After Bitcoin’s Record Run, Altcoins SEI, ARB, and OP Appear to Be Next in Line

• After Bitcoin hit a new all-time high, capital has begun rotating into major altcoins like SEI, ARB, and OP
• SEI Network has led the charge, surging over 20% as its on-chain metrics show booming growth
• This capital rotation is a classic sign that the next phase of the bull run, or “altseason,” is starting

The altcoin market – including Sei (SEI), Arbitrum (ARB), and Optimism (OP) – rallied in tandem with Bitcoin (BTC) in the past two days. The established four-year crypto capital rotation has escalated in the past few weeks, as observed in the notable cash inflows to the U.S. spot Ether ETFs amid rising demand for altcoins by institutional investors.

Furthermore, more than a dozen spot altcoin ETFs are awaiting final decision from the U.S. SEC. As a result of the rising demand for altcoins, the TOTAL3 market cap, which excludes Ethereum (ETH) and Bitcoin, has broken out of a falling logarithmic trend established year-to-date (YTD). The bullish breakout of the TOTAL3 suggests the onset of the awaited 2025 altseason.

Related: The Great Transfer of Wealth from Bitcoin to Altcoins Has Begun

SEI Network with a 20% Surge

The mainstream adoption of DeFi protocols by institutional investors and retail traders amid notable Sei network developments has fueled the notable $SEI price rebound. Since the launch of Sei V2 last year, its total value locked (TVL) has grown exponentially from $96 million to around $668 million on Friday, July 11, 2025.

The adoption of the Sei network by institutional investors, including the integration of Circle’s Cross-Chain Transfer Protocol v2 (CCTP v2), has helped SEI price regain bullish sentiment. According to market data from Coingecko, SEI price surged over 20% in the last 24 hours to trade about $0.32 at the time of this writing.

From a technical analysis standpoint, SEI price rebounded from a crucial support level around 25 cents, thus eyeing the next midterm target of around 46 cents. Moreover, the daily MACD indicator has recorded growing bullish histograms as the Relative Strength Index (RSI) attempts to rally above the 70 level for the first time in 2025.

Layer 2s Next: Arbitrum and Optimism Break Out

ARB Price Prediction

The Arbitrum (ARB) network has grown to a vital layer-two scaling solution within the Ethereum ecosystem bolstered by mainstream adoption from institutional investors. According to market data from Defillama, the Arbitrum network is the second-largest L2 scaling solution after Base chain, with a total value locked (TVL) of about $2.59 billion and a stablecoins market cap of around $3.26 billion.

In the past 24 hours, ARB price surged over 14% to trade about $0.423 at the time of this writing. As a result, the mid-cap altcoin, with a fully diluted valuation of about $4.1 billion and a 24-hour average traded volume of around $612 million, has broken out of a falling megaphone structure in the daily timeframe.

From a technical analysis standpoint, ARB price is well-primed to reach 47 cents soon after rebounding from a double-bottom, which was coupled with a rising divergence of the daily RSI.

Related: Altcoins to Watch as Ethereum Breaks Higher: UNI, ARB, LINK, RNDR

OP Price Expectations 

The Optimism (OP) network is a major L2 scaling solution within the Ethereum ecosystem. As of this writing, the Optimism network has a total value locked of about $412 million and a stablecoins market cap of around $679 million.

As a result of the rising adoption of the Ethereum DeFi ecosystem in the recent past, OP price has surged over 25% in the last two weeks. The mid-cap altcoin, with a fully diluted valuation of about $2.8 billion, is now well-positioned to kickstart its macro bullish trend.