[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.]  Elite🏝 [@Eliteonchain](/creator/twitter/Eliteonchain) on x 25.3K followers Created: 2025-07-19 10:30:09 UTC This week, the largest tokenized treasury product ($USDY by Ondo Finance) announced deployment on Sei. It might look like a simple listing headline, but the signal is deeper: "Institutions just selected Sei’s infra to run real-world yield rails." And that should make everyone put it on their watchlist. ••• -- 📌 Tokenized Treasuries: Real Yield, Onchain Crypto-native yield has largely been mercenary and unstable. DeFi summer proved that. But tokenized treasuries are different, they don’t rely on emissions or ponzi incentives. They bring real-world cash flows into crypto. And the total addressable market is massive. + Tokenized treasuries today: ~$7B + U.S. Treasuries outstanding: ~$28T $USDY is the dominant player in this early market. It’s backed 1:1 by short-term U.S. Treasury bills and distributed in two formats: + $USDY: Accrues yield internally + rUSDY: Rebases to reflect earned yield Both are verified daily with attestations, a must-have for any institution looking for compliance-ready assets onchain. -- 📌 Why Institutions Chose Sei Ondo Finance manages $1.3B in tokenized assets. They don’t deploy randomly. So why Sei? Three reasons: X. Execution Speed: Sei’s parallelized architecture enables fast, high-throughput performance, which is ideal for money market activity that can’t afford delays or slippage. X. Deterministic Finality: Every transaction is final in under 400ms. For RWAs, that reliability is essential. There’s no room for probabilistic settlement in regulated flows. X. Composable Finance Stack: Sei is shaping up to be the infrastructure layer for next-gen stablecoin rails. Not the flashy front-end, it's the backend that yield-bearing dollars flow through. -- 📌 This Isn’t a One-Off. It’s a Pattern. Institutional flows have always been early indicators of infrastructure maturity. They don’t follow hype. They allocate to performance, security, and compliance. Sei’s ecosystem has been quietly aligning itself with that thesis: -> $USDC native on Sei, enabling seamless stablecoin movement -> Concentrated DeFi footprint, built for capital efficiency -> Onchain finance narrative, not general-purpose L2 noise Ondo’s deployment is a reflection of that progress. -- ✍️ My Take Zoom out...this isn’t just about $USDY. It’s Sei positioning as the backbone of onchain finance built for RWAs, stablecoin velocity, and institutional-grade flow. Not chasing noise built for allocation. In 2025–2026, serious capital won’t follow hype. It’ll follow chains like Sei.  XXXXXX engagements  **Related Topics** [onchain](/topic/onchain) [realworld](/topic/realworld) [infra](/topic/infra) [listing](/topic/listing) [sei](/topic/sei) [finance](/topic/finance) [tokenized](/topic/tokenized) [$usdy](/topic/$usdy) [Post Link](https://x.com/Eliteonchain/status/1946517912346304739)
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Elite🏝 @Eliteonchain on x 25.3K followers
Created: 2025-07-19 10:30:09 UTC
This week, the largest tokenized treasury product ($USDY by Ondo Finance) announced deployment on Sei. It might look like a simple listing headline, but the signal is deeper:
"Institutions just selected Sei’s infra to run real-world yield rails."
And that should make everyone put it on their watchlist.
•••
-- đź“Ś Tokenized Treasuries: Real Yield, Onchain
Crypto-native yield has largely been mercenary and unstable. DeFi summer proved that. But tokenized treasuries are different, they don’t rely on emissions or ponzi incentives.
They bring real-world cash flows into crypto. And the total addressable market is massive.
- Tokenized treasuries today: ~$7B
- U.S. Treasuries outstanding: ~$28T
$USDY is the dominant player in this early market. It’s backed 1:1 by short-term U.S. Treasury bills and distributed in two formats:
- $USDY: Accrues yield internally
- rUSDY: Rebases to reflect earned yield
Both are verified daily with attestations, a must-have for any institution looking for compliance-ready assets onchain.
-- đź“Ś Why Institutions Chose Sei
Ondo Finance manages $1.3B in tokenized assets. They don’t deploy randomly. So why Sei?
Three reasons:
X. Execution Speed:
Sei’s parallelized architecture enables fast, high-throughput performance, which is ideal for money market activity that can’t afford delays or slippage.
X. Deterministic Finality:
Every transaction is final in under 400ms. For RWAs, that reliability is essential. There’s no room for probabilistic settlement in regulated flows.
X. Composable Finance Stack:
Sei is shaping up to be the infrastructure layer for next-gen stablecoin rails. Not the flashy front-end, it's the backend that yield-bearing dollars flow through.
-- 📌 This Isn’t a One-Off. It’s a Pattern.
Institutional flows have always been early indicators of infrastructure maturity. They don’t follow hype. They allocate to performance, security, and compliance.
Sei’s ecosystem has been quietly aligning itself with that thesis:
-> $USDC native on Sei, enabling seamless stablecoin movement
-> Concentrated DeFi footprint, built for capital efficiency
-> Onchain finance narrative, not general-purpose L2 noise
Ondo’s deployment is a reflection of that progress.
-- ✍️ My Take
Zoom out...this isn’t just about $USDY.
It’s Sei positioning as the backbone of onchain finance built for RWAs, stablecoin velocity, and institutional-grade flow.
Not chasing noise built for allocation.
In 2025–2026, serious capital won’t follow hype. It’ll follow chains like Sei.
XXXXXX engagements
Related Topics onchain realworld infra listing sei finance tokenized $usdy