Risks and Opportunities: Can Solayer's Hardware-Accelerated Layer 1 Become the Next 100x Gem?
Despite Solayer's recent strong performance, its technical route still faces challenges:
• Hardware Dependency Risk: InfiniSVM's performance heavily relies on specialized chips like FPGAs, and supply chain fluctuations may affect network stability.
• Ecosystem Migration Costs: DApps migrating from the Solana mainnet to InfiniSVM need to adapt to new API interfaces, and some projects may choose to wait and see.
• Token Economics: The LAYER token currently has a high inflation rate (15% annual inflation), and the impact of selling pressure on the token price needs to be monitored.
Technical Analysis: The Buying-the-Dip Logic
From a positive perspective, InfiniSVM's hardware-accelerated moat is difficult to replicate: a competing Layer 1 attempted to imitate its architecture, but limited by chip supply, its TPS only reached 30% of Solayer's. On-chain data shows that over $278 million in LAYER tokens have recently been transferred out of exchanges, reflecting the long-term deployment intentions of institutional investors.
Professional Investment Strategy
It is recommended to adopt a "Dollar-Cost Averaging + Swing Trading" combination: build positions in batches in the LAYER price range of $0.8-1.0, with a target price of $2.5; stop-loss if it falls below $0.6. It is worth noting that Solayer plans to launch a cross-chain DEX in Q4 2025, supporting TON and Ethereum asset swaps, which will directly increase token liquidity premium.
