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.

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HodlVeteran

· 2h ago

900 million... The projects I was optimistic about back in 2018 are now nowhere to be found. Is this time again infrastructure? Huh, why am I starting to believe the story again?

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EyeOfTheTokenStorm

· 01-12 10:16

$900 million sounds quite large, but I think it's still an illusory number. The real key actually lies in the underlying architecture; whether projects like SEI have real capability depends on that. --- Infrastructure is indeed a bottleneck, but it's easier to say than to do. Historical data tells us that technical details often overlooked ultimately determine victory or defeat. --- Wait, is it really because of infrastructure issues that we're stuck? Why do I feel that the main reason is that market demand isn't as strong as imagined? --- The growth of tokenized treasuries seems rapid, but this wave might just be a cyclical rebound. From a macro perspective, risks are indeed accumulating. --- Saying SEI can change the situation? That's a bit overly optimistic. High throughput doesn't mean the ecosystem can run; it still depends on the application layer.

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FundingMartyr

· 01-11 10:04

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

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GasFeeCrier

· 01-11 07:41

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

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ser_ngmi

· 01-10 17:43

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

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CascadingDipBuyer

· 01-10 17:36

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.

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TopEscapeArtist

· 01-10 17:28

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.

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GovernancePretender

· 01-10 17:28

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

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HackerWhoCares

· 01-10 17:28

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

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NFTArchaeologist

· 01-10 17:28

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.

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