SEI Price Eyes 54% Upside as RWAs and Stablecoins Surge

Sei will soon integrate data from the US Department of Commerce into its blockchain, becoming the “rails” for the tokenized economy.

This could be the catalyst that pushes SEI into a technical breakout, potentially ushering in a new bullish cycle as early as Q4.

“Sei Season” Coming?

Sei’s recent announcement of a partnership with the US Commerce Department opens the possibility of delivering official government data to on-chain applications in real time. Previously, the Department had partnered with Chainlink (LINK) to bring macroeconomic data such as GDP and PCE onto the blockchain.

In addition, Sei announced that Chainlink Data Streams are now live on its network. Sei appears to be laying the groundwork for a future where trusted data and institutional-grade settlement become the “rails” of a trillion-dollar tokenized economy — one that could potentially surpass the size of the entire crypto market, echoing Sergey Nazarov’s predictions.

Despite a slight dip in Sei’s TVL after reaching its all-time high two months ago, data from Nansen continues to show positive momentum in H1 2025. Daily stablecoin volume is holding at $5.5 billion; DEX volume hit $1.53 billion in July; $243 million in stablecoins were issued in just four months; over $100 million of native USDC was minted in 10 days; daily active addresses have tripled to 800,000, with daily transactions reaching 1.8 million.

“Sei Network is no longer just ‘one to watch.’ It’s a preferred base layer for stablecoins, RWAs, and real enterprise flows,” noted Nansen.

Another X user emphasized that stablecoins and RWAs are “moving faster” on Sei compared to other networks — largely thanks to Sei’s strategy of prioritizing RWA-backed stablecoins (USDY). With stablecoins accounting for 94.5% of all RWAs, Sei’s current focus gives it ample room for growth in this segment.

“Great point, focusing on RWA-backed stablecoins makes sense, and Sei’s adoption of them shows real long-term potential,” another X user agreed.

State of stablecoins and RWAs on Sei. Source: andrew.moh on X

Rounded Bottom Completed: 54% Upside Potential for SEI?

From a technical perspective, SEI shows a structure favoring the bulls. Recent analysis indicates that SEI is testing a key resistance zone after recovering from its lows. Trading above the 9 EMA and 50 SMA signals bullish momentum and growing confidence among buyers.

SEI/USDT Daily Chart. Source: Alpha on X

Some technical analysts note that SEI’s price structure forms a classic “rounded bottom” pattern, indicating a strong breakout ahead. However, they caution that a “quick fakeout” might occur before SEI begins its next leg higher into Q4 and potentially 2026.

Analyst Ali is confident in SEI’s upside potential, predicting a rally of up to 54%, targeting $0.498. Ali states SEI is currently in a “buy zone,” making this a potentially attractive accumulation range.

SEI/USDT Daily Chart. Source: Ali on X

In summary, Sei stands at a critical inflection point. If the key components—government data integration, institutional oracles, RWA capital flows, and ETFs – align as planned, SEI could become a core infrastructure layer for the coming era of tokenized real-world assets. This opportunity is one that DeFi and RWA-focused investors will find hard to ignore, but risk management remains essential to avoid getting swept up in market FOMO.