Ondo Finance Surges 62% on RWA Expansion as Sei Network Gains 65% with EVM Scalability

Ondo Finance (ONDO) and Sei Network (SEI) have emerged as two of the most prominent altcoins vying for dominance in 2025, each pursuing distinct strategies to capitalize on evolving crypto markets. Ondo Finance, a leader in tokenized real-world assets (RWAs), has expanded its Global Markets initiative to digitize U.S. treasuries and stocks, enabling 24/7 trading and fee-free transfers. The project’s $3.2 billion market cap reflects a 62% surge over 30 days, driven by partnerships with BNB Chain, Bitget, and the acquisition of SEC-registered entities like Strangelove and Oasis Pro [1]. Analysts highlight Ondo’s institutional-grade infrastructure and alliances as key factors in its potential to tokenize $90 trillion in traditional securities, a largely untapped market [1]. Additionally, speculation around a potential 21Shares ETF tied to ONDO has raised expectations for broader institutional adoption [1].

Meanwhile, Sei Network is redefining high-speed DeFi through its Giga upgrade, which transitions the chain from Cosmos SDK to an EVM-based architecture. This shift aims to achieve 250,000 transactions per second by optimizing storage and consensus mechanisms [1]. The project has secured partnerships with Circle, which plans to bring native USDC to Sei, and Chainlink, whose CCIP integration connects Sei to over 60 blockchains [1]. SEI’s price of $0.36 and $2 billion market cap reflect a 65% gain in the past month, bolstered by institutional investments like World Liberty Financial’s $770,000 purchase [1]. While Sei’s RWA initiatives are still nascent—such as Ando’s USDY stablecoin on its network—the project’s focus on scalability positions it to bridge DeFi and traditional markets [1].

The two projects represent divergent paths in crypto’s evolution. Ondo’s RWA strategy aligns with tokenizing $90 trillion in public securities, a sector with immediate real-world applications. Its institutional-grade infrastructure, including SEC-registered broker-dealers, reduces regulatory friction for U.S. investors [1]. In contrast, Sei’s EVM upgrade prioritizes technical scalability, targeting a 250,000 TPS throughput to rival web2 platforms. While its RWA initiatives are still emerging, Sei’s lower market cap and robust DeFi ecosystem suggest untapped growth potential [1].

Analysts from Altcoin Buzz highlight Ondo’s first-mover advantage in RWAs and institutional traction as key differentiators, though they acknowledge Sei’s technical roadmap and lower valuation as compelling factors for risk-tolerant investors [1]. The broader market remains divided, with ONDO and SEI both featured in lists of top trending cryptos for 2025 [2][3].

Sources:

[1] CaptainAltcoin, Ondo Finance (ONDO) vs. Sei Network (SEI) – Which Altcoin Will Skyrocket in 2025, and Why? https://captainaltcoin.com/ondo-finance-ondo-vs-sei-network-sei-which-altcoin-will-skyrocket-in-2025-and-why/

[2] Stocktwits, 4 Top Trending Cryptos in 2025 That Could Deliver Massive Gains: BDAG, HBAR, SEI & ONDO! https://stocktwits.com/symbol/SEI.X

[3] TheStreet, Ondo Finance brings tokenized U.S. Treasury to Sei Network https://www.thestreet.com/crypto/