@Solayer $LAYER is a Layer 2 solution built on the Solana network, distinguished by its focus on Solana restaking and its innovative use of hardware-accelerated SVM (Solana Virtual Machine). Its core innovation, the "InfiniSVM," is an infinitely scalable multi-execution cluster architecture engineered to achieve exceptionally high transaction throughput and bandwidth while rigorously maintaining atomic state.
Solayer's technological revolution is centered on InfiniSVM and its Endogenous AVS (Actively Validated Service) design. InfiniSVM employs FPGA hardware acceleration, which enables a theoretical throughput of an astonishing 16 billion transactions per second (TPS). This is combined with the microsecond-level synchronization capabilities of the InfiniBand network, aiming to deliver an almost zero-cost transaction experience. This represents a significant leap forward in blockchain performance. The Endogenous AVS design is specifically tailor-made for the high-performance Solana network and features a triple architecture: a Re-staking Pool Manager responsible for asset liquidity and sSOL conversion; a Delegation Manager that optimizes staking asset allocation; and an MEV-enhanced Staking Pool designed to maximize yield potential. Additionally, the project has introduced an improved Black-Litterman algorithm, capable of intelligently optimizing asset allocation amidst market fluctuations.
The ecosystem integration and growth of Solayer are substantial. The upcoming launch of the Solayer Bridge (sBridge) is crucial for interoperability within the Solana ecosystem, as it will support the transfer of any Solana token, featuring instance bridging limits, a non-database design, and on-chain replay protection. Solayer’s Total Value Locked (TVL) has surpassed Orca, positioning it among the top 12 projects in the Solana ecosystem. This includes $32 million in sUSD Stablecoin Locked Amount and over $500 million in total sSOL Locked Amount. These metrics indicate strong adoption and trust in their liquid staking solution. The platform also boasts a significant user base of over 300,000 users. Further extending its reach into real-world utility, the Emerald Physical Debit Card offers an innovative model of "earning while spending," supporting payment scenarios in over 100 countries and effectively closing the loop between on-chain earnings and offline consumption.
Regarding tokenomics and market performance, the LAYER token has a total supply of 1 billion, with an initial circulation of 220 million, and 51.23% allocated to community and ecosystem share. Its functions include governance voting, staking rewards, and Gas payments. The project also has scheduled token unlocks, with 3.08% (approximately 7.6 million tokens) already completed, indicating a planned release schedule. Solayer (LAYER) notably led an $86 million release as part of $389 million token unlocks in early May 2025.
Solayer's "InfiniSVM" with a theoretical throughput of 16 billion TPS and FPGA hardware acceleration represents an aggressive pursuit of hyper-scalability, potentially setting a new benchmark for blockchain performance. This extreme focus on raw transaction capacity suggests a belief that the next phase of Web3 adoption will be driven by applications requiring unprecedented speed and low cost, particularly in areas like gaming, AI, and high-frequency finance. Current blockchain performance is typically measured in thousands or tens of thousands of TPS. Solayer's claim of "16 billion TPS" is orders of magnitude higher, indicating a radical departure in architectural design, likely leveraging specialized hardware such as FPGA and InfiniBand. This is not merely an incremental improvement; it signifies a strategic bet that the future of Web3 will demand performance levels akin to traditional internet infrastructure, enabling use cases that are currently infeasible due to latency and throughput limitations. This could serve as a significant differentiator if successfully achieved.
The substantial Total Value Locked (TVL) in sSOL, exceeding $500 million, and sUSD, at $32 million, coupled with the upcoming sBridge and the innovative Emerald Debit Card, indicates that Solayer is constructing a comprehensive, vertically integrated ecosystem around Solana restaking. This strategy aims to capture value at multiple layers, from underlying staking yield to real-world spending, thereby creating a closed-loop economy for Solana-native assets. Solayer is not merely a restaking protocol; it is actively building a full financial ecosystem on Solana. The high TVL in sSOL and sUSD demonstrates strong confidence in their liquid staking and stablecoin offerings. The sBridge is essential for interoperability, ensuring that assets can move freely across the network. The Emerald Debit Card represents a particularly compelling innovation, as it directly connects on-chain earnings to offline consumption, effectively bridging the gap between the crypto and traditional economies. This holistic approach aims to maximize utility and user retention within the Solayer ecosystem, fostering a powerful network effect.
