sub-400ms finality
📱 Xiaomi wallet pre-install (millions onboarded)
🏛️ RWA Partnerships (BlackRock)
📈 87M addresses & rising activity

Don’t sleep on SEI!

[Kong Trading 🦍 @KongBTC]

Just watched the $SEI stress test, 256 TPS sustained

Let me repeat that: 256 TPS, On an EVM

That’s mainnet right now

The $SEI chain is built for one thing → speed

~400ms finality while every other chain is still loading the block

The market trades here first, you’re either building on @SeiNetwork or you’re building for yesterday

[Sei @SeiNetwork]

Average Daily Transactions July 2024: 50,000

Average Daily Transactions July 2025: 1,600,000

Built to scale, and actually doing it.

Markets Move Faster on Sei. ($/acc)

[baseball-bull @albtprodigy]

My 3 biggest convictions

$Tao will lead the AI sector through its massive ecosystem via subnets. The AI Bitcoin

$Ondo is partnering with massive institutions and blockchains to dominate RWA

$Sei massive TVL growth, partnerships, stablecoins. Everything moves faster on sei

[Sei @SeiNetwork]

Tokenized US Treasury Bills are coming to Sei! 🇺🇸

@OndoFinance is bringing its flagship product, USDY, with over $680M in TVL, to the fastest L1 blockchain.

Institutional-grade assets meet institutional-grade infrastructure.

Markets Move Faster on Sei. ($/acc)

[baseball-bull @albtprodigy]

So back 💎 🙌

[baseball-bull @albtprodigy]

Been adding $ondo $tao and $render during these dips! We’re gonna make it, it’s not a loss if you don’t sell

[baseball-bull @albtprodigy]

AI Crypto 🤑

[MAMI 🟦 @AltcoinMami]

once we break $2 on azero the rest will be like butter 🧈

[baseball-bull @albtprodigy]

Credit to @QNT__Mami and @albtmaxi for most of my bags.

[baseball-bull @albtprodigy]

If you own any of these, lets get rich friends 🤝 $nxra $azero $qnt $inj $rndr $kas $eth

Also good bags in $rose $fet $orai $uos $rio $route $ator $cheq

My bags are packed, what am I missing 👀

Bull Run here we come!!

[baseball-bull @albtprodigy]

@metamonk_ Never left, just been accumulating quietly.

[baseball-bull @albtprodigy]

$inj 🚀

[Rachid Ajaja 🇲🇦🇨🇭🇫🇷 @AjajaRachid]

Get ready for a mind-blowing user experience on https://t.co/w0cwffEWO3! 👀🔥 Our talented team has been hard at work, finalizing the design phase. Implementation is just around the corner! Here's a sneak peek of what's coming your way. @allianceblock will fully reinvent the way we deal with decentralised technology with hug focus on user experience $NXRA

[CryptoMocro🇲🇦 @CryptoMocro_]

$RIO 🏙️

Imagine selling the bottom at 10 cent 🫣

Send it 🚀🌕

@realio_network