NekoZz

Moving into Q2 for $SEI.
Regulated access came online. CoinShares launched a staked SEI ETP via Interactive Brokers, opening compliant exposure for traditional allocators.
This expanded SEI’s reach beyond crypto-native flows, lowered friction for institutional capital, and plugged the network directly into existing TradFi rails.

BTC is still trading below the Short-Term Holder Realized Price of $101,263, indicating that recent buyers are, on average, at a loss.

Here’s a breakdown of the first half of Q1 for $SEI.
Early focus was clearly on base layer execution and settlement. Messaging centered on throughput, latency, and deterministic finality as prerequisites for real financial activity, not apps first.
I’ll break down the rest of the year throughout weekend.

RWA was the most profitable narrative in 2025 with ~186% average gains, followed by L1s and Made in USA, per Coingecko.

Hard to ignore how much real infra ended up around $SEI this year.
Going to be breaking this down more throughout the weekend.

Swedish BTC AB raises SEK 7.2M to expand its $BTC Treasury.

DropsTab: Top Tokens Launched in 2025 by Price & FDV Performance