Recently, after the implementation of the Genius Act, the stablecoin sector has become the focus of market attention, with #Circle being the primary player. Among #Circle's partners, #SUI and #SEI stand out, and #SEI, as a more growth-oriented contender, has become our core focus. Therefore, we have conducted thorough research and analysis on every move of #SEI, and recently noticed a phenomenon: "The institutionalization speed of SEI is accelerating," and the latest staking SEI ETP launched by #CoinShares can be seen as the "tipping point" of this trend.
✅ What is an ETP? The potential for staking is greater!
Let’s briefly explain what an ETP (Exchange-Traded Product) is:
It is a crypto asset investment product that you can buy on a stock exchange, similar to a Bitcoin ETF, but is usually more common in European or Asian markets.
This time, #CoinShares has launched a "staking SEI ETP," which means:
• Investors are buying a compliant #SEI exposure;
• At the same time, #CoinShares stakes this portion of #SEI on-chain;
• The staking rewards generated will be returned to the holders, not consumed by the platform.
In other words: what you hold is a "yield-bearing" compliant #SEI exposure. This is more attractive than traditional ETPs and offers better value for institutions seeking returns.
✅ Who is #CoinShares? Why is this ETP reliable?
Who is #CoinShares? To put it simply:
One of the oldest crypto asset management companies in Europe, with AUM (Assets Under Management) exceeding $4 billion, and a compliant institution under the MiCA regulatory framework.
It already has multiple mainstream asset ETPs, including #BTC, #ETH, #SOL, #DOT, and now it’s #SEI's turn.
What does this indicate? It shows that #CoinShares truly views SEI as a "next-generation infrastructure asset" and is willing to build an entry point for institutional investors.
✅ Why #SEI? What makes it attractive to institutions?
Since #Circle's listing, we have been closely following #SEI and have previously provided many detailed introductions:
• Designed specifically for trading, with an integrated order book function at the chain level, offering strong performance;
• Natively supports parallel trading, with excellent TPS and terminal latency;
• SEI V2 directly supports Ethereum smart contract compatibility.
In other words, it is fast, can run Ethereum-compatible applications, and focuses on financial scenarios, making it very friendly to TradFi. Institutions looking to enter the market must find a public chain that can support "trading volume" and "compliance," and #SEI happens to meet this characteristic.
✅ The compliant financial route of #SEI has taken shape
Don’t forget, some time ago, Valour had already launched the first SEI ETP, and this time CoinShares is essentially passing the baton.
This forms a very clear signal: #SEI is being viewed by the traditional European financial market as a "compliant and investable infrastructure asset."
In other words, #SEI is no longer just a speculative coin in the Web3 circle, but is starting to enter the whitelist of pension funds, family offices, and institutional ETF portfolios. Once this "long money" comes in, the valuation system of #SEI will be different.
Overall, the launch of the staking SEI ETP by #CoinShares is an important milestone for #SEI's entry into the mainstream financial asset pool and a significant step in its path to compliance. #SEI's positioning is increasingly resembling that of a "trading infrastructure layer," somewhat similar to the development path of Solana.
Personally, I will continue to monitor #SEI's spot trends and changes in on-chain TVL, while also preparing to consider it for mid- to long-term allocation. Because when an asset management company is willing to "package you for institutional purchase," its identity has already changed. 🧐
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