You probably wrote off Sei after that airdrop. I did too.
But now they’re about to launch the first-ever staking ETF.
Something’s clearly changed. Here’s the story 🧵 

Twitter

Following the controversy surrounding Fundstrat's Bitcoin views, co-founder Tom Lee responded, stating that the "contradictory predictions" seen by outsiders were actually research conclusions from different positions and timelines, not internal disagreements. Previously, Sean Farrell, head of digital asset strategy at Fundstrat, suggested that Bitcoin might retrace to the $60,000-$65,000 range in the first half of 2026; while Tom Lee believed Bitcoin could reach new highs, even surging to $200,000 as early as the beginning of 2026. A Fundstrat...

Tom Lee responds to Fundstrat's "contradictory" views on Bitcoin: Different positions, different timelines, not internal disagreements.

Source: Galaxy Research
Translation: Jinse Finance
Bitcoin's closing price in 2025 is expected to be roughly the same as the level at the beginning of the year.
The cryptocurrency market experienced a genuine bullish wave in the first ten months of this year. Regulatory reforms continued to advance, ETFs continued to attract funds, and on-chain activity became increasingly active. Bitcoin hit an all-time high of $126,080 on October 6th.
However, the market failed to deliver the expected breakout after the initial frenzy; instead, it experienced rotation, repricing, and rebalancing. This was driven by factors such as unmet macroeconomic expectations, a shift in investment narratives, leveraged liquidations, and the actions of whale...

Galaxy: 26 Predictions for the Crypto Market in 2026

A crypto user lost $50 million in USDT after falling for an address poisoning scam in a massive onchain exploit.
The theft, spotted by Web3 security firm Web3 Antivirus, occurred after the user sent a...

Crypto user loses $50 million in 'address poisoning' scam

1/
In 2023,  @SeiNetwork  launched one of the most anticipated L1s and botched the airdrop so badly they trended as #SeiScam.
Broken criteria. Clunky claims. Token dump.
The community turned on them fast.

2/
Then they did the rarest thing in crypto.
They fixed it.
New allocation rules. Faster chain (Sei v2).
Real builder outreach. Loyal community
And somehow, slowly, price started climbing again.

3/
But what just happened took me (and many) by surprise.
Canary Capital filed an S-1 for the first-ever staking ETF on Sei.
Yes, ETF. On staking. On a chain many thought was dead. 

4/
This ETF, if approved, gives TradFi exposure to staking rewards with custody handled by Coinbase and BitGo.
No wallets. No bridges. No crypto UX pain.
Just yield, through a ticker.

5/
For Sei, this changes everything.
ETF = institutional narrative
staking = yield
turnaround = strong comeback story
Suddenly, they have the tech, the asset, and now the meme.

6/
Most people sold the bottom and muted the word “Sei” months ago.
Now we’re here.
You can fade it again. Or pay attention this time.

7/
btw, almost 10% price growth after news.
$2.22B FDV. 🤷‍♂️

I hope you've found this thread helpful.
Follow me @AlphaFrog13, I'll keep you updated.
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My bros:
@Mr_Lumus
@0xJok9r
@TweetByGerald
@0xDefiLeo
@cryppinfluence
@belizardd
@the_smart_ape
@DeRonin_
@dealerdefi
@splinter0n
@Haylesdefi
@0xAndrewMoh
@Defie_Warhol