2026-01-10 17:13:14

Tokenized treasuries have just hit the $9 billion milestone. Pretty significant growth in this sector. But here's what most people miss—the real challenge isn't about getting access anymore. That phase is behind us. The infrastructure bottleneck is what's actually holding everything back now. That's precisely where projects like SEI are positioned to make a real impact. The bandwidth, settlement speed, and throughput capabilities become the differentiator as this space scales. It's not hype; it's mechanics.

SEI-0.41%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

16 Likes

Reward
16
8
Repost
Share

Comment

0/400

FundingMartyr

· 5h ago

Can this thing really solve the throughput problem, or is it just another hype?

View OriginalReply0

GasFeeCrier

· 8h ago

9 billion dollars sounds impressive, but the real bottleneck is still those infrastructure issues. The key is to master the speed like SEI does.

View OriginalReply0

ser_ngmi

· 22h ago

900 million USD sounds impressive, but infrastructure is the real bottleneck... Projects like SEI do have some real potential.

View OriginalReply0

CascadingDipBuyer

· 22h ago

A market cap of 900 billion, the real issue is not liquidity, but whether the underlying infrastructure can keep up. Projects like SEI are indeed stuck in the right place.

View OriginalReply0

TopEscapeArtist

· 22h ago

900 million dollars seems like a lot, but the real MACD hasn't yet shown a golden cross. Infrastructure is indeed a risky signal; we need to wait until SEI truly gets going.

View OriginalReply0

GovernancePretender

· 22h ago

SEI really hit the mark this time; infrastructure is truly the ceiling.

View OriginalReply0

HackerWhoCares

· 22h ago

9b is really not much, but infrastructure is the real bottleneck.

View OriginalReply0

NFTArchaeologist

· 22h ago

Ha, it's that same argument again: "Infrastructure is the real bottleneck." SEI's recent marketing campaign is indeed effective, but to be honest, with a market cap of 9B, truly getting it off the ground? Bandwidth and settlement speed are just surface-level issues.

View OriginalReply0