Sei Network (SEI)

🔥 HUGE: $SEI now part of altcoins accessible to 50M Vanguard clients via DIME ETF. https://t.co/wlBvDxeTPn

THE DARK SIDE OF TOKEN UNLOCKS $SEI • Price is ~6X from ATH • MC is ~3X from ATH $RENDER • Price is ~7X from ATH • MC is ~6X from ATH $TAO • Price is >2X from ATH • MC is <2X from ATH $LINK • Price is ~4X from ATH • MC is ~2X from ATH Most people look at price. Experienced investors look at market cap. Because that’s where the real story of change in supply is hiding. Let me explain it in the simplest way possible 👇 Token unlocks don’t kill a project. They slow down how fast price can return to ATH. That’s why market caps look healthier than prices. Market cap includes all the new tokens. Price doesn’t. So if you’re waiting for “ATH prices again,” you first need to check how much supply has been added since the top. Because every unlock pushes the “new ATH” goalpost further away. And this is why smart investors focus on: • Unlock schedules • Circulating supply growth • FDV vs MC • Team and investor cliffs • Future issuance pace Narratives make tokens pump. Unlocks decide how high they can realistically go. Yes, there are measures taken with buybacks and halving like with Bittensor, but the question is how quickly could it nullify the effects of the current surge in supply. In the long run, the biggest winners are the tokens with controlled unlocks, real demand, and low emission pressure. Everything else… needs 2–5X more effort to get back to where it once was.

I poked around @Kalshi because CNN’s tie-in and the $11B valuation chatter felt loud What surprised me wasn't the hype, it was the mechanics Real-money prediction markets change incentives fast $5.8B trading volume in November isn't vanity, it's capital, attention, and faster price discovery than any poll I tried a couple of politics and product-launch markets last week prices moved in minutes after headlines, liquidity was real, slippage tolerable for small tickets That speed is useful for newsrooms and traders, and dangerous for narratives Connecticut’s cease & desist and the CFTC conversations are a structural reminder: scaling attention invites regulation Integrations like $SEI and mainstream partners matter for distribution, but they don't change compliance I'm bullish on markets-as-newsroom-tools, wary of spectacle taking over signal Which @Kalshi markets would you surface on a newsroom dashboard first?

$SEI stands tall among the selected tokens that contribute to DIME - the CoinShares Altcoins ETF. fyi, DIME focuses on emerging L1s and interop protocols, avoiding exposure to Bitcoin, Ethereum, or stablecoins. Good news to kickstart institutional expansion in December. Key exposure of being included in DIME: + over 50m customers of Vanguard - currently one of the largest global asset managers since 1975 + being a part of $11t AUM of Vanguard (recorded as early 2025) + paving a wider way for SEI ETF We had SEI among the CMC100, Coinbase50, Coindesk80 and now on DIME. imo, this sounds like a real tactical movement because SEI will directly appear in investors' portfolios beside blue chips like BTC or ETH. @SeiNetwork is speeding up.

$0.138 ✔️ You’re welcome!

🚨 After Vanguard launches crypto ETF SEI has become one of the selected altcoins that Vanguard's 50 million customers can invest in via the DIME ETF This means that when U.S. fund managers / insurance personnel market packaged fund products, $SEI will, like $BTC, become one of the bundled assets accounting for 5% or 10% Vanguard is one of the world’s largest asset managers It is also the largest U.S. 401(k) asset manager Managing assets exceeding $11 trillion 【This means a massive buy order】 According to information from SEI FND "News spreads faster on SEI" This is also one of the key reasons Kalshi chose SEI Given that both the world’s largest asset manager and the U.S.’s biggest prediction market have chosen it, $SEI’s strength, power, and quality are unquestionable @SeiNetwork @Sei_FND #SEI