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![Tanaka_L2 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1456891312230506496.png) Tanaka [@Tanaka_L2](/creator/twitter/Tanaka_L2) on x 58.1K followers
Created: 2025-07-17 13:53:07 UTC

. @SeiNetwork climbs up L1s ranking for months…

Today, $SEI just shattered a new ATH of $684M TVL and the eco's top X DeFi apps both blew past $100M TVL.
I’ll break it down real quick so you don’t have to:

▸ @YeiFinance just hit $392M TVL, with $1.87M cumulative revenue and over $627M borrowed.

Multichain money markets, YeiSwap dual-yield design, and real user stickiness = serious product traction.

▸ @TakaraLend quietly broke $100M TVL (+91% in XX days) with stable 13-14% APRs on assets like $USDT and $USDC.

Their Bitget Wallet collab adds a $1M incentive pool until Aug X.

And this isn’t a farm-and-dump moment on $SEI because:

– $294M+ stablecoins onchain

– $266M daily perps volume

– $79M DEXs volume (24h)

– $162K daily fees, $40K+ app revenue

– Top protocols growing organically, not from mercenary capital

You’re not early to the idea of $SEI anymore.

But if you think $684M is the ceiling, you might be early to the real unlocks that come next.

This is what real momentum looks like, now I wonder what will happen at $1B.

![](https://pbs.twimg.com/media/GwEGvhVXsAE1iUN.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945844212915904557/c:line.svg)

**Related Topics**
[100m](/topic/100m)
[sei](/topic/sei)
[money](/topic/money)
[$627m](/topic/$627m)
[$187m](/topic/$187m)
[$392m](/topic/$392m)
[$100m](/topic/$100m)
[tvl](/topic/tvl)

[Post Link](https://x.com/Tanaka_L2/status/1945844212915904557)