When the RWA narrative truly takes off, the key question is: how far can $SEI go? This isn’t about hype — it’s about understanding the structural potential of a chain purpose-built for institutional finance. ━━━━━━━━━━━━━━ First, the macro picture is explosive. In 2024, the RWA market was worth roughly $25B. McKinsey projects it to reach $16T by 2030, while Standard Chartered forecasts $30T by 2034 — an astonishing CAGR of around 138%. Half of this growth is expected to come from private credit, where real-world giants like BlackRock, Apollo, and Hamilton Lane are already active participants. This isn’t DeFi speculation — it’s the foundation of a new on-chain financial system. ━━━━━━━━━━━━━━ In that context, Sei’s advantage lies in speed and regulatory readiness. With 200,000+ TPS and <400ms finality, it’s 50–100× faster than Ethereum. It also includes KYC/AML automation and compliance features natively, and integrates with Securitize, which already holds over $4B in tokenized assets. If Ethereum and Solana represent “finance for everyone,” Sei is positioning itself as “finance for institutions.” ━━━━━━━━━━━━━━ On valuation, a few realistic price paths emerge: - 2026 (Conservative): $0.14–$0.29 - 2027 (Base Case): $2.34 - 2030 (Bull Case): $46.49 - 2034 (Mature Phase): $43.33 In the base case — where the RWA market hits $200B and Sei captures 5% share — Sei’s market cap would reach $18.75B, translating to roughly $2.34 per SEI, or +1,100% from today’s price. If RWAs become a mainstream financial standard, Sei could theoretically reach a $441B market cap — about 80% of Ethereum’s 2021 peak. ━━━━━━━━━━━━━━ But risks are real. Continuous token unlocks (1.2% per month), Ethereum’s dominant network effects, and regulatory uncertainty could weigh on momentum. The RWA sector will face cycles before maturity — yet with institutions like BlackRock and Hamilton Lane already moving on-chain, this trend is now irreversible. ━━━━━━━━━━━━━━ In summary: When the RWA narrative matures, Sei’s trajectory can be viewed in three phases — - Short term: technical recovery ($0.30–$0.58) - Mid term: real adoption ($0.50–$2.34) - Long term: institutional standardization ($10–$46) Sei’s future isn’t just about price action — it’s about rebuilding Wall Street on-chain. If that vision succeeds, what changes first won’t be the numbers — it’ll be the meaning of finance itself. @SeiNetwork #Sei