Sei (SEI) has been busy even as the market stays rough. The network just rolled out its v6.3 mainnet upgrade, with major exchanges like OKX supporting the transition.
Earlier, Sei had secured a partnership with Xiaomi to pre-load its wallet on new phones.
However, the Crypto.com staking promo ceased with the token unlock as a test of demand without further incentives.
The bigger story, though, is what Sei could become if institutional capital really starts moving on-chain.
What you'll learn 👉
Sei Is Positioning for Treasury-Grade Finance
A growing thesis around Sei is that it’s being built for more than retail trading. Analyst Tanaka argues Sei (SEI) is shaping into the backbone for modern treasury finance, where tokenized U.S. Treasuries don’t just sit passively, but move through DeFi like liquid collateral.
Sei’s speed is the core selling point here. Sub-400ms finality, extremely low fees, and upgrades pushing toward massive throughput make it a serious settlement layer if real-world assets scale up.
This is the type of infrastructure institutions care about, not meme narratives.
➥ SEI Is Quietly Building the Backbone of Modern Treasury Finance
— Tanaka (@Tanaka_L2) February 10, 2026
The thesis on @SeiNetwork keeps strengthening: SEI is quietly building the backbone of modern treasury finance.
Too many still see tokenized treasuries as just safe yield or dull RWAs, but that's overlooking the… https://t.co/dvEZgn3r8u pic.twitter.com/ecHSjtu8fN
Ondo and BlackRock Connections Change the Conversation
The key catalyst is Ondo bringing its treasury-backed product USDY onto Sei. That’s where things get interesting, because tokenized treasuries are becoming the bridge between traditional finance and crypto rails.
Beyond Ondo, Tanaka highlights access paths to BlackRock-linked funds and other heavyweight strategies through platforms like Securitize. Even if the numbers are still small today, the direction matters.
If treasury liquidity starts flowing into chains that can settle instantly, Sei becomes part of a much bigger financial pipeline.
In addition, Sei (SEI) is also stacking the pieces institutions need. Native stablecoin rails like USDC, interoperability through Chainlink CCIP, major validators, and custody options like BitGo all make the network easier to plug into regulated finance.
This isn’t about one pump. It’s about building the kind of ecosystem where serious capital can actually operate. That’s the long-term bet behind SEI.
Read Also: Why Is NKN Price Pumping Right Now? Is It Too Late To Buy?
SEI Price Levels to Watch Next
SEI is trading around $0.07290 right now, still sitting near the lower end of its range. If buyers can reclaim $0.085, the next upside target sits near $0.10. A stronger breakout could open room toward $0.12–$0.15, especially if treasury adoption accelerates.
On the downside, losing $0.07 risks a slide back toward $0.06 support for the SEI price.
For now, Sei (SEI) is one of the clearer infrastructure plays in the RWA space, and if Ondo-style capital and BlackRock-linked liquidity really scale on-chain, this price zone may not stay cheap for long.
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