Basic analysis of the Solayer project | Restaking and InfiniSVM on Solana (01/2024 - 07/2025)
(Data updated to 07/2025 and is only basic information about the project to facilitate basic evaluation – Not investment advice)

🔥 Overview
Solayer (@solayer_labs) is the leading restaking protocol on Solana, using InfiniSVM – a hardware-accelerated blockchain achieving 1 million TPS and bandwidth over 100 Gbps. The project provides staking solutions, yield-bearing stablecoin sUSD, and enhanced security for dApps on Solana. From 01/2024 to 07/2025, Solayer achieves TVL ~600 million USD, attracting over 70,000 wallet addresses and ranking in the top 13 protocols on Solana. 💥

🕒 Important timelines
- 08/2024: Binance Labs invests, raising 12 million USD for restaking and InfiniSVM.
- 10/2024: Launch of sUSD, a yield-bearing stablecoin supported by US Treasury Bills, achieving 4-5% APY.
- 02/2025: Airdrop 12% $LAYER (120 million tokens) for sSOL, sUSD holders and DeFi participants.
- 04/2025: Mainnet launch of InfiniSVM on ZKsync, integrating Sonic Layer 2 and HashKey Cloud.
- 07/2025: Collaboration with @Nightly_app, @Liquidity_Land to optimize sUSD and sSOL yield.

🤝 Strategic partnerships
Solayer collaborates with major projects and funds:
- Nightly (@Nightly_app): Integrating sUSD, enabling USDC upgrades with 4% APY.
- Liquidity Land (@Liquidity_Land): Offering bonus points for sSOL and sUSD deposits.
- Sonic (@SonicSVM): Supporting sSOL restaking for Layer 2 and AVS.
- Renzo Protocol (@RenzoProtocol): Integrating cross-chain restaking.
- Binance Labs (@BinanceLabs): Reputable backer, providing financial and strategic support. 💼

💰 Tokenomics & Current Price
- Tokenomics: $LAYER (total supply 1 billion, circulating 210 million) used for governance, transaction fees, and staking rewards. sSOL is a liquid staking token, sUSD is a yield-bearing stablecoin (4-5% APY). 12% of total supply airdropped to the community, 50% of transaction fees distributed into the $LAYER treasury.
- Price (07/2025): $LAYER at 0.628 USD (CoinGecko), 24h trading volume ~**12.67 million USD**. Price decreased by 0.1% in 24h, 5.9% in 7 days. All-time high (ATH) 3.43 USD (05/2025). Check CoinMarketCap/CoinGecko for real-time updates! 📈

🛠️ Products & Technology
- InfiniSVM: Hardware-accelerated blockchain, using InfiniBand RDMA and SDN, achieving 1 million TPS, bandwidth over 100 Gbps.
- sSOL: Liquid staking token, used for DeFi (liquidity provision, collateral, trading).
- sUSD: Yield-bearing stablecoin, supported by US Treasury Bills, integrated with OpenEden.
- Restaking Pool Manager: Converts SOL/LST to sSOL, supporting dApps and AVS.
- Solana Agent Kit: Developer tools, easily integrating restaking and cross-chain.

💼 Business Model & Profitability
- Business model: Solayer generates revenue from restaking fees (0.05-0.2% per transaction) and sUSD yield distribution fees. The Restaking Pool Manager charges fees for converting SOL/LST to sSOL. sUSD earns fees from yield spread (4-5% APY, minus operating costs). 50% of fees are distributed into the $LAYER treasury for airdrops, grants, and token buybacks. Sigma Startup Program funds up to 200K USD for dApps integrating Solayer.
- Profit: Revenue from restaking fees and sUSD is estimated at ~25 million USD/year (DappRadar, based on TVL of 600 million USD and 10 million transactions/month). Operating costs (~8 million USD/year, including server and audits) lead to a net profit of ~17 million USD/year. The treasury accumulates 50% of revenue to increase the value of $LAYER.

🗣️ Reviews from renowned KOLs
- @degargoyle: “Solayer’s InfiniSVM with 340k+ TPS is a breakthrough for Solana, $LAYER is noteworthy.”
- @DeFiGuru99: “sUSD with 4-5% APY is a stable choice, competing with Tether in DeFi.”
- @Web3Insider: “TVL 600 million USD in 1 year, but Solayer needs to improve UX to attract retail.”
⚠️ Some KOLs are concerned about UX and competition, but the community is optimistic with InfiniSVM and sUSD. 🌟

🛤️ Future Roadmap
- Q3-Q4 2025: Launch of Emerald Card, integrating sUSD for real-world spending. Expanding InfiniSVM to Polygon, Arbitrum.
- 2026: Increasing decentralized governance, improving sSOL/sUSD yield, adding AVS for GameFi.
- Long-term: Leading restaking and stablecoin on Solana, targeting the 10 trillion USD DeFi market. 🚀

✅ Opportunities
- InfiniSVM breakthrough: 1M TPS and 100 Gbps+ opens up opportunities for large-scale dApps.
- Strong ecosystem: Collaborating with @Nightly_app, @Liquidity_Land, @solana increases credibility.
- Vibrant community: 70K+ wallets, airdrop $LAYER and Emerald Rewards attract users. 💸

⚠️ Challenges
- Competition: @RenzoProtocol, @EigenLayer competing in restaking; @Tether_to in stablecoins.
- Improved UX: Complex UX may hinder retail users.
- Price volatility: $LAYER fell ~8.4% from its peak, needs increased adoption to recover. 🛑

📝 Conclusion
Solayer (@solayer_labs) revolutionizes restaking on Solana with InfiniSVM, sSOL, and sUSD, achieving TVL of 600 million USD and revenue of ~25 million USD/year. Collaborating with @Nightly_app, @Liquidity_Land, @solana and backers like Binance Labs, Solayer has the potential to lead DeFi. Do you think $LAYER will surpass the peak of 0.6857 USD? Have you participated in the airdrop or are you waiting for a dip? Comment now to discuss! 🗣️

References:
- CoinMarketCap
- CoinGecko
- Solayer
- Blogtienao
- DappRadar
- Coinspeaker

#Solayer #layer #restaking #Solana #DeFi


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