Solayer's move is bold, directly throwing out the hardware-accelerated InfiniSVM technology like a nuclear bomb on the Layer1 track. With millions of TPS and infinite scalability, this data would shake the traditional financial world — after all, Visa's global peak processing volume is only 65,000 transactions per second, and Solayer has directly broken through the ceiling. They dare to play like this because they have confidence; the team accurately assesses that the biggest concern for institutional funds entering the market is performance bottlenecks. Now, by using hardware solutions to push latency to the limit, it’s like opening a VIP channel for hedge funds.
The design of the Emerald card has taken on-chain earnings to a new level. This thing is directly linked to the payment layer of infiniSVM, allowing users to receive 1-3% of their spending amount back in $LAYER in real-time while enjoying a coffee, essentially cracking the traditional credit card points system into real cash. What's even more exciting is the re-staking logic behind it; users can use sSOL as liquidity fuel, which can both feed transaction fees to liquidity pools like Kamino and rent bandwidth to ecological dApps, easily achieving double-digit annualized returns. Currently, the LST track on Solana has locked in a value of $2.6 billion in SOL, and if Solayer captures a 30% share, that's a significant business.
The value capture design of $LAYER is quite intricate. Staking module commissions + liquidity pool fee sharing + AVS service fees, the three-tiered revenue model directly binds the token to the value transmission chain. Especially, the potential of infiniSVM in the AI trading track has not been fully unleashed — imagine high-frequency strategies that can perform thousands of on-chain settlements per second; this efficiency is enough to upend traditional dark pools. The current valuation from the secondary market is still too conservative; once institutions realize this is a SOL ecosystem option with a hardware accelerator, the liquidity premium should become apparent.