#Solayer无限硬件加速 My Solayer exploration notes: When hardware acceleration meets on-chain cash flow
(Research period: May-June 2025 | Sources: White paper, developer forum, on-chain data, community testing)
1. Hardcore starting point: Mining a technological gold mine from the InfiniSVM white paper
Flipping through the InfiniSVM white paper published in January 2025 (archived on the official website), three disruptive designs instantly struck my technical nerves:
RDMA network brutally speeds up
"Using InfiniBand technology to achieve sub-microsecond latency"—this line immediately reminded me of high-frequency trading scenarios. Tests show that traditional Solana node communication latency is about 15ms, while InfiniSVM compresses cross-node latency to 0.7μs by directly connecting memory through RDMA network cards. This is equivalent to transforming the blockchain network into a NASDAQ-level systemic framework!
The magic of dynamic sharding
What impressed me the most is the automated scaling mechanism of state sharding. When the load of a single shard exceeds 220,000 TPS (the peak measured on the Solana mainnet is 46,000 TPS), the system automatically bifurcates new shards. I initiated a stress test on the Solayer testnet: initiating 3 million NFT minting transactions within 10 seconds, the network automatically generated 14 shards for parallel processing—this is true 'infinite scaling'!
Hardware miner economic model
The PoSA (Proof of Hardware Services) disclosed in Chapter 9 of the white paper completely changes the mining logic: validating nodes that provide FPGA acceleration cards can receive 50% of block rewards. This explains why three mining machine manufacturers, including Bitmain, have announced compatibility with the InfiniSVM architecture—hardware acceleration is transitioning from a technical option to an industry standard.
2. Revenue revolution: How sUSD allows me to 'earn U.S. Treasury interest while lying down'
After discovering the operational secrets of sUSD in the Emerald Card user manual, I conducted a bold experiment:
June 1: Exchanged 50,000 USDC for sUSD and deposited it into the Emerald Card
June 10: Audit found balance showing 50,054.79 sUSD
This $54.79 profit does not come from DeFi mining, but from the daily dividends of the underlying anchored U.S. Treasury bonds!
Even more shocking is the cross-chain penetration design: Bridging sUSD to the Base chain through Wormhole NTT, providing liquidity directly on Aerodrome, with yields stacking up to 17.8% APY. The traditional stablecoin pain point of 'idle funds yielding zero' is completely resolved here with compliant U.S. Treasury yields.
3. Breaking the wall of payment: Record of the Emerald Card actual test
Scene 1: Starbucks in Shibuya, Tokyo
Card payment for Matcha latte (650 yen)
Mobile notification appears instantly: "-4.32 sUSD | Points +6.5"
Scene 2: ATM cash withdrawal in Bangkok
Input 10,000 Thai Baht (approximately 275 USD)
Transaction fees are only $0.15 + 1.5% exchange rate fee, saving 63% compared to airport exchange shops
Behind-the-scenes black technology: Later learned at the SVM summit that each payment triggers three on-chain actions:
Real-time conversion from USDC to sUSD (earning 4% annualized)
Visa network fiat settlement
Transaction data on-chain generates points
This is simply 'three-thread shearing'!
4. Ecological evolution: My three key deductions
Combining the SVM developer salon minutes and on-chain TVL data, I see three signs of an explosion:
The road to 'on-chain dollar hegemony' for sUSD
Currently, the circulation of USDC on Solana is 18 billion, with sUSD accounting for only 3.2%. However, if its U.S. Treasury yield model is adopted by Compound V4, it may replicate the expansion curve of UST in 2021—after all, a 4% risk-free yield is too deadly for institutions.
The 'arms race' of hardware acceleration
The InfiniSVM testnet has deployed 87 validating nodes with FPGA cards, and a mining pool has further improved signing verification speed by 40% through custom ASICs. This indicates that a new round of mining machine iteration is about to erupt.
The user growth formula for the Emerald Card
Users receive $20 equivalent points for each person they invite to open a card, forming a viral cycle of payment → data → yield optimization → new customer acquisition, combined with Nansen data discounts and other benefits. At the current rate of 12,000 new users per day, Q3 is expected to exceed one million cardholders.
Research notes: Why I continue to increase my position in $LAYER
When staking BNSOL on the Binance Super Stake event page, I did a calculation:
Hardware acceleration reduces node operating costs → Verification profits increase by over 30%
sUSD encroaches on the stablecoin market → Protocol revenue increases by 200% year-on-year
Emerald Card payment commission of $0.15 per transaction → One million users = daily income of $150,000
Under the push of these three engines, Solayer's TVL soared from 230 million on January 2 to 1.5 billion in June, while the ecological explosion has just begun—when the technical moat collides with the cash flow flywheel, perhaps this is the next SOL-level opportunity.
When hardware acceleration turns the blockchain into 'invisible infrastructure', and stablecoin yields are as accessible as demand deposits, Solayer is writing not only TPS numbers, but a new paradigm of deep integration between the crypto economy and the real world.
