Few people articulate the core logic behind SOL's rise from $8 to $298—it's not just about price speculation, but about the projects within the ecosystem that can truly be 'utilized.' Just as Ethereum's market value is supported by DeFi and NFTs, Solana's explosion is hidden in the applications running on the chain: high-frequency trading of meme coins, real-time settlement in DeFi, and even on-chain inference of AI models all require a 'non-congested' underlying chain.
Solayer is the player that equips this chain with a 'rocket engine.' It hasn't taken the old path of clustering around Layer 2, but rather aims at hardware: bringing the InfiniBand RDMA technology used in supercomputing onto the blockchain, allowing data transfer between nodes to bypass the cumbersome 'pack-send-unpack' process and directly 'memory-to-memory' copy, reducing latency to the microsecond level; then breaking transactions into modules such as signing, computing, and storage, and assigning them to dedicated hardware for processing—much like separating the management of toll booths, lanes, and gas stations on a highway, so that a bottleneck in one link won't paralyze the entire system.
This combination of 'hardware + software' has transformed Solana from 'able to run' to 'able to bear': previously, 270,000 users used it for re-staking (similar to EigenLayer), locking up to $350 million; now it has transitioned into a high-performance execution layer, even Binance has approached, joining BNSOL's super staking, airdropping 1.6 million $LAYER daily to attract new users.
