2025 is almost over. Last night, I was flipping through my wallet and reviewing this year's interaction records, feeling both the pain of Gas fees and the amazement:

As retail investors, we’ve been chasing that few percentage points of gains on land dogs, turning red on the chain; but then I looked around and saw that BlackRock, Apollo, and other giants controlling trillions of dollars have already quietly “settled” on Sei @SeiNetwork.

It’s like we’re fighting over street vendor goods, while they’ve already bought the “foundation” next door.

Honestly, my impression of Sei before was just “a high-performance public chain.”

Then, lying in bed these past two days, I took another simple look into Sei @SeiNetwork.

My feeling after reviewing it is: Although Sei hasn’t made any big moves this year, at least what they’ve done is grounded and solid.

1. The institutions are serious this time: don’t think “institutional cooperation” is just a logo placement.

In 2025, Sei has truly landed five top-tier RWA funds (including BlackRock, Brevan Howard, etc.).

Behind the scenes, Securitize and Kaio @KAIO_xyz are providing technical support, and Ondo’s USDY is also coming.

What does this mean? It means Sei’s RWA ecosystem has moved past the “pie-in-the-sky” stage and is now welcoming real compliant assets.

2. It’s not just “fast,” but more importantly, “being used”:

We all know Sei’s main selling point is high performance (over 200,000 TPS after the Giga upgrade, 400ms confirmation), which is impressive. But I value real data more: 4 billion transactions, 80 million wallet addresses.

Last August, its weekly active wallet count even topped the EVM chains, showing Sei isn’t just a “ghost town” with high performance; it has real users and transactions. That’s the fundamental reason institutions are willing to put their money in.

3. Understanding compliance is understanding the heart of institutions:

What are traditional funds most afraid of when entering? Regulatory risks. Sei is very smart—setting up the development foundation in Manhattan, proactively applying for ETFs, and even being selected for Wyoming’s stablecoin pilot.

These moves may seem low-key, but they are the biggest “confidence booster” for institutions—they’re telling Wall Street: this path is legitimate.

If 2025 is the infrastructure year for RWA, then 2026 is likely the breakout year. Sei is now laying out the people (institutions), money (funds), and road (compliance and performance).

I suggest everyone not to obsessively watch K-line charts but to pay more attention to the real trading volume of these funds mentioned above. If the data continues to grow, Sei’s value as a “connector to traditional finance” is just beginning.
#Sei #RWA #Web3Observation