Execution performance shows up in the data. $SEI closing December at the top of EVM chains by active addresses tracks with where onchain activity is heading.
Glassnode: The deceleration in capital inflows has coincided with long-term holders increasing their loss realization. This structure is unfolding while price trades within a compressed range. This reflects growing time-based investor fatigue, a common characteristic of extended bearish phases.
Posting this a bit early despite it still being a microcap. $Z has been on a crazy run, liquidity is 576k for a 5 mil FDV coin. Privacy catching a bid, expecting this to continue ripping. Audited by Certik as well.
In December, spot trading volume on the CEX fell to its lowest level since September 2024 at $1.13 trillion, down 32% from November ($1.66 trillion) and 49% from October ($2.23 trillion). On the DEX, total trading volume fell to $245 billion in December - down 20% from $306 billion in November and 46% from $451.2 billion in October.
This is what a serious data stack on $SEI looks like. Chainlink and Pyth for pricing. Dune, Messari, Artemis for analytics. Etherscan and Nansen for visibility. When all of this runs on the same rails, execution, pricing, and market insight stay tightly aligned.
Q4, Part 2 for $SEI. AI and consumer activity picked up. Sakura Nexus sold out its Genesis NFT quickly, while Kindred AI and Memecore pushed large-scale AI unit distribution on-chain. Different verticals showing traction at the same time. Network effects starting to compound.
Santiment: Historically, the best “recipe” for a bear pattern to flip to a bullish one is when large wallets accumulate, and retail dumps. The second half of 2025 was dominated by aggressive accumulation by the small wallets, while large wallets essentially stayed flat (rising up to the Oct. ATH, then selling).
Sentora: DeFi TVL was highly volatile this year, climbing to multi year highs in October. Although it has since pulled back meaningfully, the baseline remains well above last year’s levels, suggesting a more mature DeFi market with several major protocols consolidating and strengthening their positions.
Real-world asset protocols have surpassed DEXs to become the fifth-largest DeFi category by TVL, hitting $17B as tokenized Treasurys, private credit and commodities rapidly move into the core of onchain finance.