Sei (SEI)

RWA isn't a one-chain story anymore.

Tokenized assets are spreading where almost nobody is looking.

7 RWA chains by tokenized asset growth:

$SEI: +866% YTD - $288M
$ZK: +367% YTD - $975M
$XLM: +205% YTD - $2.40B
$SOL: +115% YTD - $3.03B
$BNB: +98% YTD - $3.96B
@base: +66% YTD - $282M
@inkonchain: +100% YTD - $22M

Position on the chains repricing now, or chase them after the move is obvious.

The map is still concentrated.

The edges are where the next leg builds.

【Half‑Year Summary of "First Unit"】
A curated list of the most noteworthy tweets from my account over the past six months. Contents include:
1. AI‑related
2. ByteCoin / US Stocks / AI‑group investment thoughts
3. Personal reflections (including investing / prediction markets)
4. Key event milestones
5. Exchange‑related series
6. Coding tools
7. Abstract musings

Many articles are slightly out‑of‑date due to the passage of time, so let’s dive in 👇

🤖 【AI】
[Claude and other subscription anti‑ban tips]: https://t.co/1EomTxoFma
[Compiled AI profit‑making strategies that work]: https://t.co/bBzE5wGtXi
[How I take reading notes in the AI era]: https://t.co/giCosKiqKV
[Foreign‑trade profit ideas]: https://t.co/OFnW4Uyv5w
[How to avoid model de‑intelligence + self‑testing]:
https://t.co/smVVqSyPUh
[Claude source‑code analysis]: https://t.co/e5lxGbGqMs
[Thoughts on AI 1‑2]
https://t.co/P2vxrhdHmx
https://t.co/edFqIrkXLu
[The age of super‑individuals is here]
https://t.co/3KbWMgPKUh
[How ordinary people can earn money with AI]
https://t.co/hbgvkyTtII
[Research report on AI’s impact on ordinary‑person employment]
https://t.co/oRCr5XzYQ1
[How I trained my openclaw back then (lots of bookmarks)]:
https://t.co/JBiKzxR8U6
[Thoughts on being a one‑person enterprise]
https://t.co/qUCtzUU8vO

🏦 [ByteCoin / US‑stock / AI‑group investment philosophy excerpts]:
[Yang‑Shen’s compiled ideas]: https://t.co/KOMWd3LuRp
[Retail US‑stock investors can only make two kinds of money]
https://t.co/IUD7Sm43Xy
[Guoyu’s internal ByteDance meeting summary]
https://t.co/6pOoHzkaYo
[ByteCoin group March 18 thought‑collision summary]
https://t.co/RWxlQGQW0M
[First internal AI AMA summary (super‑essential but now maybe a bit outdated)]
https://t.co/7VjjsWpp2o

👧 [Personal reflections]:
[Why I don’t take wedding photos] https://t.co/YP1iLeJm98
[When should you shift from crypto to US stocks?] https://t.co/sM1KvS910d
[Insights / reflections on running an account] https://t.co/1grem6jtUk
[Why the poor pin their hopes on their children (excerpt, I love it)]:
https://t.co/q6dj5axL1R
[Dissecting the viral SBTI operational logic]
https://t.co/L9Y5jjFwlI
[a16z partner’s investment thinking]
https://t.co/uKrGvZ4kvZ
[AI’s personal expectations for me, haha]
https://t.co/mkWhkC3T1j
[Summary of ideas from the crypto conference]
https://t.co/z6HbkitdLe
[Reduce desires to achieve a minimal version of financial freedom] https://t.co/fQmaiMTi1G
[2026 prediction‑market recap & outlook (maybe a bit stale now, haha)]
Video version: https://t.co/FGdATyKkDE
Text version: https://t.co/iRGzqxugTd

💍 [Major events of the past half‑year! I’m awesome!]
[I got engaged!] https://t.co/I7qQxo7Li7
[Speaking in Hong Kong]: https://t.co/m8yXRcYs7y
[Interview with Jupiter president XIAOXIAO]
https://t.co/qBGRMNStqx
[Interview with WLFI strategic‑partnership lead]
https://t.co/eITFgoBAbV

🍕 [Exchange‑related series]
[Pizza Day]: https://t.co/tlbitjGNx1
[Dragon Boat Festival]: https://t.co/pm51rvKqYC
[New Year / Christmas]: https://t.co/OJFY6jWjR9
https://t.co/efSUJ0oY9e
[My views on the surrounding ecosystem]: https://t.co/vyuVK6lI6E

💻 [Coding tools I built in the past six months] 🔧
[WeChat group summary agent] https://t.co/lTxrcCPXEh
[Neutral arbitrage tool] https://t.co/H0oiyQU9BD
[Potato powder! Helping you find jobs!] https://t.co/R4QdG2YtRP
[Mini quiz – what type of AI user are you?]
https://t.co/dGwYjyRTAy
[4‑7‑8 breathing method] https://t.co/7A3AynIYwu
[How to create your own emoji pack] https://t.co/mLZx5fZYWu

🤡 [Abstract musings]
[When should you change circles?] https://t.co/I7cwNmqu17
[How to enchant the current crypto‑male crowd] https://t.co/krLp2uIhgM
[Walking through the crowd’s myriad faces (very funny video, not viral!! Highly recommended)]
https://t.co/gUJ137QqE4
[Back then I posted many hot crypto news items; stopped because crypto is slowly dying…]
https://t.co/UpeSPhKOiE
https://t.co/UpeSPhKOiE
https://t.co/IoJUrtFwUw

I have actually written many more articles!!! About AI, investing, prediction markets!

I’m not listing them here because the times change rapidly and they are already outdated: e.g., Claude‑Code‑on‑Windows tutorial, some prompt breakdowns, deep AI memory‑system analysis – all superseded by model upgrades.

I haven’t written any deep‑theory pieces because I want anyone to understand what I write! Hope old and new friends keep remembering me 🧑‍🤝‍🧑