The project that interests me the most lately is @SeiNetwork. - TVL All-time High - GIGA Upgrade - World Liberty Financial Loading Up Here is my complete bullish thesis on $SEI 🧵 ➣ DeFi Sei Network's TVL has seen a ~100% increase in TVL in March alone, reaching $385m at the peak, marking a new all-time high. Its stablecoin inflows also experienced a record high, with the stablecoin market cap reaching $203m. This mostly happened due to recent sharp DeFi growth. The majority of projects building on Sei delivered new incentives and upgrades. - @BinanceWallet kicked off $1.5M Sei DeFi Season - @synnax_labs expanded syUSD - @SymphonyAg (the Sei Native DEX Aggregator) expands ecosystem integrations - @elixir drove utility across the Sei Ecosystem with fastUSD via platforms like Dragonswap, Jellyverse, and Yei Finance. (h/t @phillip_xyz) ➣ GIGA Upgrade With the previous v2 upgrade, Sei became the first parallelized EVM while also achieving the HIGHEST performance of any EVM. This is made possible through parallel execution, fast consensus, and optimized storage. However, even with these advancements, the performance falls short of supporting Web2 use cases, which require more than 100,000 TPS. With the V3 update, Sei GIGA will rebuild the EVM from the ground up, focusing relentlessly on performance. This will result in 50x greater throughput, achieving 5 gigagas/second and 250,000 TPS, way above any other L1 or L2 available. This enhancement is driven by several workstreams, including: - Execution workstreams - Consensus workstreams - Storage workstreams (more details can be found on the Giga Upgrade blog) GIGA is expected to be completed by Q2 2025 and is currently live on the devnet. ➣ World Liberty Financial Trump's @worldlibertyfi has been steadily accumulating $SEI tokens throughout 2025. - Mar 14: WLFI bought 541,242 SEI for $100k - Feb 20: WLFI bought 547,990 SEI for $125k Today, WLFI holds 1.1mm $SEI (with an average purchase price of $0.21). ➣ US-Focused Initiatives Sei plays an important role in the adoption of crypto in the US, educating people, and pushing pro-crypto incentives. The Crypto in America Podcast, co-hosted by @jacqmelinek, @EleanorTerrett, and @thatgerald, is a great example of that. This could play out positively with future regulations and adoption. ➣ Final Thoughts I strongly urge you to keep an eye on $SEI and observe what they've been cooking. Big technological improvements are coming and it's gonna benefit its entire DeFi ecosystem and users. YIKYK.