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![_thespacebyte Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::216811940.png) spacebyte โ›“ [@_thespacebyte](/creator/twitter/_thespacebyte) on x 23.5K 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**
[$acc](/topic/$acc)
[blockchain](/topic/blockchain)
[l1](/topic/l1)
[$680m](/topic/$680m)
[roadmap](/topic/roadmap)
[rwa](/topic/rwa)
[tokenized](/topic/tokenized)
[sei](/topic/sei)

[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 23.5K 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 $acc blockchain l1 $680m roadmap rwa tokenized sei

Post Link

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