Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![_thespacebyte Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::216811940.png) spacebyte โ›“ [@_thespacebyte](/creator/twitter/_thespacebyte) on x 23.8K followers
Created: 2025-07-18 09:35:09 UTC

Last year, Sei wasnโ€™t even in the top XX.
Now? It's where the largest tokenized treasury product is expanding next.

@OndoFinance is bringing USDY to @SeiNetwork. That alone is alpha.
Because institutions donโ€™t deploy on vibes โ€” they follow performance.

When the biggest RWA issuer chooses a chain, it's not a press release.
It's a roadmap.

i/ ๐˜ž๐˜ฉ๐˜บ ๐˜œ๐˜š๐˜‹๐˜  ๐˜๐˜ด ๐˜‰๐˜ถ๐˜ช๐˜ญ๐˜ต ๐˜‹๐˜ช๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต๐˜ญ๐˜บ

Itโ€™s structured yield. With distribution built in.

$USDY is backed by short-term U.S. Treasuries. Fully collateralized.
Attested daily. But what matters more is the form it takes onchain:

โ€ข USDY: An appreciating token (like $stETH), ideal for protocols

โ€ข rUSDY: A rebasing wrapper, pegged for integrations

Together, they create a dual-format yield layer.

Ondo manages $1.3B+ AUM.
They donโ€™t ship to unproven infra.

ii/ ๐˜ž๐˜ฉ๐˜บ ๐˜š๐˜ฆ๐˜ช?

Execution speed and deterministic finality.

If you're an institution moving size, you need two things:

X. No settlement risk
X. No latency surprises

Sei delivers both. Itโ€™s been tuned for throughput, not hype.
That means:

โ€ข No mempool games
โ€ข No reorg risk
โ€ข Sub-second finality for stable, real-time asset issuance

Itโ€™s not the loudest chain.
But thatโ€™s exactly why itโ€™s being chosen.

iii/ ๐˜›๐˜ฉ๐˜ฆ ๐˜˜๐˜ถ๐˜ช๐˜ฆ๐˜ต ๐˜๐˜ญ๐˜ฐ๐˜ธ ๐˜›๐˜ฉ๐˜ข๐˜ต ๐˜—๐˜ณ๐˜ฆ๐˜ค๐˜ฆ๐˜ฅ๐˜ฆ๐˜ด ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต๐˜ด

They allocate.

Tokenized treasuries are a $7B market.
The real TAM? $28T in the U.S. Treasury market alone.

What matters now is where that capital onboards.
Sei has a shot to be the execution layer for onchain yield.

And if $USDY flow anchors there, expect the rest to follow:

โ€ข Lending markets
โ€ข Structured products
โ€ข Onchain broker-dealers
โ€ข Derivatives collateralization

The primitives follow the base asset. USDY might be the spark.

iv/ ๐˜›๐˜ฉ๐˜ช๐˜ด ๐˜๐˜ด ๐˜๐˜ฐ๐˜ธ ๐˜š๐˜ฎ๐˜ข๐˜ณ๐˜ต ๐˜”๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜”๐˜ฐ๐˜ท๐˜ฆ๐˜ด

Retail watches narratives.
Smart money watches integrations.

USDY on Sei isnโ€™t priced in. Yet.

But itโ€™s a sign that institutional infra is converging quietly.
Not where the attention is, but where the execution works.

This is how big trades start.


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946141683558592648/c:line.svg)

**Related Topics**
[tvl](/topic/tvl)
[$acc](/topic/$acc)
[faster](/topic/faster)
[blockchain](/topic/blockchain)
[$680m](/topic/$680m)
[roadmap](/topic/roadmap)
[rwa](/topic/rwa)
[tokenized](/topic/tokenized)

[Post Link](https://x.com/_thespacebyte/status/1946141683558592648)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

_thespacebyte Avatar spacebyte โ›“ @_thespacebyte on x 23.8K followers Created: 2025-07-18 09:35:09 UTC

Last year, Sei wasnโ€™t even in the top XX. Now? It's where the largest tokenized treasury product is expanding next.

@OndoFinance is bringing USDY to @SeiNetwork. That alone is alpha. Because institutions donโ€™t deploy on vibes โ€” they follow performance.

When the biggest RWA issuer chooses a chain, it's not a press release. It's a roadmap.

i/ ๐˜ž๐˜ฉ๐˜บ ๐˜œ๐˜š๐˜‹๐˜  ๐˜๐˜ด ๐˜‰๐˜ถ๐˜ช๐˜ญ๐˜ต ๐˜‹๐˜ช๐˜ง๐˜ง๐˜ฆ๐˜ณ๐˜ฆ๐˜ฏ๐˜ต๐˜ญ๐˜บ

Itโ€™s structured yield. With distribution built in.

$USDY is backed by short-term U.S. Treasuries. Fully collateralized. Attested daily. But what matters more is the form it takes onchain:

โ€ข USDY: An appreciating token (like $stETH), ideal for protocols

โ€ข rUSDY: A rebasing wrapper, pegged for integrations

Together, they create a dual-format yield layer.

Ondo manages $1.3B+ AUM. They donโ€™t ship to unproven infra.

ii/ ๐˜ž๐˜ฉ๐˜บ ๐˜š๐˜ฆ๐˜ช?

Execution speed and deterministic finality.

If you're an institution moving size, you need two things:

X. No settlement risk X. No latency surprises

Sei delivers both. Itโ€™s been tuned for throughput, not hype. That means:

โ€ข No mempool games โ€ข No reorg risk โ€ข Sub-second finality for stable, real-time asset issuance

Itโ€™s not the loudest chain. But thatโ€™s exactly why itโ€™s being chosen.

iii/ ๐˜›๐˜ฉ๐˜ฆ ๐˜˜๐˜ถ๐˜ช๐˜ฆ๐˜ต ๐˜๐˜ญ๐˜ฐ๐˜ธ ๐˜›๐˜ฉ๐˜ข๐˜ต ๐˜—๐˜ณ๐˜ฆ๐˜ค๐˜ฆ๐˜ฅ๐˜ฆ๐˜ด ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต๐˜ด

They allocate.

Tokenized treasuries are a $7B market. The real TAM? $28T in the U.S. Treasury market alone.

What matters now is where that capital onboards. Sei has a shot to be the execution layer for onchain yield.

And if $USDY flow anchors there, expect the rest to follow:

โ€ข Lending markets โ€ข Structured products โ€ข Onchain broker-dealers โ€ข Derivatives collateralization

The primitives follow the base asset. USDY might be the spark.

iv/ ๐˜›๐˜ฉ๐˜ช๐˜ด ๐˜๐˜ด ๐˜๐˜ฐ๐˜ธ ๐˜š๐˜ฎ๐˜ข๐˜ณ๐˜ต ๐˜”๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜”๐˜ฐ๐˜ท๐˜ฆ๐˜ด

Retail watches narratives. Smart money watches integrations.

USDY on Sei isnโ€™t priced in. Yet.

But itโ€™s a sign that institutional infra is converging quietly. Not where the attention is, but where the execution works.

This is how big trades start.

XXXXXX engagements

Engagements Line Chart

Related Topics tvl $acc faster blockchain $680m roadmap rwa tokenized

Post Link

post/tweet::1946141683558592648
/post/tweet::1946141683558592648