WHERE THE SEI OPPORTUNITIES ARE

Summary from the TLDR Crypto newsletter

Sei Network's TVL surged from $411M in April to $609M by June, with a sharp increase in active addresses. The ecosystem centers around a "liquidity triangle" of three anchor protocols: DragonSwap offering 30-70% APY on SEI-USDC pools, Yei Finance controlling 44% of Sei's TVL as the dominant money market with 9-12% borrow rates, and Splashing providing liquid staking with $25.5M TVL and 7-9% native yields plus MEV rewards. Institutional momentum is building through the SEC's formal acknowledgment of a Canary Staked SEI ETF filing and Chainlink Data Streams integration, delivering US Department of Commerce GDP data to Sei's infrastructure. Performance metrics show that Sei processes 200x more throughput than Solana and 5x more than Sui, with $5.5B daily stablecoin volume and $1.53B DEX volume in July.