Core Insights - Hybrid finance represents the integration of traditional financial systems with blockchain technology, facilitating a new financial infrastructure rather than replacing existing systems [2][3]. Group 1: Definition and Structure - Hybrid finance is defined as the convergence of traditional financial infrastructure with blockchain-based systems, integrating regulated institutions with on-chain settlements and tokenized assets [2]. - CoinShares identifies three pillars of hybrid finance: infrastructure and settlement layers (blockchains), tokenized real-world assets (RWAs), and revenue-generating on-chain applications (DeFi protocols) [3]. Group 2: Market Evidence - Major financial institutions are actively engaging in hybrid finance; for instance, BlackRock has tokenized US Treasuries on Ethereum, and Franklin Templeton operates a money fund on blockchain [4]. - Daily transaction volumes for stablecoins exceed $200 billion, with a total market capitalization nearing $300 billion, indicating significant settlement activity [5]. Group 3: Portfolio Implications - Hybrid finance alters the approach to digital asset exposure for advisors, as clients gain access to a financial system's infrastructure being rebuilt in real time [6]. - The blockchains that settle tokenized assets generate fees, while lending protocols create yield, making these revenue streams measurable and investable through regulated ETFs [7]. Group 4: Investment Opportunities - CoinShares' 5% allocation model demonstrates the potential of hybrid finance, achieving a Sharpe ratio of 0.75 from a digital assets portfolio, significantly outperforming a base portfolio [8]. - Hybrid finance introduces a new category of investable assets characterized by cash-flow features, aligning with traditional asset evaluation methods [9]. Group 5: Future Outlook - The convergence of traditional assets moving on-chain is accelerating, with networks and protocols poised to capture a larger share of global financial activity [10].

RT Sei (@SeiNetwork)NEW: @CoinSharesCo, the 4th largest ETP manager globally, highlighted Sei alongside Eth, Solana and Sui, in an article on platforms pushing boundaries of programmable money.CoinShares already offers two regulated products with SEI exposure: the staked SEI ETP and the DIME ETF. https://t.co/JCm4ICZwna ...

NEW: @CoinSharesCo, the 4th largest ETP manager globally, highlighted Sei alongside Eth, Solana and Sui, in an article on platforms pushing boundaries of programmable money.CoinShares already offers two regulated products with SEI exposure: the staked SEI ETP and the DIME ETF. https://t.co/JCm4ICZwna ...

Ecosystem Growth & Adoption - Sei Network is positioning itself as the infrastructure for next-generation markets [1] - Kalshi enabled native SEI and USDC deposits on Sei, connecting real-world event markets with real-time onchain execution [1] - Vanguard made crypto ETFs accessible, including the DIME ETF which includes SEI [1] - SEI was added to the Coinbase COIN50 Index, a benchmark tracking the performance of top digital assets listed on Coinbase Exchange [1] - OKX announced a SEI campaign for US users [1] - MEXC_Official enabled direct USDC support on Sei [1] Technological Advancements & Integrations - AlloraNetwork deployed dynamic AI feeds, equipping Sei builders with predictive intelligence [1] - Cambrian_ai launched an AI App Builder on Sei, allowing users to build onchain applications through natural-language vibe coding [1] - Oxiumxyz, a Sei-native DEX, went live on mobile, bringing real-time, on-the-go trading to Sei [1] Community Engagement & Market Activity - PlaySakuraNexus sold out their Genesis NFT in 100 minutes, signaling strong gaming demand [1] - Kindred_AI x Memecore sold 250 thousand SATO AI units, a significant new consumer funnel into the Sei ecosystem [1]

RT Sei (@SeiNetwork)🚨 NEW: Following Vanguard’s embrace of crypto ETFs, SEI is now part of a select set of altcoins accessible to 50M Vanguard customers via the DIME ETF.Vanguard is one of the world’s largest asset managers, and the largest admin of U.S. 401(k) assets, with over $11T in AUM. https://t.co/ECAyhIvwKC ...

🚨 NEW: Following Vanguard’s embrace of crypto ETFs, SEI is now part of a select set of altcoins accessible to 50M Vanguard customers via the DIME ETF.Vanguard is one of the world’s largest asset managers, and the largest admin of U.S. 401(k) assets, with over $11T in AUM. https://t.co/ECAyhIvwKC ...