[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.]  spacebyte โ [@_thespacebyte](/creator/twitter/_thespacebyte) on x 23.8K followers Created: 2025-07-18 09:35:09 UTC Last year, Sei wasnโt 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 donโt 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/ ๐๐ฉ๐บ ๐๐๐๐ ๐๐ด ๐๐ถ๐ช๐ญ๐ต ๐๐ช๐ง๐ง๐ฆ๐ณ๐ฆ๐ฏ๐ต๐ญ๐บ Itโs 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: โข USDY: An appreciating token (like $stETH), ideal for protocols โข rUSDY: A rebasing wrapper, pegged for integrations Together, they create a dual-format yield layer. Ondo manages $1.3B+ AUM. They donโt ship to unproven infra. ii/ ๐๐ฉ๐บ ๐๐ฆ๐ช? 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. Itโs been tuned for throughput, not hype. That means: โข No mempool games โข No reorg risk โข Sub-second finality for stable, real-time asset issuance Itโs not the loudest chain. But thatโs exactly why itโs being chosen. iii/ ๐๐ฉ๐ฆ ๐๐ถ๐ช๐ฆ๐ต ๐๐ญ๐ฐ๐ธ ๐๐ฉ๐ข๐ต ๐๐ณ๐ฆ๐ค๐ฆ๐ฅ๐ฆ๐ด ๐๐ข๐ณ๐ฌ๐ฆ๐ต๐ด 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 $USDY flow anchors there, expect the rest to follow: โข Lending markets โข Structured products โข Onchain broker-dealers โข Derivatives collateralization The primitives follow the base asset. USDY might be the spark. iv/ ๐๐ฉ๐ช๐ด ๐๐ด ๐๐ฐ๐ธ ๐๐ฎ๐ข๐ณ๐ต ๐๐ฐ๐ฏ๐ฆ๐บ ๐๐ฐ๐ท๐ฆ๐ด Retail watches narratives. Smart money watches integrations. USDY on Sei isnโt priced in. Yet. But itโs a sign that institutional infra is converging quietly. Not where the attention is, but where the execution works. This is how big trades start. XXXXXX engagements  **Related Topics** [tvl](/topic/tvl) [$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)
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spacebyte โ @_thespacebyte on x 23.8K followers
Created: 2025-07-18 09:35:09 UTC
Last year, Sei wasnโt 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 donโt 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/ ๐๐ฉ๐บ ๐๐๐๐ ๐๐ด ๐๐ถ๐ช๐ญ๐ต ๐๐ช๐ง๐ง๐ฆ๐ณ๐ฆ๐ฏ๐ต๐ญ๐บ
Itโs 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:
โข USDY: An appreciating token (like $stETH), ideal for protocols
โข rUSDY: A rebasing wrapper, pegged for integrations
Together, they create a dual-format yield layer.
Ondo manages $1.3B+ AUM. They donโt ship to unproven infra.
ii/ ๐๐ฉ๐บ ๐๐ฆ๐ช?
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. Itโs been tuned for throughput, not hype. That means:
โข No mempool games โข No reorg risk โข Sub-second finality for stable, real-time asset issuance
Itโs not the loudest chain. But thatโs exactly why itโs being chosen.
iii/ ๐๐ฉ๐ฆ ๐๐ถ๐ช๐ฆ๐ต ๐๐ญ๐ฐ๐ธ ๐๐ฉ๐ข๐ต ๐๐ณ๐ฆ๐ค๐ฆ๐ฅ๐ฆ๐ด ๐๐ข๐ณ๐ฌ๐ฆ๐ต๐ด
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:
โข Lending markets โข Structured products โข Onchain broker-dealers โข Derivatives collateralization
The primitives follow the base asset. USDY might be the spark.
iv/ ๐๐ฉ๐ช๐ด ๐๐ด ๐๐ฐ๐ธ ๐๐ฎ๐ข๐ณ๐ต ๐๐ฐ๐ฏ๐ฆ๐บ ๐๐ฐ๐ท๐ฆ๐ด
Retail watches narratives. Smart money watches integrations.
USDY on Sei isnโt priced in. Yet.
But itโs 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
Related Topics tvl $acc faster blockchain $680m roadmap rwa tokenized