Notes
#SEI NETWORK is quietly setting up for something big
Its transaction speed is unmatched and volume is rising sharply day by day
This is not just hype this is smart money moving in early
My bull run target stays between $1 and $1.5 but I won’t be surprised to see $10 if momentum kicks in
If you are building a serious portfolio this cycle $SEI should be on your list.

CoinShares launches staked $Sei ETP in Europe
One of the biggest MiCA-compliant asset managers just introduced a yield-earning Sei product across European markets.
It joins Valour’s Sei ETP — giving investors even more ways to access Sei in a regulated way.
$Sei is quickly becoming real infrastructure for institutions.
Momentum keeps growing.
在今年如此艰难的情况下
我仍然有两次大的翻身机会
可是
命运蹉跎
都被我错过了
1个是我66万网贷买的一揽子货币
当初这些币基本都是底部
其中就包括了现在如日中天的 $Pengu
当时小企鹅的价格是0.004
如果拿住正好目前是10倍
当初醉心于714的建设和BSC的洼地
66万的一揽子货币只拿了几天时间
认为 $TUT 当时2000万的市值更加稳妥
如果我没有醉心于BSC链我肯定压根不会关注TUT
结果全部换成了TUT就是那段山寨暴涨的1个半月里
一揽子货币全部几乎翻了几倍
而我当时持有的TUT 只涨了10个点
这让我第一次错失翻身机会
第二次是同理当初2000万市值的Moodeng
我几次挣扎要买50万的
但是因为手里拿着714 白布和TUT3个币
如果换了河马就要把苦苦拿着的714和白布卖掉
最终挣扎之下选择了依然在BSC坚守
这是第二次错失翻身机会
然后目前
我在等待我的第三次翻身机会
曙光已现
我认为8月底
我将有机会翻身...
Circle’s native USDC and CCTP are now live on $Sei
The most trusted stablecoin is now running on the fastest, most efficient Layer 1 in crypto.
Here’s why this matters:
• Circle mentioned $Sei in its IPO filing, showing strong early support
• Stablecoin market cap and TVL have jumped over 1000% in the last 12 months
• Circle and Sei will keep working together to grow stablecoin adoption and real-world use cases
This is a major step toward making $Sei the execution layer for global stablecoin settlement.
Also CEO of Circle talking about SEI, this could be big 👀
The Institutional Reserve Crypto Basket is now available in the https://t.co/hcDm4vdblb App! ⭐
With greater regulatory clarity comes a new wave of institutional confidence. Gain exposure to altcoins that have been or may be adopted by institutions worldwide.
🧺 Institutional Reserve Basket: $ETH, $LTC, $SOL, $DOGE, $SUI, $ADA, $HBAR, $CRO, $SEI, $XRP
⚖️ Automatically buy low, sell high by enabling auto-rebalancing
📁 Track basket performance separately from your other holdings
Diversify now: https://t.co/VZyqfP91mW

Stacking commas, not excuses.😎
If you want to join my Discord community please click on this link. 🫰
$BTC $ETH $SOL $BNB $XRP $DOGE $TRUMP $ARKM $COOKIE $AR $NEIRO $GOAT $AMP $STX $CFX $BIO $SEI $PENDLE $COTI $BCH $DUSK $DODO $JTO $BMT $ENS $HYPER $NPC
$BTC
-1.16%
$ETH -1.42%
$SOL -1.69%
$BNB +0.08%
$XRP -1.66%
$DOGE -2.85%
$TRUMP -2.37%
$ARKM -4.47%
$COOKIE -4.4%
$AR -2.9%
$NEIRO -8.68%
$GOAT -3.47%
$AMP -2.07%
$STX -4.05%
$CFX -5.58%
$BIO -9.38%
$SEI -4.7%
$PENDLE -5.29%
$COTI -4.37%
$BCH -0.92%
$DUSK -8.24%
$DODO -0.16%
$JTO -6.42%
$BMT +0.09%
$ENS -3.12%
$HYPER -4.77%
$NPC -0.38%
橙子晚间解读 7.22
山寨还是跌得太久了,以太坊稍微回调一下,山寨立马熊给你看,实际上以太这波是从2400左右上来的,日线级别几乎每天都在上涨,连续拉盘了半个多月了,直到昨天最高已经冲到3860了,这个点位距离4000关口非常近,所以有阻力是非常正常的,资金也是有换手需求的
一直拉盘主力的成本消耗太大了,所以今天走回调行情实际不影响以太坊长期继续向上的走势,只不过山寨的表现还是比较让人失望的,几乎没有一个愿意逆势拉盘,做吃螃蟹的人,说明市场的山寨季情绪还不够,况且这波只是以太坊回调了,大饼走势还是稳稳的,甚至三哥sol还接力了,逆势从195涨到了204,并且把自家生态项目都带起来了,$jup $ray $jto 走势都还不错,但是山寨整体上还是太弱了,再次印证了只有ETH才能救山寨的结论。
现在市场结构化已经很清晰了,大饼独一档,兼顾美股、黄金的属性,且具有强政策支持,不论是ETF还是国家级战略储备,亦或者是加密财库,都是历史上任何一类资产无法比拟的,后续上升空间是无限的,可能会超越整个法币体系;第二档是ETH,相比大饼,以太坊更像是加密和科技股的结合,ETF、储备、财库三要素也是齐全的,政策支持也是仅此于大饼,从川普家族项目WLFI持仓占比也能看出来,而且最近通过的genius稳定币法案,让ETH重新站在风口上,因为以太坊是 DEFI\RWA\STABLECOIN 等强相关板块的基础,未来几年美国会有几十万亿美元稳定币上链,以太坊无疑是最大的基建方,相比其它公链优势巨大,可能类比成英语市场和非英语市场的区别。
第三档是 $sol $xrp $ltc $doge $bnb 等等即将被ETF选择的项目,其中sol的现货ETF已经在交易了,只不过交易规模和机构支持力度以及对圈外资金的吸引力都要比以太坊低一个级别,这类项目基本上都有加密财库的支持,但是没啥政策空间了,相比大饼、以太坊,他们在政策或者媒体那里只能被称作其它,但是他们也各具特色,sol 在meme 方面称得上第一,defi\ai\DEPIN\RWA 也占据很大市场份额,算是六边形战士了;xrp 主打的是资源,毕竟出来就直接抢swift的业务,这么多年整合了不少政商资源,庄家控盘能力很强,十几年都没崩,真的牛;ltc 主要靠比特金莱特银这句话了,从2011年诞生到现在已经快15年了,靠共识级别就碾压大部分山寨了;doge 诞生于2013年,是所有meme的鼻祖,还有马斯克加持,特斯拉新建的餐厅和露天汽车影院甚至都支持doge支付,绝对亲儿子;bnb 作为宇宙所唯一捕获价值工具,价格从5毛人民币涨到现在700多刀,现在还和川普家族捆绑到一起了,价值无需多言。总之第三档这几个相比其它山寨绝对是优势非常大。
第四档是其他ETF和具有加密财库的项目,比如正在申请ETF的$ada $avax $hbar $apt $sui $dot $fil $near $sei $move $trx $bonk $pengu $trump $inj , 被加密财库的项目 $hype $fet 等等,这些项目主打一个主流资本能看得见,虽然后面不会投入太多资源,ETF资金流入和交易量可能还没有在币市上大,但是象征意义更大,相当于官方和主流资本背书了,相当于大资本眼里的山寨币,一旦有板块级别的行情,这类项目是有可能被大资金追捧的,相比再下一档的山寨拥有更多的资金入口。
再下半个档我认为是DEFI、RWA类的龙头币,比如 $aave $link $uni $ldo $ondo $ena $jup $cake 等等,以为genius 通过后,链上资金增加,必然会出现大量链上交易或者理财、投资需求,这会导致这类协议内涌入大量资金,协议价值肯定会水涨船高,而且未来可能会有更多的RWA 房产、债券、股票、商业等有形或者无形资产上来,所以这个档次的山寨未来潜力是巨大的。
然后是第五档,我认为头部的meme\AI,次龙头的DEFI\RWA\公链 都属于这一档,这类项目基本上能够随着加密的发展维持自己一定比例的市占份额,在社区粘性、创新和开发能力、运营管理能力都有比较强的优势,流动性在币市内部还是比较好的,只不过没有前面的几档潜力大,且资金入口比较窄,主流资金基本是看不到的,但场内资金认可度很强;
最后一档就是场内CEX的一些老币了,很多开发团队都跑光了,只剩下几个运营每周发布公告,项目不会再有实质性创新,也不会有资金再进来,这类项目典型就是每次市场下跌时后他们狠狠地跌,因为流动性不足,随便哪个大户就给砸出一个坑来,每次市场有行情时,涨的都很少,甚至还不如ETH、SOL,因为这种上涨只是做市商做出来的价格,让大家知道项目没跑路罢了,毕竟没有新韭菜接盘谈何拉盘,对于这种山寨来说越早跑越好,可以看这种币对大饼的走势图,有一点儿反弹都算烧高香了。

$ray
-3.73%
$jto -6.42%
$sol -1.69%
$xrp -1.66%
$ltc -2.71%
$doge -2.85%
$bnb +0.08%
$avax -2.51%
$hbar -0.59%
$apt -2.32%
$sui -2.51%
$dot -1.83%
$fil -2.5%
$near -2.42%
$sei -4.7%
$move -3.81%
$trx -0.31%
$bonk -6.06%
$pengu -3.3%
$trump -2.37%
$inj -1.89%
$hype -1.52%
$fet -1.3%
$aave -3.3%
$link -3.18%
$uni -4.71%
$ldo -5.42%
$ondo -1.23%
$ena -2.89%
$jup -4.55%
$cake -0.78%
UPDATE: USDY by Ondo Finance, the top tokenized treasury product with $685M in value, is coming to $Sei.
Tokenized treasuries are still early: $7B today vs. $28T in the U.S. Treasury market.
• Ondo manages $1.3B+ in tokenized assets
• USDY is backed by short-term U.S. Treasuries
• Two formats: USDY (accumulating) and rUSDY (rebasing)
RWAs move faster on $Sei.
The largest tokenized U.S. Treasury product, $USDY by Ondo Finance, is officially coming to SEI
- $685M+ in Value: USDY is the #1 tokenized treasury product—and it’s about to tap into Sei’s high-performance chain.
- With $1.3B+ in tokenized assets, Ondo Finance is now choosing Sei’s scalable, institutional-grade infrastructure to power the next phase of RWA adoption.
- Real-World Yield, On-Chain:
USDY is backed by short-term U.S. Treasuries and comes in two flexible formats:
$USDY👉 accumulating yield
- rUSDY 👉 rebasing for DeFi-friendly utility, both with daily attestations for trust & transparency.
Are we still early?
Tokenized treasuries are still early, just $7B in a $28T market. This is why $Ondo and $SEI are leading the game to bring TradFi yield to the crypto space.
Why SEI ?
- Fast finality for real-time transactions
- Institutional-grade scalability to handle serious volume
- Plug-and-play DeFi composability for seamless integration across protocols.
The largest tokenized treasury product, $USDY by $Ondo, is coming to $Sei 🚀
With $685M+ in value, $USDY unlocks real-world yield via short-term U.S. Treasuries—now powered by Sei’s high-performance, institutional-grade infra.
Tokenized treasuries = $7B 👀
Traditional U.S. Treasuries = $28T
Ondo manages $1.3B+ in tokenized assets and is betting big on Sei.
This is only getting started 🚀
SEI Network @SeiNetwork just hit a new TVL ATH: $684.22M 🔥
This is what real traction looks like:
• Stablecoin mcap: $294.86M (+2.62% 7d)
• USDC dominance: 83.2%
• Daily chain revenue: $1,412
• App revenue (24h): $43,270
• App fees (24h): $186,139
Sei isn’t just fast. It’s economically alive.
Momentum is strong, and the breakout has only just begun.
#SEI #DeFi $SEI

Built it. Grew it. Cashed it.🤑
If you want to join my Discord community please click on this link. 👉 👈
$BTC $ETH $SOL $BNB $XRP $INJ $SUI $SEI $TIA $PEPE $SHIB $FLOKI $BONK $WIF $BOME $MEME $NEIRO $SUNDOG $GOAT $FART $PNUT $ENS $OP $ARB $UNI $XYO $TEL
$BTC
-1.16%
$ETH -1.42%
$SOL -1.69%
$BNB +0.08%
$XRP -1.66%
$INJ -1.89%
$SUI -2.51%
$SEI -4.7%
$TIA -3.16%
$PEPE -3.45%
$SHIB -1.61%
$FLOKI -0.38%
$BONK -6.06%
$WIF -2.58%
$BOME -3.38%
$MEME +16.87%
$NEIRO -8.68%
$SUNDOG -6.02%
$GOAT -3.47%
$FART +14.51%
$PNUT -6.34%
$ENS -3.12%
$OP -3.71%
$ARB -2.28%
$UNI -4.71%
$XYO -0.99%
$TEL -1.84%
🎁GIVEAWAY🎁 nice project
Prize:
🏆20$ in $SOL or $SEI
To Enter:
1⃣Follow me @seigoeshigh
2⃣RT + LIKE
3⃣Tag a Friend
24H⏰
#Crypto #GIVEAWAY #memecoin #NFTs

🌐 7月14日-7月20日|本周大事件
📅 7月14日|星期一
🔴 美国众议院金融服务委员会称本周为"加密周",将审议多项加密法案
🔵 美国总统特朗普发表讲话
🔵 Tornado Cash 联合创始人在纽约法庭出庭受审
🔵 Plasma 的 $XPL 公开发售将于 7 月 14 日(发售前 72 小时)锁定充值与提现
📅 7月15日|星期二
🔴 美国公布 6 月 CPI 数据
🔵 Sonic Labs 将于 7 月 15 至 22 日期间随机开放 $S 代币空投的第一阶段申领
🔵 Sei $SEI 将解锁约 5556 万枚代币,与现流通量的比例为 1%,价值约 1800 万美元
🔵 Wormhole 质押计划首期奖励需在 7 月 15 日前进行申领
📅 7月16日|星期三
🔴 美众议院筹款委员会将举行听证会,探讨数字资产税收政策
🔵 Arbitrum $ARB 将于 7 月 16 日 21:00 解锁 9265 万枚代币,价值约 3806 万美元,占流通量的 1.87%
📅 7月17日|星期四
🔴 美国公布至 7 月 12 日当周初请失业金人数(万人)
🔵 关于“WLFI 代币可转移”的提案完成社区投票
🔵 稳定币项目 Plasma 开始 $XPL 公开发售
🔵 Caldera 空投预申领将于本日截止
🔵 Sonic 预示 17 号将有重要官宣
📅 7月18日|星期五
🔴 Official Trump $TRUMP 将于 7 月 18 日 8:00 解锁 约 9000 万枚代币,价值约 8.78 亿美元,占流通量的 45%
📅 7月20日|星期日
🔵 DWF Labs CEO 承诺本周将公布支撑稳定币 USDf 的加密资产组合详情

I play chess with charts and win checkmates in profits. 🎯
If you want to join my Discord community please click on this link. 🫰https://t.co/z1OPJES0Qf 🫰
$BTC $ETH $BNB $SOL $DOGE $TRUMP $HYPE $SYRUP $BONK $QUICK $UNI $CAKE $RAY $SEI $GNS $GAS $SAHARA $PEPE $FOLKI $FORTH $SUSHI
⚡刚反应过来, $SEI 最近同时上了 OKX Japan 和 Binance Japan,关键是——
Sei 已经拿到了日本金融厅(JFSA)的合规批准。
在日本这种对代币上市管得超级严的地方,这一步不简单,之前只有 XRP 这种老牌选手做到过。
Nansen数据显示, @SeiNetwork 在过去三个月中每日交易笔数增长了三倍,6月25日交易量创下160万笔新高。
从交易量上看,Sei 6月中旬后极具放大但价格暂时没啥突破,老美那边的ETF热潮第二波正在掀起,Canary Capital 也提交了 Sei ETF 的申请,配合 Sei 在日本市场的动作。
总感觉机构正在合力干点啥大事,先记一笔!

June 23–29, 2025 #LookonchainWeeklyReport
🟢Onchain Overview
Last week saw relatively low market volatility, with both spot and perpetual trading volumes dropping sharply.
Notably, the $SEI price surged over 50%, while #Sei Network's TVL increased by 44.60%, surpassing $610M.
🟢Stablecoin Market
The total stablecoin market cap increased by $1.951B.
stablecoins(USDT&USDC) on #Tron increased by $1.56B and stablecoins(USDT&USDC) on #Ethereum increased by $727M.
🟢Spot & Perps Trading Volume on DEXs
According to DeFiLlama, the DEX spot trading volume reached $85.91B last week, down 12.22% from the previous week. Breakdown:
PancakeSwap: $38.32B (WoW -2.43%)
Uniswap: $15.93B (WoW -27.23%)
Raydium: $4.05B (WoW +1.81%)
Meanwhile, DEX perps trading volume totaled $73.58B, a 28.82% decrease week-over-week. Breakdown:
Hyperliquid: $45.62B (WoW -26.22%)
Jupiter: $3.33B (WoW -27.58%)
ApeX Protocol: $2.78B (WoW -13.57%)
🟢Announced BTC purchases
Last week, 20 listed companies announced the purchase of 14,183 $BTC($1.53B), of which Strategy purchased 4,980 $BTC($531.87M) and ProCap BTC purchased 4,932 $BTC($514.5M).

