SEI aims for a 54% increase amid the booming wave of RWA and stablecoin.

Sei is preparing to integrate data from the U.S. Department of Commerce into the blockchain, gradually shaping its position as a 'railway system' of the asset encryption economy. This groundbreaking move could become a powerful catalyst, driving SEI to break through technically and kickstart a new bullish cycle right in Q4.

Is the "Sei Season" coming?

The new partnership announcement between Sui and the U.S. Department of Commerce opens the door to bringing official government data into on-chain applications in real-time. This is not the first time this Department has experimented with blockchain — previously, they collaborated with Chainlink (LINK) to integrate macro data such as GDP or PCE onto the decentralized network.

At the same time, Sei also announced that Chainlink Data Streams are now operational on its ecosystem. This move indicates that Sei is quietly laying the groundwork for a future where reliable data and standard organizational payment mechanisms will become the "rails" that power the trillion-dollar encryption economy — potentially even surpassing the scale of the entire current cryptocurrency market, just as Sergey Nazarov predicted.

Although Sei's TVL has slightly adjusted after reaching a peak two months ago, data from Nansen still reflects a positive picture in the first half of 2025: daily stablecoin trading volume remains around 5.5 billion USD; DEX volume reached 1.53 billion USD in July; in the last four months alone, 243 million USD of stablecoins have been issued; over 100 million USD of USDC was minted in just 10 days; the number of daily active addresses has tripled, reaching 800,000, with an average of 1.8 million transactions per day.

According to Nansen, "Sei Network is no longer just a 'notable' name. It has become a critical infrastructure layer for stablecoins, RWA, and real enterprise capital flows."

The community is also beginning to notice the difference. A user named X remarked that stablecoins and RWAs are "circulating faster" on Sei compared to many other networks — largely thanks to the strategy of prioritizing stablecoins backed by RWAs (USDY). Currently, stablecoins account for up to 94.5% of the total RWAs, indicating that Sei still has ample room for growth.

"That's right, focusing on stablecoins backed by RWA is a reasonable direction. Their strong acceptance on Sei shows clear long-term potential," another X user agreed.

The context of stablecoins and RWA on Sei | Source: andrew.moh/X## The rounded bottom model is complete: Does SEI have room for a bullish 54%?

From a technical perspective, SEI is gradually shaping a structure favorable for the bulls. Recent developments indicate that this coin is testing key resistance levels after a rebound from the bottom. Maintaining the price above the 9 EMA and 50-day SMA is seen as a signal reinforcing the bullish momentum, while also reflecting the increasingly strong confidence from investors.

Daily chart of SEI/USDT | Source: TradingViewSome technical analysts believe that the current price structure of SEI is forming a classic "round bottom" pattern – a sign that often precedes strong breakouts. However, they also note the possibility of a "quick fakeout" occurring before the market enters a new bullish phase in Q4, which could even extend into 2026.

Meanwhile, analyst Ali is particularly optimistic, predicting that SEI could surge by up to 54%, bringing the price towards the area of 0.498 USD. He believes that SEI is currently in an "attractive buying zone," opening up potential accumulation opportunities for patient investors.

SEI/USDT daily chart | Source: Ali/X## Decisive breakout point

In summary, Sei is entering a pivotal phase. If the key factors — from integrating government data, building a standardized oracle, to the flow of capital from RWA and ETFs — are implemented on the right track, SEI has the potential to become a vital infrastructure layer for the tokenization of real assets (RWA). This is a rare opportunity that DeFi and RWA investors are unlikely to overlook. However, alongside great expectations comes the need for stringent risk governance to avoid falling into the volatile FOMO spiral of the market.

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